OUR TEAM

Zlatan Kapetanovic | LinkedIn

Zlatan is the Founder and Managing Director of Global Investment Institute and has been connecting institutional and family office investors with their peers and global investment experts through world-class events and media coverage for more than 10 years.

Global Investment Institute seeks to optimise outcomes for members, constituents and stakeholders of institutional asset owner organisations through the pursuit of global best practice in capital allocation and management.

Global Investment Institute’s network comprises of senior decision makers at the C-suite and investment team level responsible for assessing strategies and making capital allocation decisions, representing superannuation/pension funds, government funds, statutory funds, insurers, endowments and other large institutions as well as single and multi-family offices, and private wealth managers with institutional sized portfolios.

Prior to establishing the Global Investment Institute, Zlatan spent 7+ years as an executive with the former Centre for Investor Education (CIE), the Australian subsidiary of Institutional Investor, before its closure in 2019. Most recently, he held the title, Head of Research and Institutional Content and, before that, Institutional Sales and Marketing Strategist.

Previously, Zlatan was a Senior Industry Analyst at global business information provider, IBISWorld. During the 2006 Census, Zlatan worked as a District Manager for the Australian Bureau of Statistics.

Zlatan holds a Bachelor of Business (Distinction) from RMIT University, with a double major in Economics and Finance.

Zelda Tupicoff | LinkedIn

Zelda is the Chief Operating Officer of Global Investment Institute responsible for heading up business development, strategy, and scaling of Global Investment Institute. Zelda is also the head of family office events and is responsible for managing relationships with domestic and global family office investment leaders.

Zelda is an experienced executive and most recently held the position Chief Operating Officer at Australia’s largest B2B publisher Prime Creative Media 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.

She is the former CEO of an international niche publishing and event company, was on the Victorian committee of Publishers Australia, and has been a guest lecturer on B2B publishing at RMIT University.

Rob Leck, Chair & Moderator, Investment Forums & Rountables | LinkedIn

Rob is Head of Investment Risk at REST. Most recently he was a Director at Cutter Associates, with responsibility for serving the organisation’s superannuation and fund manager clients across Australia and New Zealand.

Rob has more than 15 years of experience in financial services in portfolio construction, asset allocation, portfolio management, investment risk, investment systems, quantitative solutions, and performance. His expertise spans the superannuation, asset management, and treasury spaces as a portfolio manager and quantitative specialist supporting the end-to-end investment process.

Prior to joining Cutter, Rob was a senior portfolio manager in QSuper’s investment strategy team, where his responsibilities included asset allocation, whole of portfolio construction, and risk management, as well as supporting the equities, fixed income, and alternatives teams. Previously, Rob was a senior portfolio manager for the Cbus’ fixed income asset class as well as manager of the quantitative solutions team. He also has served as a senior investment risk analyst at Vanguard Investments Australia and a senior quantitative analyst at the Queensland Treasury Corp.

Jo Murphy, Chair, Investment Forums & Roundtables | LinkedIn

Jo has been in Asia for almost 25 years, predominantly based in Hong Kong. Throughout her time in Asia, Jo has held several senior Asia-Pacific wide management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions; and has both built and managed large and effective, regionally located teams.

Jo currently holds the position Managing Director, Asia Pacific for the CAIA Association, the international leader in alternative investment education and provider of the CAIA Designation.

She was expatriated to Hong Kong with Morgan Stanley (in early 1997) and has worked for several global institutions including HSBC Securities Services (previously Bank of Bermuda), Deutsche Asset Management and Triple A Partners. Jo’s roles have covered intermediary, buy and sell side as well as entrepreneurial groups.

Jo was a founding member of the Hong Kong AIMA Chapter, previously held an Executive Committee Member position and now sits on its Education Committee. Further, she also holds several corporate and NFP advisory board positions, is a Fellow of Singapore University of Social Sciences (SUSS) as well as an advisory council member of UPACA Gurukul (India).

Ray King, Chair, Investment Forums & Roundtables | LinkedIn

Ray founded Sovereign Investment Research in 2000 as a specialist alternative investment and research advisory company. He was the first employee of Industry Fund Services in 1994 with responsibility for the formation and management of the investment advisory business (now Frontier Advisers) and alternative investment funds management (now IFM Investors).

His career has included being the Chief Economist for several public authorities including Telstra. He has an Honours Degree in Economics (specialising in Econometrics) from Monash University, Australia and is a life member of CIMA Australia.

Rob Prugue, Chair, Investment Forums & Roundtables | LinkedIn

Rob is Principal Consultant at Callidum Investment Research where his primary focus is on providing consulting advice to funds in addressing the investment and governance challenges they face. He is also founder and  Chairperson at People Reaching Out to People (PROP), a mental health education initiative focused on addressing the underlying stigma often associated with depression and anxiety, aimed at suicide prevention.

