GLOBAL INVESTMENT INSIGHTS

Roadshow Announcement | 5 – 9 December 2022, Australia

Tas Hasan is a Partner and Chief Operating Officer (COO) of Deerpath Capital and a senior member of the organisation’s investment committee. Tas will be visiting Australia from 5 – 9 December 2022.

Deerpath Capital is a specialist private credit manager focussed on the US direct lending market, providing flexible, cashflow-based senior debt financing to sponsor backed lower middle market companies (US$50m – US$200m EV), offering substantial current income with strong downside protection through first lien, senior secured investments.

To express interest in meeting with Tas on his visit to Australia, please contact Ben Daly, Head of Investor Relations – ANZ, Deerpath Capital, Australia.

October 2022

GII congratulates Jason Huang on his appointment to the role Head of Cash, Fixed Income and Credit at Brighter Super.

Brighter super is a Queensland based superannuation fund which has been operating for more than 56 years. The Brighter Super Group managers approximately AU$31 billion in retirement savings on behalf of its 260,000 members. The Group has been formed through the coming together of LGIAsuper, Energy Super and Suncorp’s superannuation business (SPSL).

Jason is an experienced investment professional specialising in fixed income and alternatives with expertise in manager selection and portfolio construction, gained through his roles with asset management and asset allocator organisations.

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

October 2022

GII congratulates Chris Drew on his promotion to the role Head of Portfolio Construction, External Equities, at REST.

Established in 1988, REST is amongst the largest superannuation funds in Australia by membership, with approximately 1.9 million members and AU$66 billion in assets under management.

Chris joined REST in May 2021 in the role Head of Australian Equities, with responsibility for overseeing REST’s Australian Equities asset class.

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

October 2022

GII congratulates Sonia Bluzmanis on her promotion to the role Head of Research, External Equities, at REST.

Sonia is a senior funds management executive with 16 years’ experience in investment research and portfolio management, currently based in London (UK). Sonia joined REST from BT Investment Group in May 2021 and took on the role Head of Global Equities, with responsibility for managing REST’s global equities asset class, the fund’s largest asset class by funds under management.

We wish Sonia all the best in her new role and continued success to the team at REST super.

October 2022

GII congratulates Darren Rosario and Libby Sparshatt on their promotions to the roles, Deputy Chief Investment Officer and Head of Asset Allocation at Equip, respectively, and we extend our congratulations to three new senior hires who have joined the Fund also, namely Jessie Pettigrew, Alister Wong and Manish Utreja.

Equip manages AU$30 billion for over 140,000 members across both Equip and Catholic Super. The Fund services employers and members from the energy, resources, water, infrastructure, manufacturing, education, health, legal and services sectors. Equip is a hybrid fund, operating both defined benefit, accumulation and pension plans.

We wish the Equip team continued success.

Roadshow Announcement | 10 - 14 October 2022, Australia

Neuberger Berman’s (NB) private debt team leaders will be visiting Australia from 10 - 14 October 2022.

NB Private Markets has been an active and successful private equity investor since 1987 [1] and manages over US$100 billion of investor commitments across fund and direct investments [2]. With over 2,400 deals reviewed and US$15+ billion [3] committed across primaries, secondaries and private credit in 2021 alone, NB Private Market’s deep and integrated global platform is highly selective and invests across strategies, asset classes and geographies on behalf of its clients.

The team manages US$17 billion in direct private credit, most recently announcing the final close of NB Private Debt Fund IV, raising US$8.1 billion and exceeding its original US$5 billion target.

October 2022

GII congratulates Anna Weickart on her promotion to the newly created role Senior Manager, Equities Manager Research at CBUS. She is also the portfolio manager for CBUS’ climate change portfolio and will continue to have responsibility for managing this portfolio.

Anna is a member of GII’s Advisory Committee for our Equities Investment Forum and we look forward to continuing to have her input in informing and shaping our events.

We wish her all the best in her new role and continued success to the CBUS team.

October 2022

GII congratulates Myooran Mahalingam on his appointment to the role Senior Portfolio Manager - Global Equities Portfolio Construction at CBUS. He will commence in the role in November 2022.

Myooran joins CBUS from MLC, where he had been for more than 20 years, most recently in the role Portfolio Manager - Global Equity & Global Listed Property.

We wish Myooran all the best in joining CBUS and contributing to the continued success of the Fund.

September 2022

GII congratulates Claire Heeps on her promotion to Manager, Responsible Investment at HESTA.

HESTA is the industry super fund for health and community services. Since 1987, HESTA has grown to become the largest super fund dedicated to this sector, with more than 950,000 members and approximately AU$68 billion in assets under management.

Claire Heeps joined HESTA as a Senior Responsible Investment Adviser in mid-2020. Claire has lead the Fund’s response to the destruction of significant cultural heritage at Juukan Gorge by Rio Tinto.

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

We are excited to announce our 2023 events program has just been released.

Please take a look at the range of events we will be running in 2023 and get in touch if you would like to attend or if you have best-in-class strategies to share with our community of institutional investors.