FAMILY OFFICE INVESTMENT FORUM

The Family Office Investment Forum brings together senior investment team representatives, advisers and members of families involved in and 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 yield and 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 preserving and growing family wealth intergenerationally.