Investment Leaders Forum

Rethink, Rebuild, and Reinforce Your Portfolio Strategy

23 - 25 March, 2026
Elysium Noosa
Noosa Heads, QLD, Australia

AGENDA

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

Enjoy the refined coastal surrounds of Elysium Noosa Resort, a premier retreat in the heart of Noosa, one of Australia’s most iconic beachside destinations.

Framed by lush hinterland and the natural beauty of the coastline, the resort offers an unhurried sense of calm with considered spaces designed for comfort and ease.

Elysium Noosa Resort

Tickets

All symposium sessions
Food and beverages throughout event
Group dinner
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
Group dinner on the Catalina Boat
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

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 summary report

INBrief videos

Dr Christian Baylis
Fortlake Asset Management

Haran Karunakaran
Capital Group

Joe Unwin
Apostle Funds Management

Phillip Cummins
StepStone Group

Trent Masters
Alphinity Investment Management

Geoff Di Felice
Cooper Investors

Hollie Briggs
Loomis Sayles

Justin Hooley
Barings

Scott Bennett
Invesco

Grace Su
ClearBridge Investments

Hugh Selby-Smith
Talaria Asset Management

Marcus Guzzardi
Cooper Investors

Tim Carleton
Auscap Asset Management

Flying in?

Airport transfers

Please ensure you arrange your own travel to and from Noosa for arrival on Monday morning.

The closest airport is Sunshine Coast Airport (MCY), approximately a 30-minute drive from Elysium Noosa.

Check-in / check-out

Check-in: 3:00pm
Check-out: 12:00pm

Suggested flights

Departing
Wednesday 25 March

Sunshine Coast - Melbourne

Virgin Australia VA1035 - 12:30pm - 4:05pm
Qantas QF918 - 3:35pm - 7:05pm

Sunshine Coast - Sydney

Qantas QF903 - 11:10am - 2:00pm
Jetstar JQ787 - 12:00pm - 2:40pm
Virgin Australia VA493 - 4:20pm - 6:55pm

Arriving
Monday 23 March

Melbourne - Sunshine Coast

Virgin Australia VA1029 - 8:25am - 9:55am
Virgin Australia VA1035 - 10:20am - 11:50am

Sydney - Sunshine Coast

Virgin Australia VA485 - 8:10am - 8:45am
Qantas QF902 - 9:55am -10:30am

Education partners

Supported by

Brought to you by

insiders’ foundation partner

Andrew Wilson

Principal
Pitcher Partners
Chris Carrodus

Head of asset consulting
Evidentia Group
Hagai Netser

Head of core and opportunistic portfolios and partner
Koda Capital
Martin Crabb

Chief investment officer
Shaw and Partners
Sarah Robinson

Principal
Addept Accountants + Advisors
Sean Ward

Chief executive officer
Viola Private Wealth
Scott Carmichael

Adviser and partner
Escala Partners
Tim Rocks

Chief investment officer
Evans & Partners
Torty Howard

Co-chief executive officer
Escala Partners