Global Investment Institute

Australia’s leading provider of conferences for capital allocators.
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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

  1. 2d ago

    Indus Capital Partners’ Robert Salvesen on Asian equities as an integral part of a global portfolio

    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. Listen to the full interview where we ask Robert: - Why Asia? Why should sophisticated investors include an allocation to Asia as an integral part of a global equity portfolio? - What advantages does a pan-Asian equities investment strategy offer relative to a single-country approach? - What are the key sources of dispersion and alpha in Asian equities today and what does it mean for active management?   - What is the significance of Asia in the artificial intelligence story and what opportunities does it present for sophisticated investors? - Beyond A.I., what are some of the underappreciated investment opportunities in Asia that investors outside the region may be overlooking? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Indus Capital Partners’ Robert Salvesen on Asian equities as an integral part of a global portfolio

  2. 4d ago

    Pzena Investment Management’s Rakesh Bordia on investing in deep value equities across Emerging Markets

    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. Listen to the full interview where we ask Rakesh: - For an institutional audience who knows "value investing" in the abstract, what does classic deep value actually mean in practice? - Given Emerging Markets are heavily benchmark concentrated in a handful of semiconductor and memory names, what should investors be aware of? - What does the rise of passive and quant-driven flows, combined with A.I. driven momentum, mean for a deep value approach? - When you look at the opportunity-set in Emerging Markets today, what are you seeing in the cheapest part of the market that you don’t normally see? - Geopolitical risk is always part of the Emerging Market landscape. How does Pzena navigate these challenges and/or opportunities?   Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Pzena Investment Management’s Rakesh Bordia on investing in deep value equities across Emerging Markets

  3. Oct 23

    EQT Group’s Jacob Van der Wiel on mega-trends and opportunities in private equity across APAC

    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. Listen to the full interview where we ask Jacob: - What defines a great APAC private equity player, and how should LPs differentiate between true local alpha and market beta during manager selection? - How does EQT balance its global infrastructure with a nimble, localised approach to source and win proprietary deals across APAC? - As the APAC market continues to mature, what structural themes should long-term allocators prioritise for the next decade? - What is Australia’s strategic role in an APAC portfolio, and what mega-trends offer the most compelling risk-adjusted opportunities now? - What advice would you give to family offices scaling co-investment capabilities to optimise deal execution and avoid adverse selection? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    EQT Group’s Jacob Van der Wiel on mega-trends and opportunities in private equity across APAC

  4. Oct 22

    Fidelity International’s Maroun Younes on the drivers of equity market behaviour

    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. Listen to the full interview where we ask Maroun: - What do you think is driving equity market behaviour and how sustainable is it? - How do you distinguish between a normal period of factor underperformance and a more fundamental change in what the market rewards? - How useful is the comparison of the late-1990s quality’s underperformance analogy to today’s environment, and where do you think it breaks down? - How do you separate genuine technological disruption from market over-extrapolation? - Has AI caused you to rethink what constitutes a “moat” in any particular industry? - Where are you seeing the biggest disconnects today between business fundamentals and market expectations Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Fidelity International’s Maroun Younes on the drivers of equity market behaviour

  5. Oct 20

    Nordea Asset Management’s Lars Hemmingsen on factor investing in equities

    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. Listen to the full interview where we ask Lars: - How can multifactor enhanced equity act as an active solution to a concentrated market environment? - Why is segmentation so important when comparing companies through a factor lens? - Why should factors be customised rather than defined identically across the whole market? - How do you think factor weights should evolve across segments and through time? - How can investors maintain conviction when factor leadership changes over time? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Nordea Asset Management’s Lars Hemmingsen on factor investing in equities

  6. Oct 16

    Fisher Investments’ Michael Hanson on equity market euphoria

    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. Listen to the full interview where we ask Michael: - What is market euphoria and how do you identify it in listed equities? - Historically, how long do periods of euphoria last in equity markets? - How robust are the usual sentiment measures like pricing in identifying equity market euphoria? - Once signs of equity market euphoria are identified, what are the critical considerations for investors from a portfolio management perspective? - What is your assessment of investor sentiment today and are you seeing indications of equity market euphoria Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Fisher Investments’ Michael Hanson on equity market euphoria

  7. Oct 15

    World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio

    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. Listen to the full interview where we ask Kavita: - Gold has performed exceptionally over the past few years. What have been the key drivers supporting the gold rally, and how sustainable are they? - What are the most significant developments that have occurred in gold markets in recent years that investors need to be aware of? - What role can gold play in a diversified portfolio and why should investors consider including gold in their strategic asset allocation? - What portfolio objectives are sophisticated investors typically seeking to achieve through an allocation to gold? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio

  8. Oct 9

    Argyle Capital Partners’ Kim Morison on water rights and portfolio construction

    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. Listen to the full interview where we ask Kim: - Who are the typical investors and what are they looking to achieve when investing in water rights from a portfolio objective perspective? - Where do water rights sit within the portfolio on a risk return perspective relative to other asset classes? - What do the returns from water rights comprise? How much annual income do water rights generate? What proportion of returns is represented by long-term capital growth? - What are the drivers of income from investments in water rights? - What are the drivers of capital growth? Why would water rights continue to appreciate in value? Can farmers continue to afford higher prices for water? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

    Argyle Capital Partners’ Kim Morison on water rights and portfolio construction
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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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  • Creator
    Australia’s leading provider of conferences for capital allocators.
  • Years Active
    2025 - 2026
  • Episodes
    72
  • Rating
    Clean
  • Copyright
    © Australia’s leading provider of conferences for capital allocators.
  • Show Website
    Global Investment Institute

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