D. E. Shaw Investment Management’s Laurent De Greef on U.S. equities in global benchmarks

Video | Laurent De Greef, Senior Vice President, Head of Portfolio Strategy, D. E. Shaw Investment Management

In this exclusive interview, Laurent discusses the drivers behind the relative size of the U.S. in global equity markets and shares a framework investors can apply for understanding risks in a global equity portfolio. Laurent explains the implications of the U.S. market being heavily concentrated in a few large names and what investors should think about when considering going underweight the U.S. equity markets, following a strong run over recent years.

Arthur Bengasino, LGT Wealth Management – Head of Investment Solutions

May 2026

Global Investment Institute congratulates Arthur Bengasino on his appointment to the Head of Investment Solutions role at LGT Wealth Management.

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

Most recently, Arthur served as Head of Opportunities and Real Assets at TelstraSuper for more than eight years.

We wish Arthur all the best in his new role and continued success to the team at LGT Wealth Management.

Nuveen’s Willis Tsai on global equities and active management

Video | Willis Tsai, Head of Global Equities, Nuveen

In this exclusive interview, Willis shares how he thinks about portfolio construction across the diverse global equities opportunity set. He explains why now is a particularly compelling moment for active management and highlights what separates managers who succeed over the long term from those who don’t. Willis also discusses the most interesting ideas he is exploring today in pursuit of opportunities and how he is managing risk along the way.

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

May 2026

Current featured job vacancies and opportunities include roles at AustralianSuper, Barings, CalPERS, Cbus, Global X ETFs Australia, Goldman Sachs, Janus Henderson, NGS Super, NZ Super Fund, Perpetual, QBE Insurance, TasBuild Limited and TCorp.

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.

Fiona Trafford-Walker, Future Fund – Board of Guardians member

May 2026

Global Investment Institute congratulates Fiona Trafford-Walker on joining the Future Fund as a member of the Board of Guardians.

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 ~A$337 billion in assets under management.

Currently, Fiona is a Non-executive Director of Perpetual Limited and FleetPartners, a Member of Chief Executive Women and an Independent Member of the IFM Real Estate Investment Committee.

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

Chris Newton, Aware Super – Head of Stewardship

May 2026

Global Investment Institute congratulates Chris Newton on his appointment to the Head of Stewardship role at Aware Super.

Aware Super is an Australian superannuation fund with ~A$237 billion in assets under management and 1.3 million members.

Most recently, Chris served as Chair, ESG Advisory Council at Blackwattle Investment Partners. Prior to that, Chris was Executive Director, Responsible Investment at IFM Investors for more than six years.

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

Nigel Wilkin-Smith, Omnia Capital Partners – Investment Committee member

May 2026

Global Investment Institute congratulates Nigel Wilkin-Smith on joining Omnia Capital Partners as a member of the Investment Committee.

Omnia Capital Partners is a multi-disciplinary private family office, servicing a select group of individuals, families, communities, charities and foundations across all aspects of their wealth.

Nigel is an investor with extensive experience designing and managing large global investment portfolios across public markets, private markets, alternative strategies and derivatives. He currently serves as Principal at Long Horizon Enterprises and is a Non Executive Director and Investment Committee Member at AMP.

We wish Nigel all the best in his new role and continued success to the team at Omnia Capital Partners.

Hamilton Lane’s Bryan Jenkins on private equity secondaries

Video | Bryan Jenkins, Head of Portfolio Strategy & Research, Hamilton Lane

In this exclusive interview, Bryan discusses the private equity secondaries market, the drivers of its explosive growth experienced in recent years and the main motivations why investors have been allocating to the asset class. He explains what investors should be looking for to identify best-in-class PE managers and highlights the most important risks and execution challenges in PE secondaries that investors need to be aware of.

Ecofin at Redwheel’s Michel Sznajer on the electrification super-cycle

Video | Michel Sznajer, Portfolio Manager, Ecofin at Redwheel

In this exclusive interview, Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utility and infrastructure sectors.

Deanne Baker, Evidentia Group – Head of Multi-Asset and Alternatives

May 2026

Global Investment Institute congratulates Deanne Baker on her promotion to the Head of Multi-Asset and Alternatives role at Evidentia Group.

Evidentia Group are a specialist managed accounts investment management business working with Australia’s leading Private Wealth firms, with over ~A$34 billion in funds under management.

Most recently, Deanne served as Deputy Chief Investment Strategist, Portfolio Manager Multi Asset at Evidentia Group.

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

Nadine Hassouna, CareSuper – Portfolio Manager, Equities

May 2026

Global Investment Institute congratulates Nadine Hassouna on her appointment to the Portfolio Manager, Equities role at CareSuper.

CareSuper is a profit-to-member industry super fund with over 615,000 members and ~A$53 billion in assets under management.

Most recently, Nadine served as Portfolio Manager at TelstraSuper, having joined the fund in 2022 as Senior Investment Analyst.

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

Spotlight on Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group

“Within net lease, portfolio positioning matters more than ever. We believe allocations should lean toward essential‑service retail and mission‑critical industrial assets, where demand has historically demonstrated resilience and pricing dislocations remain. Overall, the current market reset highlights the importance of credit resilience, disciplined lease structures, and hands‑on portfolio oversight.”

- Jason Schreiber is the Co‑Head of Real Estate Equity at CIM and the Portfolio Manager of the firm's Net Lease strategy, where he is responsible for overseeing CIM’s Real Estate Equity platform as well as developing, implementing and managing the net lease strategy.

Jason recently presented at Global Investment Institute’s Private Wealth Investment Leaders Forum on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending future events, click here or for more information email zlatan@globalii.com.au.

GLOBAL INVESTMENT INSIGHTS

Search Insights

May 2026

May 2026

May 2026

May 2026

May 2026

May 2026

Subscribe to our mailing list