Frontier Advisors - 2025 Annual Conference Recap

July 2025

Frontier’s team has prepared a comprehensive overview of their recent Annual Conference including session summaries and associated presentations. This provides detailed insights for anyone who couldn’t make it, and helpful notes for those who were in attendance and would like to revisit the conversations.

On Thursday, 19 June 2025 Frontier held their Annual Conference, which was attended by more than 200 people from across our industry. The day featured 13 individual sessions covering a range of topics with a diverse lineup of speakers from around the globe, across the industry and from within Frontier.

Session summaries and associated presentations and papers from the Frontier Conference 2025 can be accessed at the Annual Conference website.

Aware Super appoints Anna Young-Ferris to Head of Stewardship and Senior Manager, Responsible Investment role

July 2025

Global Investment Institute congratulates Anna Young-Ferris on her appointment to the role of Head of Stewardship and Senior Manager, Responsible Investment at Aware Super.

Aware Super manages a A$190 billion portfolio on behalf of the Fund’s 1.2 million members.

Anna joins the responsible investment team, reporting to Liza McDonald, Head of Responsible Investment. Most recently, she was Managing Director at Conscious Capital Co.

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

Evolution of private credit and key success factors to diversifying across strategies and regions

Video | Brad Bauer, Chief Executive Officer, Värde Partners

In this exclusive interview Brad discusses the evolution of private credit globally and shares his long-term outlook for the asset class. He explores how asset owners can build more diversified exposures, where the most attractive opportunities lie, across strategies and geographies, and outlines the critical factors investors should focus on to achieve success in the rapidly evolving private credit landscape.

Watch the full interview which covers:

0:24 - What is your long-term outlook for private credit? How do you see the industry evolving?

1:23 - How can LPs diversify their private credit exposure?

2:43 - Where do you see the most attractive investment opportunities in private credit across regions?

4:18 - Where do you see the opportunity in RE credit and why do you think this is attractive?

5:56 - What are the key success factors when investing in private credit strategies?

Zenith Investment Partners promotes Damien Hennessy to Investment Director

July 2025

Global Investment Institute congratulates Damien Hennessy on his promotion to Investment Director at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Damien served as Head of Asset Allocation and Strategy, a role he held for over four years.

We wish Damien all the best in his new role and continued success to the team at Zenith Investment Partners.

William Bahramali promoted to Manager, Listed & Alternative Markets at TCorp

July 2025

Global Investment Institute congratulates William Bahramali on his promotion to Manager, Listed and Alternative Markets at TCorp.

TCorp is the financial services partner to the NSW public sector, providing investment management, financial management solutions and advice. With A$116 billion of assets under management, TCorp is a top 10 Australian institutional investor and is the central borrowing authority of the state of New South Wales.

Prior to his promotion, William served as Senior Investment Analyst, Listed and Alternative Markets at TCorp.

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

Ron Mehmet appointed as Senior Asset Consultant at Evidentia Group

July 2025

Global Investment Institute congratulates Ron Mehmet on his appointment to the role of Senior Asset Consultant at Evidentia Group.

Evidentia Group are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms, with over A$26.8 billion in funds under management.

Most recently, Ron served in the role of Portfolio Manager at Lonsec, having initially joined the firm as a Senior Investment Analyst.

We wish Ron all the best in his new role and continued success to the team at Evidentia Group.

Why investors should be excited about SMID cap stocks

Video | Qiao Ma, Partner & Portfolio Manager, Munro Partners

In this exclusive interview Qiao discusses why investors should be excited about the opportunity set in small-mid cap stocks. Faster growing than their large cap peers, yet trading at a discount; but the key to success in the asset class remains, how to pick the winners.

Watch the full interview which covers:

0:31 - Munro Partners manage Global Growth equity strategies across long/short, long only and climate. In 2023 Munro launched a Global Growth Small/Mid Cap strategy which you lead and manage. Why the decision to launch a Global Small/Mid Cap strategy?

1:35 - How do you go about finding great small/mid cap companies?

2:41 - The global small-mid cap (SMID) universe is large, so from a team coverage perspective, how do you manage this?

3:46 - Moving down the market cap spectrum and investing in the faster growing companies potentially delivers higher returns but with potentially more volatility or risk? How do you manage this for your investors?

5:02 - The size premium (small market cap relative to large) has proved to deliver excess returns over time relative to the market. Will the size premium continue to persist and why?

Rest appoints Divya Jain to Portfolio Manager, Asset Allocation role

July 2025

Global Investment Institute congratulates Divya Jain on her appointment to the role of Portfolio Manager, Asset Allocation at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million members, with A$93 billion in assets under management.

Most recently, Divya served in the role of Portfolio Strategist, Asset Allocation at Cbus.

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

Jessica Lin promoted to Head of Capital Markets and Fixed Income at LGT Crestone Wealth Management

July 2025

Global Investment Institute congratulates Jessica Lin on her promotion to Head of Capital Markets and Fixed Income at LGT Crestone Wealth Management.

LGT Crestone Wealth Management provide private wealth advice services to high net worth and ultra-high net worth families, family offices and for purpose organisations.

Prior to her promotion, Jessica most recently served in the role of Capital Markets Specialist.

We wish Jessica all the best in her new role and continued success to the team at LGT Crestone Wealth Management.

Jack Carroll joins Evans & Partners as Associate - Fixed Income

July 2025

Global Investment Institute congratulates Jack Carroll on his appointment to the role of Associate - Fixed Income at Evans & Partners.

Evans & Partners delivers financial services across wealth management, corporate advisory, institutional sales and trading and research. They provide financial advice for individuals, families, for-purpose organisations, corporates and institutions.

Most recently, Jack served in the role of Investment Analyst at Zenith Investment Partners, having initially joined the firm as an Associate Investment Analyst.

We wish Jack all the best in his new role and continued success to the team at Evans & Partners.

Isrin Khor appointed as Senior Asset Consultant at Evidentia Group

July 2025

Global Investment Institute congratulates Isrin Khor on her appointment to the role of Senior Asset Consultant at Evidentia Group.

Evidentia Group are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms, with over A$26.8 billion in funds under management.

Most recently, Isrin served in the role of Investment Consultant at Lonsec, having initially joined the firm as a Senior Investment Analyst.

We wish Isrin all the best in her new role and continued success to the team at Evidentia Group.

Ramali De Zoysa promoted to Associate, Private Equity and Unlisted Assets at Colonial First State

July 2025

Global Investment Institute congratulates Ramali De Zoysa on her promotion to Associate, Private Equity and Unlisted Assets at Colonial First State.

Colonial First State provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors, with ~A$159 billion in funds under management.

Prior to her promotion, Ramali most recently served in the role of Senior Investment Analyst, having initially joined the fund as an Investment Analyst.

We wish Ramali all the best in her new role and continued success to the team at Colonial First State.

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