Investment Leaders Forum

Scrutiny, strategy, and superior practices

Date: November 2027

Location:
Mornington Peninsula
Melbourne, VIC

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The Investment Leaders Forum in Noosa Heads will welcome senior leaders, principals and CIOs from Australian wealth management firms to address the evolving challenges in portfolio construction for private clients.  

Why attend?

  • Dive deep into the forces shaping asset allocation
    From global macro trends to real assets, fixed income, equities and responsible investing, you’ll gain the multi-dimensional insights required to make bold, informed decisions in a volatile landscape.

  • Rethink your portfolio from the ground up
    Take part in adviser-led due diligence across 12 alternative and traditional strategies. You'll explore the real drivers of long-term outperformance and gain practical frameworks to enhance client outcomes.

  • Communicate with greater clarity and greater conviction
    Strengthen your ability to explain portfolio shifts and strategic allocations through peer-led discussions. Learn how your peers are navigating tough conversations and reinforcing client trust in uncertain markets.

  • Stay sharp, stay compliant, stay ahead
    Earn 12+ CPD points across essential areas like technical competence, client care, regulatory knowledge, and ethics, reinforcing your position as a true industry leader.

  • Forge lasting connections, with a twist
    Network like never before with premium, thoughtfully curated social experiences. The Investment Leaders Forum is the perfect environment for the senior voices in wealth management to connect, share their opportunities and challenges, and help promote the ongoing professionalism and integrity of financial advice in Australia.

Up to 12 CPD points available

Supported by

Foundation partner

Location

Mornington Peninsula
Melbourne, VIC

 

Keynote speaker

Dean Boxall

Few leaders understand the pursuit of excellence better than Dean Boxall. As one of Australia’s most accomplished swim coaches, Dean’s career has been shaped by his ability to build champions among high-performance environments.

Dean led Ariarne Titmus’ victories at the Tokyo Olympics, including her defining 400m freestyle triumph over USA’s Katie Ledecky, and guided Mollie O’Callaghan’s rise to global dominance. At the 2024 Paris Olympics, his athletes delivered an extraordinary 18 medals accounting for a third of Australia’s total medal haul.

For investment leaders, Dean’s experience offers a compelling framework for building high-performance cultures. This closing session will challenge delegates to consider how they build environments that develop talent and how the discipline required to win on the world stage can be translated into stronger leadership.

What to expect

Join us in Noosa for a focused, high-value gathering designed for meaningful connection and practical learning.

Expect senior leaders and industry experts sharing real-world strategies through keynotes, panels and interactive breakouts.

The experience will extend beyond the venue, with a group dinner abroad the Noosa Catalina, enjoying sunset cocktails along the pristine Noosa River.

You will leave with fresh perspectives, practical takeaways and new connections that last.

Review the key take aways and perspective from last years Investment Leaders Forum in Byron Bay.

View 2026 report

Tickets

  • All symposium sessions

    Food and beverages throughout event

    Two group dinners

    Two nights’ accommodation at Elysium Noosa

  • All symposium sessions

    Food and beverages throughout event

    Group dinner on the Catalina Boat

  • All symposium sessions

    Food and beverages throughout event

    Two group dinners

    Two nights’ accommodation at Elysium Noosa

  • All symposium sessions

    Food and beverages throughout event

    Group dinner on the Catalina Boat

  • Two group dinners and breakfast

Flying in?

Airport transfers

More information coming soon

Thought Leaders

More information coming soon

Education Partners

More information coming soon

Brought to you by

Foundation partner

Delegate enquiries

Jaylen DeCarlo
Community account manager

jaylen@theinside.network
+61 494 155 513

Mitchell Sneddon
Head of community

mitchell@theinside.network
+61 406 447 316

Sponsorship enquiries

Thelis Moral-Abad
Head of Sales

thelis@theinside.network
+61 423 615 827

Cassie Fisher
Head of partnerships

cassie@theinside.network
+61 466 975 185

Register now

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