Spotlight on Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group

“Within net lease, portfolio positioning matters more than ever. We believe allocations should lean toward essential‑service retail and mission‑critical industrial assets, where demand has historically demonstrated resilience and pricing dislocations remain. Overall, the current market reset highlights the importance of credit resilience, disciplined lease structures, and hands‑on portfolio oversight.”

- Jason Schreiber is the Co‑Head of Real Estate Equity at CIM and the Portfolio Manager of the firm's Net Lease strategy, where he is responsible for overseeing CIM’s Real Estate Equity platform as well as developing, implementing and managing the net lease strategy.

Jason recently presented at Global Investment Institute’s Private Wealth Investment Leaders Forum on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending future events, click here or for more information email zlatan@globalii.com.au.

Spotlight on Haseeb Malik, Partner & Head of Asia Credit, Värde Partners

“Asia’s expanding economies and evolving credit systems are generating substantial, sustained demand for private capital. Investors should look to build dedicated allocations to the region rather than treating it as an opportunistic sleeve within a broader global private credit mandate.”

- Haseeb Malik is the Head of Asia Credit at Värde Partners, where he is responsible for overseeing the firm’s Asia Credit strategy, focused on performing lending and credit capital solutions in the Asia Pacific region. He leads teams that focus on deal origination, structuring, investing and portfolio management across the platform.

Haseeb will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Spotlight on Vincent Stranges, Head of Product, Generation Life

“Super has traditionally been the vehicle of choice to accumulate and pass on wealth. Recent changes to tax on the earnings of super large balances have seen some review their super investments. What’s the most tax-effective vehicle to drive desired after-tax return outcomes, and what vehicles can provide flexibility and certainty when it comes to passing wealth to future generations?”

- Vincent Stranges is the Head of Product at Generation Life, where he is responsible for providing tax-effective investment solutions that can meet the demands of both advisers and their clients, with solutions designed for tax-effective wealth accumulation, coupled with succession and estate planning certainty.

Vincent will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Spotlight on Missy Dolski, Partner & Global Head, Asset-Based Finance, Värde Partners

“Asset-based finance is no longer a niche allocation but a strategic portfolio sleeve that requires thoughtful positioning. As the cycle progresses, portfolio construction should balance yield with capital preservation. Senior exposure, robust structural protections, and assets underpinned by demonstrable cash flow or hard collateral support are the foundations of a resilient asset-based finance allocation.”

- Missy Dolski is the Global Head of Asset-Based Finance at Värde Partners, where she is responsible for overseeing the firm’s Asset‑Based Finance strategy, focused on middle‑market opportunities across commercial, consumer, and fund finance assets. She leads deal origination, structuring, and portfolio management across the platform.

Missy will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Alantra’s Francisco de Juan on European small cap equities

Video | Francisco de Juan, Managing Partner & EQMC Chief Investment Officer, Alantra EQMC Asset Management

In this exclusive interview, Francisco discusses what makes European small caps an attractive hunting ground for investors. He explains the valuation gap that exists between European small caps relative to both, history and large cap peers and the role of M&A activity in accelerating returns within the asset class. He also shares his thoughts on the industry verticals within small caps that offer the highest potential for attractive returns.

Xtrackers by DWS’ Sebastian Schiele on enhanced indexing

Video | Sebastian Schiele, DWS Global Head, Index Mandates & Solutions, Xtrackers by DWS

In this exclusive interview, Sebastian explains enhanced indexing and where it fits between passive and active strategies. He discusses the different types of enhanced indexing approaches that are available and why they are gaining traction with Australian institutional investors. Sebastian also covers how enhanced indexing can help investors meet objectives, like decarbonisation and the global trends he is seeing in the adoption of enhanced indexing strategies.

Spotlight on Kevin Marchetti, Chief Investment Officer & Head of US Direct Lending, Man Group

“Macro uncertainty is stress-testing credit portfolios. ‘Easy money’ is behind us and has furthermore created what we call a ‘credit picker's market’. Investors should interrogate a manager's credit process, not just their return profile.”

- Kevin Marchetti is the Head of Direct Lending and Chief Investment Officer at Man US Direct Lending, where he is responsible for leading the Underwriting and Portfolio Management teams, leveraging his extensive experience in risk management and middle market lending.

Kevin also serves on the Investment Committee, responsible for final approval of new and additional investments in the portfolio.

Kevin will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Spotlight on Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners

“Healthcare property offers exposure to non-discretionary demand, long lease tenures and, in many cases, CPI-linked rental growth. These characteristics can enhance income stability while reducing correlation with more cyclical property sectors.”

- Tom Patrick is Managing Partner and Head of Healthcare Property at Barwon Investment Partners, where he is responsible for the strategy, portfolio construction and asset management of the firm’s healthcare real estate investments. This includes sourcing and executing transactions, managing tenant relationships and overseeing capital allocation across the portfolio.

Tom will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

bfinance’s Toby Goodworth on active currency overlays and managing FX in portfolios

Video | Toby Goodworth, PhD, Managing Director, Head of Liquid Markets, bfinance

In this exclusive interview, Toby discusses active currency overlays, including how they differ from a conventional strategic FX hedge, the challenges investors typically face in implementation and their role in the context of the broader portfolio. He addresses what the ideal market conditions are for utilising active currency overlays and explains what investors should expect from a successful active currency overlay program.

Marina Pasika, Rest – Head of Private Markets

May 2026

Global Investment Institute congratulates Marina Pasika on her appointment to the Head of Private Markets 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.

Marina has been acting in the role since October 2025, reporting into Michael Clancy, Chief Investment Officer.

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

Matt Wacher, JANA Investment Advisers – Chief Investment Officer

May 2026

Global Investment Institute congratulates Matt Wacher on his appointment to the Chief Investment Officer role at JANA Investment Advisers.

JANA is an investment advisory firm with over ~A$1.6tn funds under advice. They advise over 80 institutional clients, including corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts.

Matt will commence in his new role on 19 May and joins from Morningstar Investment Management, where he held the Chief Investment Officer, Asia Pacific position.

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

Baillie Gifford’s Alan Coffey on private markets and companies staying private for longer

Video | Alan Coffey, Director, Private Companies, Baillie Gifford

In this exclusive interview, Alan discusses how the continued growth of private companies is reshaping the opportunity set for long-term investors. He explains how Baillie Gifford translates its 100+ years of growth investing heritage into advantage in accessing and navigating private market opportunities today, as more companies remain private for longer.

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May 2026

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