Australia & New Zealand Investors Retreat

Join the Australia & New Zealand Investors Retreat 2025 on May 26-28, 2025, in Australia, an exclusive event for institutional and private wealth investors, asset managers, and financial leaders.

Hear from Senator Sarah Hanson-Young, Senator for South Australia, who will keynote the event, alongside Chief Investment Officers and senior allocators from leading institutions such as TAL Australia, Cleary Wealth Management, Koda Capital, and Allianz. Engage in meaningful discussions on investment strategies, asset allocation, and market outlooks.

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KEYNOTE SPEAKERS

Senator Sarah Hanson-Young, Senator for South Australia, Parliament of Australia

Senator for South Australia

Senator Sarah Hanson-Young is a passionate environmentalist, community campaigner, feminist, and human rights activist. With 17 years in the Parliament, Sarah has become one of the country's leading voices on women in politics, environmental protection, climate change, media laws and diversity, and human rights policy.

Sarah is the Australian Greens Manager of Business in the Senate, and Party spokesperson for the Environment and Water, Media and Communications, and the Arts. Representing the state of South Australia, Sarah is a strong advocate for a fast and efficient transition to renewable energy, decarbonisation and protecting biodiversity. Sarah believes our economy must deliver for both people and planet. Sarah has a proven record of working across different groups and sectors to create a progressive, safe and sustainable global community and planet.

Sarah has a strong interest in media and communications policy, heading the push for a shake up of media laws in Australia and a Royal Commission for media reform and diversity. Most recently she introduced a bill to establish a Royal Commission into the Murdoch media empire and the control and influence they have over Australian democracy.

Sarah has been a Young Global Leader with the World Economic Forum since 2016 and was a Bloomberg Catalyst in 2021.

Christian Ryan OLY, Olympic Silver Medalist, Sydney 2000 Rowing

Christian Ryan, a country boy born and raised in Warrnambool, Victoria, is an Olympic silver medallist in the Men's Eight Rowing event at the Sydney 2000 Games. He competed for Australia from 1997 to 2007, during which time he won numerous state, national, and world championship events, with a particular focus on the Men's Eight. He retired from the sport in 2007, prior to the Beijing Games, and went on to establish his investment and wealth management business, Beulah Capital.

In more recent years, Beulah Capital merged with another wealth management and finance business, Choice Capital, forming a firm that now manages more than $1 billion in funds under management (FUM) and a staff of 30 people. The business provides integrated advice services and tailored solutions to a wide range of clients with a particular focus on HNW family groups and individuals.

Christian has maintained a strong connection to the sport of rowing, serving as a high-performance coach for Victorian and Australian representatives who competed at the Rio Olympic Games. He also served as President of the Melbourne University Boat Club for eight years, recently completing his tenure in 2024.

Christian’s community involvement extends beyond the sporting field. He is a member of the investment committee for the Geelong Community Foundation, which provides financial support to local individuals and community groups in the Geelong region of Victoria. The foundation distributes over $1 million per annum to selected organisations and works to attract new donors each year. Christian relocated from Melbourne to Geelong in 2018, where he now lives with his partner and three children.

In addition, Christian’s business interests have progressively expanded through the establishment of his private equity and capital business, Fincap, where he serves as Chairman. Fincap was created as a private capital investment platform to invest in mid-market private equity opportunities and operating real estate assets, with a strong focus on high cash-generating businesses that are simple, easy to understand, and positioned in structurally growing industries. Fincap partners with key strategic stakeholders and co-invests capital to support succession planning, business turnarounds, and growth initiatives alongside founders and key individuals.

Australia & New Zealand Investors Retreat Port Douglas, Australia | May 26-28, 2025 Request Agenda

KEYNOTE SPEAKERS

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Key Discussion Topics

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VENUE

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Allocator Attendance

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