Investment Leaders
Forum, Queenstown
Brilliant thinking on market forces, tactics and strategic asset allocation
10 - 12 August, 2025
Rendezvous Heritage Hotel
Queenstown, New Zealand
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.
Why attend?
Deepen your knowledge of asset allocation themes with sessions covering macroeconomic forces, investment frameworks, equities, fixed income, real assets, alternatives, and responsible investments, offering a well-rounded understanding of portfolio strategy.
Strengthen your investment committee’s decision-making process by participating in peer-led due diligence on twelve different strategies, helping you select solutions that can significantly enhance client portfolio performance.
Earn CPD points across key areas, including client care, regulatory compliance, technical competence, and professionalism, ensuring continued professional development and adherence to industry standards.
Improve your client relationships by engaging in discussions on how to communicate investment principles, portfolio construction, and tactical decisions, providing a more transparent and informed client experience.
Enjoy premium networking opportunities offering a fun and informal setting to build relationships with industry peers and leaders.
Up to 10+ CPD points available
Keynote speaker
Richie McCaw
In a world where pressure, performance and change are constant, no leader exemplifies sustained excellence better than Richie McCaw. As the most successful captain in rugby history, Richie’s career was defined by his ability to lead with clarity, consistency and humility, navigating his team through both record-setting victories and the inevitable setbacks that come with elite performance.
His journey from a young test debutant to a double World Cup-winning captain offers powerful lessons on building a winning culture, fostering accountability and maintaining focus under extreme scrutiny.
For senior leaders in wealth management, Richie’s experience is a blueprint for balancing strategic vision with day-to-day execution. His insights on teamwork, leadership under pressure and sustaining performance over long cycles are deeply relevant to those guiding advice businesses through market volatility, regulatory change and evolving client expectations. This closing session will challenge delegates to reflect on how they can apply the same discipline, trust and culture-building practices that made the All Blacks one of the most respected teams in sport, to strengthen their own business models, relationships and long-term client outcomes.
2024 Investment Leaders Forum summary report
-
Danielle Hodgson
Partner
LGT Crestone -
David Lane
State manager - QLD, senior private
wealth adviser
Ord Minnett -
David Leon
Founding partner
Stellan Capital -
Jonathan Ramsay
Director
InvestSense -
Lydia Kav
Head of Multi-Asset
Perpetual Limited -
Mishan Dahia
Research and investment analyst
Atchison -
Norman Zhang
Chief investment officer
Koda Capital -
Rebecca Jacques
Head of wealth management
Mercer -
Tim Whybourne
Managing partner
Emanuel Whybourne & Loehr -
Tracey McNaughton
Chief investment officer
Escala Partners
Educational partners
Stay at Rendezvous Heritage Hotel Queenstown
Join us at Rendezvous Heritage Queenstown, where breathtaking views of Lake Wakatipu and the Remarkables mountain range set the stage. With its elegant European-style lodge design, crafted from schist stone and native timbers, it’s the perfect backdrop for an unforgettable forum.
Cave tour, wine tasting & lunch at Gibbston Valley Winery
Enjoy a tasting in the Gibbston Valley wine cave, watch winemakers at work, and visit the region’s oldest vineyard or explore wine and cheese pairings. Savour premium handcrafted wines and discover their unique characteristics. Relax over a seasonal lunch in the winery’s idyllic garden.
Dinner at The Grille by Eichardt's
The Grille, where Queenstown’s rich history meets modern dining. Steps from Lake Wakatipu, this stylish yet welcoming restaurant offers exceptional cuisine in a sophisticated setting inspired by New York bistros. A must-visit for locals and visitors alike!
Flying in?
A bus will be departing from the airport at 1:30pm for a trip nearby for lunch. Please choose a flight that will allow you to arrive in time for the bus.
Hotel check-in is available from 3pm, but reception will happily store your bags until then.
Suggested flights
Return
Tuesday 12 August
Melbourne
• Emirates EK5027
3:55pm - 5:25pm
• Virgin Australia VA146
6:00pm - 7:35pm
Sydney
• Qantas Airways QF122
3:25pm - 4:45pm
• Jetstar JQ224
8:40pm - 9:55pm
Departure
Sunday 10 August
Melbourne
• Qantas Australia QF177
7:30am - 12:40pm
• Emirates EK5026
7:30am - 12:40pm
Sydney
• Jetstar JQ221
6:15am - 11:10am
• Virgin Australia VA161
7:20am - 12:20pm
Accommodation options
• Choose 'Ticket & Accommodation' if you require accommodation over the duration of the event.
This will include two nights at our venue, Rendezvous Heritage Queenstown, check-in on Sunday 10 August and check-out on Tuesday 12 August, 2025.
• Want to extend your stay? Reach out to the IN team at community@theinside.network.
• If you do not require accommodation, please select “ticket only” when registering.
All forum sessions
Welcome function,
offsite dinner and activities
All food and beverage
throughout event
Event ticket only
$975 AUD*
All forum sessions
Welcome function, offsite dinner and activities
All food and beverage
throughout event
Two-nights accommodation at Rendezvous Heritage Queenstown
Ticket and accommodation
$1,800 AUD*
*Excludes GST
Complimentary ticket with access to all sessions
Group welcome function, dinner and group activity
Food and beverage throughout the event, including breakfast
Two-night accommodation at Rendezvous Heritage Queenstown
insiders
Ticket and accommodation
$630 AUD*
All forum sessions
Welcome function, offsite dinner and activities
All food and beverage throughout event
insiders
Ticket only
Complimentary
Welcome function,
offsite dinner and activities
Breakfast on both conference day mornings
Partners program
$215 AUD*
Delegate enquiries
Jamie Nemtsas
Executive chair
jamie@theinside.network
+61 403 200 253
Jaylen DeCarlo
Account manager
jaylen@theinside.network
+61 494 155 513
Maddie Edwards
Account manager
maddie@theinside.network
03 8414 2902
Ashley Ryburn
Head of community
ashley@theinside.network
+61 432 993 402