FAMILY OFFICE INVESTMENT FORUM
Wednesday, 7 May 2025 | Melbourne CBD, Victoria
The Family Office Investment Forum brings together senior investment team representatives, advisers and members of families involved in and responsible for managing capital of Australian and New Zealand single-family offices (SFOs) and multi-family offices (MFOs). It provides an opportunity for delegates to benchmark their portfolios against their peer group in a collegiate setting, to compare and contrast their approaches through discussion and an interactive format, and to hear from global investment experts on approaches to optimising portfolio construction, decision making frameworks and accessing unique, global investment opportunities.
The investment forum covers a range of investment strategies for generating yield and alpha in portfolios across traditional and alternative asset classes, including listed and private market opportunities across the spectrum of equities, debt, hedge funds, venture capital and beyond. It addresses what investors ought to consider when deciding on the suitability of an investment for their portfolio, relative to their return objectives and risk profile.
This is a private, invitation-only event conducted under Chatham House Rule and attendee numbers are strictly limited to enable meaningful interaction and discussion among delegates. This helps foster an environment conducive to idea and knowledge sharing and furthering best practice in managing investments over the long-term and preserving and growing family wealth intergenerationally.
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PRIVATE CREDIT INVESTMENT FORUM
Thursday, 8 May 2025 | Melbourne CBD, Victoria
The Private Credit Investment Forum address the evolution of the opportunity set in the private credit space globally, in response to the continued focus of institutional investors on the asset class.
This event gives participants an opportunity to gain unique insights into private credit investing and critically assess new investment opportunities and managers, in a peer group setting.
Limited to a number of select delegates, this is a highly interactive and intensive one day event, structured in close consultation with industry practitioners, aimed at meeting the specific needs of Australian/NZ institutional investors conducting due diligence and ongoing research into establishing or expanding their private credit program.
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FAMILY OFFICE INVESTMENT FORUM
tuesday, 9 september 2025 | Melbourne CBD, Victoria
The Family Office Investment Forum brings together senior investment team representatives, advisers and members of families involved in and responsible for managing capital of Australian and New Zealand single-family offices (SFOs) and multi-family offices (MFOs). It provides an opportunity for delegates to benchmark their portfolios against their peer group in a collegiate setting, to compare and contrast their approaches through discussion and an interactive format, and to hear from global investment experts on approaches to optimising portfolio construction, decision making frameworks and accessing unique, global investment opportunities.
The investment forum covers a range of investment strategies for generating yield and alpha in portfolios across traditional and alternative asset classes, including listed and private market opportunities across the spectrum of equities, debt, hedge funds, venture capital and beyond. It addresses what investors ought to consider when deciding on the suitability of an investment for their portfolio, relative to their return objectives and risk profile.
This is a private, invitation-only event conducted under Chatham House Rule and attendee numbers are strictly limited to enable meaningful interaction and discussion among delegates. This helps foster an environment conducive to idea and knowledge sharing and furthering best practice in managing investments over the long-term and preserving and growing family wealth intergenerationally.
REGISTER | PARTNERSHIPS | AGENDa
EQUITIES INVESTMENT FORUM
Wednesday, 10 September 2025 | Melbourne CBD, Victoria
The Equities Investment Forum focuses on investment opportunities within the equities asset class and addresses critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions. It assesses key risks and approaches to managing those risks in pursuit of desired investment objectives, in the context of a dynamic and rapidly evolving economic, political and regulatory environment.
The Equities Investment Forum and the Fixed Income & Alt. Credit Investment Forum will run over consecutive days with a combined dinner open for attendance by delegates participating in each event, which will be held on the evening of Wednesday, 10 September 2025.
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FIXED INCOME & ALT. CREDIT INVESTMENT FORUM
THURSDAY, 11 September 2025 | Melbourne CBD, Victoria
The Fixed Income & Alt. Credit Investment Forum focuses on a range of defensive, income generating and diversifying investment opportunities across public and private markets. Despite the higher rates settings that have driven a renewed interest in traditional fixed income, concerns remain about the ability of the core allocation of bonds to perform their traditional defensive role in portfolios in an inflationary, slow growth and high debt environment. As investors continue to question the relevance of the 60/40 mix in today’s volatile and uncertain environment, they are taking a proactive approach to managing risk and diversifying into a wider range of alternative assets in pursuit of uncorrelated sources of returns.
The Fixed Income & Alt. Credit Investment Forum and the Equities Investment Forum will run over consecutive days with a combined dinner open for attendance by delegates participating in each event, which will be held on the evening of Wednesday, 10 September 2025.
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NET ZERO INVESTMENT FORUM
thursday, 26 March 2026 | Melbourne CBD, Victoria
The Net Zero Investment Forum showcases best-in-class strategies to assist climate committed investors in achieving their stated net zero targets, as the focus shifts from commitment to implementation. Global thought leaders will share their expertise and pathways for attaining net zero across a range of strategies and asset classes.
Recognising that investment strategies need to be endorsed by both the investment team and the ESG team, this event creates a dialogue between key decision makers responsible for capital allocation decisions and those entrusted with achieving net zero/carbon neutral targets. The audience for this forum comprises of ESG specialists and senior investment team members managing institutional sized portfolios.
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PRIVATE WEALTH INVESTMENT LEADERS FORUM
WEDNESDAY, 13 may 2026 | Melbourne CBD, Victoria
The Private Wealth Investment Leaders Forum is an invitation-only and highly interactive event for private wealth investment leaders managing institutional-sized portfolios, with an exclusive focus on investments, across all asset classes.
Attendance is strictly limited to a highly curated group of the most sophisticated investors in private wealth and numbers are carefully managed to maximise opportunities for knowledge sharing and networking, in a collegiate and peer-to-peer setting, under Chatham House Rule.
The program for this event is structured in close consultation with our Advisory Committee comprising of senior investors, responsible for managing the largest and most sophisticated private wealth portfolios. The close consultative approach with our Advisory Committee ensures the relevance of agenda to our delegates, who are the key investment decision makers within their organisations.
The format for the day is a combination of thought leadership focused content presented by global investment experts, coupled with dedicated time for discussion and knowledge sharing among participants. Through this approach, delegates are able to learn, share experiences and benchmark their investment approach and portfolios against industry peers. This enables participants to refine their investment approach and attain optimal investment outcomes in pursuit of industry best practice in capital allocation and management.
