Global Investment Institute

Australia’s leading provider of conferences for capital allocators.
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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

Episodes

  1. Best practice in direct lending and the questions investors should be asking when assessing managers

    1D AGO

    Best practice in direct lending and the questions investors should be asking when assessing managers

    Kevin Marchetti, Co-Head of Direct Lending and Chief Credit Officer, Man Varagon | Kevin discusses best practice in building and managing direct lending portfolios, what investors should be asking when evaluating new and existing managers as part of their due diligence and risk management processes, and how he expects the asset class to evolve in the years ahead. Listen to the full interview which covers: - How has the private credit market, and in particular direct lending, evolved in recent years? How do you expect it to evolve in the coming years? - What segment of the direct lending market does Man Varagon target, and why? - What is best practice in direct lending portfolio construction from Man Varagon’s perspective? - How does your approach to direct lending portfolio construction inform your due diligence and risk management processes? - What questions should investors be asking when evaluating new and existing direct lending manager relationships? DisclaimerThe 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.

    6 min
  2. Collateralised Loan Obligations (CLOs): What are they, common misconceptions and their role in portfolios?

    1D AGO

    Collateralised Loan Obligations (CLOs): What are they, common misconceptions and their role in portfolios?

    Cathy Bevan, Head of Structured Credit, BSP-Alcentra (Franklin Templeton) | Cathy discusses what Collateralised Loan Obligations (CLOs) are, how investors use them in portfolios and the common misconceptions often cited, including the many lessons learned throughout her career navigating global markets and the key to achieving long-term success in the asset class. Listen to the full interview which covers: - What are CLOs and how do investors use them in portfolios? - What are the common misconceptions about CLOs - How does having a global approach to investing in CLOs set your team up for success? - What are the key benefits of an opportunistic fund that invests in third party CLOs compared to a captive equity fund? - When investing in CLOs, how do you assess risk in the underlying collateral portfolios? - Why is it important to assess the style and performance of CLO managers? - What is your top lesson learned from your significant experience as a CLO investor? DisclaimerThe 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.

    20 min
  3. Why investors should be excited about SMID cap stocks

    1D AGO

    Why investors should be excited about SMID cap stocks

    Qiao Ma, Partner & Portfolio Manager, Munro Partners | Qiao discusses why investors should be excited about the opportunity set in small-mid cap stocks. Faster growing thantheir large cap peers yet trading at a discount; but the key to success in the asset class remains, how to pick the winners. Listen to the full interview which covers: - Munro Partners manage Global Growth equity strategies across long/short, long only and climate. In 2023 Munro launched a Global Growth Small/Mid Cap strategy which you lead and manage. Why the decision to launch a Global Small/Mid Cap strategy? - How do you go about finding great small/mid cap companies? - The global small-mid cap (SMID) universe is large, so from a team coverage perspective, how do you manage this - Moving down the market cap spectrum and investing in the faster growing companies potentially delivers higher returns but with potentially more volatility or risk? How do you manage this for your investors? - The size premium (small market cap relative to large) has proved to deliver excess returns over time relative to the market. Will the size premium continue to persist and why DisclaimerThe 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.

    8 min
  4. How an experienced institutional investor selects fund managers

    1D AGO

    How an experienced institutional investor selects fund managers

    Lucas Hartmann, Former Head of Equities, Fixed Income & Alternatives, NGS Super; Founder & CEO, BeanTree Advisors | Lucas discusses an institutional approach to investment manager selection and due diligence and shares actionable insights for achieving desired investment outcomes over the long term. Listen to the full interview which covers: - What are the key factors investors should consider when selecting investment managers? - When looking at an investment manager’s track record, how do you separate skill from luck? - What are some tips you can share for gaining valuable insights from due diligence meetings with managers? - What is the ‘right’ fee to pay an active manager?  - Investment due diligence tends to focus on selecting managers, how should investors decide when it is time to terminate a manager? DisclaimerThe 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.

    11 min
  5. Bond investing: Applying a systematic approach to “fallen angels”

    1D AGO

    Bond investing: Applying a systematic approach to “fallen angels”

    Syed Zamil, Senior Investment Strategist, Insight Investment | Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”. Listen to the full interview which covers: - Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference when purchasing those bonds? - Systematic equities have been popular for a long time, but systematic fixed income isn’t as popular. Why is that and why is systematic fixed income on the rise now? - What are the benefits of a systematic approach, compared to a traditional discretionary approach, when accessing fallen angels? - What technological advancements have allowed Insight to be more efficient and effective in the way you invest? - Tariffs are affecting all areas of global markets, is this dislocation a good thing for fallen angels (bonds) and, if so, why? DisclaimerThe 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.

    10 min

  6. 1D AGO

    Welcome to Global Investment Institute's Interview Series

    Global Investment Institute is Australia’s leading provider of conferences for capital allocators. We connect institutional investors, family office and private wealth investmentleaders with peers and global investment experts to share knowledge and thoughtleadership in a private, collegiate and discussion-focussed setting, conductedunder Chatham House Rule. We will be sharing our exclusive interviews with some of the world’s leadinginvestors on a range of investment topics.YouTube: ⁠@gii_au⁠Website: ⁠globalii.com.au⁠LinkedIn: ⁠linkedin.com/company/global-investment-institute⁠

    1 min

Trailer

About

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

Information

  • Creator
    Australia’s leading provider of conferences for capital allocators.
  • Years Active
    2K
  • Episodes
    6
  • Rating
    Clean
  • Copyright
    © Australia’s leading provider of conferences for capital allocators.
  • Show Website
    Global Investment Institute

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