QLD Investor Summit

Welcome to the QLD Investor Summit 2025, in collaboration with the New Zealand Shareholders’ Association (NZSA). This event is crafted for the wealth builders and retirees who want to build a secure, confident, and financially resilient future.

Whether you’re planning for retirement or already enjoying it, the landscape of wealth management is evolving. Longer life expectancy, economic uncertainty, and disruptive technologies like AI are reshaping how we protect and grow our financial future. This summit is designed to help you navigate these changes with clarity, confidence, and strategy.

In today’s environment, safeguarding your wealth means more than just watching the markets. You need the tools to build resilient, income-generating portfolios, protect your assets from inflation and taxation, and future-proof your strategy – no matter where you are in your retirement journey.

Why Attend?

✔️ Master Emerging Trends – Understand how AI and other disruptive technologies are transforming markets, and how to adapt your investment approach.

✔️ Build a Resilient Portfolio – Learn to diversify across shares, property, fixed income, alternatives, and cash to support long-term income and growth.

✔️ Maximise Super and Tax Outcomes – Explore smart strategies to structure your retirement savings for tax efficiency and stronger returns.

✔️ Protect and Preserve Wealth – Gain tools to manage risk, reduce volatility, and safeguard your assets against inflation and market shocks.

✔️ Plan for the Long Term – Prepare for retirement and beyond with insights on drawdowns, estate planning, and passing on wealth.

Tickets & Schedule

Main Summit Pass

Monday, 22 September & Tuesday, 23 September
Day 1: 8:30 AM – 5:00 PM | Day 2: 8:30 AM – 3:00 PM (AEST)

Over two days, gain the insights, strategies, and tools to future-proof your financial future. Hear directly from CEOs, Chairs, and senior executives of top ASX-listed companies as they share rare, behind-the-scenes perspectives on navigating disruption, economic shifts, and long-term growth. Plus, learn from leading economists and fund managers as they unpack how AI is reshaping investing, explore key asset opportunities, sustainable income strategies, and tax-efficient ways to protect your retirement.

Please note: This registration provides access to all Summit sessions and inclusions listed below. It does not include access to the optional Tuesday afternoon workshops on 22 September, which are ticketed separately.

Includes:
✔️ Access to all Summit sessions across Monday and Tuesday
✔️ Gourmet catering at The Langham Hotel
✔️ Monday evening networking drinks
✔️ Entry to sponsor showcase
✔️ Access to session recordings for on-demand replay

Pricing:
🎟 Member: $595 | Non-Member: $745 | Volunteer: $400

Register Now

Welcome Drinks & Investor Meet-Up

Sunday, 21 September 2025 | 5 – 6 PM (AEST)

Join us for a relaxed evening of networking and drinks in the Diamond Foyer, sponsored by VanEck. Hear from a special guest speaker as you connect with fellow attendees and ASA members.

Tuesday Afternoon Workshops

Tuesday, 23 September, 3:30 – 5:00 PM (AEST)

Turn knowledge into action with a focused, hands-on workshop. Choose from two expert-led sessions:

Pathfindr ai - Dawid Naude-4733 sRGB-120dpi-WEB

📚 Workshop Option 1:

AI for Investors – Practical Skills to Research, Plan and Act
Dawid Naude, AI Expert, CEO & Founder, Pathfindr
Laura Hatton, AI Educator & Facilitator, Pathfindr
Lindsay Page, AI Upskilling Lead, Pathfindr

Discover how artificial intelligence is transforming the investment landscape. This practical session explores key trends, common risks, ethical considerations, and real-world use cases to help you better understand AI’s potential and limitations. Whether you’re AI-curious or already integrating it into your strategy, you’ll leave with practical tools and insights to make more informed decisions in a rapidly evolving space.

Includes:
✔️ 1.5-hour live workshop
✔️ Digital workbook
✔️ Facilitated, hands-on learning

🎟 Price:
Member: $95 | Non-Member: $120

Register Now

📚 Workshop Option 2:

Strategy and Mindset: The Essentials for Long-Term Wealth
Shani Jayamanne, Director, Investment Specialist, Morningstar, and ASA Education Partner
Mark LaMonica, CFA, Director, Morningstar

Great investing is about more than picking stocks—it’s about building a long-term mindset and a strong strategic foundation. In this interactive session, Shani and Mark will guide you through the essential behaviours, principles, and frameworks that support sustained wealth-building over time. Learn how to cut through noise, stay focused on your goals, and make better decisions no matter what the market throws at you.

Includes:
✔️ 1.5-hour live workshop
✔️ Digital workbook
✔️ Facilitated, hands-on learning

🎟 Price:
Member: $95 | Non-Member: $120

Register Now

Virtual Summit Access

Monday and Tuesday, 22-23 September 2025

Can’t attend in person? Join us online for the Summit and experience keynote presentations, expert panels, and live Q&As — all from the comfort of your home. Virtual tickets include lifetime access to recordings, so you can watch at your convenience anytime, now and in the future.

Includes:
✔️ Live virtual access to Monday and Tuesday sessions
✔️ Participation in Q&A sessions
✔️ Access to session recordings

🎟 Price:
Member: $125 | Non-Member: $165

Register Now

Site Tour

Wednesday, 24 September 2025
8:30 – 11:45 AM (AEST)

Get an exclusive behind-the-scenes look at PWR – a global leader in high-performance cooling solutions – and discover how their products are designed and manufactured across their world-class facilities in Australia, the United States, and the United Kingdom.

Supplying elite motorsport teams, defence programs, and high-tech industries worldwide, PWR is driven by innovation, precision engineering, and advanced manufacturing excellence.

At this state-of-the-art facility tour, you’ll see firsthand how passion, technology, and Australian ingenuity come together to deliver world-class thermal performance.

🎟 Price:
Member: $65 | Non-Member: $85

Register Now

Join us for this luxurious experience alongside Australia’s most engaged investors and take your financial future to the next level.

Discounted hotel accommodation at The Langham is available for $345 per night. Click here to book.

Prices include GST. Payment accepted via Visa and Mastercard only. Registration terms & conditions apply.

Please note: Program schedule and speakers are subject to change.

Program Speakers