Simon James re-joins WTW as Director, Investments - Client Team

May 2025

Global Investment Institute congratulates Simon James on re-joining WTW in the role of Director, Investments – Client Team.

WTW is a global asset consultant, providing a range of expertise in risk management, strategic and dynamic asset allocation, portfolio construction, investment manager selection, sustainable investment, investment governance, and delegated investment solutions (implemented consulting).

Most recently, Simon was Head of Credit, Australia at WTW where he was responsible for researching fixed income and credit managers spanning both the traditional and alternative credit universes, and advising clients on the portfolio construction for those asset classes.

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

Summary of private credit investor sentiment polling results

Global Investment Institute was delighted to host the world’s leading private credit investment experts and key decision makers of Australia’s largest institutional investor organisations, collectively representing more than A$2.14 trillion in assets under management at our premier annual Private Credit Investment Forum on Thursday, 8 May 2025 in Melbourne, Victoria.

Sentiment captured at the event through polling of participants was overwhelmingly positive with regard to investing in the private credit asset class, with 81% indicating that they are looking to increase their allocation to private credit, and the remaining 19% expecting it to remain unchanged.

Read on to view the sentiment captured and to receive the full polling report from our 2025 Private Credit Investment Forum.

Former TWUSUPER Chair, Nicholas Sherry appointed Co-Chair of Team Super

May 2025

Global Investment Institute congratulates The Hon. Nicholas (Nick) Sherry on his appointment to the role of Co-Chair at Team Super.

Mine Super and TWUSUPER successfully completed their merger on 21 March 2025. To support the merger, Mine Super rebranded to Team Super on Monday, 20 January 2025. Team Super now manages over A$22 billion in assets and serves more than 150,000 members.

Most recently, Nick was the Independent Chair of the TWUSUPER Board since 2022, until the merger with Team Super.

We wish Nick all the best in his new role and continued success to the Team Super team.

Critical minerals: The role of tech, geopolitics, social and environmental factors on demand-supply dynamics

“It is difficult to predict future mineral demands because trajectories hinge on technological shifts. Investors will need to monitor innovations to avoid stranded asset risks.”

-Tim Werner is a Senior Lecturer at the University of Melbourne’s School of Geography, Earth and Atmospheric Sciences. He is currently focused on examining land use impacts of mining critical minerals. His interests span many topics, including mineral supply chain resilience and dynamics, land use changes, and exploring critical metal supply chain impacts at both local and global scales.

In this exclusive interview with Global Investment Institute, Tim discusses the rapidly evolving landscape of critical minerals, examining demand drivers, supply chain vulnerabilities, environmental and social concerns, and innovations shaping the sector's future.

ART promotes Andrew Woo to Associate Portfolio Manager, Defensive & Liquid Assets and Portfolio Intelligence

May 2025

Global Investment Institute congratulates Andrew Woo on his promotion to the role of Associate Portfolio Manager, Defensive & Liquid Assets and Portfolio Intelligence at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. They have more than A$330 billion in assets under management and over 2.4 million members.

Most recently, Andrew was a Senior Portfolio Analyst, Public Markets – Fixed Income at Australian Retirement Trust.

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

Marie Cardaci appointed as Investment Manager at ESSSuper

May 2025

Global Investment Institute congratulates Marie Cardaci on her appointment to the role of Investment Manager at Emergency Services and State Super (ESSSuper).

ESSSuper is a superannuation fund with around 124,500 members and over A$37 billion in assets under management.

Prior to joining ESSSuper, Marie was a Senior Consultant and Deputy Head of Responsible Investments at Frontier Advisors.

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

Marie is an Advisory Committee member of Global Investment Institute’s Net Zero Investment Forum, which is taking place on Thursday, 26 March 2026 in Melbourne CBD. To find out more about the event or to express interest in attending please click here.

Louise Bradshaw joins CareSuper as Manager - Responsible Investments

May 2025

Global Investment Institute congratulates Louise Bradshaw on her appointment to the role of Manager, Responsible Investments at CareSuper.

CareSuper is an award-winning, profit-to-member industry super fund. On 1 November 2024, CareSuper merged with Spirit Super to form a fund with over 550,000 members and A$53 billion in assets under management.

Most recently, Louise served as Manager - Responsible Investments, Stewardship lead at Aware Super. Prior to that, she was a Senior Analyst - Responsible Investments at Aware Super.

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

Spotlight on Joe Moroney, Partner, Co-Head of Global Corporate Credit & Head of Sustainable Finance, Apollo

“Long viewed as competitors, the relationship between banks and private credit firms has recently grown more symbiotic. Bank-private partnerships can offer a bespoke financing solution that gives borrowers the flexibility they desire while offering investors an avenue to pick up spread over conventional IG debt in a downside protected manner.”

-Joe Moroney is Partner and Co-Head of Global Corporate Credit at Apollo, where he is responsible for overseeing the corporate finance investment team as well as the fixed income replacement strategy, Investment Grade Private Credit. He joined Apollo in 2008 as the Head of Apollo’s Global Performing Credit Group and also serves as Head of Sustainable Finance.

Joe will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 8 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Matthew Kempton joins Cbus as Head of Equity Strategies

May 2025

Global Investment Institute congratulates Matt Kempton on joining Cbus in the role Head of Equity Strategies.

Cbus is a superannuation fund with A$100 billion in assets under management and 920,000+ members.

Matt will join Cbus in August 2025 from Funds SA where he spent 7+ years and most recently held the role Deputy Chief Investment Officer and Director, Equities. Funds SA is an investment management partner for South Australian public sector superannuation funds and approved authorities, with A$41 billion in assets under management.

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

Aware Super CIO, Damian Graham appointed Head of International

May 2025

Global Investment Institute congratulates Damian Graham on his transition to the Head of International role at Aware Super.

Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Damian will transition into the role of Head of International, based in London, at the end of the year after 12 years as the CIO of Aware Super. To ensure a smooth transition, Damian will remain in the role of CIO until a new appointment is made, following which he will relocate to London in late 2025.

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

Leigh Gavin promoted to Chief Investment Officer at Cbus

April 2025

Global Investment Institute congratulates Leigh Gavin on his promotion to the Chief Investment Officer role at Cbus.

Cbus is a superannuation fund with A$100 billion in assets under management and 920,000+ members.

Leigh joined Cbus in 2023. Prior to his promotion to the CIO role, he was the Deputy CIO and Head of Portfolio Strategies. He takes over the CIO role from Brett Chatfield who will step away to take up an opportunity outside of industry super after assisting with the transition.

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

Spotlight on Robin Doumar, Founder & Managing Partner, Park Square Capital

“This is an asset pickers’ market – it is not a market where you want to own beta. We are going to see significant divergence in how managers perform. The current environment is characterised by slower deal activity, and this will put pressure on large pools of capital.”

- Robin Doumar is the Founder and Managing Partner at Park Square, where he has been responsible for leading the firm since its inception in 2004. He also serves as Chair of both the Investment Committee and the Executive Committee. In this article, Robin shares his views on current dynamics playing out in private credit and what investors should be thinking about in pursuit of desired goals.

Robin will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 8 May 2025 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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