INZ: Investment Leaders Forum
Scrutiny, strategy, and superior practices
Date:
9 - 11 August 2026
Location:
Rendezvous Heritage Hotel
Queenstown, New Zealand
Into its 4th annual iteration, the INZ: Investment Leaders Forum is the premier event to expand your strategic perspective on portfolio construction through in-depth conversations on macro trends, asset class outlooks, risk management and regional dynamics, all tailored to the realities of advising clients across both Australia and New Zealand.
Why attend?
Strengthen your network through curated social experiences designed to spark meaningful connections, from lakeside tastings to outdoor adventures. This is where professional partnerships and cross-border collaboration begin.
Collaborate with peers in adviser-led due diligence sessions that uncover the practical applications of distinct strategies, supporting more confident, evidence-based decisions at the investment committee level.
Advance your professional standing with 10 CPD hours across ethics, compliance, client care and technical competence, reinforcing your role as a leader in a more rigorous and transparent advice profession.
Enhance how you guide and educate clients by refining your communication around portfolio positioning, investment reasoning and market context, turning technical insight into client trust and confidence.
Up to 10 CPD points available
Supported by
Foundation partner
Location
Rendezvous Heritage Hotel
Join us at Rendezvous Heritage Queenstown, where breathtaking views of Lake Wakatipu and the Remarkable mountain range set the stage. With its elegant European-style lodge design, crafted from schist stone and native timbers, it’s the perfect backdrop for an unforgettable forum.
Dinner at Gibbston Valley Winery
Gibbston Valley Winery, where Central Otago's dramatic landscape and award-winning wines come together in one remarkable setting. Surrounded by rolling vineyards and towering mountains, it's the perfect setting to relax, connect and experience the beauty of this region.
Guests will sit down to dinner alongside a guided wine tasting, offering a genuine insight into what makes this corner of New Zealand's wine country so special.
Dinner at The Grille by Eichardt’s
The Grille, where Queenstown’s rich history meets modern dining. Steps from Lake Wakatipu, this stylish yet welcoming restaurant offers exceptional cuisine in a sophisticated setting inspired by New York bistros. A must-visit for locals and visitors alike!
Keynote Speaker
Lisa O’Neil
Lisa O’Neill will bring a rare perspective on leadership under pressure, decision-making in high-stakes environments, and what it takes to perform when expectations are at their highest. Designed to set the tone for the Forum, this session will challenge delegates to think differently about resilience, discipline, adaptability and the mindset required to lead through uncertainty.
Lisa will deliver compelling lessons that resonate well beyond the stage. Expect a high-energy session filled with insight, perspective and memorable takeaways.
What to expect
INZ is designed for investment leaders who want to pressure test ideas, challenge assumptions and return to their practice with greater clarity.
Across three days in Queenstown, delegates engage in high trust discussions on portfolio construction, combining institutional thinking with real world adviser insight, interactive debate and a live press conference format.
Australian advisers also gain perspective from their New Zealand peers, comparing approaches and asset allocation decisions across markets.
Outside the sessions, shared dinners and informal time allow for deeper conversations and stronger relationships.
You can review key takeaways and perspectives from last year’s Investment Leaders Forum in Queenstown here.
2025 Highlights
The INZ: Investment Leaders Forum brought together senior wealth management leaders from across Australia and New Zealand in Queenstown for an immersive three-day experience.
Highlights included in-depth discussions on macro forces, portfolio construction and asset allocation, alongside peer-led sessions on private markets, technology, leadership and intergenerational wealth. The program was complemented by a wine tasting and dinner at Stoneridge Estate and a signature dinner at The Grille by Eichardt’s, creating space for meaningful connection beyond the sessions.
The forum showcased collaboration, thought leadership and practical strategy, offering a trusted platform for insight, relationships and long-term value creation for private clients.
Tickets
-
All forum sessions
Group welcome function, dinner and group activity
Food and beverage throughout the event, including breakfast
Two-nights accommodation at Rendezvous Heritage Queenstown
-
Complimentary ticket with access to all sessions
Group welcome function, dinner and group activity
Food and beverage throughout the event, including breakfast
Two-nights accommodation at Rendezvous Heritage Queenstown
-
Welcome function,
offsite dinner and activities
Breakfast on both conference day mornings
Flying in?
Airport transfers
Arrivals - Sunday
Shuttle buses will depart from the Queenstown Airport for the Rendezvous Heritage Hotel on Sunday. Please select a flight that arrives in time to catch one of these buses.
Hotel check-in is available from 3:00pm. If you arrive earlier, reception will be happy to store your luggage until your room is ready.
Departures – Tuesday
A return shuttle bus from the hotel to the airport will be provided after the event on Tuesday, at 12:30pm.
