Investment Leaders Forum is the perfect platform for principals, chief investment officers and senior leaders across the wealth management profession to discuss the challenges and opportunities they face. Meeting in Byron Bay for the first time, this residential retreat offers formal and informal sessions to discuss and debate the trends emerging across the financial landscape.

The model for developing an efficient and scalable advice practice keeps evolving in the face of regulatory and technological shifts. More than ever, practice leaders need to think about their business in both a philosophical and literal sense. How can we add value to clients? How can we reach new investors? And how can we build clean and simple processes to reflect the relationships built and the decisions made?

Alongside the products selected and the distribution mechanisms established, each advice practice needs to set the tone of the conversations it holds and the role it serves for each client. This means having both impeccable investment knowledge and the ability to communicate it to clients that will vary in age, experience and financial literacy.

Not only does a practice need to solve for people and processes. it also needs to undertake rigorous analysis of best in class investment strategies. Much has changed across capital markets in the last few years, and the conversation around market volatility, tepid growth, real income and portfolio differentiators keeps evolving in the face of fresh evidence and analysis.

The Forum is designed to showcase the research, case studies and scrutiny required maintain best practice in wealth management through interactive and engaging sessions built for advisers, by advisers.

10+ CPD points available.