The Australia New Zealand Investors Retreat 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.
SPEAKERS
Paul Burgon Chief Investment Officer and Managing Partner Lipman Burgon & Partners
Norman Zhang Chief Investment Officer & Partner Koda Capital
David Leon Portfolio Manager, Founding Partner Stellan Capital
Ben Au Founder, Chief Executive Officer, Chief Investment Officer AP Family Office (Multi-Family Office, Sydney)
Timothy Rocks Chief Investment Officer Evans & Partners
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
LEAD SPONSORS
SERIES SPONSORS
REQUEST AGENDA
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Key Discussion Topics
The Next 12 Months at a Glance
Effectively
Investing Through Alternatives; Diversification & Returns
Maximizing
Returns: Strategies for Investing in Equity Markets
Opportunities
in Private Credit and Private Debt
Fixed
Income: Trends Shaping Today’s Landscape
Decision-Making
in Disruptive Times
The Future
of Wealth Management
New Ways
to Invest in Non-Traditional Assets - Reshaping Our Thinking
State of
the Industry: Real Estate Markets in 2024 and Beyond
Managing
Currency Risk in a Global Portfolio
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue. |
VENUE
Sheraton Grand Mirage Resort, Port Douglas
168-190 Port Douglas Rd
, Queensland
Australia 4877
CLICK TO VISIT VENUE WEBSITE
CONTACT
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