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
Supported by
Foundation partner
Scenic boat transfer on Lake Wakatipu
Kick off your Investment Leaders Forum experience with a scenic boat tour across Lake Wakatipu- your first glimpse of Queenstown’s breathtaking beauty. Cruise past snow-capped peaks and untouched shoreline, taking in panoramic views on a journey operated by a trusted local charter company. You’ll arrive at the stunning Rendezvous Heritage Hotel for check-in and event registration, surrounded by the spectacular alpine backdrop that defines Queenstown.
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.
Wine tasting & dinner at Stoneridge Estate
Overlooking Lake Hayes and surrounded by manicured gardens and vineyards, Stoneridge combines breathtaking views with warm New Zealand hospitality- the perfect setting to relax, connect and experience the beauty of this region.
Ahead of Sunday night’s dinner, enjoy a guided tasting of boutique wines from Nockie’s Palette and Stoneridge Estate, set amongst the estate’s picturesque gardens - a fitting start to an evening of great conversation.
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!
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
-
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 -
Melissa Platt
Director/ Senior Analyst, Wealth Management Research
Forsyth Barr -
Patrick Fogarty
Principal Adviser
Rutherford Rede Limited -
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 Patrick
Partner
Barwon Investment Partners -
Victor Mayer
Head of International Private Wealth
Educational partners
Flying in?
Arrival in Queenstown – Sunday
Shuttle buses will depart from the Queenstown Airport for the Rendezvous Heritage Hotel at 2:00pm and 3:00pm on Sunday. Please select a flight that arrives in time to catch one of these buses.
Hotel check-in is available from 3:00pm. If you arrive earlier, reception will be happy to store your luggage until your room is ready.
Departure from Queenstown – Tuesday
A return shuttle bus from the hotel to the airport will be provided after the event on Tuesday, at 12:30pm.
Return
Tuesday 12 August
Melbourne
• Air New Zealand NZ265
3:40pm – 5:10pm
• Virgin Australia VA146
6:00pm - 7:35pm
Sydney
• Qantas Airways QF122
3:25pm - 4:40pm
• Air New Zealand NZ231
3:25pm – 4:45pm
Suggested flights
Departure
Sunday 10 August
Melbourne
• Qantas Australia QF177
7:30am - 12:40pm
• Air New Zealand NZ264
9:10am - 2:25pm
Sydney
• Virgin Australia VA163
8:30am – 1:30pm
• Air New Zealand NZ232
9:15am – 2:20pm
Accommodation
• 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.
• If you do not require accommodation, please select “ticket only” when registering.
Extending your visit?
Thinking of extending your stay to soak up the beauty of Queenstown?
We’d love for you to make the most of your time in this stunning location. If you’d like to extend your stay by up to 3 days before or after the conference at the Rendezvous Heritage Queenstown, you can take advantage of our special corporate rate- subject to availability.
Here’s how to book your extended stay:
Email: mcouch@rendezvoushotels.co.nz
In your email, mention The Inside Network to access our corporate rate.
Include your preferred check-in and check-out dates, and note any specific room requests or accommodation needs you may have.
We hope you enjoy every moment in Queenstown!
Gondola Ride
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Extend your stay with a scenic Gondola ride up Bob’s Peak, rising 480m above Lake Wakatipu. Enjoy breathtaking views of Queenstown, The Remarkables, and surrounding peaks.
Explore Queenstown: Activities & Attractions
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Extend your adventure with a ride on the Queenstown Luge- an iconic thrill that's fun for all ages. Take the wheel of your own gravity-powered cart and cruise down 1,600 meters of twisting track, complete with tunnels, dips, and sweeping corners.
Canyon Swing
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Extend your Queenstown stay with the ultimate adrenaline hit—the Canyon Swing, the world’s highest cliff jump. Freefall 60 metres into a dramatic canyon, surrounded by stunning scenery and guided by expert (and entertaining) jump masters. It’s a wild, unforgettable rush that will leave you buzzing long after your feet touch the ground.
Wellspace Sauna & Cold Plunge
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Reconnect, reset, and recharge. Just 10 minutes from central Queenstown, Wellspace offers an outdoor wood-fired sauna and cold plunge experience right on the Kawarau river with snow-capped mountain views.
Enjoy $5 off community sessions or $10 off private sessions. Use code ILF5 for community bookings and ILFGROUPS10 for private sessions.
Helicopter Ride
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Extend your stay in Queenstown with a scenic flight experience that takes you high above the alpine landscapes and dramatic terrain that define the region. From soaring mountain peaks to remote snowy landings, it’s a breathtaking way to see Queenstown from a whole new perspective- and the perfect way to add something unforgettable to your trip.
Jet Boat Ride
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Extend your Queenstown stay with the world’s most thrilling jet boat ride- an unforgettable journey through breathtaking canyons. It’s the ultimate blend of natural beauty and high-powered adventure, where towering rock walls and crystal-clear water deliver non-stop excitement from start to finish.
Visit Arrowtown
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Extend your Queenstown stay with a visit to charming Arrowtown, just a short drive away. This historic gold rush village offers quaint streets lined with heritage buildings, boutique shops, cosy cafés, and beautiful walking trails along the Arrow River. It’s the perfect place to slow down, soak up local history, and enjoy a more relaxed pace.
Skiing & Snowboarding
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Extend your Queenstown stay with a trip to The Remarkables, where stunning alpine views and varied terrain make for unforgettable skiing and snowboarding. Just a short drive from town, it’s the perfect way to add extra adventure to your winter getaway.
Luge Ride
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
AU$630*
All forum sessions
Welcome function, offsite dinner and activities
All food and beverage throughout event
insiders
Ticket only
Complimentary
All forum sessions
Welcome function,
offsite dinner and activities
All food and beverage
throughout event
Event ticket only
AU$975*
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
AU$1,800*
*Excludes GST
Welcome function,
offsite dinner and activities
Breakfast on both conference day mornings
Partners program
AU$215*
Delegate enquiries
Maddie Edwards
Account manager
maddie@theinside.network
03 8414 2902
Ashley Ryburn
Head of community
ashley@theinside.network
+61 432 993 402
Sponsorship enquiries
Cassie Fisher
Account director
cassie@theinside.network
+61 466 975 185
Thelis Moral-Abad
Account director
thelis@theinside.network
+61 423 615 827