The New Zealand Investors Forum 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.
SERIES SPEAKERS
Jill Monaghan Executive General Manager - Chief Investment Officer Suncorp Group
Mary Fallon Director, Investment Office Australian National University (ANU)
Dr Isaac Poole Global Chief Investment Officer Oreana Financial Services
Matthieu Durin Chief Investment Officer Allianz Australia
Sally Auld Chief Investment Officer JBWere
Tim Rocks Chief Investment Officer Evans & Partners
SERIES SPONSORS
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Key Discussion Topics
MANEUVERING THE MACRO
Learn how institutional
and private wealth investors navigate their global portfolios through major
economic change.
PRIVATE MARKET INVESTMENTS – TIME TO SHINE
Discussing the
long-term outlook on private equity and credit and the opportunities in
distressed assets
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO
EXPECT
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?
INVESTORS, FAMILY OFFICE, WEALTH MANAGEMENT TRENDS,
GOVERNANCE & ESG
Industry experts to
shed light on alignment with UN SDGs as an opportunity for allocators, explore
how Sustainability approaches are evolving and share examples of how natural
capital fits these ESG approaches in today's dynamic financial markets
REAL
ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE
As
investors looking to align portfolios to global megatrends, this panel will
discuss key opportunities and challenges of investing in real assets.
CLOSING CIO PANEL - 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 [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
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 05/20/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 06/22/25 |
| Pre-Event Registration - Managers & Service Providers | 2,600.00 USD | 08/05/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 09/04/25 |
VENUE
CONTACT
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