Global Investment Institute
Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule. Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates. YouTube: @gii_au Website: globalii.com.au LinkedIn: www.linkedin.com/company/global-investment-institute
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CIM Group’s Daniel Ottensoser on U.S. real estate private credit
<p>Daniel Ottensoser, Managing Director & Co-Head of Credit, CIM Group | Daniel discusses the changing landscape in U.S. real estate private credit, what makes it a compelling opportunity for investors today and the sectors he and his team are currently exploring. Daniel explains the key benefits of senior secured real estate lending for investors seeking income and downside protection for their portfolios and talks through what makes the CIM real estate debt investment platform unique and differentiated in its offering.</p><p>Listen to the full interview where we ask Daniel:</p><p>- What differentiates CIM’s real estate de...
Generation Life’s Felipe Araujo on tax-aware investing and the growing focus on after-tax outcomes
<p>Felipe Araujo, Chief Executive Officer and Managing Director, Generation Life | Felipe discusses the impact of recent tax changes in Australia on how capital allocators and fund managers invest, with a growing emphasis on after-tax return outcomes. He also shares his perspectives on what will ultimately set apart successful organisations and individuals in an increasingly tax-aware investment environment and how they can innovate to prepare for change, as the market evolves over the next decade. </p><p>Listen to the full interview where we ask Felipe:</p><p>- How do you think the recent tax changes will reshape the...
Indus Capital Partners’ Robert Salvesen on Asian equities as an integral part of a global portfolio
<p>Robert Salvesen, Managing Director, Research Analyst, Indus Capital Partners | Robert discusses the role for an allocation to Asia as an integral part of a global equity portfolio and the investment case for a pan-Asian approach. He explores the sources of dispersion and alpha in Asian equities, the significance of Asia to the artificial intelligence story, and addresses underappreciated pockets of opportunities in Asia beyond A.I. that investors outside the region may be overlooking.</p><p>Listen to the full interview where we ask Robert:</p><p>- Why Asia? Why should sophisticated investors include an allocation to Asia...
Pzena Investment Management’s Rakesh Bordia on investing in deep value equities across Emerging Markets
<p>Rakesh Bordia, Principal and Portfolio Manager, Pzena Investment Management | Rakesh explains the concept of classic deep value equities investing from a practical perspective. He discusses Pzena’s approach to navigating the challenges and opportunities geopolitical risk presents in Emerging Market equities investing, the impact of concentration in a few select semi-conductor and memory stocks across EM and what he is seeing in the EM opportunity set at the cheapest spectrum of the market, that is unique today, relative to past cycles.</p><p>Listen to the full interview where we ask Rakesh:</p><p>- For an institutional audience wh...
EQT Group’s Jacob Van der Wiel on mega-trends and opportunities in private equity across APAC
<p>Jacob Van der Wiel, Managing Director, EQT Group | Jacob discusses what defines a great APAC private equity player and how LPs can differentiate between true local alpha and market beta when selecting managers. He explains EQT’s approach to sourcing and securing proprietary deals across the APAC region. Jacob also shares his perspectives on the mega-trends offering the most compelling risk-adjusted opportunities and the structural themes long-term asset allocators should prioritise over the next decade; Australia’s strategic role in an APAC portfolio; and advice to family offices scaling co-investment capabilities.</p><p>Listen to the full interview where we a...
Fidelity International’s Maroun Younes on the drivers of equity market behaviour
<p>Maroun Younes, Portfolio Manager, Fidelity International | Maroun discusses the forces driving equity market behaviour and shares his views on the sustainability of current market dynamics. He explains where he sees the biggest disconnects today between business fundamentals and market expectations, how he separates genuine tech disruption from market overextrapolation and how he thinks about what constitutes a “moat” across industries, in an AI disrupted world.</p><p>Listen to the full interview where we ask Maroun:</p><p>- What do you think is driving equity market behaviour and how sustainable is it?</p><p>- How do you dist...
Nordea Asset Management’s Lars Hemmingsen on factor investing in equities
<p>Lars Hemmingsen, Portfolio Manager, Nordea Asset Management | Lars discusses how investors can apply multi factor enhanced equity as an active solution to a concentrated market environment. He explains why segmentation is important when comparing companies through a factor lens and why factors should be customised, rather than defined uniformly across the whole market. Lars shares how he thinks about factor weights and how they should evolve across segments and through time, and how investors can maintain conviction when factor leadership changes.</p><p>Listen to the full interview where we ask Lars:</p><p>- How can multifactor enhanced...
Fisher Investments’ Michael Hanson on equity market euphoria
<p>Michael Hanson, Senior Vice President of Research, Fisher Investments | Michael discusses equity market euphoria. He explains what equity market euphoria is, how long periods of euphoria last historically, how to identify it and what to do about it from a portfolio management perspective in the context of today’s equity markets.</p><p>Listen to the full interview where we ask Michael:</p><p>- What is market euphoria and how do you identify it in listed equities?</p><p>- Historically, how long do periods of euphoria last in equity markets?</p><p>- How robust are the usu...
World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio
<p>Kavita Chacko, Research Head, India, World Gold Council | Kavita discusses the key developments in gold markets and the drivers that have supported gold’s rally in recent years and the sustainability of those drivers looking ahead. She explains the role for gold in a diversified portfolio, the objectives investors are typically seeking to achieve through an allocation to gold and why investors should consider including gold in their strategic asset allocation.</p><p>Listen to the full interview where we ask Kavita:</p><p>- Gold has performed exceptionally over the past few years. What have been the key dr...
Argyle Capital Partners’ Kim Morison on water rights and portfolio construction
<p>Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses the role of water rights in portfolios, where it sits in the portfolio from a risk-return perspective and the objectives investors may seek to achieve through an allocation to the asset class. He explains the drivers of return when investing in water rights from both an income and capital growth perspective. </p><p>Listen to the full interview where we ask Kim:</p><p>- Who are the typical investors and what are they looking to achieve when investing in water rights from a portfolio objective perspective?</p><...
