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:
Video | Michael Hanson, Senior Vice President of Research, Fisher Investments
In this exclusive interview, Michael discusses equity market euphoria. He explains what equity market euphoria is, how long periods of euphoria historically last, how to identify it and what to do about it from a portfolio management perspective in the context of today’s equity markets.
Read More“Our ambition is not simply to invest with the best managers. It is to build partnerships that produce better access, better decisions and better outcomes for members.”
- Mark Lee is a Senior Portfolio Manager and Head of Real Estate at Australian Retirement Trust (ART). ART is one of Australia’s largest superannuation funds, with more than ~A$375 billion in assets under management on behalf of over 2.4 million members.
Read our exclusive interview with Mark in which he shares his unique insights with Global Investment Institute.
Read MoreGlobal Investment Institute congratulates Emllyn Green on his promotion to role of Investment Manager at REI Super.
REI Super is an Australian industry superannuation fund with ~A$2.7 billion in assets under management and over 25,000 members.
Most recently, Emllyn served as Investment and Performance Analyst at REI Super, having joined the fund in 2023.
We wish Emllyn all the best in his new role and continued success to the team at REI Super.
Read MoreVideo | Kavita Chacko, Research Head, India, World Gold Council
In this exclusive interview, Kavita discusses the key developments in gold markets and the drivers that have supported gold’s rally in recent years and the sustainability of those drivers looking ahead. She explains the role for gold in a diversified portfolio, the objectives investors are typically seeking to achieve through an allocation to gold and why investors should consider including gold in their strategic asset allocation.
Read MoreGlobal Investment Institute congratulates Craig Dandurand on his appointment to role of Chief Investment Officer at Spotlight Group Holdings.
Spotlight Group comprises Spotlight Retail Group (SRG), Spotlight Property Group (SPG) and Alara Investments. SRG's retail brands include Spotlight, Anaconda, Mountain Designs, and Harris Scarfe.
Prior to his appointment, Craig served as the inaugural Chief Investment Officer for the Tuckwell Family Office from 2023, and spent more than twenty years investing on behalf of two of the world’s most prominent asset owners: the Future Fund, Australia’s sovereign wealth fund, and the California Public Employees’ Retirement System (CalPERS), the largest public pension fund in the United States.
We wish Craig all the best in his new role and continued success to the team at Spotlight Group Holdings.
Read More“A five year view on how to best service different clients will be essential for survival in a rapidly changing investment environment caused by AI. Some challenges will be overcome but others are long term structural in nature.”
- John Coombe is an Executive Director at JANA Investment Advisers with more than three decades of experience in investment consulting. He joined JANA in 1988 and has played a significant role in the company’s development during his time there. His expertise spans investment strategy, asset allocation and investment manager selection.
Read our exclusive interview with John in which he shares his unique insights with Global Investment Institute.
Read MoreGlobal Investment Institute congratulates Shanjee Rathinam on his promotion to the Head of Portfolio Management & Execution, Syd role at QBE Insurance.
QBE is an international insurer and reinsurer headquartered in Sydney with a local presence in 26 countries and more than ~$US35 billion assets under management. QBE offers commercial, personal and specialty products and risk management solutions.
Most recently, Shanjee served as Senior Portfolio Manager, Traded Markets at QBE Insurance, having joined the organisation in 2015.
We wish Shanjee all the best in his new role and continued success to the team at QBE Insurance.
Read MoreVideo | Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners
In this exclusive interview, Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective.
Read MoreGlobal Investment Institute congratulates David Wang on his promotion to the Portfolio Manager, Private Equity role at Australian Retirement Trust (ART).
ART is one of Australia’s largest super funds, with more than ~A$370 billion in assets under management and over 2.4 million members.
Most recently, David served as Associate Portfolio Manager, Private Equity at ART, having joined the fund in 2023.
We wish David all the best in his new role and continued success to the team at ART.
Read MoreGlobal Investment Institute congratulates Briar Dowsett on her appointment to the General Manager, Property role at HESTA.
HESTA is an Australian industry superannuation fund with ~A$107 billion in assets under management and over ~1.1 million members.
Briar will commence in her new role in November 2026, where she will report to Jeff Brunton, Deputy Chief Investment Officer and Head of Portfolio Management.
We wish Briar all the best in her new role and continued success to the team at HESTA.
Read MoreGlobal Investment Institute congratulates Camilla Brown on her appointment to the Portfolio Manager, Property role at Aware Super.
Aware Super is an Australian superannuation fund with ~A$240 billion in assets under management and ~1.3 million members.
Most recently, Camilla served as Fund Manager, Separately Managed Accounts – Infrastructure at Dexus, having joined the organisation in 2019.
We wish Camilla all the best in her new role and continued success to the team at Aware Super.
Read MoreVideo | Joss Engebretsen, Portfolio Manager, Barwon Investment Partners
In this exclusive interview, Joss explains what Specialist Disability Accommodation (SDA) is and its role in portfolios as a government-funded, inflation linked essential housing play that can help diversify investor portfolios dominated by AI-driven equity and credit exposures. For those looking to build an exposure to the asset class, Joss discusses what investors should be asking their managers before committing capital to an emerging, specialist real estate sector, with no index to benchmark against.
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