4th Annual Private Wealth Melbourne Forum

P/E Investments LLC has US$19.5 billion under management, all in liquid, public market investments. $17.8 billion is for institutional investors in Asia and globally, and $1.7 billion is for family offices and private wealth. We run successful absolute return strategies that deliver equity-like returns, zero correlation to Equities and Bonds, and daily dealing. We are rated and used by the global investment consultants. Our core product has a 21-year track record, since 2003, and the firm was founded in 1995. We are headquartered in Boston, with offices in Singapore, Melbourne, Tokyo and London. Our clients include single family offices, private wealth managers, endowments, pensions and sovereign funds. All our strategies offer a high degree of transparency and daily dealing.

Crescent Capital Partners (Crescent) is a Sydney-based private equity firm investing in middle-market companies located in Australia and New Zealand with enterprise values between A$100 million and A$500 million. Crescent was formed in 2000 and has established itself as one of Australasia’s leading middle market private equity firms with its last three funds ranked as top quartile global funds (measured in either USD or AUD), as measured by Cambridge Associates.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. As of 31 March 2025, EQT had EUR 273 billion in total assets under management, within two business segments – Private Capital and Real Assets.

Praemium is an ASX-listed wealth management technology and financial services company and has been providing platform services to the Private Wealth and HNW IFA sector since its establishment in 2001. We are proud to be recognised as an industry leader in the platform  market, providing market-leading managed accounts, non-custody solutions and portfolio administration and reporting services for some of Australia’s leading wealth managers and advice firms.

Real Asset Management (RAM) is an Australian alternative asset manager, providing investment solutions in Credit, Real Estate, and Private Equity markets, for institutions and wealthy families globally. RAM has a proven track record as a successful acquirer and manager of healthcare, essential services retail and commercial real estate. We manage 42 properties across Australia through the ASX listed RAM Essential Services Property Fund (ASX: REP), along with our unlisted portfolios.

Remara is an Australian-based Asset Management company managing $2bn in funds across key asset classes, including private credit, real estate, and tactical opportunities. We take an innovative and hands-on approach as high-quality asset generation specialists through a vertical integration model, providing portfolio diversification, superior risk adjusted returns and capital preservation. Remara was established in 2019 and headquartered in Sydney, Australia.

Ares Management Corporation (NYSE: ARES) (“Ares”) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. Ares seeks to provide flexible capital to support businesses and create value for its stakeholders and within its communities. By collaborating across its investment groups, Ares aims to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2024, including the acquisition of GCP International which closed on March 1, 2025, Ares’ global platform had over $525 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

Charter Hall is Australia’s leading fully integrated diversified property investment and funds management group. We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers. We’ve curated a diverse portfolio of high-quality properties across Office, Industrial & Logistics, Retail and Social Infrastructure. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support our customers, people and communities to grow.

Federated Hermes provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Through pioneering stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

Accord Appraisals is a specialist property valuation and advisory firm serving Australia’s private wealth, investment fund, and family offices. With national coverage across six states and extensive international expertise, we deliver prudent valuation risk management, portfolio valuations, adversarial valuations, and risk mitigation strategies. Our thought leadership in valuation governance and standards ensures precision and clarity, to safeguard client property investment and lending portfolios.

Asset Management One is one of Asia’s largest asset managers, with US$489bn in assets under management and over 900 employees globally. We provide a broad range of bespoke investment strategies geared to match client risk and return needs, serving private wealth and institutional investors across the APAC region to achieve long-term asset formation. We are deeply committed to sustainable investment, working to create a sustainable future through the power of active engagement with the companies in which we invest.

JellyC is an APAC-focused digital asset investment manager delivering innovative, secure, and transparent investment solutions in the blockchain industry. Operating as a Corporate Authorised Representative under an Australian Financial Services Licence, we offer sophisticated and institutional investors regulated exposure to digital assets without the complexities of direct investment. With offices in Perth, Sydney, Singapore, and The Bahamas, our funds combine rigorous risk management with strategic opportunities, helping clients navigate the evolving digital asset landscape with integrity and professional excellence.

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments' 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in Kansas City, Missouri; New York; Los Angeles; Santa Clara; Portland; London; Frankfurt, Germany; Hong Kong; and Sydney. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of more than $2 billion since 2000.

Established in 2005, Anton Murray Consulting is a specialist recruitment firm providing high-calibre professionals to the financial services industry. Our core focus is on the Investment Banking, Asset Management, and Wealth Management sectors across our primary markets of Sydney, Melbourne, Singapore, and Hong Kong. We leverage deep market knowledge and a global candidate pool to offer innovative solutions for clients and genuine career progression for candidates. Our dedicated team provides high-quality market intelligence, making us a trusted talent partner across the Asia-Pacific region.

Archer Wealth is a leader in private lending, specializing in real estate-backed investments. Our fund focuses on first and second mortgage loans, aiming for returns of up to 10% annually on 1st mortgage loans and 15% annually on 2nd mortgage loans with 0% management fees. We prioritize transparent investments without management fees, aiming to maximize returns for our investors. Dedicated to growth and risk management, Archer Wealth is a trusted name in Australia's expanding non-bank lending market.

MA Financial Group is a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice. Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. We have deep expertise in private credit and non-bank lending and deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs. We have over 700 professionals across locations in Australia, China, Hong Kong, Japan, New Zealand, Singapore and the United States.

TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to a broad range of investors using our deep expertise across real and alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.

Trilogy Funds is one of Australia’s leading fund managers of property-based investments. For over 26 years, seeking income and managing risk on behalf of investors has remained at the heart of everything we do. We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help investors achieve their financial goals. Trilogy Funds is the retail arm of Trilogy Funds Group Pty Ltd.