PRIVATE CREDIT INVESTMENT FORUM
Thursday, 2 May 2024 | grand hyatt Melbourne, Victoria
The Private Credit Investment Forum address the evolution of the opportunity set in the private credit space globally, in response to the continued focus of institutional investors on the asset class.
This event gives participants an opportunity to gain unique insights into private credit investing and critically assess new investment opportunities and managers, in a peer group setting.
Limited to a number of select delegates, this is a highly interactive and intensive one day event, structured in close consultation with industry practitioners, aimed at meeting the specific needs of Australian/NZ institutional investors conducting due diligence and ongoing research into establishing or expanding their private credit program.
REGISTER | PARTNERSHIPS | AGENDa
FAMILY OFFICE PRIVATE CREDIT ROUNDTABLE
friday, 3 May 2024 | grand hyatt Melbourne, Victoria
The Family Office Private Credit Roundtable address the evolution of the opportunity set in the private credit space globally, in response to the continued focus of family office investors on the asset class.
This roundtable participants an opportunity to gain unique insights into private credit investing and critically assess new investment opportunities and managers, in a peer group setting.
Limited to a number of select delegates, this is a highly interactive and intensive one day event, structured in close consultation with industry practitioners, aimed at meeting the specific needs of Australian/NZ family office investors conducting due diligence and ongoing research into establishing or expanding their private credit program.
REGISTER | PARTNERSHIPS | AGENDa
EQUITIES INVESTMENT FORUM
Wednesday, 11 September 2024 | grand hyatt Melbourne, Victoria
The Equities Investment Forum focuses on investment opportunities within the equities asset class and addresses critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions. It assesses key risks and approaches to managing those risks in pursuit of desired investment objectives, in the context of a dynamic and rapidly evolving economic, political and regulatory environment.
The Equities Investment Forum and the Fixed Income & Alternatives Investment Forum will run over consecutive days with an overlapping dinner open for attendance by delegates participating in each event, which will be held on the evening of Wednesday, 11 September 2024.
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FIXED INCOME & ALTS INVESTMENT FORUM
THURSDAY, 12 September 2024 | grand hyatt Melbourne, Victoria
The Fixed Income & Alternatives Investment Forum focuses on a range of defensive, income generating and diversifying investment opportunities. It addresses the challenges of allocating and managing capital at a time when concerns remain about the ability of the core allocation of bonds to perform their traditional defensive role in portfolios and the relevance of the 60/40 mix in a volatile and uncertain environment. In response, investors are taking a proactive approach to managing risk, adopting an active approach to identifying opportunities and diversifying into a wider range of alternative assets in pursuit of uncorrelated sources of returns.
The Fixed Income & Alternatives Investment Forum and the Equities Investment Forum will run over consecutive days with an overlapping dinner open for attendance by delegates participating in each event, which will be held on the evening of Wednesday, 11 September 2024.
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FAMILY OFFICE INVESTMENT FORUM
TUESDAY, 15 October 2024 | sydney CBD, new south wales
Thursday, 17 October 2024 | Melbourne CBD, Victoria
The Family Office Investment Forum brings together members of families, senior investment team representatives and advisers responsible for managing capital of Australian and New Zealand single-family offices (SFOs) and multi-family offices (MFOs). It provides an opportunity for delegates to benchmark their portfolios against their peer group in a collegiate setting, to compare and contrast their approaches through discussion and an interactive format, and to hear from global investment experts on approaches to optimising portfolio construction, decision making frameworks and accessing unique, global investment opportunities.
The investment forum covers a range of investment strategies for generating alpha in portfolios across traditional and alternative asset classes, including listed and private market opportunities across the spectrum of equities, debt, hedge funds, venture capital and beyond. It addresses what investors ought to consider when deciding on the suitability of an investment for their portfolio, relative to their return objectives and risk profile.
This is a private, invitation-only event conducted under Chatham House Rule and attendee numbers are strictly limited to enable meaningful interaction and discussion among delegates. This helps foster an environment conducive to idea and knowledge sharing and furthering best practice in managing investments over the long-term and growing family wealth intergenerationally.
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NET ZERO INVESTMENT FORUM
thursday, 13 March 2025 | cbd Melbourne, Victoria
The Net Zero Investment Forum showcases best-in-class strategies to assist climate committed investors in achieving their stated net zero targets, as the focus shifts from commitment to implementation. Global thought leaders will share their expertise and pathways for attaining net zero across a range of strategies and asset classes.
Recognising that investment strategies need to be endorsed by both the investment team and the ESG team, this event creates a dialogue between key decision makers responsible for capital allocation decisions and those entrusted with achieving net zero/carbon neutral targets. The audience for this forum comprises of ESG specialists and senior investment team members of institutional sized portfolios.