GLOBAL INVESTMENT INSIGHTS

September 2026

Global Investment Institute congratulates Adrian Hoe and Isabella Milazzo on their promotions at Frontier Advisors as Principal Consultant and Senior Consultant, respectively.

Frontier Advisors have been advising Australian institutional investors for almost thirty years. They provide advice on A$900 billion of assets across the superannuation, charity, public sector, insurance and higher education sectors.

Our congratulations to both Adrian and Isabella, and best wishes for continued success to the team at Frontier Advisors.

Read More

September 2026

Global Investment Institute congratulates Jeremy Goh on his promotion to the Portfolio Manager, Hedge Funds role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Prior to his promotion, Jeremy served as Assistant Portfolio Manager, Absolute Returns at VFMC, having joined the organisation in 2017.

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

Read More

September 2026

Global Investment Institute congratulates Ligia Zevallos on her appointment to the Portfolio Manager, Hedge Funds role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Most recently, Ligia served as Associate Portfolio Manager, Equity Insights and Exposure Management at HESTA, having joined the fund in 2018.

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

Read More

August 2026

Global Investment Institute congratulates Shaun O'Malley on his appointment to the Senior Analyst Real Assets role at Brighter Super.

Brighter Super is an Australian superannuation fund with ~A$36 billion in assets under management and over 348,000 members.

Most recently, Shaun served as General Manager Public and Private Markets at Spirit Super.

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

Read More

August 2026

Global Investment Institute congratulates Daniel Cheang on his appointment to the Executive Manager - Private Markets role at Team Super.

Team Super is an Australian superannuation fund with ~A$21 billion in assets under management and over ~150,000 members.

Most recently, Daniel served as Senior Investment Manager at Colonial First State.

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

Read More

“Specialist Disability Accommodation is social infrastructure that happens to be housing, not residential property with a government tenant. Own it for income and non-correlation, not capital growth.”

- Joss Engebretsen is Portfolio Manager of the Barwon Disability Accommodation Fund (BDAF), which he has run since its inception in 2021 and built to approximately A$100 million of gross assets across 13 properties nationally.

Joss' responsibility covers the full investment cycle, originating and underwriting Specialist Disability Accommodation (SDA) acquisitions, valuation and capital structure, operator selection and asset management, and investor reporting.

Joss 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.

Read More

August 2026

Global Investment Institute congratulates Andrew Sun on his promotion to the Assistant Portfolio Manager, Credit role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Prior to his promotion, Andrew served as Senior Analyst, Credit, Fixed Income at VFMC.

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

Read More

“The future is human insight combined with machine intelligence. A.I. can process vast information sets and identify patterns consistently, while experienced investors provide context, challenge assumptions and determine whether signals have a credible economic rationale.”

- Michael Hunstad is president of Northern Trust Asset Management (NTAM), one of the world’s largest investment managers with approximately US$1.3 trillion of assets under management. NTAM has earned the confidence of global investors by providing sophisticated solutions that helps them confidently navigate all market environments, so they can realise their most important goals.

Michael 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.

Read More

August 2026

Global Investment Institute congratulates Alice Berriman on her appointment to the Senior Portfolio Manager, Portfolio Evolution role at Victorian Funds Management Corporation (VFMC).

VFMC is a public authority responsible for investing for the benefit of Victorians. VFMC manage funds of more than ~A$103 billion for Victoria and 32 Victorian public authorities and related organisations.

Most recently, Alice served as Principal Consultant at Frontier Advisors.

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

Read More

“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.

Read More

“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.

Read More