Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule.
Our upcoming events include:
Global Investment Institute congratulates Jonathan Stagg on his appointment to the Head of Unlisted Assets role at Vision Super.
Vision Super is an Australian superannuation fund with ~A$31 billion in assets under management and ~170,000 members.
Most recently, Jonathan served as Senior Investment Analyst at Zenith Investment Partners.
We wish Jonathan all the best in his new role and continued success to the team at Vision Super.
Read More“Energy has underperformed electricity and utilities over the past 20 years. Today, as new sources of power demand become mainstream, we believe investors should think differently about their energy exposure and consider a dedicated allocation to the electricity sector.”
- Michel Sznajer is the Portfolio Manager for the Global Renewables Infrastructure Strategy at Ecofin at Redwheel, where he manages portfolios that focus on electrification and decarbonisation in the power sector by investing in developers, operators and owners of clean power generation assets and related infrastructure.
Michel and his team look for the best risk‑adjusted return opportunities in companies at the forefront of the energy transition that are compounding value over time. These companies typically grow faster than peers, generate attractive returns and act as good stewards of capital.
Michel will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 17 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.
Read MoreVideo | Aakash Thombre, Managing Director, Goldman Sachs Asset Management
In this exclusive interview, Aakash explains why identifying macro regimes is essential for multi-asset credit investors and how to navigate a tight spread environment in search of returns, without stretching for yield or compromising credit standards. He shares his views on where AI could have the greatest impact on global credit investors, the vulnerabilities global credit investors may be exposed to and what they should do about them, including when to pay for downside protection.
Read More“A.I. represents the most structurally compelling investment theme we have encountered in decades, though its extraordinary promise carries commensurate risks. Capital has concentrated dramatically around perceived winners, creating market fragility even as the underlying technology continues to deliver breakthrough capabilities.”
- Willis Tsai is the Head of Global Equities at Nuveen, where he is responsible for overseeing Nuveen’s US$500+ billion equity platform, which encompasses active, passive, fundamental, and quantitative solutions within Nuveen's broader US$1.4 trillion asset management business. A significant portion of this equity platform serves TIAA's CREF Stock account, a 70+ year legacy multi-manager fund, managing retirement assets for teachers and non-profit workers.
Willis’ responsibilities span investment performance, risk oversight, manager allocation, commercial growth, and fostering a collaborative culture across Nuveen’s 100+ person team.
Willis 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.
Read MoreVideo | Alicia Li, Product Strategist, Real Estate, PIMCO
In this exclusive interview, Alicia shares her perspectives on the key trends shaping the US commercial real estate market, why real estate debt presents a compelling opportunity for investors today and how it can complement other areas of private credit. Alicia also discusses the lessons learned over her extensive career navigating US commercial RE markets and how those learnings have shaped her approach today.
Read MoreGlobal Investment Institute congratulates Bella Chan on her appointment to the Associate Portfolio Manager, Credit 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.
Most recently, Bella served as Corporate Finance Manager at ACEN Australia.
We wish Bella all the best in her new role and continued success to the team at Aware Super.
Read More“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.
Read MoreVideo | 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.
Read MoreGlobal 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.
Read MoreGlobal 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.
Read MoreGlobal 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.
Read More“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.
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