Previously, Rob was the Chief Executive Officer, Asia Pacific of Lazard Asset Management, where he spent more than 15 years of his career. Before that, he held the Head of Research role at van Eyk Research and was the Director, Head of International Equities at State Super, prior to that.

Rob has a Master’s degree in Economics from University of Exeter, England and a Bachelor degree in Economics from University of Maryland, USA.

Chris Durack, Chair, Investment Forums & Roundtables | LinkedIn

Chris has over 28 years experience working in the financial services industry both in Australia and Asia.  Over the last decade, Chris worked at Schroders with his most recent role as Co-CEO APAC. He was responsible for the Schroder businesses across the Asia Pacific with assets under management around AUD 200 billion.  Chris also held roles as CEO for the Schroders Australia business and was Chair of the Schroders Australia board. Before this was he based in Hong Kong as CEO of Schroders Hong Kong as well as leading the institutional business across Asia Pacific.  Chris was also a member of Schroders PLC Group Management Committee. 

From 2009, Chris was CEO at State Super NSW, a major Australian defined benefit pension scheme and from 2004 Chris gained funds management experience with Perpetual and Challenger. Earlier in his career, Chris held senior asset consulting and head of research roles with Mercer and Towers Perrin.

In industry representative roles, Chris has been an Investment Board member of the Financial Services Council (FSC) in Australia and Executive Committee member and Pension Committee Chair of the Hong Kong Investment Funds Association (IFA). 

Chris holds a Master of Economics (First Class Honours) from the University of Sydney where he also currently lectures in post-graduate financial economics.

Alexandra McGuigan, Chair, Investment Forums & Roundtables | LinkedIn

Alexandra is the Global Development Director for 100 Women in Finance and is responsible for all business development and corporate engagement.

A sales and marketing strategist with a specialisation in alternative investments, Alexandra has successfully helped international fund managers navigate and develop a presence in the APAC region, raising over $2.5 billion AUM from institutional investors.

Based in Singapore, Alexandra was previously APAC Director for 100 Women in Finance, responsible for the organisation’s activities in the region. She has also held senior roles at Tribeca Investment Partners, SHED Enterprises, and Investec, where she was responsible for developing and implementing sales and marketing strategy for products and new business opportunities.

Alexandra has worked with international fund managers, across asset classes including GAM, Adveq, Och Ziff, Diamond Asset Advisors and Qblue Balanced. She started her career in Asset Management at BNY Mellon Asset Management.

Alexandra is a Chartered Alternative Investment Analyst and a CAIA Singapore Chapter Executive. She holds an MBA majoring in International Business from UTS and has a BA Media Communications, Sydney University. She has studied in Australia, France and the USA.

Angus McLeod, CFA, CIMA, Chair, Investment Forums & Roundtables | LinkedIn

Angus currently holds the position of Sessional Lecturer at RMIT University in the Master of Finance course. He also lectures at Swinburne University of Technology. Angus has 25 years’ experience in financial markets, 12 of which he spent as an equity portfolio manager, most recently with Vanguard Australia, where he spent almost ten years of his career.

Angus has a master’s degree in Applied Finance and an undergraduate degree in Economics. He is a CFA charter holder and holds the CIMA certification.

Dr Alex Antic, Chair, Investment Forums & Roundtables | LinkedIn

Alex is a trusted and experienced Data & Analytics Leader, Consultant, Advisor, Strategist, and a highly sought Speaker, Educator & Advisory Board Member.

He has 18+ years post-PhD experience and knowledge in areas that include Advanced Analytics, Machine Learning, Artificial Intelligence, Mathematics, Statistics and Quantitative Analysis, developed across multiple domains: Federal & State Government, Asset Management, Insurance, Academia, Banking (Investment and Retail) & Consulting.

Alex was recognised in 2021 as one of the Top 5 Analytics Leaders in Australia by IAPA (Institute of Analytics Professionals of Australia).

He holds a number of advisory board roles across industry, government, start-ups and academia, including State Super’s inaugural, and industry leading, Academic Oversight Body.

His qualifications include a PhD in Applied Mathematics, First Class Honours in Pure Mathematics, and a double-degree in Mathematics & Computer Science.

Jordan Michaelides, Host, Video Interviews & Podcasts | LinkedIn

Jordan hosts and produces video and podcast content for Global Investment Institute, as well as undertaking hosting and moderating roles at our virtual and in-person investment forums and roundtables.

Jordan is the Managing Director of Neuralle, a challenger focused agency and host of the Uncommon podcast series. He holds a unique skillset in unpacking topics around Business, Finance, Marketing and Media built from over 200+ episodes speaking to leaders of industry.