Posts tagged fund managers
ART promotes Brnic Van Wyk to Principal Retirement Solutions

April 2025

Global Investment Institute congratulates Brnic Van Wyk on his promotion to Principal Retirement Solutions at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. ART have more than A$330 billion in assets under management and over 2.4 million members.

Prior to his promotion, Brnic served as the Head of Asset Liability Management, leading the development of ART’s ALM framework, member data analysis, models and governance structures.

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

Read More
Spotlight on Cathy Bevan, Head of Structured Credit, BSP-Alcentra

“CLO debt tranches can be very attractive to add in periods of dislocation. They offer price convexity whilst allowing investors to hide from defaults. In the current environment they also offer high cashflow as they pay wide spreads over base rates.”

- Cathy Bevan is the Head of Structured Credit at BSP-Alcentra, where she works in a team of eight professionals, including herself, a co-portfolio manager and six experienced structured credit analysts, who are focused on investing in 3rd party issued CLO tranches. They run one global CLO tranche investment team, without geographic silos, that covers the entire market, AAA to Equity and warehouses, primary and secondary, due to the interlinked nature of the CLO market.

Cathy will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 8 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
Spotlight on David Ross, Managing Director & Head of Private Credit, Northleaf Capital Partners

“ABF helps to diversify portfolios away from corporate risk and provides strong downside protection through underlying asset collateralisation.Low-correlation ABF is less influenced by macro, market and geopolitical shocks.”  

- David Ross is the Managing Director and Head of Private Credit at Northleaf Capital Partners where he is responsible for leading Northleaf’s global private credit platform across corporate direct lending and asset-based finance (“ABF”), which includes open-end and closed-end funds as well as a number of custom mandates. He also serves on Northleaf’s Executive Committee, overseeing the firm’s strategy for their broader private markets platform.

David will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 8 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
Craig Thorburn promoted to Director - Thought Leadership at Future Fund

April 2025

Global Investment Institute congratulates Craig Thorburn on his promotion to Director – Thought Leadership at Future Fund.

The Future Fund is Australia’s sovereign wealth fund and manages money on behalf of the Australian Federal Government. The Future Fund is the country's single-largest financial asset with more than A$300 billion assets under management.

Prior to his promotion, Craig served as Director – Research and Insights. He has been with the Future Fund since inception in 2006.

We wish Craig all the best in his new role and continued success to the team at Future Fund.

Read More
Spotlight on Sonia Teitel, Co-Managing Director, Renewables Australia, Octopus Australia

"As traditional thermal power plants exit the Australian market creating a supply gap, the lowest cost new entrant is renewables paired with storage. This is providing a significant investment opportunity into Australia’s energy future. The right energy portfolios will capitalise on market dynamics whilst managing risk through diversification.”

- Sonia Teitel is the Co-Managing Director, Renewables Australia at Octopus Australia, where she is responsible for leading their team of renewable energy experts that span investment, development, energy markets, asset management and engineering. The team is responsible for end-to-end delivery of renewables assets including long term operations, to deliver Octopus Australia’s renewable energy strategy. 

Sonia will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Wednesday, 7 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
Spotlight on Phil Strano, Head of Credit Research, Yarra Capital Management

"The recent rethink on equities has led many investors to seek safer ground and reassess portfolio allocations. Historically, fixed income has proven its value as a defensive asset, offering stability and income when equities falter. However, not all credit is created equal. With bond yields elevated, investment-grade credit offers a compelling opportunity for investors seeking to mitigate risk while capturing higher income. For those comparing global fixed income portfolios, an Australian credit focus provides distinct advantages.”

- Phil Strano is the Head of Credit Research at Yarra Capital Management, where he is responsible for overseeing the development and implementation of investment strategies across a range of credit asset classes. His role includes providing insights into market conditions and supporting the investment team to ensure their portfolios are positioned to meet both client goals and broader economic trends. He also plays a critical role in balancing risk and return through multi-sector credit strategies, to help their clients navigate current market complexities.

