PRIVATE WEALTH INVESTMENT LEADERS FORUM

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.