UNCONSTRAINED CAPITAL FORUM
2025

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.

This is a private, interactive, closed-door Forum. No media. No marketing. No pitching.

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

For qualifying representatives, attendance (including accommodation, transfers, all meals, and an optional golf day) is complimentary.

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

Agenda

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.

ADVISORY COMMITTEE