Chief Investment Officers Symposium
Serious portfolio thinking, with the people who matter
Date:
15 - 16 February 2027
Monday - Tuesday
Location:
Sydney, NSW
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
Symposium Location
Sydney, NSW
More information coming soon
Thought leaders
Daniel Kelly
CIO
Viola Private Wealth
Paul Ashworth
CIO
Cameron Harrison
Tracey McNaughton
CIO
Escala Partners
Graeme Bibby
CIO
Anseres Capital
Isaac Poole
CIO
Oreana Group
Sarah Gonzales
CIO
Apt Wealth Partners
Norman Zhang
CIO
Koda Capital
Tim Rocks
CIO
Evans & Partners
Pre-read documents
Doubling or Displacement?
The bull and bear case for AI over the next economic cycle, and what it means for the allocation of capital.
Over the next economic cycle — call it seven years — artificial intelligence will either displace professional labour faster than economies can absorb it, or drive a productivity and investment boom without modern precedent, or (most plausibly and most awkwardly) both at once. None of these outcomes is priced as a central case, and none is well served by strategic asset allocations derived from the statistical behaviour of the last sixty years.
Concentrating on Concentration
Diversified or duplicated? How the world’s indices, private markets and real assets came to own the same handful of companies, and what it means for the allocation of capital.
Concentration is the equilibrium of the economy now being built, not a deviation from it. Public indices in the United States, Australia and the emerging world are more concentrated than at any point in the modern record; the concentration is in one economic thesis rather than one sector; and the private market allocations bought to offset it now express the same thesis through equity, credit, infrastructure and property, at higher leverage and with slower marks.
Enquiries
Cassie Fisher
Head of partnerships
cassie@theinside.network
+61 466 975 185
Jamie Nemtsas
Executive chair
jamie@theinside.network
+61 403 200 253