New Zealand Investors Forum

Founded in 1995 and headquartered in Boston, MA, P/E Investments LLC specializing to providing active currency solutions for investors; today they have A$30 billion under management. Our client base features superannuation funds, endowments, insurers, foundations, and private wealth investors in Australia and globally.  We are rated and used by the global investment consultants such as Mercer and Cambridge, as well as by Lonsec, Zenith and Morningstar.

Our flagship strategy has a 20+ year track record, since 2003. Investors use our Global FX Alpha Strategy as it offers daily liquidity and is uncorrelated to all public markets and other liquid alternative managers. The standard FX Strategy has returned cash plus 6.5% since 2003, with a – 0.17 correlation to the ASX200, – 0.08 correlation to the AU Government bonds, whilst offering with daily liquidity. More importantly its correlation to equities in down equities markets has been -0.5, offering protection when investors need it the most.

Australian Ethical is amongst Australia's leading ethical investment managers. Since 1986, Australian Ethical has provided investors with investment products that align with their values and provide long-term, risk adjusted returns. Investments are guided by the Australian Ethical Charter which shapes its ethical approach and underpins both its culture and its vision. Australian Ethical has over $13 billion in funds under management across managed funds and superannuation.

Founded in 1966, Heitman LLC is a global real estate investment management firm with approximately $50 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors.  

Jane Street is a global quantitative trading firm and liquidity provider trading a wide range of financial products, including ETFs, equities, futures, commodities, options, bonds, and currencies. We have offices in New York, London, Hong Kong, and Amsterdam which allow us to make markets continually on more than 200 trading venues in over 40 countries around the world. We excel at providing liquidity in complex markets, especially during periods of dislocation and volatility. While our committed capital and firmwide risk book provides us with the capacity, our technology and flat structure fosters a culture of collaboration that facilitates these complex trades.

The coming together of the investment teams of IOOF, MLC and ANZ Pensions and Investments, under the MLC Asset Management banner, has increased the depth and breadth of investment experience, knowledge, and resources working for our clients, and magnified our expertise in multi-manager investing.

Today we are proud to be one of Australia’s largest investment managers with over $148 billion* in assets under management. Our focus is to provide our clients with a contemporary range of high conviction, best-in-class, investment strategies and we have more than 45 investment professionals** applying their experience, knowledge and judgement to deliver consistent performance for our clients.

With approximately A$16 billion in assets under management, PEP is the largest and most active Private Markets Fund Manager in Australia. From energy to financial services, consumer products to industrial services, our funds target investments across a wide range of industries and sectors. We partner with management teams and work together to deliver full business potential and realise new profits. Success is based on agreed objectives, shared economics and mutual trust.

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through a systematic investment process that integrates research insights with advanced portfolio design, management, and trading while balancing tradeoffs that can impact returns. Dimensional has 15 global offices across North America, Europe, Asia, and Australia and has been in Australia since 1994.

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments' 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in Kansas City, Missouri; New York; Los Angeles; Santa Clara; Portland; London; Frankfurt, Germany; Hong Kong; and Sydney. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of more than $2 billion since 2000.

Bayleys is New Zealand’s largest full-service real estate agency, proudly New Zealand owned since 1973. Bayleys' provides integrated property solutions across all sectors, leveraging global reach through partnerships with Knight Frank and McGrath. With over 50 years of experience, our values of integrity, innovation and excellence underpin everything we do. Combining local expertise with international connections, we deliver trusted advice, exceptional results, and long-term relationships for clients in an ever-changing market.

Crescent Capital Partners (Crescent) is a Sydney-based private equity firm investing in middle-market companies located in Australia and New Zealand with enterprise values between A$100 million and A$500 million. Crescent was formed in 2000 and has established itself as one of Australasia’s leading middle market private equity firms with its last three funds ranked as top quartile global funds (measured in either USD or AUD), as measured by Cambridge Associates.

FC Capital, based in Sydney, is Australia’s predominant corporate and specialty finance alternative asset manager, specialising in private debt. Since 2012, the firm has provided tailored capital solutions to institutional investors across Australia and New Zealand. FC Capital focuses on mid-market companies, offering senior secured structured credit instruments. With a strong track record and deep market expertise, the firm delivers premium, high-yielding investments, seeing over AUD 3 billion in opportunities annually and yielding 13% to 15% p.a.

Kernel leverages modern technology to deliver maximum efficiency for New Zealand investors, optimising net returns while providing investor flexibility.Kernel offers 27 funds covering international and domestic listed equities, and income asset classes. Our low-cost investment strategy means all funds are passive except domestic fixed income. Kernel clients range from direct investors and KiwiSaver through to wholesale and family offices. With the first funds launched August 2019, Kernel now manages over $2bn AUM.

With more than $2.2billion worth of assets under management, Mackersy Property has one of the largest commercial and industrial property portfolios in New Zealand. With offices in Queenstown, Christchurch, Tauranga, Dunedin and Hamilton, Mackersy Property currently manages over 40 commercial properties, 152 syndicate-owned commercial properties and 420 tenants nationwide on behalf of over 2,800 investors.

Over twenty-five years in the commercial property industry has enabled Mackersy Property to develop the scale, reputation and contacts needed to secure a consistent supply of A-grade investment opportunities. Many of the buildings that are under management are iconic landmarks in cities and towns across New Zealand.

Mackersy Property covers the investment process from beginning to end to capture the best returns from commercial property. This involves finding and purchasing a building, securing and managing the best tenant for that property, and proactive management to ensure that each asset is a strong performing, long-term investment for investors. This expertise is central to the end-to-end commercial property acquisition, investment and management solution Mackersy Property provides to wholesale investors in New Zealand and overseas.

Mondrian is an employee-owned investment management firm with offices in London, Philadelphia and Singapore. We are defensive, value active investors in both public equity and fixed income asset classes. All our investment products utilize income-oriented value disciplines that have been successfully applied since our founding in 1990. We employ a fundamental research process that is the foundation of our success with one of the key aims of this to preserve capital in more challenging markets.

Sandon Capital is an active fund manager based in Sydney, Australia. Sandon is a value investor and employs active engagement to achieve exceptional shareholder returns.
We invest in undervalued and underperforming companies, predominantly in Australia, and seek to actively engage with their boards and other shareholders to implement operational and strategic initiatives which may generate value for the benefit of shareholder.

TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thoughts.