Nicolette Rubinsztein: Happy ageing: lifelong health, wellbeing and contentment

How to ensure a happy retirement for all Australians? How can we predict people who will age happily? This session will dispel certain myths and draw on research from the Blue Zones, a Harvard longitudinal study and the works of Ellen Langer and George Vaillant. The conversation will traverse topics spanning mental health, diet and exercise, alcoholism and the impact of community and purpose. 

Speakers: Nicolette Rubinsztein, director, SuperEd; UniSuper; OnePath Insurance; Zurich Australia

Facilitator: Laurence Parker-Brown, institutional content producer, Conexus Financial

Length: 26 mins

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How private credit investors are preparing for software’s AI reckoning

How private credit investors are preparing for software’s AI reckoning

As the private credit industry matures, the first real stress tests are emerging – from AI-exposed software loans to eroding covenants in megadeals. Institutional investors are responding by rethinking where the illiquidity premium justifies the risk.

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AI investors face post-Moore’s Law reality

Mark Horowitz, a leading computer scientist and electrical engineer at Stanford University, has declared that Moore’s Law is “basically over”, which will have significant ramifications for artificial intelligence investors who are counting on more computing power to feed into more complex models.  

Public-private partnerships key to fixing US infrastructure

The size of the current infrastructure investment gap and the speed at which it is widening mean there is both a desire and a need for more public-private partnerships to unlock funding. Investors say that collaboration with local governments and raising public awareness of private investment benefits are crucial. 

Federal backing vital for US innovation: Stanford president 

Stanford president Jonathan Levin said the university’s top priority is maintaining the partnership with the federal government while safeguarding its operational freedom, as the institution balances financial reliance on Washington and political scrutiny from the Trump administration. 

Believing the hype around data centres

With digital infrastructure projects like hyperscale data centre facilities becoming bigger, more complex and more costly, Blue Owl’s Robert Hartog believes that investors should begin to take part in what he describes as a “generational market opportunity.”

Debt beats equity in data centre boom as scarce capital lifts credit yields

Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.

Why CalPERS doesn’t want to miss the climate revolution

If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.

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