Global Investment Insights

November 2023

Global Investment Institute congratulates Mary Delahunty on her appointment as the Chief Executive Officer of the Association of Superannuation Funds of Australia (ASFA), effective from 1 February 2024.

ASFA has been operating since 1962 and is the peak policy, research and advocacy body for Australia’s superannuation industry, which collectively manages assets in excess of AU$3 trillion.

“I am honoured to join the talented ASFA team and look forward to contributing to the organisation's ongoing success.

“A strong peak body, combining deep technical research with the expertise of super funds and service providers, as ASFA uniquely does, plays a crucial role in progressing important conversations on matters such as the objective of super, the role of capital and enhancing member services”, commented Mary on her appointment.

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

Madeline Chelper joins AustralianSuper in an Associate Portfolio Manager role

November 2023

Global Investment Institute congratulates Madeline Chelper on joining AustralianSuper in the role Associate Portfolio Manager – Portfolio Construction & External Managers, FICC in Melbourne, Australia.

AustralianSuper is the largest Superannuation Fund in Australia and one of the largest pension funds globally, with ~AU$300 billion in assets under management and 3.26 million members as at 30 June 2023.

Madeline joins from Frontier Advisors where she most recently held the title Senior Consultant and was a member of Frontier’s debt and currency team.

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

Spotlight on Ned Bell, Chief Investment Officer & Co-Portfolio Manager, Bell AM

Ned Bell is the CIO and Co-Portfolio Manager, at Bell Asset Management Ltd, responsible for the overall return outcomes of client portfolios and providing investment leadership across the organisation.

Read on to find out why Ned believes the top-heavy rally, the mega-cap stocks referred to as the ‘Magnificent 7’, is on its last legs and why SMID caps offer attractive opportunities for investors in the current market conditions.

Shannon Reilly promoted to Head of Equities at Mercer

October 2023

Global Investment Institute congratulates Shannon Reilly on his promotion to the position Head of Equities, Pacific at Mercer.

He has been promoted from his role, Senior Portfolio Manager where he had responsibility for the management and oversight of Mercer’s domestic and global equity portfolios, including manager selection and portfolio construction decisions.

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

Dom Chiuchiolo joins Funds SA in Senior Investment Analyst role

October 2023

Global Investment Institute congratulates Dom Chiuchiolo on joining Funds SA as a Senior Investment Analyst within the Debt and Liquid Alternatives Team.

Funds SA is owned by the government of South Australia and manages investment portfolios on behalf of South Australia’s public sector superannuation funds and approved public authorities, managing funds in excess of AU$40 billion.

We wish Dom all the best in his new role and continued success to the team at Funds SA.

GII expands family office event program in 2024

October 2023

Global Investment Institute is pleased to announce an expanded program of events for family office investment leaders in the 2024 calendar year. Following on from the success of this year’s inaugural Family Office Investment Forum in Melbourne, Global Investment Institute will host the Sydney edition of the event on Tuesday, 15 October 2024, two days before the Melbourne event on Thursday, 17 October 2024.

“We are delighted with the support we have received from the Melbourne family office investment leaders this year”, said Global Investment Institute Managing Director Zlatan Kapetanovic. “Our unique format and bespoke program, which we created in close consultation with our family office Advisory Committee, really resonated with the CIOs, CEOs and Investment Directors we had in attendance. Based on the positive feedback received, we will host the Melbourne event again and we are also looking forward to bringing the Family Office Investment Forum to Sydney-based family offices next year too.”

Ann Tran joins Spirit Super in an Investment Strategy role

October 2023

Global Investment Institute congratulates Ann Tran on joining Spirit Super in the role Senior Analyst, Investment Strategy.

Spirit Super is an industry superannuation fund managing more than AU$26 billion in assets on behalf of more than 325,000 members.

We wish Ann all the best in her new role and continued success to the team at Spirit Super.

Winnie Wong appointed as Portfolio Manager, Investment Strategy at Spirit Super

October 2023

Global Investment Institute congratulates Winnie Wong on joining Spirit Super in the role Portfolio Manager, Investment Strategy.

Spirit Super is an industry superannuation fund managing more than AU$26 billion in assets on behalf of more than 325,000 members.

We wish Winnie all the best in her new role and continued success to the team at Spirit Super.

TelstraSuper promotes internally for the new Head of Investment Strategy

September 2023

Global Investment Institute congratulates David Schneider on his promotion to Head of Investment Strategy at TelstraSuper.

TelstraSuper is a leading profit-to-members superannuation fund managing approximately AU$24 billion in assets on behalf of their members.

David has been with TelstraSuper since January 2018 and most recently held the role Head of Asset Allocation, with responsibility for the fund’s strategic and dynamic asset allocation functions.

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

Aware Super embarking on the next chapter of growth to becoming a AU$250 billion fund

Aware Super is embarking on its next chapter of growth in its ambitions to becoming a AU$250 billion fund by 2026, and they have expanded the role of their Deputy Chief Investment Officer, Damien Webb who will now also lead the Fund’s international expansion, as their new Head of International.

In this exclusive interview with Global Investment Institute (GII), Damien shares the main drivers for the global expansion of the Fund’s footprint, the key strategic objectives he will be striving to achieve in his new capacity and outlines what success will look like from the Fund’s perspective, and, most importantly, for their more than one million members.

Spotlight on Michael Wood, Chief Executive Officer & Chief Investment Officer, Madigan Capital

Michael is the Chief Executive Officer and Chief Investment Officer of Madigan Capital. Madigan is a specialist, institutional only real estate debt investment management firm.

Currently based in Sydney Australia, Michael has been in the real estate industry for over 35 years. He is an experienced advisor in real estate investment, construction and funds management, having worked in multiple jurisdictions throughout his career across Asia Pacific, North America and Europe.

Passionate about the potential of real estate debt in a diversified investment portfolio, Michael discusses the drivers of the opportunity set in real estate debt and the implications for investors in the current investment landscape.

Michael will be presenting at Global Investment Institute’s upcoming Fixed Income & Alternatives Investment Forum, taking place on Thursday, 7 September 2023 at the Westin Melbourne, Victoria.

To register your interest in attending, click here or for more information email zlatan.kapetanovic@globalii.com.au.

Spotlight on Colin Liang, Portfolio Manager and Head of China Research, Redwheel

“After removing its zero-Covid policy last December, China has seen economic growth spike and subsequently decline. Markets have been disappointed with the recovery and uncertain about the pathway to restoring growth. However, after the Politburo meeting in July, China’s domestic economic policy has switched firmly to pro-growth and we expect the government will keep rolling out supportive measures to the sectors that face growth challenges, including property”, remarks Colin Liang, Portfolio Manager, Redwheel China Equity Fund, Head of China Research, Emerging & Frontier Markets Team, Redwheel.

Colin will be presenting on China equities at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 6 September 2023 at the Westin Melbourne, Victoria.

This event has reached capacity. If you would like more information please email zlatan.kapetanovic@globalii.com.au.