Chief Investment Officers Symposium

Serious portfolio thinking, with the people who matter

Dinner:
2 September 2026
Maison Bâtard
23 Bourke St
Melbourne VIC 3000

Symposium:
3 September 2026
Kooyong Lawn Tennis Club
489 Glenferrie Rd
Kooyong VIC 3144

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The Chief Investment Officers Symposium is a technically rigorous, invite-only forum built around peer-level discussion and governed by an advisory committee of recognised practitioners. The symposium is for chief investment officers and equivalent senior investment decision-makers across private wealth, family office, consulting, and institutional allocation.

Why attend?

A room of true peers. A carefully curated group of chief investment officers and senior investment decision-makers, convened for candid, high-quality discussion in a closed-door setting.
Serious portfolio thinking. Sessions are built around the issues that matter most to senior investors: portfolio design, regime uncertainty, liquidity, governance, implementation, and risk. Every session is intended to sharpen judgement.
Practical value, not theory. From the portfolio teardown to the Risk Lab and CIO Clinic, the programme is designed to be applied. Attendees leave with frameworks and ideas they can take directly into investment committee discussions.
Chatham House Rule. No recording, no public attribution, no media. The format enables the candid conversation that most industry events cannot.
A flagship forum for investment leadership. Designed to become the leading gathering for advanced investment thinking in Australia, with a strong editorial standard and a disciplined, no-sales format.

Up to 6 CPD points available

Supported by

Foundation partner

Dinner Location

Maison Bâtard

Maison Bâtard on Bourke Street sets the scene for the evening, where we'll gather in Le Salon, a private dining room above the main restaurant. With its timeless Parisian style, gold accents and a restored antique chandelier from Milan, it's an elegant and intimate setting for an evening of relaxed dining and conversation, and the perfect way to connect with fellow guests ahead of the main event.

Symposium Location

Kooyong Lawn Tennis Club

Set in Melbourne's leafy inner east, Kooyong Lawn Tennis Club is one of the city's most distinctive event venues, where more than a century of heritage meets first-class facilities. Just minutes from the CBD, it feels a world apart from the everyday. At its heart, the light-filled, pillar-free Stadium Room looks out over the historic grounds, manicured gardens and city skyline on one side, and Kooyong's iconic stadium on the other.