Investment Leaders Forum
Byron Bay

Brilliant thinking on market forces, tactics and strategic asset allocation 

30 March - 1 April, 2025
Crystalbrook Byron
Byron Bay, NSW, Australia

The Investment Leaders Forum in Byron Bay will welcome senior leaders, principals and CIOs from Australian wealth management firms to address the evolving challenges in portfolio construction for private clients.  

Why attend?

  • Enhance your expertise on the key drivers of asset allocation with in-depth sessions on macroeconomic trends, investment frameworks, equities, fixed income, real assets, and responsible investments, providing valuable insights into today’s evolving investment landscape. 

  • Strengthen your portfolio construction process by participating in peer-led due diligence on 12 diverse strategies, offering practical solutions to improve client performance and long-term outcomes. 

  • Earn CPD points across critical areas such as client care, technical competence, regulatory compliance, and professionalism, ensuring you stay up-to-date with industry standards and best practices. 

  • Improve client communication through peer-led discussions on how to articulate portfolio construction strategies and tactical decisions, enhancing trust and delivering better client experiences. 

  • Enjoy premium networking opportunities in a relaxed environment to build relationships with top advisers and wealth management professionals.

Up to 10+ CPD points available

insiders’ foundation partner

Keynote speaker

Joe Aston
Author and journalist
Formerly, AFR Rear Window

Joe Aston is one of Australia’s most influential commentators on business, finance, and politics. For 12 years, his Rear Window column in The Australian Financial Review held political and corporate leaders to account, tackling major corporate stories and securing key scalps, including CPA Australia’s Alex Malley, several Cricket Australia chairmen, the CEO and chairman of Rio Tinto over the Juukan Gorge disaster, PwC CEO Tom Seymour, and more recently, Qantas CEO Alan Joyce and chairman Richard Goyder.

Aston will join us to share a captivating mix of extraordinary and hilarious stories from his career. His expertise covers corporate scandals, delusional CEOs, weak boards, corporate governance, ESG, greenwashing, PR best practices, and Australian politics.

Educational partners

Supported by

Brought to you by

insiders’ foundation partner

  • Andrew Wilson

    Principal
    Pitcher Partners

  • Chris Carrodus

    Head of asset consulting
    Evidentia Group

  • Chris Cuffe

    Founder
    Third Link

  • Chris Lioutas

    Co-CEO and chief investment officer
    Genium Investment Partners

  • Christian Baylis

    CEO and co-founder
    Fortlake Asset Management

  • Geoffrey Di Felice

    Portfolio manager
    Cooper Investors

  • Giselle Roux

    Host and content contributor
    The Inside Network

  • Grace Su

    Portfolio manager
    ClearBridge Investments

  • Hagai Netser

    Head of core and opportunistic portfolios and partner
    Koda Capital

  • Haran Karunakaran

    Director, fixed income investment
    Capital Group

  • Hollie Briggs

    Head of global product management
    Loomis Sayles

  • Hugh Selby-Smith

    Co-chief investment officer
    Talaria

  • Jim De Carlo

    Chief executive officer
    Stellan Capital

  • Joe Unwin

    Head of portfolio management
    Apostle Funds Management

  • John Valtwies

    Principal, private wealth
    Blue Owl Capital

  • Justin Hooley

    Head of Australian private credit
    Barings

  • Kevin Wan Lum

    Deputy chief investment officer
    Crestone Wealth Management

  • Laurence Parker-Brown

    Head of content
    The Inside Network

  • Marcus Guzzardi

    Co-portfolio manager
    Cooper Investors

  • Martin Crabb

    Chief investment officer
    Shaw and Partners

  • Michael Baquie

    Director, platform distribution
    Colonial First State

  • Phil Cummins

    Managing director
    StepStone Group

  • Rebecca Jacques

    Rebecca Jacques

    Head of wealth management
    Mercer

  • Sarah Robinson

    Principal
    Addept Accountants + Advisors

  • Sean Ward

    Chief executive officer
    Viola Private Wealth

  • Scott Bennett

    Director, factor investing and multi-asset strategies
    Invesco

  • Scott Carmichael

    Adviser and partner
    Escala Partners

  • Tim Carleton

    Chief investment officer
    Auscap Asset Management

  • Tim Rocks

    Chief investment officer
    Evans & Partners

  • Torty Howard

    Co-chief executive officer
    Escala Partners

  • Trent Masters

    Portfolio manager
    Alphinity

Discover the epitome of coastal luxury at Crystalbrook Byron Bay. Nestled against the pristine shores, this boutique retreat offers a harmonious blend of nature and sophistication. With world-class amenities, breathtaking views, and impeccable service, Crystalbrook is the perfect place for an unforgettable event experience.

Enjoy a breathtaking dining experience at Beach Byron Bay, where exquisite local cuisine meets stunning ocean views. Indulge in fresh, seasonal dishes and relax in a laid-back yet sophisticated atmosphere right on the sands of Byron Bay.

Flying in?

  • Please ensure you arrange your own travel to and from Byron Bay.

  • Gold Coast Airport is just a 55-minute drive away, and Ballina Airport is a quick 30-minute drive from the venue.

  • The event kicks off at 4pm, so be sure to arrive on time. Note, hotel check-in is from 3pm.

  • You will need to make your own way from the airport to the venue.

  • Please note, the below suggested flight options are to and from Gold Coast Airport unless otherwise stated, as flights via Ballina are very limited.

Suggested flights

Return
Tuesday 1 April

Melbourne

• Virgin Australia VA742
2:55pm - 6:20pm

• Jetstar JQ445
5:10pm - 8:30pm

Sydney

• Qantas Airways QF597
5:40pm - 8:10pm

Depart
Sunday 30 March

Melbourne

• Virgin Australia VA739
11:10am - 12:15pm

• Jetstar JQ438
11:10am - 12:15pm

Sydney

• Virgin Australia VA519
12:20pm - 12:40pm

• Qantas Airways QF594
1:30pm - 1:55pm

Accommodation options:

• Choose Ticket & Accommodation if you require accommodation over the duration of the event.

This will include two nights at our venue Crystalbrook Byron, check-in on Sunday 30 March and check-out on Tuesday 1 April 2025.

• 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 during the event, including breakfast

LIMITED SPACES AVAILABLE
Two-night accommodation at Crystalbrook Byron Bay

insiders members
(Ticket and accommodation)

$800*






All forum sessions

Welcome cocktail function,
offsite dinner and activities

All food and beverage during event

insiders members
(Ticket only)

Complimentary


All forum sessions

Welcome cocktail function, offsite dinner and activities

Food and beverage during the event

LIMITED SPACES AVAILABLE
Two-night accommodation at Crystalbrook Byron

Ticket and accommodation

$2,250*


All forum sessions

Welcome cocktail function,
offsite dinner and activities

Food and beverage during the event

Ticket only

$1,550*

Welcome cocktail function,
offsite dinner and activities

Breakfast on both conference day mornings

Partner/spouse ticket

$180*

*Excludes GST

Delegate enquiries

Maddie Edwards
Account manager

maddie@theinside.network
038 414 2902

Ashley Ryburn
Head of community

ashley@theinside.network
+61 432 993 402

Sponsorship enquiries

Thelis Moral-Abad
Account director

thelis@theinside.network
+61 423 615 827

Jaylen DeCarlo
Account manager

jaylen@theinside.network
+61 494 155 513

Register now