POST-EVENT CONTENT

Investment Leaders
Forum, Queenstown

Brilliant thinking on market forces, tactics and strategic asset allocation

View Summary Report

The Investment Leaders Forum in Queenstown united senior leaders, principals, and CIOs from wealth management firms across Australia and New Zealand and addressed the complex challenges of portfolio construction for private clients.

Supported by

Foundation partner

Summary report

Following the event, we have put together a comprehensive summary report that encapsulates the pivotal insights garnered from our discussions, polling results and actionable strategies to engage with your clients.

View summary report

INBrief videos

INBrief delivers concise, expert-led video insights on the latest market trends, investment strategies and industry developments. Each short segment features leading voices sharing practical perspectives to keep advisers and investors informed.

Chris Lioutas
Genium Investment Partners

John Valtwies
Blue Owl Capital

Tom Huntley
KeyInvest

David Lloyd
Ausbil Investment Management

Rachael Lockyer
MLC Asset Management

Tom Patrick
Barwon Investment Partners

Dr. Christian Baylis
Fortlake Asset Management

Sam Franklin
EQT Partners

Victor Mayer
Pantheon

Educational partners

Supported by

Bryan High

Head of Global Private Finance
Barings
Chris Lioutas

Co-CEO / CIO
Genium Investment Partners
Dr. Christian Baylis

Founder and Chief Investment Officer
Fortlake Asset Management
David Lloyd

Head Of Equities Research
Ausbil
Grant Cleary

Director
Cleary Wealth Management
Gary Lin

Managing Director
Blue Owl
John Valtwies

Principal
Blue Owl
Rachel Lockyer

Head of Australia Private Equity, Portfolio Manager
MLC Asset Management
Rebecca Jacques

Head of Wealth Management
Mercer
Sam Franklin

Managing Director Infrastructure
EQT
Tom Huntley

Head of Investor Distribution
KeyInvest
Tom Patrick

Partner
Barwon Investment Partners
Victor Mayer

Head of International Private Wealth
Pantheon