Georgina Bishop, VFMC – Head of Property

June 2026

Global Investment Institute congratulates Georgina Bishop on her promotion to the Head of Property role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$97 billion for Victoria and 32 Victorian public authorities and related organisations.

Georgina will commence in her new role in late October 2026. She currently serves as Senior Portfolio Manager, having joined VFMC in 2023.

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

Kate Turner, Koda Capital – Head of Responsible and Impact Investments & Partner

June 2026

Global Investment Institute congratulates Kate Turner on her appointment to the Head of Responsible and Impact Investments & Partner role at Koda Capital.

Koda Capital is an Australian independent wealth manager with ~A$17 billion in assets under management.

Most recently, Kate served as Global Head of Responsible Investment at First Sentier Investors, having joined the firm in 2019.

We wish Kate all the best in her new role and continued success to the team at Koda Capital.

Argyle Capital Partners’ Kim Morison on Australian water rights investing

Video | Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners

In this exclusive interview, Kim discusses how investing in water rights works in Australia, including how it enables farmers to unlock capital from their balance sheets, he explains how water rights are valued and the key drivers of long-term returns in the asset class.

Paul Newfield, Frontier Advisors – Director of Specialist Services and Deputy Director Investment Consulting

June 2026

Global Investment Institute congratulates Paul Newfield on his promotion to the Director of Specialist Services and Deputy Director Investment Consulting role at Frontier Advisors.

Frontier Advisors have been advising Australian institutional investors for almost thirty years. They provide advice on A$900 billion of assets across the superannuation, charity, public sector, insurance and higher education sectors.

Most recently, Paul served as Director of Sector Research at Frontier Advisors, having joined the organisation in 2019.

We wish Paul all the best in his new role and continued success to the team at Frontier Advisors.

Pretium’s Brendan Bosman on the role of non-bank lenders in U.S. home building

Video | Brendan Bosman, Managing Director, Pretium

In this exclusive interview, Brendan discusses the drivers behind the demand for non-bank lenders in financing U.S. home building. He explains the size of the opportunity set for investors to fund construction and development and the parts of the market and the types of builders they focus on, and why. Brendan also shares how Pretium is uniquely positioned in originating, underwriting, executing, asset managing and servicing their loan book, and how that sets them apart in the market.

Investment Team senior appointments at Zenith Investment Partners

June 2026

Global Investment Institute congratulates Charl Marais and Dan Cave on joining Zenith Investment Partners, as Senior Portfolio Manager and Deputy Head of Income Research, respectively.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$6 billion in funds under management and more than 150 licensee clients.

Our congratulations to both Charl and Dan, and best wishes for continued success to the team at Zenith Investment Partners.

Tor Investment Management’s Patrik Edsparr on private credit markets of Asia Pacific

Video | Patrik Edsparr, Chief Investment Officer & Co-Founder, Tor Investment Management

In this exclusive interview, Patrik discusses the dynamics playing out across private credit markets of Asia Pacific, the challenges with navigating the opportunity set across the region’s many jurisdictions and what the key ingredients are to achieving success. Patrik also shares his perspectives on credit risk and areas of vulnerability in U.S. private credit and the role an allocation to Asia Pacific can play at this phase of the cycle as an effective diversifier.

June 2026 SuperCareers - Job opportunities for executives and senior investment professionals across our industry

June 2026

Current featured job vacancies and opportunities include roles at Australian Retirement Trust, Aware Super, Barings, BlackRock, BNY, Colonial First State, GESB, Goldman Sachs, HESTA, Insurance Commission of Western Australia, Macquarie Group, Netwealth, Nuveen, PineBridge Investments and Platinum Pacific Partners.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

Andrew Garrett on Perpetual Wealth Management’s protect and grow investment philosophy

Video | Andrew Garrett, Investment Director, Perpetual Wealth Management

In this exclusive interview, Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client capital.

Matthew Freeman, Quilla Consulting – Head of Manager Research

June 2026

Global Investment Institute congratulates Matthew Freeman on his promotion to the Head of Manager Research role at Quilla Consulting.

Quilla is an investment consultant that partners with leading financial advice groups to craft tailored investment solutions using managed accounts.

Most recently, Matthew served as Investment Consultant at Quilla Consulting, having joined the firm in 2025.

We wish Matthew all the best in his new role and continued success to the team at Quilla Consulting.

Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing

Video | Daniel Kelly, Chief Investment Officer, Viola Private Wealth

In this exclusive interview, Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in alternatives and private markets.

Global Investment Institute event program expansion 2027

June 2026‍ ‍

We are excited to announce an expanded program of events for calendar 2027 for all three core investor segments: institutional, institutional-scale private wealth and family office, with 10 events to be hosted.

The expansion of our program reflects growing demand for Global Investment Institute’s events from capital allocators looking for opportunities to engage with peers and discuss investment opportunities, address portfolio construction challenges and emerging trends through our intensive, one-day events we host in CBD locations.

To request our 2027 Program Overview or for more information please contact Zlatan at zlatan@globalii.com.au.

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