Global Investment Institute

Autor: Australia’s leading provider of conferences for capital allocators.

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

Odcinki

1. Fidelity International’s Maroun Younes on the drivers of equity market behaviour – Global Investment Institute
2. Nordea Asset Management’s Lars Hemmingsen on factor investing in equities – Global Investment Institute
3. Fisher Investments’ Michael Hanson on equity market euphoria – Global Investment Institute
4. World Gold Council’s Kavita Chacko on the role of gold in a diversified portfolio – Global Investment Institute
5. Argyle Capital Partners’ Kim Morison on water rights and portfolio construction – Global Investment Institute
6. Barwon Investment Partners’ Joss Engebretsen on Specialist Disability Accommodation – Global Investment Institute
7. Park Square Capital’s Osvaldo Pereira on European private credit – Global Investment Institute
8. Värde Partners’ Missy Dolski on asset-based finance and opportunities in the ABF middle market – Global Investment Institute
9. Macquarie Group’s Bill Eckmann on the evolution of U.S. and European direct lending markets – Global Investment Institute
10. Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables – Global Investment Institute
11. CIM Group’s Jason Schreiber on net lease real estate investing – Global Investment Institute
12. TCW’s Dylan Ross on private asset-backed finance (ABF) – Global Investment Institute
13. Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia – Global Investment Institute
14. EQT Group’s William Vettorato on private market evergreens and semi-liquids – Global Investment Institute
15. Graeme Bibby introduces Anseres Capital and shares its investment approach – Global Investment Institute
16. Argyle Capital Partners’ Kim Morison on Australian water rights investing – Global Investment Institute
17. Pretium’s Brendan Bosman on the role of non-bank lenders in U.S. home building – Global Investment Institute
18. Tor Investment Management’s Patrik Edsparr on private credit markets of Asia Pacific – Global Investment Institute
19. Andrew Garrett on Perpetual Wealth Management’s protect and grow investment philosophy – Global Investment Institute
20. Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing – Global Investment Institute
21. Man Group’s Kevin Marchetti on what investors should be focusing on now in private credit – Global Investment Institute
22. Munro Partners' Nick Griffin on picking the few winners and avoiding the many losers in global equities – Global Investment Institute
23. Aware Super’s Mike Cowell on opportunities, risks and manager selection in private credit – Global Investment Institute
24. D. E. Shaw Investment Management’s Laurent De Greef on U.S. equities in global benchmarks – Global Investment Institute
25. Nuveen’s Willis Tsai on global equities and active management – Global Investment Institute
26. Hamilton Lane’s Bryan Jenkins on private equity secondaries – Global Investment Institute
27. Ecofin at Redwheel’s Michel Sznajer on the electrification super-cycle – Global Investment Institute
28. Alantra’s Francisco de Juan on European small cap equities – Global Investment Institute
29. Xtrackers by DWS’ Sebastian Schiele on enhanced indexing – Global Investment Institute
30. Lazard’s Eric Van Nostrand on quant investing in emerging market equities – Global Investment Institute