The Private Wealth Melbourne Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high-net-worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Australia.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
SPEAKERS
Doug Picken Head of Advice VIC/TAS JBWere
Andrew Hewison Managing Director Hewison Private Wealth
Will Hamilton Managing Partner Hamilton Wealth Partners
Michael Karagianis Head of Family Offices and Wealth Partnerships JANA Investment Advisers
Paul Ashworth Managing Partner and Chief Investment Officer Cameron Harrison
Simon James Head of Credit WTW
PLATINUM SPONSORS
SERIES SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address??
By using your corporate email address, we can verify that you are a registered financial professional.
Key Discussion Topics
ASSET ALLOCATION:
The event will provide updated education on asset allocation and asset protection. Learn how local and regional investors are growing their assets and protecting their clients' wealth.
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS:
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best and safest ideas to invest.
ALTERNATIVE INVESTMENTS:
Private equity, hedge funds, venture capital, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
FIXED INCOME:
Fixed-income managers will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ESG:
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
PRICING
| Early Bird I | 1,500 USD | 04/07/23 |
| Early Bird II | 1,900 USD | 06/02/23 |
| Pre-Event Registration I | 2,200 USD | 07/28/23 |
| Pre-Event Registration II | 2,600 USD | 09/01/23 |
| Event Registration | 3,000 USD | 11/02/23 |
