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

    Macquarie Group’s Bill Eckmann on the evolution of U.S. and European direct lending markets

    Bill Eckmann, Head of US Direct Lending, Macquarie Group | Bill discusses how direct lending markets have evolved over the past decade and the key differences between the U.S. and European markets. He explains the structural factors institutional investors should consider when allocating across regions, how to assess risk through a full credit cycle, and whether the fundamentals that have underpinned the growth of the asset class remain intact. Bill also shares his perspectives on the key questions investors should ask when evaluating direct lending managers with cross-regional capabilities. Listen to the full interview where we ask Bill: - How has the direct lending market evolved over the past decade, and how do the US and European markets differ today?  - How should institutional investors think about risk in direct lending through a full credit cycle, rather than through reported default rates alone?  - Direct lending has grown rapidly over the past decade. Do the fundamentals that drove that growth still hold? - Where are the pressure points for direct lending across the industry? - What questions should institutional investors be asking when evaluating a direct lending manager, particularly one with cross-regional capability?  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.

    Macquarie Group’s Bill Eckmann on the evolution of U.S. and European direct lending markets

  2. 3d ago

    Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables

    Rene Ogunbona, Director, Igneo Infrastructure Partners | Rene discusses the key global trends driving increased infrastructure spending and the opportunities for investors. He explains why mid-market infrastructure is an attractively differentiated sector to the large-cap space for investors to consider for their portfolios. Rene shares his perspectives on changes in the Australian renewables market and contrasts the opportunity set in wind, battery and solar. Listen to the full interview where we ask Rene:      - What are the key global trends driving increased infrastructure spending and what opportunities does this provide investors? - Why is mid-market infrastructure an attractively differentiated sector to the large-cap space? - What has changed in the Australian renewables market that makes it an attractive space to deploy capital? - Grid congestion and connection delays are often cited as the biggest constraints on renewables, how material is this in practice for investors? - How do you view the investment opportunity set between wind, battery and solar? 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.

    Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables

  3. Jul 15

    CIM Group’s Jason Schreiber on net lease real estate investing

    Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group | Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underwritten and where he sees the biggest opportunities in net lease investing. Listen to the full interview where we ask Jason:      - How is today’s net lease market different from where it was just a few years ago? - What types of tenants and sectors are attracting the most investor interest right now? - Why has net lease real estate become increasingly attractive to international investors? - How are higher interest rates changing how net lease deals are underwritten? - Looking ahead, where do you see the biggest opportunities in net lease investing? 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.

    CIM Group’s Jason Schreiber on net lease real estate investing

  4. Jul 8

    TCW’s Dylan Ross on private asset-backed finance (ABF)

    Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW | Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the platform benefits from being integrated alongside TCW's public securitised credit business. Listen to the full interview where we ask Dylan: - How do you structure and monitor ABF investments to detect fraud risk early and ensure capital is protected even in stressed scenarios? - How does the broader experience of having TCW’s ABF platform sitting alongside a public securitised credit business support the way you underwrite and manage ABF investments? - Why does TCW’s ABF platform focus on core, repeatable asset classes over highly idiosyncratic, single‑asset financings and why is that distinction important from a risk and portfolio construction standpoint? - How do you think about first‑loss protection and where it sits in the capital stack across different ABF strategies 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.

    TCW’s Dylan Ross on private asset-backed finance (ABF)

  5. Jul 1

    Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia

    Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners | Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction. Tom also shares where he would be allocating capital in today’s environment across the alternative real estate sector from healthcare and beyond, what he would be avoiding and risks to be managed. Listen to the full interview where we ask Tom: - You have described the current environment as an inflection point in the property cycle, what are the key indicators suggesting the market has turned? - How should investors think about the role of core real estate today, given the competition from fixed income after the rate reset? - Alternative sectors like healthcare property have gained traction, what differentiates them from traditional real estate exposures in a portfolio context? - To what extent is the current opportunity in healthcare property cyclical versus structural? - If you were allocating fresh capital today, where would you be most focused, and what risks would you be most conscious of in real estate investing? 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.

    Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia

  6. Jun 29

    EQT Group’s William Vettorato on private market evergreens and semi-liquids

    William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group | William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should consider when considering allocating, as the adoption and proliferation of evergreen products continues. Listen to the full interview where we ask William: - What are the most consistent and practical ways investors are using evergreens to build out their private market exposures? - What can Australian investors learn from global peers in allocating to evergreens? - Do you expect the proliferation of evergreen products to continue and what should investors consider when allocating? - What areas of private equity is EQT excited about deploying capital into at the moment? - What are EQT’s views on liquidity, gating and valuations in semi-liquid funds? 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 William Vettorato on private market evergreens and semi-liquids

  7. Jun 24

    Graeme Bibby introduces Anseres Capital and shares its investment approach

    Graeme Bibby, Chief Investment Officer, Anseres Capital | Graeme provides an introduction to Anseres Capital and how it enables access to institutional-grade investment management for private wealth clients. He also shares Anseres’ investment philosophy, how it holds up through volatility in markets and where he sees the most compelling investment opportunities in the near term. Listen to the full interview where we ask Graeme: - Introducing Anseres Capital - The Anseres Capital difference - How is Anseres Capital changing access to institutional grade investment management? - How does Anseres Capital's investment philosophy hold up through volatility? - How are private wealth clients evolving? - How does independence shape the way Anseres Capital constructs portfolios and serves clients? - Where are the most compelling investment opportunities for private wealth clients over the next 12 to 24 months 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.

    Graeme Bibby introduces Anseres Capital and shares its investment approach

  8. Jun 22

    Argyle Capital Partners’ Kim Morison on Australian water rights investing

    Kim Morison, Chairman, Chief Investment Officer, Argyle Capital Partners | Kim discusses how investing in water rights works in Australia, including how it enables farmers to unlock capital from their balance sheets, he explains how water rights are valued and the key drivers of long-term returns in the asset class. Listen to the full interview where we ask Kim:      - How does investing in water rights actually work? How do you derive returns for investors? - What is the risk that governments change the rules about water rights, especially if Australia has a run of really bad drought years? - What are the key drivers of long-term returns from investing in water rights? - What is the likelihood of water prices getting so high that irrigation farmers can no longer afford water for their crops and what would be the implications of such a scenario? - Do you get accused of being a “Water Baron”? How do farmers feel about your role in investing in water rights? - How do you value water rights? Is there a transparent market price? 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 Australian water rights investing
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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
    61
  • Rating
    Clean
  • Copyright
    © Australia’s leading provider of conferences for capital allocators.
  • Show Website
    Global Investment Institute

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