[i3] Asset Allocation Forum 2025 Held on the 21st to 22nd of August, the [i3] Asset Allocation Forum brought together CIOs, capital allocators, and senior portfolio managers to tackle today’s most pressing challenges: diversification, balancing risk and return, and adapting to shifting regimes. Investors also face the challenge of balancing high-return opportunities with steadier, lower-risk assets. While private and alternative […] Read More
[i3] Luncheon: Carole Comerton-Forde on Equity Markets We were delighted to welcome Professor Carole Comerton-Forde for a special luncheon series in Sydney and Melbourne, where she presented findings from her report commissioned by the Australian Securities and Investments Commission (ASIC): Evaluating the State of the Australian Public Equity Market: Evidence from Data and Academic Literature. Co-hosted with MLC Asset Management in Sydney […] Read More
[i3] Credit Forum 2025 Held on the 5th of June 2025 in Sydney, the [i3] Credit Forum convened institutional investors to delve into the evolving dynamics of credit markets. Embracing the elephant’s eidetic memory as a metaphor, the forum emphasised the importance of historical insights in navigating credit cycles and risk patterns. Discussions spanned the spectrum of credit investing, […] Read More
[i3] Insurance Investment Forum 2025 Held on 4 June 2025 in Sydney, the 13th annual [i3] Insurance Investment Forum convened senior leaders from Australia’s insurance sector to navigate the complexities of a rapidly evolving investment landscape. Amid heightened geopolitical tensions, persistent inflation, and the introduction of mandatory climate risk reporting, participants engaged in robust discussions on portfolio resilience, regulatory adaptation, […] Read More
[i3] Investment Strategy Forum 2025 Held on 8–9 May in Torquay, VIC, the 13th annual [i3] Investment Strategy Forum convened senior investment leaders to explore the evolving pursuit of alpha in institutional investing. Drawing inspiration from the hyena—an often underestimated yet strategic predator—the forum delved into how investors can adapt, collaborate, and leverage intelligence to navigate complex market dynamics. Discussions […] Read More
[i3] Property Forum 2025 The [i3] Property Forum 2025 brought together industry leaders to discuss the evolving landscape of real estate investing. Key themes included the shift in U.S. gateway markets, the growing role of alternatives, and how institutional investors are rethinking diversification and resilience in their real estate portfolios. Speakers explored the impact of demographic tailwinds on housing […] Read More
[i3] Equities Forum 2025 Equity markets globally have been dominated by the Magnificent Seven for the past 24 months, fuelled by the rapid adoption of AI. The 10th [i3] Equities Forum discussed the repercussions of the Mag 7 moving forward, hidden gems to be found through value investing in emerging markets and small caps. There was also a focus […] Read More
[i3] Christmas Reception 2024 The annual [i3] Christmas Reception for members, clients and friends was hosted at the Museum of Sydney. It was certainly an opportune time to relax and catch-up with peers as well as reflect and celebrate the year’s achievements. Read More
[i3] NextGen: Portfolio Strategy Academy 2024 The metamorphosis of the caterpillar into the majestic butterfly presents a powerful imagery of the transformation of emerging talent into potential future leaders, poised for unprecedented success. The inaugural [i3] NextGen: Portfolio Strategy Academy 2024 catered to mid-level portfolio managers and senior analysts, to: Empower and train the next generation of leaders in the superannuation […] Read More