Adele O'Shannassy promoted to Head of Research at Drummond Capital Partners

July 2025

Global Investment Institute congratulates Adele O'Shannassy on her promotion to the role of Head of Research at Drummond Capital Partners.

Established in 2017, Drummond Capital Partners manage active, global multi-asset portfolios for financial intermediaries, high net worth individuals and family office clients.

Prior to her promotion, Adele most recently served as a Senior Analyst, having joined the firm in 2022 as an Analyst.

We wish Adele all the best in her new role and continued success to the team at Drummond Capital Partners.

Best practice in direct lending and the questions investors should be asking when assessing managers

Video | Kevin Marchetti, Co-Head of Direct Lending and Chief Credit Officer, Man Varagon

In this exclusive interview Kevin discusses best practice in building and managing direct lending portfolios, what investors should be asking when evaluating new and existing managers as part of their due diligence and risk management processes, and how he expects the asset class to evolve in the years ahead.

Watch the full interview which covers:

0:23 - How has the private credit market, and in particular direct lending, evolved in recent years? How do you expect it to evolve in the coming years?

1:15 - What segment of the direct lending market does Man Varagon target, and why?

1:53 - What is best practice in direct lending portfolio construction from Man Varagon’s perspective?

2:31 - How does your approach to direct lending portfolio construction inform your due diligence and risk management processes?

4:02 - What questions should investors be asking when evaluating new and existing direct lending manager relationships?

Chris Robertson appointed as Head of Portfolio and Risk Management at Evidentia Group

June 2025

Global Investment Institute congratulates Chris Robertson on his appointment to the role of Head of Portfolio and Risk Management at Evidentia Group.

Evidentia Group has over A$13 billion in FUM. They are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms.

In this newly created role, Chris will lead the integration of performance and investment risk analytics into Evidentia’s investment management process. Most recently, he served as an Asset and Wealth Management Consultant at Arthur Austin Investments, a position he held for nine years.

We wish Chris all the best in his new role and continued success to the team at Evidentia Group.

Simon Beeny promoted to Senior Portfolio Manager - Portfolio Strategy at HESTA

June 2025

Global Investment Institute congratulates Simon Beeny on his promotion to the role of Senior Portfolio Manager - Portfolio Strategy at HESTA.

HESTA is an Australian industry superannuation fund with A$93 billion in assets under management and over 1.05 million members.

Prior to his promotion, Simon most recently served as Investment Manager - Portfolio Strategy and Risk.

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

Camille Wynter joins Cbus as Head of ESG Integration, Responsible Investments

June 2025

Global Investment Institute congratulates Camille Wynter on her appointment to the role of Head of ESG Integration, Responsible Investments at Cbus.

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

Camille joins the responsible investment team, reporting to Ros McKay, Head of Responsible Investment. Most recently, she was Head of ESG Research for Australia and New Zealand at UBS.

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

REI Super appoints Michelle Boucher as Group Executive - Transition and Transformation

June 2025

Global Investment Institute congratulates Michelle Boucher on her appointment to the role of Group Executive – Transition and Transformation at REI Super.

REI Super is an Australian industry superannuation fund with A$2.3 billion in assets under management and over 50,000 members.

Most recently, Michelle served as Deputy Chief Executive Officer at First Super. Prior to that, she held a number of senior roles over more than eight years at Cbus, most recently as Group Executive – People, Technology and Enablement, having joined the Fund as Executive Manager, Marketing and Communications.

We wish Michelle all the best in her new role and continued success to the team at REI Super.

SuperCareers - Job opportunities for executives and senior investment professionals across our industry

June 2025

Current featured job vacancies and opportunities include roles at Allspring Global Investments, Apollo Global Management, AustralianSuper, Cbus, CIM Group, Costa Asset Management, Fidelity International, Frontier Advisors, Future Fund, Goldman Sachs, HESTA, Hostplus, J.P. Morgan Asset Management, Northern Trust Asset Management, Octopus Australia, and TCorp.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

Aware Real Estate promotes Tracey Whitby to Chief Executive Officer

June 2025

Global Investment Institute congratulates Tracey Whitby on her promotion to Chief Executive Officer at Aware Real Estate (ARE).

ARE was launched by Aware Super to grow its directly-owned Australian property portfolio and has A$2.5 billion assets under management. Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Tracey joined ARE in October 2022 as Chief Financial Officer and brings over 20 years of experience in senior executive and CFO roles across leading property investment and management firms, including more recently as CFO of Lincoln Place Lifestyle Communities.

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

Pierre-Hedzer Marchi & Josh Phillips join Evidentia Group

June 2025

Global Investment Institute congratulates Pierre-Hedzer Marchi and Josh Phillips on joining Evidentia Group as Head of Quantitative Investments and Senior Asset Consultant, respectively.

Evidentia Group has over A$13 billion in FUM. They are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms.

Pierre will oversee the development and execution of advanced quantitative investment strategies in this new role for Evidentia Group.

We wish Pierre and Josh all the best in their new roles and continued success to the team at the Evidentia Group.

Andrew Major promoted to Strategic Advisor - Investments Operating Model at HESTA

June 2025

Global Investment Institute congratulates Andrew Major on his promotion to the role of Strategic Advisor - Investments Operating Model at HESTA.

HESTA is an Australian industry superannuation fund with A$93 billion in assets under management and more than 1.05 million members.

Most recently, Andrew was Chief Risk Officer for the fund, having started in 2009 as General Manager - Unlisted Assets.

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

David Iverson promoted to Chief Investment Officer at Accident Compensation Corporation

June 2025

Global Investment Institute congratulates David Iverson on his promotion to the role of Chief Investment Officer at Accident Compensation Corporation (ACC).

The ACC is New Zealand’s government agency providing no-fault injury cover and rehabilitation support to residents and visitors with NZ$49 billion of assets under management.

David most recently served as Head of Dynamic Asset Allocation at ACC. Before that, he spent nearly 12 years as Head of Asset Allocation at NZ Super Fund.

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

Understanding the continued growth of Australia’s superannuation industry

June 2025

Australia’s superannuation system is one of the fastest-growing institutional pools of capital globally. Currently with A$4.2 trillion (As at March 2025) in assets and expected to exceed A$13.5 trillion by 2045.

Australia’s system sits at the intersection of growth, scale, and openness to global investment ideas. With approximately 100 regulated super funds and a small group of outsized funds influencing the majority of flows, building strong relationships in this market can lead to meaningful long-term partnerships.

While other markets are focused on protecting capital or managing outflows, Australia is still looking to deploy capital into global markets. For fund managers with strong performance, ESG alignment, and the ability to articulate a clear value proposition, the opportunity is not just significant, it is strategic.

In this article, we discuss how to turn opportunity into access for asset managers looking to deepen their understanding of the market and how to successfully engage with the key decision makers in order to be seen, heard and considered.

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