Phil will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Wednesday, 7 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
Sahil Arora promoted to Senior Investment Associate, Credit at Future Fund

April 2025

Global Investment Institute congratulates Sahil Arora on his promotion to Senior Investment Associate, Credit at Future Fund.

The Future Fund is Australia’s sovereign wealth fund and manages money on behalf of the Australian Federal Government. The Future Fund is the country's single-largest financial asset with more than A$300 billion assets under management.

Sahil has been with the Future Fund for almost three years and most recently held the position, Investment Associate at the organisation.

We wish Sahil all the best in his new role and continued success to the team at Future Fund.

Read More
Spotlight on Qiao Ma, Partner and Portfolio Manager, Munro Partners

“Small and mid-cap stocks tend to have limited analyst coverage, making them an under-explored and overlooked part of the market. This lack of attention often means there is less public information and fewer research reports, which can complicate the process of evaluating their potential. However, it also creates the opportunity to identify undervalued stocks before they gain widespread recognition.”

- Qiao Ma is a Partner and Portfolio Manager at Munro Partners, where she is the lead Portfolio Manager of the Munro Global Small and Mid-Cap Fund. She is also responsible for championing stock ideas and managing these positions within each of Munro's investment strategies - Munro Global Growth (absolute return), Munro Concentrated (long only) and Munro Climate Change Leaders Fund.

Qiao will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Wednesday, 7 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
Spotlight on Varun Khanna, Partner & Co-Head of Asset Based Finance, KKR

“Incorporating Asset-Based Finance into a private credit allocation enhances diversification both at the asset level, since investments are backed by diverse and granular pools of assets, and at the portfolio level, through non-corporate exposure.”

- Varun Khanna is Partner & Co-Head of Asset Based Finance at KKR where he oversees the asset-based finance investment team as well as KKR’s asset-based finance funds and accounts. Additionally, he sits on KKR’s Global Asset-Based Finance Investment Committees and also serves on the Board of Directors for several Asset-Based Finance portfolio companies including Activate Capital, Pepper, Kilter Finance, and Oodle.

Varun will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 8 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More
ART investment leadership team restructure announced

April 2025

Australian Retirement Trust (ART) is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. They have more than A$330 billion in assets under management and over 2.4 million members.

ART has restructured its investment team, naming new leaders for its equities, fixed-income, private debt, and capital markets divisions. The new structure and investment leadership team will report into Ian Patrick, Chief Executive Officer, ART.

Read More
Michael Stavropoulos appointed as Senior Portfolio Manager at Aware Super

April 2025

Global Investment Institute congratulates Michael Stavropoulos on his appointment to the role of Senior Portfolio Manager at Aware Super.

Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.15 million members.

In his new role, Michael joins the team responsible for capital allocation, portfolio construction, manager research, and risk oversight within the equity asset class, managing A$100 billion and reporting to Agnes Hong, Head of Public Market Equities.

Michael recently served as Head of Portfolio Construction and Strategy – Equities at AustralianSuper.

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

Read More
Spotlight on Syed Zamil, Senior Investment Strategist, Insight Investment

“Against a backdrop of ‘tariff tantrum’, and a slowing economic backdrop, fallen angels, bonds downgraded from investment grade to high yield, offer diversification benefits to stocks.”

- Syed Zamil is the Senior Investment Strategist at Insight Investment where he is responsible for working with clients to bring them innovative fixed income solutions to their portfolios, drawing upon 30+ years of experience across equity, multi-asset and fixed income markets. Within public fixed income, utilising a quantitative framework, Syed is focussed on markets that are more difficult to access, such as fallen angels, high yield, and emerging markets debt, where relatively high t-costs and low liquidity can prevent investors from attaining the full credit premium.

Syed will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Wednesday, 7 May 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

Read More