7th Annual Australia Investors Forum
Sydney | March 17, 2026
Request Agenda
The 7th Annual Australia Investors Forum 2026 is an educational initiative designed through close coordination with the Australia’s leading institutional and private wealth investors to build peer communities that merge global best practices with local expertise. 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.

OUR SPEAKERS
Speakers

Brendan Malone
Raiz Superannuation
Chief Executive Officer

Chloé Brayne
Colonial First State (CFS)
Head of Unlisted Assets & Private Equity
Chloé is Head of Unlisted Assets and Private Equity at Colonial First State, where she oversees CFS’s unlisted assets program. Chloé has 17 years of combined experience in investing, mergers and acquisitions and asset governance, including at Caisse de dépôt et placement du Québec (CDPQ) and AustralianSuper. Prior to this, Chloé spent six years in Paris, France, where she worked at a global infrastructure contractor focussing on PPP bids, execution and delivery across Northern Europe.

Craig Roodt
Australian Super
Governance Lead - Investment Mandates
Craig Roodt has over 20 years’ experience focusing on investment governance and investment risk management. Currently working with AustralianSuper as Governance Lead for Internal Mandates; Craig was previously the Head of Investment Risk at the Australian Prudential Regulation Authority (APRA) and a Director in Deloitte’s Investment & Wealth Advisory practice. His experience includes developing key parts of the investment prudential framework in Australia, including SPS 530 Investment Governance and the Good Practice Guide to Unit Pricing; and developing and improving investment governance and risk frameworks, policies and processes at asset owners and asset managers.

Martin Wilkinson
Allianz Retire+
Head of Investments

Rebecca Jacques
Mercer
Head of Wealth and Portfolio Solutions

Ross Etherington
Coal LSL
Deputy Chief Information Officer

Scott Fletcher
Woodbury Private
Chief Investment Officer
Scott leads the firm’s Investment Consulting capability working with our Multi-Family Office and High Net Worth Clients. He has over 25 years experience in investment management and consulting, having joined from US-based global asset manager Russell Investments where he was Director, Client Investment Strategies (Asia-Pacific). Key experience includes investment strategy, portfolio construction, multi-asset solutions, international equities, currency risk management, tactical asset allocation and derivatives trading.

Yile Chen
Zurich Financial Services
Chief Investment Officer



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Our Sponsors
Platinum Sponsors

Rixon Capital
Rixon Capital is a direct lender focused on delivering bespoke credit solutions to Australian SMEs. We lend on a first-ranking senior secured basis, and our loans require real asset security. We offer non-dilutive debt-only facilities ranging from $2m to $20m. The team has expertise in executing both vanilla and structured debt solutions across a range of sectors, asset classes, and corporate lifecycles. The Rixon Income Fund is an investment fund for Wholesale-investors, targeting monthly cash distributions of 10-12% p.a. Qualified Wholesale investors may apply via the OLIVIA123 platform. Wealth managers may access the Rixon Income Fund via Netwealth, HUB24, or Mason Stevens.

Swiss Re
Swiss Re Insurance-linked Strategies manages ~$5bn across both public and private insurance-linked securities ("ILS") and reinsurance investment strategies. Swiss Re has been a pioneer in the development of the asset class dating back to the market's inception in the 1990's. We bring deep institutional knowledge and underwriting expertise to the management of securitized insurance risk on behalf of pensions, endowments & foundations, asset managers, family offices, and other institutional allocators seeking uncorrelated exposure.
Silver Sponsors

Sandon Capital
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.
Networking Sponsors

Anton Murray Consulting
Established in 2005, Anton Murray Consulting is a specialist recruitment firm providing high-calibre professionals to the financial services industry. Our core focus is on the Investment Banking, Asset Management, and Wealth Management sectors across our primary markets of Sydney, Melbourne, Singapore, and Hong Kong. We leverage deep market knowledge and a global candidate pool to offer innovative solutions for clients and genuine career progression for candidates. Our dedicated team provides high-quality market intelligence, making us a trusted talent partner across the Asia-Pacific region.

Los Angeles Capital
Los Angeles Capital Management LLC is a global quantitative equity manager with an investment approach designed to avoid historical biases in favor of capturing and incorporating current investor preferences. Since its founding in 2002, the firm has enhanced its proprietary model, portfolio construction, and risk management techniques, and currently applies its process to over 20 equity strategies, developing equity forecasts across both developed and emerging markets. The firm manages assets on behalf of institutional investors.
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.
Registration
ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
Tickets
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