UNCONSTRAINED CAPITAL FORUM
2026

Attendance is only open to senior representatives of family offices, foundations, private banks, UHNW groups and endowments. All applications are vetted by CII to ensure appropriateness. This is an interactive, strictly closed-door Forum, with no media and no marketing/pitching permitted.

The Unconstrained Capital Forum brings together senior decision-makers from family offices, foundations, private banks, ultra-high-net-worth groups and endowments to examine how flexible capital can be used strategically—particularly through private market strategies that demand patience, precision and adaptability.

Attendance is strictly by invitation and limited to 40 approved participants—namely, senior representatives from these groups.

For qualifying representatives, attendance (including accommodation, airport transfers and all meals) is complimentary.

If you’d like to express your interest in attending, please click the button below.

Agenda

Content to be covered over the two days includes:

• GLOBAL CONTEXT: THE REGIME RESET IN PUBLIC AND PRIVATE MARKETS
  Are private markets filling a structural gap or facing a repricing of liquidity itself?

• LIQUIDITY DISCIPLINE: CAPITAL ALLOCATION IN A CHANGING LANDSCAPE
  If illiquidity is becoming a permanent feature of portfolios rather than a temporary trade-off, how should investors decide what truly deserves long-term capital — and what doesn't?

• AI, SAAS AND PRIVATE TECH: UNDERWRITING DURING DISRUPTION
  When the technology reshaping business models is also destabilising the assumptions used to value them, how do you underwrite conviction without overpaying for narrative?

• REAL ASSETS, PRIVATE CREDIT AND WHERE ILLIQUIDITY PAYS
  Across infrastructure, credit and niche strategies, where is illiquidity still being adequately compensated — and where has capital inflow eroded the premium?

• PORTFOLIO PERSPECTIVES: HOW ARE WE ACTUALLY ADAPTING?
  What have allocators actually changed in their portfolios in response to slower distributions and valuation uncertainty — and what hasn't worked?

• HIGH PERFORMANCE UNDER PRESSURE
  What separates leaders who sustain excellence under relentless pressure from those who burn out — and what can investors learn from elite performance environments?

• INVESTING WITH IMPACT
  When impact moves from thematic overlay to structural allocation, how do you underwrite both purpose and performance without compromising either?

• INNOVATIVE STRUCTURES: CONTINUATION VEHICLES, EVERGREENS AND ALIGNMENT
  Are continuation vehicles and evergreen structures genuinely improving alignment and flexibility, or are they masking a broken exit environment?

• GOVERNANCE, PURPOSE AND INTERGENERATIONAL CAPITAL
  How do families and institutions maintain long-term investment discipline when generational transitions, evolving values and competing stakeholder priorities are pulling capital allocation in different directions?

At the conclusion of the Forum, group transfers will return back to Sydney Airport for those who have flown in from interstate.

ADVISORY COMMITTEE