Michael Stavropoulos appointed as the Head of Portfolio Construction & Strategy – Equities, AustralianSuper

July 2022

GII congratulates Michael Stavropoulos on his appointment as the Head of Portfolio Construction & Strategy – Equities at AustralianSuper.

AustralianSuper is the largest superannuation fund in Australia and one of the top 40 pension funds globally, with about AU$261 billion in assets under management, which it invests on behalf of 2.7 million members.

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

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James Waldron appointed as the Head of Credit, Future Fund

July 2022

GII congratulates James Waldron on his appointment as the Head of Credit at the Future Fund.

Future Fund is Australia’s sovereign wealth fund, established in 2006. Today it manages six public asset funds totalling AU$248.9 billion in assets under management.

In his role as the Head of Credit, James leads the credit team, with responsibility for investment across all areas of credit including Investment Grade, High Yield, Leveraged Loans, Direct Lending, Structured Credit, Emerging Markets Debt and Distressed Debt. James reports to Alicia Gregory, Deputy CIO, Private Markets.

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

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Solving the macro puzzle

Rob Tucker, Managing Director & Portfolio Manager, Chester Asset Management

Only when we see signs of inflation peaking and unemployment rising will we see a change in language from central banks. The problem with both inflation and unemployment is that they are both lagging indicators.

Leading indicators (confidence, freight rates, new orders, inventory levels, hiring etc) are suggesting a far weaker outlook than lagging indicators.

Read on to find out why significant economic weakness will be seen as good news for equities in the July 2022 Quarterly Update from Rob Tucker, Managing Director, Chester AM. Access the full analysis at the link here.

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Peter Laity appointed as the Chief Investment Officer of BUSSQ Super

July 2022

GII congratulates Peter on his appointment as the Chief Investment Officer of BUSSQ Super.

BUSSQ is an industry super fund for the building, construction and civil industries, with AU$6 billion in assets under management.

Previously, Peter was a Portfolio Manager, Equities and ESG Integration at IOOF-OnePath, now Insignia Financial; the Head of Equities at NSW Treasury Corporation; Head of Equities at State Super; and, Head of Investments at ESSSuper.

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

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Jonathan Armitage joins CFS as Chief Investment Officer

July 2022

GII congratulates Jonathan Armitage on his appointment as the Chief Investment Officer of Colonial First State (CFS).

CFS is one of the largest retail super funds in Australia with AU$145 billion in assets under management and a membership base of approximately 670,000.

Jonathan joins CFS from MLC which recently merged with Insignia Financial (formerly - IOOF Holdings). Following the merger, the investment teams were combined, with Daniel Farmer appointed as the investment head.

Jonathan’s appointment sees the departure of Scott Tully, general manager of investments who has been with CFS for 30 years.

We wish Jonathan all the best in his new role and continued success to the CFS team.

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Catalysing investment in clean energy to accelerate Australia’s transition to net zero

Ludovic Theau, Chief Investment Officer, Clean Energy Finance Corporation (CEFC)

Ludovic is the Chief Investment Officer of Clean Energy Finance Corporation (CEFC), where he is responsible for leading the investment team, including the origination and execution of CEFC investments.

As the world’s biggest ‘green bank’, the CEFC is able to draw on its considerable expertise, to unlock new opportunities across a diverse investment landscape and continue to develop new markets and build investor confidence to facilitate the transition to lower emissions.

In this exclusive interview with Global Investment Institute (GII), Ludovic shares how the CEFC is catalysing investment in clean energy to accelerate Australia’s transition to a net zero emissions economy by 2050.

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Bruce Tomlinson appointed as Investment Director, Minderoo Foundation

July 2022

GII congratulates Bruce Tomlinson on his appointment to the role of Investment Director at the Minderoo Foundation.

The Minderoo Foundation is one of Australasia’s largest philanthropic organisations, with AU$2.6 billion funds invested in philanthropic causes that seek to accelerate positive impact outcomes.

Bruce is the Foundation’s first dedicated investment hire with the objective of helping to grow and evolve its investment portfolio.

We wish Bruce all the best in his new role and continued success to the team at the Minderoo Foundation.

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The role of alternatives in exploiting opportunities at turning points in the economic cycle

Arthur Bengasino, Portfolio Manager - Alternative Investments, TelstraSuper

Arthur Bengasino is a Portfolio Manager for the Opportunities portfolio in alternative investments at TelstraSuper.

TelstraSuper was established in 1990 as a subsidiary of Telstra Corporation Limited. Today it is a leading profit-to-members superannuation fund with around AU$25 billion in assets, which it invests on behalf of members.

In this exclusive interview with Global Investment Institute (GII), Arthur shares his perspectives on some of the key areas of focus for him in his role and the growing role of alternatives in institutional portfolios.

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Brandon Roddis promoted to Acting Chief Investment Officer, Allianz Australia

June 2022

GII congratulates Brandon Roddis on his promotion to Acting Chief Investment Officer at Allianz Australia.

Allianz is one of the largest general insurers in Australia with an investment portfolio of ~AU$10 billion. Allianz Australia has more than 3 million customers across home, motor, CTP, travel and business insurance and insures around 25% of top ASX 200 companies.

He is an experienced portfolio manager, mostly on the buy-side, with a history of working across insurance, superannuation, pension and charity/endowment organisations. He is skilled in constructing and managing multi-asset portfolios with knowledge spanning across equity, fixed income, alternative and real asset markets.

We wish Brandon all the best in his new role and continued success to the Allianz Australia team.

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Alexis Cheang appointed Head of Investment Stewardship, NSW TCorp

June 2022

GII congratulates Alexis Cheang on her appointment to the role Head of Investment Stewardship at NSW TCorp, the investment and financial management partner of the New South Wales (NSW) public sector.

In this role Alexis will be responsible for leading the Investment Stewardship team and managing and evolving the organisation’s best-practice stewardship strategy, operating model and portfolio outcomes. This encompasses the implementation of the Investment Stewardship Policy and ongoing management of the five stewardship pillars and embedding this throughout TCorp’s investment model and processes.

We wish Alexis all the best in her new role and continued success to the team at NSW TCorp.

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Zelda Tupicoff appointed Chief Operating Officer, Global Investment Institute (GII)

June 2022

We are delighted to announce the appointment of Zelda Tupicoff to the role of Chief Operating Officer at Global Investment Institute (GII), responsible for heading up business development, strategy, and scaling of GII.

Zelda is an experienced executive and most recently held the position Chief Operating Officer at Australia’s largest B2B publisher where she was responsible for achieving the organisation’s revenue targets through the management of sales managers and over 30 business development managers across channels including print, digital, and events.

Zelda will be using her 15 years of experience in B2B sales and marketing to connect fund managers and institutional investors through bespoke solutions across in-person events, virtual events, and digital media.

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Paving the path forward under Kate Galvin's leadership for Victoria's public authority, VFMC

Kate Galvin, Chief Executive, VFMC

Kate is the Chief Executive Officer of Victorian Funds Management Corporation (VFMC), and has been in the role since October 2021.

VFMC is a public authority responsible for investing AU$75 billion on behalf of Victorians, managing the long-term investments of Victorian State Government entities, comprising of 31 Victorian public authorities and related organisations.

Having settled into her new leadership role at VFMC, Kate shared her vision for paving the path forward for the organisation in this GII exclusive interview.

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