The forum brings together investment leadership teams including investment officers, investment committee members, manager research, fund selection and their consultants representing the Australian institutional and private wealth investment community.
The agenda is developed through extensive travel and feedback from the institutional and private wealth investor community including single family offices, multi-family offices, superannuation funds, endowments, foundations, insurance companies, healthcare plans, independent wealth management firms, private banks and investment consultants.
Key Discussion Topics
- AUSTRALIAN HORIZONS: NAVIGATING MACROECONOMIC SHIFTS FOR LOCAL & GLOBAL PORTFOLIOS Learn how institutional and private wealth investors navigate their global portfolios through major economic change.
- AUSTRALIAN PRIVATE MARKETS: UNLOCKING GROWTH AND RESILIENCE DOWN UNDER Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
- BEYOND LOW YIELDS: AUSTRALIA'S FIXED INCOME OUTLOOK & STRATEGIC ROLE With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
- PRIVATE CREDIT: NAVIGATING OPPORTUNITIES IN A HIGH-RATE LANDSCAPE As institutions look ahead, the question is not just how private credit weathers macro conditions, but also whether the market will embrace innovation in digital and tokenised finance.
- THE EQUITY EQUATION: SHARES AND SHENANIGANS, MAKING SENSE OF MARKET MAYHEM Equity markets have experienced heightened volatility in recent months, driven by geopolitical tensions, policy shifts, and sectoral disruptions.Australian investors are increasingly weighing how these trends interact with near-term market swings.
- AUSTRALIAN REAL ASSETS: UNLOCKING NATURAL CAPITAL, ENERGY & INFRASTRUCTURE OPPORTUNITIES As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets
- MEETING THE CHALLENGE: HOW INSTITUTIONAL, FAMILY OFFICE AND HNW INVESTORS ARE ADDRESSING KEY MEGATRENDS Gathering of the region’s largest allocators from pension, regional private bank, family office, and HNW wealth management firm to discuss the megatrends facing the industry and client portfolios.
