The 6th Annual Australia Investors Forum 2025 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
Maria Donnelly Senior Portfolio Manager—Infrastructure Aware Super
Matthieu Durin Chief Investment Officer Allianz Australia
Andrew Lill Chief Investment Officer Rest
Jill Monaghan Executive General Manager - Chief Investment Officer Suncorp Group
Ross Barry Chief Investment Officer Spirit Super
Peter Carey Portfolio Manager, Strategy and Dynamic Asset Allocation Rest
Tim Peters Chief Investment Officer Walsh Bay Partners
Mary Fallon Director, Investment Office Australian National University (ANU)
Andrew Woo Senior Portfolio Analyst, Public Markets Australian Retirement Trust
Ben Lam Head of Equities Colonial First State (CFS)
Andrew Fisher Head of Portfolio Strategy Sunsuper
Sally Auld Chief Investment Officer JBWere
Ben Au Founder, Chief Executive Officer, Chief Investment Officer AP Family Office (Multi-Family Office, Sydney)
Andrew McAuley Chief Investment Officer UBS Wealth Management
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
Alex Pikoulas Chief Executive Officer & Chief Investment Officer Harper Bernays
Jason Todd Chief Investment Officer Commonwealth Bank
Emily Barlow Investment Director Perpetual Private
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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 | 12/08/24 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 01/10/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,600.00 USD | 02/23/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 03/25/25 |
VENUE
Crown, Sydney
1 Barangaroo Ave, Barangaroo
Sydney, NSW
Australia NSW 2000
CLICK TO VISIT VENUE WEBSITE
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