Spotlight on Will Ross, Executive Director, Dragon Capital

“Vietnam is the last great Asian emergence story of scale, underpinned by both manufacturing and exports, as well as domestic consumption.”

- Will Ross is an Executive Director and Chief Marketing & Distribution Officer at Dragon Capital, responsible for the end-to-end investor experience starting with awareness and branding, through to post-investment support. As the investor base for Vietnam continues to diversify this extends to education, product, channel and support strategies to provide new investors with access.

Will is presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Sydney, taking place on Tuesday, 15 October 2024 in Sydney CBD, New South Wales and the Family Office Investment Forum - Melbourne, taking place on Thursday, 17 October 2024 in Melbourne CBD, Victoria.

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

Greg Hall promoted to Head of Asset Allocation at ART

October 2024

Global Investment Institute congratulates Greg Hall on his promotion to Senior Portfolio Manager - Head of Asset Allocation at Australian Retirement Trust (ART).

ART was formed through the merger of Sunsuper and QSuper, creating one of the largest superannuation funds in Australia with approximately AU$300 billion in assets under management and more than 2.4 million members.

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

Mark Aarons promoted to new role at VFMC, Head of Asset Classes

October 2024

Global Investment Institute congratulates Mark Aarons on his promotion to Head of Asset Classes at Victorian Funds Management Corporation (VFMC). VFMC is a public authority responsible for investing AU$86 billion on behalf of Victorians, managing the long-term investments of Victorian State Government entities, comprising of 32 Victorian public authorities and related organisations.

Mark joined VFMC in 2018 and prior to this most recent promotion, held the role, Head of Investment Risk and Absolute Returns. His risk role encompassed risk analysis, portfolio construction and defensive overlays. He also headed up the Absolute Returns team which covers Hedge Funds, Private Credit and Emerging Market Debt (circa 20% of VFMC’s FUM).

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

Spotlight on Roy Keenan, Co-Head of Australian Fixed Income, Yarra Capital Management

“The primary question for investors in the current investment environment is how to secure reliable, consistent income, while effectively managing risk. Investment-grade credit provides high-quality income with a low likelihood of default and is particularly well-suited for a ‘higher-for-longer’ interest rate environment.”

- Roy is a senior leader within the Fixed Income team at Yarra Capital Management, focusing on Australian Fixed Income and Credit.

Roy will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Melbourne, taking place on Thursday, 17 October 2024 in Melbourne CBD, Victoria.

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

Jujhar Toki joins a family office in a Senior Investment Manager role

October 2024

Global Investment Institute congratulates Jujhar Toki on joining CH Warman Group in a Senior Investment Manager role.

CH Warman Group is an Australian family office that invests in a diverse range of asset classes including listed equities, hedge funds and private equity. It is associated with the Charles Warman Foundation that undertakes the philanthropic activities on behalf of the CH Warman Group.

We wish Jujhar all the best in his new role and continued success to the team at CH Warman Group.

Spotlight on Meaghan Mahoney, Managing Director & Credit Business Leader, Artisan Partners

“The growth of private credit has resulted in a risk transfer of lower quality companies from the public to the private market, helping to reduce default risk for liquid credit investors. In addition, an uptick in liability management exercises creates opportunities for highly scrutinising investors willing to roll-up their sleeves to potentially find diamonds in the rough.”

- Meaghan Mahoney is the Managing Director and Credit Business Leader at Artisan Partners. She is responsible for the overall management of their Credit platform from a business and investor perspective.

Meaghan will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Sydney, taking place on Tuesday, 15 October 2024 in Sydney CBD, New South Wales and the Family Office Investment Forum - Melbourne, taking place on Thursday, 17 October 2024 in Melbourne CBD, Victoria.

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

Spotlight on Marc Pillemer, Managing Director, Blue Owl Capital

"US$14 trillion could flow into private markets by 2033 because of the potential increase in target allocations, predominantly from three newer adopters of alternatives: wealth channels, insurance companies and sovereign wealth funds.”

- Marc Pillemer is a Managing Director on the Blue Owl GP Strategic Capital platform, responsible for sourcing and evaluating minority investments in private markets focused General Partners (GP).

Marc will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Sydney, taking place on Tuesday, 15 October 2024 in Sydney CBD, New South Wales and the Family Office Investment Forum - Melbourne, taking place on Thursday, 17 October 2024 in Melbourne CBD, Victoria.

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

Daniel Rigney promoted to Manager Quantitative Research – Investment Strategy and Asset Allocation at REST Super

September 2024

Global Investment Institute congratulates Daniel Rigney on his promotion to Manager Quantitative Research – Investment Strategy and Asset Allocation at REST.

REST is the superannuation fund for retail employees and today has over 1.9 million members, managing more than A$80 billion in assets on their behalf (as of June 2024).

We wish Daniel all the best in his new appointment and continued success to the team at REST.

Martin Thompson joins ESSSuper as an Investment Manager

Global Investment Institute congratulates Martin Thompson on joining ESSSuper as an Investment Manager.

ESSSuper serves the Victorian State Government, its employer agencies and their employees. It administers the State’s statutory defined benefit superannuation funds and obligations. It also administers accumulation style products such as the ESSSuper Accumulation Plan and account-based Income streams. ESSSuper has approximately 125,000 members with A$37 billion in assets under management.

Prior to joining ESSSuper, Martin was the Head of Investment Research at legalsuper and before that spent 14+ years with Frontier Advisors, most recently as a Senior Consultant, providing consulting support to clients and undertaking investment and manager research.

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

Lydia Kav promoted to Head of Multi-Asset at Perpetual

September 2024

Global Investment Institute congratulates Lydia Kav on her promotion to Head of Multi-Asset at Perpetual Limited. Perpetual is an ASX-listed, diversified financial services company that has over A$210 billion in assets under management.

As the Head of Multi-Asset, Lydia will be responsible for setting the investment philosophy and investment processes for the Perpetual Wealth Management Multi-Asset Team.

We wish Lydia all the best in her new role and continued success to the team at Perpetual.

Spotlight on Tyler Jayroe and Spencer Kubin, Private Equity Group, J.P. Morgan Asset Management

"With companies staying private for longer and many established companies being taken private, the public equity universe is dwindling. By investing in private companies, particularly at earlier stages, private equity firms capture the growth and value creation that is not available through public markets. Ability to invest in high-potential, fast growing businesses before they go public is a key driver of private equity’s potential for enhanced returns.”

-Tyler and Spencer are both Portfolio Managers within J.P. Morgan Asset Management’s Private Equity Group (PEG), which has more than 40 years of dedicated private equity investing experience and US$33 billion in assets under management.

Spencer will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Sydney, taking place on Tuesday, 15 October 2024 in Sydney CBD, New South Wales.

Tyler will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum - Melbourne, taking place on Thursday, 17 October 2024 in Melbourne CBD, Victoria.

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

Spotlight on Joe Gubler, Quantitative Portfolio Manager, Causeway Capital Management

“If demand for AI is to continue, solutions will need to quickly start translating into increased revenue, increased efficiency, or both. Most purchasers of AI solutions are currently seeing large cost increases with very little attendant benefits. This situation will not last. Either benefits to AI consumers will increase or demand will decrease."

- Joe Gubler is a Quantitative Portfolio Manager at Causeway Capital Management. He joined the firm in 2005 and has been a portfolio manager since January 2014. In addition to managing quantitative portfolios and conducting alpha research, Joe also leads the efforts to maintain and enhance Causeway’s proprietary risk models. He is also a member of the operating committee.

Joe will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 11 September 2024 at the Grand Hyatt Melbourne, Victoria.

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

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