GLOBAL INVESTMENT INSIGHTS

October 2025

Global Investment Institute congratulates Matt Macdonald on his appointment to Portfolio Manager, Private Equity 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 615,000 members and A$53 billion in assets under management.

Most recently, Matt served as Senior Investment Analyst, Private Equity at AustralianSuper for over four years.

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

October 2025

Global Investment Institute congratulates Anna Scott on her appointment to the role of Chief Executive Officer at Mercer New Zealand.

Mercer New Zealand has over NZ$11 billion in assets under management and 25,000 employees in over 130 counties.

Most recently, Anna served as Director at Financial Services Council of New Zealand.

We wish Anna all the best in her new role and continued success to the team at Mercer New Zealand.

Danny Almagor, Co-Founder, Small Giants Family Office and Small Giants Academy

When we think about investing, it is often transactional, dry and not much fun. The traditional image is of a rational investor sitting in front of a screen, using some obscure calculations to determine where the most money can be made with the least amount of risk. We call this Modern Portfolio Theory (MPT), with all its finance jargon like efficient frontiers, variance and correlation, and statistical analyses such as the Sharpe ratio and the Treynor ratio, measuring risk-adjusted returns.

Bored yet? Maybe it’s just me, but I’m not just bored, I’m also annoyed. The limitations of this theory are so significant I find it hard to believe so many smart people continue to think it is a good idea.

September 2025

Global Investment Institute congratulates Maaike van Tol on her promotion to Head of Risk at New Zealand Superannuation Fund (NZ Super Fund).

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has more than NZ$70 billion in assets.

Prior to her promotion, Maaike served as Director, Portfolio Design at NZ Super Fund.

We wish Maaike all the best in her new role and continued success to the team at NZ Super Fund.

September 2025

Global Investment Institute congratulates Kathy Vincent on her promotion to the role of Chief Executive Officer 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.

Prior to her promotion, Kathy served as Chief Operating Officer of ART.

We wish Kathy all the best in her new role and continued success to the ART team.

September 2025

Global Investment Institute will host two Equities Investment Forums in 2026, extending the program beyond its annual September gathering in Melbourne, to bring the event to Sydney in the first quarter of the year.

The addition of a Sydney forum creates a biannual rhythm for equities-focused dialogue in Australia. Investment leaders will now have the opportunity to engage with investment insights and peer perspectives every six months, rather than waiting a full year between discussions.

The Equities Investment Forum focuses on investment opportunities within the equities asset class and addresses critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions. It assesses key risks and approaches to managing those risks in pursuit of desired investment objectives, in the context of a dynamic and rapidly evolving economic, political and regulatory environment.

If you are interested in being part of these private gatherings, please reach out to zlatan@globalii.com.au or visit globalii.com.au for more information.

September 2025

Global Investment Institute congratulates Stephen Colwell on his promotion to Deputy Head of Equities at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Stephen served as Senior Investment Analyst for over four years.

We wish Stephen all the best in his new role and continued success to the team at Zenith Investment Partners.

September 2025

Global Investment Institute congratulates Ethan Xing on his promotion to Portfolio Manager, Asset Allocation at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Ethan served as Portfolio Construction specialist.

We wish Ethan all the best in his new role and continued success to the team at Zenith Investment Partners.