UNCONSTRAINED CAPITAL FORUM
2025

THE UNCONSTRAINED EDGE: OPTIONALITY, PURPOSE AND PERFORMANCE

In a landscape shaped by shifting borders, blurred asset classes and unpredictable cash needs, traditional portfolio rules may be losing relevance.

The Unconstrained Capital Forum brings together decision-makers from family offices, foundations, private banks, UHNW groups and endowments to explore how flexible capital can be a strategic advantage—including when deployed through private market strategies that demand patience, precision and adaptability. With new opportunities also comes new challenges, however.

At the Forum to follow, we’ll unpack the real-world challenges of liquidity planning, global allocation and purpose-aligned investing, while also opening the door to niche and emerging opportunities across private credit, real assets, secondaries and beyond.

Attendance, transfers, accommodation, meals and the optional golf day are complimentary for representatives from family offices, foundations, private banks, UHNW groups and endowments. If you wish to attend, please complete the form via the button below.

The Forum adheres to the same rules and principles that govern all CII events:

High level of delegate interactivity, with table discussion and Q&A a cornerstone of each session
Intimate in nature, with a total room size of approx. 50-60 delegates
No media in attendance and we maintain no media arm
No marketing/pitching by presenters
Chatham House Rule
A strict and limited cap on Fund Manager attendance, with a ratio of at least 2 LPs to every 1 GP

GUEST SPEAKERS

Cameron Mackenzie
Co-Founder at Four Pillars Gin Distillery

Cameron Mackenzie OLY is a trailblazer in the world of gin distillation and craft spirits innovation. Under his visionary leadership, Four Pillars has been crowned International Gin Producer of the Year at the prestigious International Wine & Spirits Competition three times (2019, 2020, 2023). Cameron built Four Pillars up from a small garage operation between a few mates, to ultimately acquired by international drinks behemoth Lion for close to $100 million. Cameron will discuss his approach towards risk and innovation, team building, leadership in tough times, and navigating the rock roads of ‘The Exit’.

Richard Mullender
Former Lead Hostage Negotiator at Scotland Yard

Richard is the Founder of the Listening Institute and Former Lead Trainer at Scotland Yard’s world-renowned National Crisis and Negotiation Unit. Richard has designed and run courses all over the world, developing the listening and negotiation skills of officers for organisations that include the Metropolitan Police, the United Nations and the FBI. Richard was also deployed to Afghanistan and has been active across a wide range of international negotiation assignments including being part of the team that helped secure the successful release of three UN workers from the Taliban in Afghanistan in 2004.

Agenda

Pre-Forum Golf Day - Tuesday 16 September (optional)

Join us for a complimentary round at the Heritage Golf Club, the day before the Forum commences. Those who take part in the Golf are welcome to then head on to the RACV Healesville Country Club to check-in for the evening, with the Forum commencing mid-morning the following day.

Forum - Wednesday 17 & Thursday 18 September

For those joining us from today, complimentary groups transfers will run from both Melbourne Airport and Melbourne CBD to help get you out to Healesville. Delegates are also welcome to make their own way out to Healesville if they wish.

Content to be covered over the next two days includes:

GLOBAL EXPOSURE, LOCAL PRESSURE: GETTING DIVERSIFICATION RIGHT
How global can a portfolio truly be when local realities—currency, tax, liquidity—pull in the opposite direction?
LIQUIDITY BY DESIGN: STRUCTURES WITH FLEX
How do you structure for optionality without compromising long-term performance?
NICHE STRATEGIES: FINDING VALUE IN LESS OBVIOUS PLACES
Where are the underpriced risks—or overlooked opportunities—that can diversify both thinking and returns?
HOSTAGE NEGOTIATION TO INVESTING: LESSONS IN LISTENING
What can investors learn from high-stakes negotiators about navigating complexity, emotion and ambiguity?
GP DYNAMICS: ALIGNMENT, ACCESS AND THE ART OF THE POSSIBLE
How do you cut through the noise and build relationships with managers that truly serve your capital's purpose?
CAPITAL WITH CONVICTION: INVESTING IN VALUES ALIGNED MEGATRENDS
Can values-led investing compete on both impact and performance—and what does it take to prove it?
HUMAN SIDE OF CAPITAL: GOVERNANCE, COMMUNICATION AND STRATEGIC COHESION
How do you align diverse stakeholders around a strategy—and keep it aligned when conditions shift?

At the conclusion of the Forum, group transfers will return back to Melbourne Airport and Melbourne CBD.

Request Detailed Agenda

vENUE

The Forum is held at the RACV Country Club, located in beautiful Healesville (roughly 1 hr outside of the Melbourne CBD). Accommodation for asset owners is provided complimentary.

dINNER

The Forum includes a dinner at Four Pillars Gin Distillery. Four Pillars is widely regarded as the world’s number one gin, having won Gin Producer of the Year at the International Wine & Spirits Competition a record three times.