Save the date 12 March 2026

Sydney
Investment Forum

Register today
A forum designed for real investment conversations
We created this forum to bring investors and industry leaders together - not just to listen, but to think, debate, and connect.
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4
Cities
Brisbane, Sydney, Melbourne, Adelaide
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510
Guests
Network with like-minded investors
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12
Speakers
Market leaders in strategy & direction
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100%
Adviser-led
Designed to support meaningful client conversations.

Event Information

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info
theme
speakers
experts
Important Information
time: 17:00 - 19:30
Venue: Terrace on the Domain, 1 Art Gallery Rd, Sydney NSW 2000
offerings: Canapés and drinks
Important Information
time: 17:00 - 19:30
Venue: Brisbane Powerhouse, L3 Rooftop terrance, Yuggera and Turrbal Country, 119 Lamington St, New Farm QLD 4005.
offerings: Canapés and drinks
Event Theme
Theme: Markets continue to adjust to changing interest rate expectations, stubborn inflation, and a more unpredictable global environment. This year’s forum looks at the themes we think will really matter for investors in 2026. We see a world economy that’s holding up better than expected, helped by targeted government spending, selective rate cuts, and a pickup in investment in areas like technology, energy, and rebuilding supply chains.

We’ll break down what this means for opportunities at home and overseas - from shifts in which companies are leading the market, to changes in valuations, to the industries benefiting from major investment in technology, shifting consumer preferences, and new ways of improving productivity.

TenCap and GCQ will also share the ideas they believe have the strongest potential in the year ahead, and where they see resilient long term return opportunities despite the ongoing market ups and downs.
Event Theme
Theme: With the rapidly evolving landscape of AI and technology, attendees will gain insight into the latest trends, opportunities, & risks shaping the sector.

Our speaker will provide practical perspectives on how AI is transforming markets, driving innovation, & creating new avenues for investment. During the forum, they will share their view on the shifting tech ecosystem & what it means for future growth.
Speakers
Jun bei liu
Investment Manager
TenCap
 
Andrew tang
Analyst, Equity Strategy
Morgans
 
Douglas isles
Investment Director
GCQ Funds Management
Speakers
Jun bei liu
Investment Manager
TenCap
 
Andrew tang
Analyst, Equity Strategy
Morgans
 
Douglas isles
Investment Director
GCQ Funds Management

Speakers

Douglas Isles

Investment Director

Douglas Isles is an Investment Director with day-to-day responsibility for the workflow and professional development of the analysts and portfolio managers in the GCQ investment team. Douglas also works closely with the Distribution team. Prior to joining GCQ Funds Management in 2026, Douglas was most recently Head of Investment at Platinum Asset Management where he worked closely with its founders for two decades. He previously built out their Investment Specialist capability for domestic advisers, introduced the firm to US-based investors and spent time as an analyst. Douglas started his investment career in Scotland, where he qualified as an actuary, and has also worked in Singapore.

Andrew Tang

Investment Strategist

Andrew holds roles as co-head of Investment Strategy and Equity Strategist. With a focus on delivering macro research and investment guidance, he supports over 500+ advisers within the Morgans network. He coordinates Morgans' asset allocation, portfolio and tactical investment strategies. His additional responsibilities include acting as Secretary of the Morgans’ Investment Committee.

Jun Bei Liu

Founder and Lead Portfolio Manager

Jun Bei is a passionate, motivated, and dedicated investment manager. Currently based in Australia, she regularly travels to China and other Asian markets as part of her investment research. Jun Bei is also a popular media personality and a highly sought after public speaker about her investment views, and being a regular participant in prestigious conferences such as Sohn Hearts & Minds and TedX.

Registration

The Morgans Investment Forum provides an opportunity to take the pulse of corporate Australia. It serves as a valuable platform for connecting companies with institutional investors, fostering meaningful collaborations and investment opportunities.

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