$190 – $380

Unlocking Unlisted - Sydney

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Sydney, NSW


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Unlocking Unlisted

Join us to discover the 4 pillars of successfully investing in ScaleUps

  • Discover value in an overlooked asset class
  • Understand how to curate great deal flow

Throughout Unlocking Unlisted, we will take you on a deep dive on each of the key areas of investing success.

From the outside and from reading the news it may seem like investing in early-stage businesses (typically unlisted equities) is the easiest thing in the world. You hear investors talk about how they found a company, went ahead and invested and now they’re looking at 50x their money 4 or 5 years later.

What you don't see is the substantial amount of science and experience that is underpinning successful investment decisions. Failing to follow what we call the 4 Pillars Model leads to basing your investment decisions on “luck”- which can lead to disaster.

You’ll walk away from this event with a deep understanding of whether this is for you, whether you would like to be actively or passively involved and whether this fits within your patience and risk tolerance. You’ll gain an understanding of the what, where and how to get started successfully investing in this exciting asset class.


We lay bare the myths of what happens on the inside of these companies. For the better part of a decade, we have seen it first hand every day.

Understand how the founder's psychology is key to investing success, as the founder in these early businesses is often the single point of failure.

Throughout the program you’ll get it just like it is, no holds-barred.

See the science behind investment decisions and learn how you can apply this understanding to your own circumstances.

Ground Zero: Investment goals

This is where we help you map out where YOU want to go. Are you gunning for dividend–producing stable investments or do you want to make 5x - 10x on your money in 5 years? What are your hopes and aspirations? Will you be active or passive in your investments?

At the end of the day, this is the foundation for everything else. Without a deep understanding of you, your needs, goals, hopes and desires it will be almost impossible to be successfully investing in great companies.


Pillar 1: Deal-flow

You can’t get away with only evaluating 5 businesses every year and investing in 3 of them. That’s definitely luck. We’ll take you through deal flow sources and how much you need to be stable. Invest in areas you know, understand your passions and leverage your network.

Pillar 2: Capital/ Portfolio Management

The challenging side of capital management when managing discrete investments is that you should always have a bit of extra money set aside for that unexpected deal that comes past you. When you see a good deal you need to be able to act fast - because they go fast! Then you will need to combine that with sensible portfolio management. We’ll take you through the principles of it all, with particular focus on the liquidity challenges you may face.

Pillar 3: Curation

Naturally, this is the big one. It does not matter how substantial your deal-flow is if you get it wrong every time. We will break down what to look for, what to avoid, classic warning signs and what to do when you discover warning signs. The challenge is you need to learn how to spot companies that will go on to be successful—before they show the clear signs of success!

Rest assured... there is a reproducible method for this!

Pillar 4: Negotiation and execution

If you have ever negotiated on real estate, you would know that most of the money is made on the way in. Investing in businesses is the opposite. If you invest in a business and negotiate too hard or scrimp on its capital needs you may find the founder has walked away or the business goes down, so your investment is now worthless. So how do you agree on valuing something when nobody can agree on setting a price?

We have a whole toolbox of instruments that will help you come to terms that are favourable to you without hurting the future, or your future prospect of making 5-10x on your money.

This segment covers all the bases such as shareholders agreements, term sheets, options and so much more. We will also cover investing vehicles - trusts, funds, VC, direct, etc.

Hands-on & panel

Meet with successful entrepreneurs, adviser and investors. Join the panel debate and throw your toughest questions at the panelists. Understand where are the next steps in your learning journey.

VIP Lunch

Join us backstage at the end of the program and enjoy a delicious bite to eat with panelists, experts, significant investors and fellow participants. Hear their stories and learn from their mistakes and their big wins. And most importantly, have fun and enjoy.

What you will get from Unlocking Unlisited

You will walk away with a serious grasp on what it takes to be successful in this space. Where to get started, and how you should develop your own personal plan for the next 5 years or more. Most importantly you will walk away with a range of valuable contacts, a thirst to dig much deeper in your learning and knowing the next steps in your investing journey.


More to be annouced soon...

Mike Boorn Plener

Who is Unlocking Unlisted for?

  • Investors ready to discover value in an overlooked asset class - ScaleUps.

  • Principals of SMSFs
  • Principals of Family Trusts set up as investment trusts
  • Small Family Offices
  • People who have scored a significant pay-out from a job or from a business exit, and want to invest long term for high returns
  • Advisors who advise their clients and want to understand the asset class
  • Sophisticated investors and people who want to be more sophisticated in their investment decisions

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Do I have to bring my printed ticket to the event?

You can bring your printed ticket or install the Eventbrite app on your smartphone.

Will food and drinks be provided?

Refreshments will be provided on arrival and at morning tea. VIP lunch available as an extra.

Should I bring business cards?

Of course! You never know who you'll be meeting at an event like this!

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Sydney, NSW


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