UNCONSTRAINED CAPITAL FORUM
2025

 
 

CII’s Unconstrained Capital Forum is tailored for investment decision makers at Family Offices, endowments, foundations and other institutional-scale investors with the flexibility to explore non-conventional asset allocation and strategy. The forum will delve into innovative investment strategies spanning hedge funds to private capital, emerging asset classes, and unique opportunities that are typically inaccessible to more traditional, regulated institutions. Drawing on our global network of multidisciplinary thought leaders, the forum will provide insights into managing unconstrained portfolios in a rapidly evolving dynamic global market

THE DIFFERENCE

CII’s investment forums are retreat-style, invite-only, strictly educational and highly interactive.

Retreat-style
Held at the stunning RACV Healesville Country Club (1 hr outside of the Melbourne CBD), delegates can escape from the distractions of the city to fully immerse themselves in the Forum environment. With all delegates staying overnight at the RACV Club, along with a private dinner at the stunning Levantine Hill, this helps foster a strong collegiate environment where you’ll find it much easier to build meaningful connections with other attendees.

Invite-only
All CII investment forums are strictly invite-only and intimate in nature. We purposefully limit the number of attendees so that only the most senior decision makers are in the room. All potential attendees are vetted to ensure that they meet the suitability requirements to attend.

Strictly educational
We believe in providing valuable insights and knowledge without the distraction of product pitches. Our presenters are selected based on their expertise and ability to share meaningful information that can benefit all attendees. This approach ensures that our investment forums remain focused on learning and professional development, offering a rich and engaging experience for all delegates.

Highly interactive
Rather than being spoken at for hours on end, our investment forums place a large emphasis on delegate interactivity. Following formal presentations from presenters, ample time in each session is then dedicated to table discussion and open Q&A. This enables attendees to assist in driving the discussion towards the areas that are of most interest to them.

 

What’s it cost?

There is no cost to attend the Unconstrained Capital Forum. Along with no registration fees, we also provide attendees with:

  • Complimentary accommodation at the RACV Country Club

  • Complimentary group transfers from both Melbourne Airport and the Melbourne CBD out to Healesville (and back again at the conclusion of the Forum)

  • Complimentary private dinner at Levantine Hill Winery

Who will be there?

The Forum is strictly invite only, with each delegate vetted to ensure they meet the appropriate requirements to attend. Delegates in attendance will be senior representatives of:

  • Family Offices

  • Endowments

  • Foundations

  • Private Wealth Firms

  • Select Fund Managers

Places are strictly limited, with the event being intentionally kept intimate in nature.