GLOBAL INVESTMENT INSIGHTS

“Real estate private credit has historically offered attractive income potential and defensive risk characteristics.”

- Daniel Ottensoser is a Managing Director in the Investments Group and Co-Head of Credit at CIM Group. He is responsible for overseeing portfolio construction and asset allocation for CIM’s credit funds, including handling first mortgage loans on commercial real estate assets.

Daniel will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 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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“In a market increasingly driven by non-fundamental participants, near-term positioning, and the churn of global news flow, long-term investors should resist the temptation to chase short-term performance and instead consider adhering to proven processes with extended time horizons.”

- Gregory Mancini is Head of Global Portfolio Management at Nuveen, where he is responsible for overseeing the active portfolio management team that manages close to US$350+ billion as part of Nuveen’s US$600 billion equity business. In addition, he acts as the co-manager on Nuveen’s flagship Global Equity strategy.

Gregory will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 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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August 2026

Global Investment Institute congratulates Tassie Brakenridge on her appointment to the Director, Equities role at Funds SA.

Funds SA is an Adelaide-based investment management partner for South Australian public sector superannuation funds and approved authorities, with ~A$50 billion in assets under management.

Most recently, Tassie served as APAC Product Strategy Sustainability Lead for Fundamental Equity at BlackRock, having joined the firm in 2020.

We wish Tassie all the best in her new role and continued success to the team at Funds SA.

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August 2026

Global Investment Institute congratulates Jessica Melville and Andrew Thomas on joining CareSuper, as General Manager, Portfolio Management and General Manager, Portfolio Design, respectively.

CareSuper is a profit-to-member industry super fund with over 615,000 members and ~A$65 billion in assets under management.

Our congratulations to both Jessica and Andrew, and best wishes for continued success to the team at CareSuper.

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“The global equity market has become increasingly concentrated around a narrow U.S. growth engine. While there is no single solution to concentration risk, investors can build more resilient core equity portfolios. An increasingly compelling approach is to integrate quantitative and fundamental investing.”

- Anton Eser is the Chief Investment Officer at Robeco and member of the Executive Committee. He is responsible for Equities, Fixed Income and Sustainability. He joined Robeco in 2025.

With nearly a century of experience and a global perspective, Robeco combines deep investment research, quantitative expertise and sustainability to deliver tailored solutions to clients. 

Anton will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 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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“Dispersion, across countries, sectors and individual stocks, is at record levels. Wide dispersion is the raw material of active management, and the opportunity to add value through stock selection in Asia has rarely been greater.”

- Robert Salvesen is a Research Analyst at Indus Capital. Robert's work focuses on fundamental equity research across Asia Pacific markets.

Drawing on more than 25 years of deep fundamental investing in the region, Indus Capital's research approach is grounded in local market access, intensive on-the-ground research, engagement with company management, and a global perspective.

Robert will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 and the Equities Investment Forum on Wednesday, 2 September 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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August 2026

Global Investment Institute congratulates Matthieu Raoux on his promotion to the Director, Asset Allocation role at 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 ~NZ$94 billion in assets under management.

Prior to his promotion, Matthieu served as Portfolio Manager, Alternative Investments at NZ Super Fund, having joined the fund in 2018.

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

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August 2026

Global Investment Institute congratulates Alex Bacchus on his promotion to the Head of Asset Allocation role at 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 ~NZ$94 billion in assets under management.

Prior to his promotion, Alex served as Head of Strategic Tilting at NZ Super Fund, having joined the fund in 2009.

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

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“Investors are looking beyond traditional portfolio construction approaches and placing greater emphasis on assets that offer diversification, liquidity and resilience during periods of stress. Portfolio resilience is becoming a core investment objective, and gold remains a relevant tool for achieving it.”

- Kavita Chacko is the Research Head, India at World Gold Council, where she leads research and market intelligence on the Indian gold market. Kavita's work focuses on analysing the drivers of gold demand and supply, investment trends, consumer behaviour, policy developments, and the broader macroeconomic factors shaping the role of gold in the financial system. It involves engaging with institutional investors, policymakers, market participants and all the various stakeholders to provide data-driven insights on gold markets.

Kavita will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 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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August 2026

Global Investment Institute congratulates Alex Cathcart on his promotion to the Head of Investment Strategy role at Drummond Capital Partners.

Established in 2017, Drummond Capital Partners manage active, global multi-asset portfolios for financial intermediaries, high net worth individuals and family office clients.

Prior to his promotion, Alex served as Senior Portfolio Manager at Drummond Capital Partners, having joined the organisation in 2019.

We wish Alex all the best in his new role and continued success to the team at Drummond Capital Partners.

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August 2026

Global Investment Institute congratulates Dominique D'Avrincourt on her appointment to the Head of Equities, Wealth & Private role at Commonwealth Bank.

Commonwealth Private offers bespoke banking service designed to cater to the distinctive needs of high-net worth Australians.

Most recently, Dominique served as Head of Equities at TelstraSuper.

We wish Dominique all the best in her new role and continued success to the team at Commonwealth Bank.

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July 2026

Global Investment Institute congratulates Michael Dwyer AM on his appointment as Chair of the State Super Board.

State Super (SAS Trustee Corporation) is a New South Wales Government statutory corporation that administers and manages the investments of the State Super defined benefit schemes. State Super is one of Australia's largest superannuation schemes with ~A$38 billion in assets under management over 80,000 members.

Previously, Michael was Chief Executive Officer of First State Super (now Aware Super) for more than 14 years and General Manager of Asset Super for 10 years.

We wish Michael all the best in his new role and continued success to the team at State Super (SAS Trustee Corporation).

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