GLOBAL INVESTMENT INSIGHTS

“There has been a lot of focus on co-investment to reduce fees and create more diverse exposures. In practice, however, adverse selection can lead to concentrated holdings with looser underwriting. A more sustainable approach is to partner with a manager who can offer balanced exposure through a bespoke structure and a diverse portfolio across industries.” 

- Jon Landis is the Head of Investor Business Development at BMO Sponsor Finance (SF), where he is focussed on identifying overlap between clients looking for high quality private debt exposure, and SF’s in-house direct private debt origination. He has over 27 years of experience in the public and private debt markets, is a founding member of the SF investor team, and has a prior background in institutional fixed income, focused on structured products. 

Jon will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternative Credit Investment Forum, taking place on Thursday, 11 September 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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“Heightened geopolitical risk, policy divergence, and shifting market sentiment creates both volatility and opportunity. Investors should consider a globally diversified fixed-income strategy, which allows for exposure to a broader set of interest rate environments and credit profiles, helping to smooth returns, reduce concentration risk and tap into regions or sectors where policy support or economic resilience may offer relative value.”

- Harvey Bradley is the Co-Head of Global Rates at Insight Investment, where he leads portfolio management for global and absolute return fixed-income strategies. His focus is on navigating interest rate cycles, managing macroeconomic risk, and identifying opportunities across sovereign debt markets.

Harvey will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternative Credit Investment Forum, taking place on Thursday, 11 September 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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“Global markets present some fantastic opportunities and are much deeper than those found in Australia. We are particularly focused on exploring offshore funds in the alternative investment category to ensure we are harvesting the alpha opportunities present in North America, Europe and APAC markets.”

- Daniel Kelly is the Chief Investment Officer (CIO) at Viola Private Wealth, with over a decade of experience in private and investment banking. As CIO, Daniel leads the firm’s investment strategy, driving innovation and delivering market-leading solutions for clients.

A seasoned investment strategist, Daniel has worked with some of Australia’s most affluent families and individuals, providing sophisticated, tailored solutions across multiple asset classes, including equities, fixed income, alternative investments, and derivatives.

In this exclusive interview with Global Investment Institute, Daniel discusses Viola Private Wealth’s current investment focus, the evolution of modern portfolio construction, the rising demand for alternative investments, key allocation preferences in the current environment, and how Viola Private Wealth helps clients remain emotionally anchored through periods of market volatility.

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“We see investor interest moving away from pooled vehicles toward customised separately managed accounts for both institutional, family office and high-net-worth clients. Specifically, we see demand for ‘Enhanced Equity’ mandates where the performance objective fits within a strictly defined tracking risk level, together with a custom overlay that fits into three main categories: Sustainability or ESG objectives, After-Tax objectives, and Options Enhancement.”

- Ray Carroll is the Chief Investment Officer for Breton Hill, the quantitative investing team at Neuberger Berman, where he is responsible for the performance of US$11.7 billion in investment strategies. Their team is comprised of 17 portfolio managers supported by the firm’s Data Science, Fundamental Research, Sustainable Investing, and Portfolio Solutions teams.

Ray will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum and the Equities Investment Forum, taking place on Tuesday, 9 September 2025 and Wednesday, 10 September 2025, respectively, 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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“Given the recent economic and geopolitical volatility, the safe haven of legal credit offers an attractive value proposition for investors. Legal credit returns are driven by legal receivables, which are uncorrelated to financial markets, macroeconomics, and geopolitical conditions. Thus, legal credit offers a structural hedge and a truly uncorrelated income stream, which can act as a diversifier within any portfolio.”

- Justin Maleson is the Managing Director, Co-Head Legal Credit Strategy at Victory Park Capital Advisors, LLC (VPC), where he is responsible for sourcing, analysing, executing, and managing investments within the legal industry. More broadly, he is responsible for constructing a thoughtfully diversified portfolio of asset-backed legal transactions, underpinned by VPC’s disciplined investment process and rigorous risk management framework.

Justin will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 9 September 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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“Right now is a tactical opportunity to invest in the global small/mid cap asset class, due to expectations of higher growth and lower valuations when compared to large-cap equities. This period of SMID underperformance has opened an attractive valuation opportunity for many smaller companies that are leveraged to exciting secular trends.”

- Jason White is the Lead Portfolio Manager for the Artisan Global Discovery Strategy at Artisan Partners, where he is responsible for making investment decisions and managing assets within the Global Discovery strategy.

Jason will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 10 September 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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