Posts tagged fund managers
Chen Zhipeng, Australian Retirement Trust – Associate Portfolio Manager

October 2026

Global Investment Institute congratulates Chen Zhipeng on his promotion to the Associate Portfolio Manager 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, Zhipeng served as Senior Portfolio Analyst at ART having joined the fund in 2021.

We wish Zhipeng all the best in his new role and continued success to the team at ART.

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Bryce Lord, AustralianSuper – Associate Director, Asset Allocation

October 2026

Global Investment Institute congratulates Bryce Lord on his promotion to the Associate Director, Asset Allocation role at AustralianSuper.

AustralianSuper is Australia’s largest superannuation fund with ~A$430 billion in assets under management and over 3.6 million members.

Most recently, Bryce served as Senior Investment Analyst, Asset Allocation at AustralianSuper, having joined the fund in 2018.

We wish Bryce all the best in his new role and continued success to the team at AustralianSuper.

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Exclusive interview with Sian Orr, Director, Private Equity & Alternatives, NZ Super Fund

“As private markets continue to evolve, we believe long-term success will come from combining patience, strong partnerships and the flexibility to adapt as opportunities change.”

- Sian is a Director in the Private Equity & Alternatives team at the Guardians of the New Zealand Superannuation Fund (NZ Super Fund or the Fund), where she plays a leading role in shaping and implementing the Fund's global private equity programme.

The Fund invests government contributions and manages a global portfolio of investments with the objective of partially offsetting the cost of universal superannuation payments into the future. The Fund currently has around NZ$96 billion (~A$78 billion) in assets under management.

Read our exclusive interview with Sian in which she shares her unique insights with Global Investment Institute. 

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Jack Anderson, Aware Super - Associate Portfolio Manager, Private Equity

September 2026

Global Investment Institute congratulates Jack Anderson on his promotion to the Associate Portfolio Manager, Private Equity 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, Jack served as Senior Investment Analyst, Private Equity at Aware Super, having joined the fund in 2024.

We wish Jack all the best in his new role and continued success to the team at Aware Super.

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

September 2026

Current featured job vacancies and opportunities include roles at 1010 Capital, Acadian Asset Management, Ares Management, Australian Retirement Trust, Avant Mutual, Fisher Investments, Forza Capital, GESB, Goldman Sachs, Hostplus, IFM Investors, Janus Henderson Investors, NGS Super, Perpetual Wealth Management and Vontobel.

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.

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Will Hart, E&P Financial Group – Managing Director, Head of Portfolio Management & Responsible Investment

September 2026

Global Investment Institute congratulates Will Hart on his promotion to the Managing Director, Head of Portfolio Management and Responsible Investment role at E&P Financial Group.

E&P Financial Group is a diversified Australian financial services group with businesses spanning wealth management, investment management and corporate advisory. E&P works with private clients, family offices, institutions and corporates across Australia.

Most recently, Will served as Head of Portfolio Management and Responsible Investment at E&P Financial Group, having joined the organisation in 2013.

We wish Will all the best in his new role and continued success to the team at E&P Financial Group.

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Cameron Sinclair, JANA Investment Advisers – Senior Consultant, Investment Grade Debt Lead

September 2026

Global Investment Institute congratulates Cameron Sinclair on his appointment to the Senior Consultant, Investment Grade Debt Lead role at JANA Investment Advisers.

JANA is an investment advisory firm with over ~A$1.8tn 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, Cameron served as Portfolio Manager, Global Credit at Challenger Limited, having joined the organisation in 2023.

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

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Global Investment Institute launches Private Equity Investment Forum in Melbourne, Australia

September 2026

Global Investment Institute will host its inaugural Private Equity Investment Forum on Wednesday, 1 September 2027 in Melbourne, Australia, bringing together Australia’s leading institutional asset owners to examine the opportunities, challenges and developments shaping the asset class.

This new addition to our program reflects the growing importance of private markets within institutional portfolios and expands on our existing Private Credit Investment Forum (Thursday, 6 May 2027 in Melbourne), which is the premier event in Australia for institutional asset owners allocating to the private credit asset class, as the trend towards ‘private for longer’ continues to accelerate.

To express interest in participating please contact Zlatan Kapetanovic: zlatan@globalii.com.au 

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Tim Kennedy, First Super - Chief Executive Officer

September 2026

Global Investment Institute congratulates Tim Kennedy on his appointment to the Chief Executive Officer role at First Super.

First Super is an Australian superannuation fund with ~A$6 billion in assets under management and nearly 80,000 members.

Tim will commence in his new role on 5 October 2026. Most recently, Tim served as National Secretary at the United Workers Union.

We wish Tim all the best in his new role and continued success to the team at First Super.

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James Foot, Morningstar - Chief Investment Officer, APAC

September 2026

Global Investment Institute congratulates James Foot on his appointment to the Chief Investment Officer, APAC role at Morningstar.

Morningstar is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in debt and private capital markets.

Most recently, James served as Chief Investment Officer, Wealth and Private at Commonwealth Bank.

We wish James all the best in his new role and continued success to the team at Morningstar.

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Institutional equities investment leaders gather in Melbourne

September 2026

Institutional listed equities investment leaders from around Australia gathered in Melbourne on 2 September 2026 for Global Investment Institute’s Equities Investment Forum.

Now hosted twice a year, in Sydney each March and Melbourne each September, the Equities Investment Forum has become the go-to gathering for busy capital allocators looking to connect with peers and make the most of their time away from the desk.

Next year, Global Investment Institute will host these special events on:

  1. Tuesday, 16 March 2027 – Sydney

  2. Thursday, 2 September 2027 – Melbourne 

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Family office investment leaders gather in Melbourne

September 2026

Now in its fourth year and with nine events hosted, Global Investment Institute's Family Office Investment Forum series continues to be well supported by family office investment leaders who enjoy sharing perspectives and experiences privately under Chatham House Rule, with no media.

Every family office is unique, but we know their investment teams have more in common with each other than they do with any other investor community in Australia.

This is why family office investment leaders deserve their own private gatherings, distinct from other investors, and we’re delighted to provide this opportunity for them to connect.

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