Spotlight on James Kirby, Principal, President, Deerpath Capital

James co-founded Deerpath in 2007. In his role as Principal, he acts in a capacity akin to the chief investment officer. He sits on the investment committee alongside the other three partners in the business and together they review investment prosposals and assess their suitability for meeting Deerpath’s strict investment criteria in deploying capital in the US lower-middle direct lending market.

James will present on the developments across the US lower-middle direct lending market, at Global Investment Institute’s upcoming Private Credit Roundtable, taking place on Thursday, 4 May 2023 at The Residence - Grand Hyatt Melbourne, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Ben Griffiths joins the Future Fund as Director, Equities

April 2023

GII congratulates Ben Griffiths on joining the Future Fund in the position of Director, Equities.

The Future Fund is Australia’s sovereign wealth fund, investing and managing assets of more than AU$250 billion for the benefit of future generations of Australians.

Immediately prior to this role, Ben was the Head of Equities in the Portfolio Delivery team at NSW TCorp (TCorp), where he played a key role in designing and constructing TCorp’s A$47 billion equity portfolio across developed and emerging markets.

We wish Ben all the best in his new role and continued success to the team at Future Fund.

Spotlight on Matthew Turner, Head of Senior Debt, Intermediate Capital Group (ICG)

Matthew is the Head of Senior Debt at ICG and in this role he is responsible for the Australian Senior Loan Fund, which has been build over the past 10 years and consists of a diversified portfolio of Private Debt assets. As market pioneers, Matthew and his team have witnessed the development and evolution of the Australian Private Debt market.

Matt will be presenting on the evolution of the Australian private debt market and how it is likely to play out in the current, uncertain economic environment, at Global Investment Institute’s upcoming Private Credit Roundtable, taking place on Thursday, 4 May 2023 at The Residence - Grand Hyatt Melbourne, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

The Retirement Income Covenant and the role for Global Quality Value Strategy in portfolios

Nick Clay, Portfolio Manager - Global Quality Value Strategy, Redwheel

In this exclusive interview with Global Investment Institute (GII), Nick Clay, Portfolio Manager of the Redwheel Global Quality Value Strategy shares his insights on the key areas of focus for him in his dealings with his global client base around the role the Global Quality Value Strategy can play in investors’ portfolios, in times of uncertainty and volatility, and its fit for superannuation fund portfolios, including in the context of the Retirement Income Covenant which came into effect on 1 July 2022.

Superannuation focus: Can gold slice through the inflation and potential stagflation headwinds?

Global Investment Insights - World Gold Council

As inflation continues to persist and the risk of stagflation continues, what role can gold play in superannuation funds’ portfolios to heed off the associated headwinds?

Global Investment Institute commits to Net Zero through partnership with Climate Vault

April 2023

Institutional investors are transitioning their portfolios to net zero and we are too.

Last week, we hosted our inaugural Net Zero Investment Forum. This was a carbon neutral event thanks to our partnership with Climate Vault, which enabled us to offset the carbon emissions from the event and ALL our in-person events that we will host this calendar year.

To find out more about how we are making an immediate carbon impact and how you too can take action, click the link.

Corrin Collocott appointed Deputy CIO, Mercer & Adam Deering appointed Senior PM-Equities, Mercer

April 2023

GII congratulates Corrin Collocott on his appointment as the Chief Investment Officer, Mercer Super and Multi-Sector, and Deputy Chief Investment Officer of Mercer in Australia.

GII would also like to congratulate Adam Deering, who joins Mercer as a Senior Portfolio Manager, Equities with responsibility for the Mercer Pacific Equity and Listed Real Assets funds.

Both appointments follow from the recent merger between BT Super and Mercer Super into the Mercer Super Trust, which now manages AU$65 billion in assets, on behalf of more than 850,000 Australians to support their retirement outcomes.

We wish Corrin and Adam all the best in their new roles and continued success to the team at Mercer.

Andrew Fisher appointed Head of Investment Strategy, Australian Retirement Trust

April 2023

GII congratulates Andrew Fisher on his promotion, having been appointed the Head of Investment Strategy at Australian Retirement Trust (ART).

ART came into existence recently (2022), following the completion of the merger between two of Australia’s largest superannuation funds, SunSuper and QSuper, creating a new mega fund with AU$240 billion in assets under management and more than 3 million members.

Andrew commenced in his new role on Monday, 27 March 2023, taking over from Damian Lillicrap who finished up with the fund on Friday, 31 March 2023. He is responsible for managing strategy, asset allocation and investment risk for the super savings investment options at ART.

We wish Andrew all the best in his new role and continued success to the team at ART.

Spotlight on Mike Harut, Responsible Investment Manager, Munro Partners

As the Responsible Investment Manager at Munro Partners, Mike Harut is responsible for ensuring that ESG issues are appropriately integrated into the company’s valuation and stock selection process. Bottom-up ESG analysis also drives Munro’s stewardship efforts, including their engagement with companies on gaps they identify.

Mike’s role is to help Munro understand how the decarbonisation of the global economy will unfold and identify the companies which stand to benefit from the transition.

Munro has a long history of investing in climate change opportunities and they invest in this theme across all of their funds and exclusively in their Climate Change Leaders strategy.

Mike will be presenting on how institutional investors ought to seek to achieve carbon footprint reduction targets by managing climate change risk and capturing opportunities within the equities asset class at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Tuesday, 28 March 2023 at the Grand Hyatt Melbourne, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Scott Rissman appointed as Portfolio Manager, Income and Markets at Aware Super

March 2023

GII congratulates Scott Rissman on his appointment to the role Portfolio Manager, Income and Markets at Aware Super (Aware).

Aware is one of Australia’s larges industry funds providing superannuation, advice and retirement solutions to those who teach, nurse, care, respond and help others in our communities. The Fund currently manages a combined asset pool of AU$155 billion on behalf of its 1.1 million members.

Scott joined Aware on 15 March 2023. He is responsible for the performance of the global market’s strategies and trading capabilities, and delivery of markets solutions for the Fund.

We wish Scott all the best in his new role and continued success to the team at Aware Super.

Phil Naylor appointed as the Deputy Chief Investment Officer of Spirit Super

March 2023

GII congratulates Phil Naylor on his appointment as the Deputy Chief Investment Officer of Spirit Super.

Spirit Super is an industry superannuation fund managing more than AU$26 billion in assets on behalf of more than 325,000 members.

In addition to being the deputy chief investment officer of the fund, Phil will also serve as the general manager of investment strategy.

Phil joins Spirit Super from Frontier Advisors, where he spent close to five years, most recently in the role of Head of Capital Markets and Asset Allocation.

We wish Phil all the best in his new role and continued success to the team at Spirit Super.

Jonathan Rawicz, Senior Portfolio Manager, New Capital, visiting Australia 20 - 24 March 2023

Roadshow Announcement | 20 - 24 March 2023, Australia

Jonathan Rawicz is a Senior Portfolio Manager of EFGAM’s New Capital Global Equity Conviction fund. Jonathan will be visiting Australia from 20 – 24 March 2023.

EFGAM is the designated investment manager of Swiss banking group, EFG International. EFGAM manages New Capital funds and strategies and discretionary portfolios for clients worldwide with assets under management of AU$36.8 billion. New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide.

To express interest in meeting with Jonathan on his visit to Australia, please contact Matthew Jackson, Director – Australia, EFGAM New Capital and Shaw & Partners.

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