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
Will Hamilton Managing Partner Hamilton Wealth Partners
Michael Karagianis Head of Family Offices and Wealth Partnerships JANA Investment Advisers
Kyle Lidbury Head of Investment Research Perpetual Private
Rebecca Jacques Principal, Wealth Management Head of Portfolio Solutions Mercer
Natalie Irvine Head of Private Wealth South Australia NAB Private Wealth
Simon James Head of Credit WTW
Peter Leggett Executive Chairman, Chief Investment Officer Arrow Private Wealth
David Tagg General Manager—Advice Commonwealth Private
James Weir Director and Co-Founder Steward Wealth
Aleks Petkovic Partner Belay Advisory
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
David Leon Portfolio Manager, Founding Partner Stellan Capital
Paul Nicol Managing Partner & Senior Financial Planner GFM Wealth Advisory
Kevin Wan Lum Deputy Chief Investment Officer LGT Crestone Wealth Management
Jonathan Ayres Managing Partner Koda Capital
Hugh Robertson Managing Director, Senior Financial Adviser Centaur Financial
Travis Schindler Partner & Wealth Adviser Hewison Private Wealth
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
Please note only corporate email addresses will be accepted.
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
MANEUVERING THE MACRO
Learn how institutional and private wealth investors navigate their global portfolios through major economic change.
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
PRIVATE MARKET INVESTMENTS – TIME TO SHINE
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
LIQUID VS. ILLIQUID ALTERNATIVE INVESTMENTS: UNRAVELLING OPPORTUNITIES AND CHALLENGES
Industry experts to shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.
ASSET ALLOCATION TRENDS, GOVERNANCE AND ESG
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors assess longer-term strategies and share UN SDG framework opportunity for allocators.
THE GREAT EQUITY DEBATE: INSTITUTIONAL VIEWS ON STOCK MARKETS
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
PRIVATE CREDIT AMID GLOBAL RATE HIKES
The growth in private credit over the last decade has been seismic, to what extent should the growth of Australian private credit be capitalised on by local investors?
REAL ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE
As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets.
ARTIFICIAL INTELLIGENCE, WEB 3 AND DIGITAL ASSETS
Progressive investors to discuss the extent to which asset owners should allocate to digital assets as a proportion of their portfolios.
PORTFOLIO CONSTRUCTION - HOW ALLOCATORS ARE PLANNING FOR THE FUTURE
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
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 |
VENUE
CONTACT
Copyright © 2024 Markets Group | Terms & Conditions | Privacy Policy
