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

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

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 & dinner at Gibbston Valley Winery

Enjoy a guided tour of the Gibbston Valley wine cave, where you’ll taste premium handcrafted wines and witness the winemakers in action. Explore the region’s oldest vineyard or discover the art of wine and cheese pairing. Afterwards, relax in the winery’s idyllic garden setting and savour a seasonal meal showcasing local flavours. This experience offers a perfect blend of discovery, taste and atmosphere in one of Central Otago’s most renowned wineries.

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?

Arrival in Queenstown – Sunday

Shuttle buses will depart 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 to the airport will be provided after the event on Tuesday, at 1:00pm.

Suggested flights

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

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 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.

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

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

Sponsorship enquiries

Register now