Posts tagged fund managers
Brad Creighton, arcpoint OCIO – Partner and Co-CIO

July 2026

Global Investment Institute congratulates Brad Creighton on his appointment to the Partner and Co-CIO role at arcpoint OCIO.

arcpoint OCIO is a dedicated outsourced chief investment office that partners with wealth practices, family offices and foundations to implement a distinct investment philosophy at scale, with CIO-level decision stewardship and institutional governance, access and pricing across public and private markets.

Most recently, Brad served as Head of Asset Allocation at Mason Stevens.

We wish Brad all the best in his new role and continued success to the team at arcpoint OCIO.

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CIM Group’s Jason Schreiber on net lease real estate investing

Video | Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group

In this exclusive interview, Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underwritten and where he sees the biggest opportunities in net lease investing.

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Spotlight on Isaac Thong, Senior Investment Director, Asian Equities, Aberdeen Investments

“A.I. is one of the most transformative technological shifts of our time. Asia sits at the heart of this transformation. Beyond A.I., we are closely monitoring the evolution of global supply chains, rising geopolitical tensions, national security priorities and shifting trade relationships, trends which present both opportunities and risks.”

- Isaac Thong is a Portfolio Manager for Aberdeen Investments’ Emerging Markets and Asia Pacific strategies, where he focusses on building resilient, high-conviction portfolios through a disciplined, quality-led investment approach. 

Based in Singapore, a key part of Isaac's role is engaging directly with senior management teams of portfolio companies, gaining first-hand perspectives on strategy, governance and growth. These interactions, combined with on-the-ground research, help make informed investment decisions and deliver differentiated outcomes for clients.

Isaac 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.

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Spotlight on Lewis Grant, Senior Portfolio Manager, Global Equities, Federated Hermes Limited

“Diversification today is not simply about holding more names or allocating across more active managers, but about avoiding unintended concentrations in the same themes, factors and governance risks that increasingly dominate benchmark returns.”

- Lewis Grant is a Senior Portfolio Manager at Federated Hermes Limited, where he is responsible for designing and implementing quantitative systems aimed at maximising risk-adjusted returns across global equity strategies.

Lewis leads the team’s research efforts to ensure the alpha generation process and risk management tools remain effective.

Lewis 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.

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Frontier Advisors - 2026 Annual Conference Recap

July 2026

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, 18 June 2026 Frontier held their Annual Conference. 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 2026 can be accessed at the Annual Conference website.

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TCW’s Dylan Ross on private asset-backed finance (ABF)

Video | Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW

In this exclusive interview, Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the platform benefits from being integrated alongside TCW's public securitised credit business.

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Spotlight on Lars Hemmingsen, Portfolio Manager, Nordea Asset Management

“Many institutional equity allocations were built for a world that no longer quite exists. Investors who rely on static frameworks, whether in their index exposure or their active mandates, are increasingly vulnerable to the risk that yesterday's return drivers become tomorrow's liabilities. Building in systematic flexibility is becoming less of a refinement and more of a necessity.”

- Lars Hemmingsen is a Diversified Equity Team Portfolio Manager at Nordea Asset Management, where he is responsible for managing and constructing systematic equity portfolios for institutional clients globally. His work sits at the intersection of quantitative research and portfolio construction, translating factor-based insights into disciplined investment strategies that seek consistent excess returns while keeping active risk carefully controlled.

Lars 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.

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Luke Symons, Catholic Super – Chief Executive Officer

July 2026

Global Investment Institute congratulates Luke Symons on his appointment to the Chief Executive Officer role at Catholic Super.

Catholic Super is an Australian superannuation fund with ~A$37 billion in assets under management and ~135,000 members.

Most recently, Luke served as Chief Executive Officer at legalsuper for three years.

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

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Max Gill, QIC – Associate Portfolio Manager, State Investments

July 2026

Global Investment Institute congratulates Max Gill on his promotion to the Associate Portfolio Manager – State Investments role at QIC.

QIC is the Queensland Government’s dedicated investment manager, with more than ~A$135 billion in assets under management.

Most recently, Max served as Senior Portfolio Analyst - State Investments at QIC, having joined the organisation in 2019.

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

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Christopher Tran, Incolink – Investment Manager

July 2026

Global Investment Institute congratulates Christopher Tran on his promotion to the Investment Manager role at Incolink.

Incolink is the safety net for the building and construction industry. They are Australia’s largest provider of severance benefits and income protection with over ~A$1.5 billion in funds under management and more than 82,000 members.

Most recently, Christopher served as Senior Investment Analyst at Incolink, having joined the organisation in 2023.

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

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Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia

Video | Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners

In this exclusive interview, Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction. Tom also shares where he would be allocating capital in today’s environment across the alternative real estate sector from healthcare and beyond, what he would be avoiding and risks to be managed.

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EQT Group’s William Vettorato on private market evergreens and semi-liquids

Video | William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group

In this exclusive interview, William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should consider when considering allocating, as the adoption and proliferation of evergreen products continues.

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