Investment Leaders
Forum, Queenstown

Brilliant thinking on market forces, tactics and strategic asset allocation

10 - 12 August, 2025
Rendezvous Heritage Hotel
Queenstown, New Zealand

View Summary Report

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

Supported by

Foundation partner

Summary report

Following the event, we have crafted 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

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

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