Suggested flights
Departing
Tuesday 11 August
Melbourne
Qantas Australia QF178
3:15pm - 4:45pmVirgin Australia VA146
5:40pm - 7:10pmAir New Zealand NZ265
3:40pm - 5:10pm
Sydney
Qantas Airways QF122
3:25pm - 4:50pmAir New Zealand NZ231
3:25pm - 4:45pm
Arriving
Sunday 9 August
Melbourne
Qantas Australia QF177
7:25am - 12:35pmAir New Zealand NZ264
9:10am - 2:25pm
Sydney
Qantas Australia QF121
9:30am - 2:30pmVirgin Australia VA163
8:30am – 1:30pmAir New Zealand NZ232
9:10am - 2:15pm
Education Partners
Supported by
Brought to you by
Foundation partner
Thought Leaders
Jason Ye
Senior Director, Factors and Dividends
S&P Dow Jones Indicies
Jeff Miller
Chief Investment Officer
Pantheon
Kevin Toohey
Principal
Atchison
Phil Cummins
Senior Managing Director – Venture
Capital and Growth Equity
Stepstone
Rebecca Jacques
Head of Wealth Management Investment Solutions
Mercer
Katie Fowler
Principal, Private Wealth
Blue Owl
Dr. Christian Baylis
Founder and Chief Investment Officer
Fortlake Asset Management
Craig Brooke
Managing Director
KeyInvest
Extending your visit?
Thinking of extending your stay to soak up the beauty of Queenstown?
We’d love for you to make the most of your time in this stunning location. If you’d like to extend your stay by up to 3 days before or after the conference at the Rendezvous Heritage Queenstown, you can take advantage of our special corporate rate- subject to availability.
Here’s how to book your extended stay:
Email: mcouch@rendezvoushotels.co.nz
In your email, mention The Inside Network to access our corporate rate.
Include your preferred check-in and check-out dates, and note any specific room requests or accommodation needs you may have.
We hope you enjoy every moment in Queenstown!
Explore Queenstown: Activities and attractions
Gondola ride
Click here for more information
Extend your stay with a scenic Gondola ride up Bob’s Peak, rising 480m above Lake Wakatipu. Enjoy breathtaking views of Queenstown, The Remarkables, and surrounding peaks.
The Luge
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Extend your adventure with a ride on the Queenstown Luge- an iconic thrill that's fun for all ages. Take the wheel of your own gravity-powered cart and cruise down 1,600 meters of twisting track, complete with tunnels, dips, and sweeping corners.
Click here for more information
Extend your Queenstown stay with the ultimate adrenaline hit—the Canyon Swing, the world’s highest cliff jump. Freefall 60 metres into a dramatic canyon, surrounded by stunning scenery and guided by expert (and entertaining) jump masters. It’s a wild, unforgettable rush that will leave you buzzing long after your feet touch the ground.
Canyon swing
Wellspace sauna and cold plunge
Click here for more information
Reconnect, reset, and recharge. Just 10 minutes from central Queenstown, Wellspace offers an outdoor wood-fired sauna and cold plunge experience right on the Kawarau river with snow-capped mountain views.
Enjoy $5 off community sessions or $10 off private sessions. Use code ILF5 for community bookings and ILFGROUPS10 for private sessions.
Click here for more information
Extend your stay in Queenstown with a scenic flight experience that takes you high above the alpine landscapes and dramatic terrain that define the region. From soaring mountain peaks to remote snowy landings, it’s a breathtaking way to see Queenstown from a whole new perspective- and the perfect way to add something unforgettable to your trip.
Helicopter ride
Click here for more information
Extend your Queenstown stay with the world’s most thrilling jet boat ride- an unforgettable journey through breathtaking canyons. It’s the ultimate blend of natural beauty and high-powered adventure, where towering rock walls and crystal-clear water deliver non-stop excitement from start to finish.
Jet boat ride
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Extend your Queenstown stay with a visit to charming Arrowtown, just a short drive away. This historic gold rush village offers quaint streets lined with heritage buildings, boutique shops, cosy cafés, and beautiful walking trails along the Arrow River. It’s the perfect place to slow down, soak up local history, and enjoy a more relaxed pace.
Visit Arrowtown
Skiing and snowboarding
Click here for more information
Extend your Queenstown stay with a trip to The Remarkables, where stunning alpine views and varied terrain make for unforgettable skiing and snowboarding. Just a short drive from town, it’s the perfect way to add extra adventure to your winter getaway.
Delegate enquiries
Ashley Ryburn
Head of community
ashley@theinside.network
+61 432 993 402
Jaylen DeCarlo
Account manager
jaylen@theinside.network
+61 494 155 513
Sponsorship enquiries
Cassie Fisher
Head of partnerships
cassie@theinside.network
+61 466 975 185
Thelis Moral-Abad
Head of sales
thelis@theinside.network
+61 423 615 827