Spotlight on Sebastian Schiele, DWS Global Head Index Mandates & Solutions, Xtrackers by DWS

“The growing demand for precise, client-defined outcomes requires far greater flexibility in passive implementation. Investors should favour mandate structures that allow for custom portfolio engineering.”

- Sebastian Schiele is the DWS Global Head Index Mandates & Solutions at DWS Group. Sebastian’s role is to create customised index and rules-based investment solutions for asset owners, asset managers and intermediaries across a variety of wrapper types. His team’s area of expertise ranges from traditional and smart beta to the integration of fundamental and sustainability objectives into index-linked and rules-based investment portfolios.

Sebastian will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Thursday, 12 March 2026 in Sydney CBD, New South Wales. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Fisher Investments' Michael Hanson on top-down equity investing

Video | Michael Hanson, Senior Vice President of Research, Fisher Investments

In this exclusive interview, Michael explains the benefits of a “top-down” approach to global equities investing and what’s been key to Fisher Investments’ 30 years of success navigating equity markets. He shares his views on US exceptionalism and how sentiment drives equity markets.

Joe Fernandes, Future Group – Chief Investment Officer & Executive Director, Investments

February 2026

Global Investment Institute congratulates Joe Fernandes on his appointment to the Chief Investment Officer and Executive Director, Investments role at Future Group.

Future Group is a superannuation platform and asset manager that is leading the ethical investment movement in Australia with ~$18 billion in funds under management and advice and supporting over ~415,000 members across their brands, which include Future Super, GuildSuper, ChildCare Super, smartMonday, Verve Super.

Most recently, Joe served as Group Chief Investment Officer, EGM Funds Management at Australian Unity Wealth for more than five years.

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

Daniel Park, JANA Investment Advisers – Head of IG Debt

February 2026

Global Investment Institute congratulates Daniel Park on his appointment to the Head of IG Debt role at JANA Investment Advisers.

JANA is an investment advisory firm with over ~A$1.3tn funds under advice. They advise over 80 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts.

Most recently, Daniel served as Head of Fixed Income, Pacific at Mercer.

We wish Daniel all the best in his new role and continued success to the team at JANA Investment Advisers.

Andrew Scott, Aware Super – Senior Portfolio Manager, Fixed Income

February 2026

Global Investment Institute congratulates Andrew Scott on his appointment to the Senior Portfolio Manager, Fixed Income role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$200 billion in assets under management and 1.2 million members.

In his new role, Andrew will report to Sonia Baillie, Aware Super’s Head of Income Assets. Andrew will lead the portfolio management of Aware Super’s A$10 billion Australian Fixed Income sector. He will be responsible for sector construction, portfolio and risk management, including oversight of external managers and contribute to the International Fixed Income sector through manager selection, performance and risk monitoring.

Most recently, Andrew served as Senior Portfolio Manager, Multi-Asset at Australian Ethical Investors.

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

Spotlight on Bryan Jenkins, Head of Portfolio Strategy & Research, Hamilton Lane

“Investors should position secondaries as a strategic allocation within private markets, using them to improve liquidity, shorten duration and smooth cash flows while maintaining exposure to private asset returns. This is particularly valuable in an environment of slower exits and elevated NAV."

- Bryan Jenkins is the Head of Portfolio Strategy and Research at Hamilton Lane, where he leads the firm’s efforts to design resilient private markets portfolios for clients globally. His team sets private markets asset allocation, guides portfolio construction and pacing, and applies quantitative research and risk analysis across strategies and structures. They draw on Hamilton Lane’s proprietary data and analytics platform to evaluate opportunities, model outcomes and help investors understand the trade-offs between return, risk and liquidity.

Bryan will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Thursday, 19 March 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Viola Miao, Rest – Senior Analyst, Research & Portfolio Construction

February 2026

Global Investment Institute congratulates Viola Miao on her appointment to the Senior Analyst, Research & Portfolio Construction role at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds with ~A$105 billion in assets under management and more than 2 million members.

Most recently, Viola served as Quantitative Analyst at Frontier Advisors for over three years.

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

Estella Zhang, Brighter Super – Senior Investment Analyst

February 2026

Global Investment Institute congratulates Estella Zhang on her appointment to the Senior Investment Analyst role at Brighter Super.

Brighter Super is an Australian superannuation fund with ~A$36 billion in assets under management and over 348,000 members.

Most recently, Estella served as Senior Investment Analyst at Uniting Financial Services, having joined the firm in 2022 as an Investment Analyst.

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

LGT Capital Partners' Pauline Wetter on private equity secondaries & exit activity

Video | Pauline Wetter, Partner, LGT Capital Partners

In this exclusive interview, Pauline discusses the drivers behind the slowdown in private equity (PE) exit activity and the growing role of secondaries in the PE landscape, including her key lessons learned over the years investing in secondaries and what it takes to achieve PE investing.

Relative value in credit vs equities and the rise of multi-asset credit

Video | David Rosenberg, Head of Liquid Performing Credit and Co-Portfolio Manager, Oaktree Capital Management

In this exclusive interview, David shares his perspectives on the relative value of credit versus equities in a higher-yield environment, he discusses pockets of credit markets offering best-in-class opportunities and the drivers behind the rise of multi-asset credit.

Thadeus McCrindle, Future Group – Senior Portfolio Manager

February 2026

Global Investment Institute congratulates Thadeus McCrindle on his appointment to the Senior Portfolio Manager role at Future Group.

Future Group is a superannuation platform and asset manager that is leading the ethical investment movement in Australia with ~$18 billion in funds under management and advice and supporting over ~415,000 members across their brands, which include Future Super, GuildSuper, ChildCare Super, smartMonday, Verve Super.

Most recently, Thadeus served as Head of Investments, Superannuation at Betashares.

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

Collateralised Loan Obligations (CLOs): What are they, common misconceptions and their role in portfolios?

Video | Cathy Bevan, Head of Structured Credit, BSP-Alcentra (Franklin Templeton)

In this exclusive interview Cathy discusses what Collateralised Loan Obligations (CLOs) are, how investors use them in portfolios, the common misconceptions about CLOs, the many lessons learned throughout her career navigating global markets, and the key to achieving long-term success in the asset class.

Watch the full interview which covers:

0:19 - What are CLOs and how do investors use them in portfolios?

1:41 - What are the common misconceptions about CLOs?

3:37 - How does having a global approach to investing in CLOs set your team up for success?

5:24 - What are the key benefits of an opportunistic fund that invests in third party CLOs compared to a captive equity fund?

9:44 - When investing in CLOs, how do you assess risk in the underlying collateral portfolios?

11:45 - Why is it important to assess the style and performance of CLO managers?

15:23 - What is your top lesson learned from your significant experience as a CLO investor?

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