The 3rd Annual 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.
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KEYNOTE SPEAKERS
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Hayley Morris, Director Morris Family Foundation, Chair of Sustainable Table, Founder of Impact Sustainability & Rewild Agency, Director at Sentient Impact Group Hayley leads her family’s philanthropy and impact investments through the Morris Family Foundation with a strong focus on climate change and regenerative food systems. As Executive Director of her Family Office, the Morris Group, Hayley also plays a leading role in the Group’s businesses and investments which span hospitality, tourism, aviation, technology, and agriculture.
Hayley is the co-founder and Chair of environmental non-profit Sustainable Table, the founder of climate tech business Impact Sustainability and director of Rewild Agency and Sentient Impact Capital. She has held various not for profit board roles including Australian Environmental Grantmakers Network, The Impact Club and The Next Economy. |
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Tom Snow, Chair, Canberra Airport, Chair, Snow Medical Research Foundation Tom Snow is Chair of Canberra Airport as well as Chair of Snow Medical Research Foundation, which has invested over $200 million into the Australian medical research sector. Tom Snow is also the Founder of Equality Australia, and was a Co-Chair and Founder of the Equality Campaign, which led the successful Yes vote in the Australian Marriage Law Postal Survey and saw in the
successful legislative change for marriage equality. Before the marriage equality campaign, Tom created Whitehelm Capital with his business partner. They built Whitehelm into an infrastructure fund manager with nearly $5 billion in funds under management across 44 infrastructure assets and $16 billion in funds under advice. Tom has served as a director at Perth Airport, the Port of Adelaide, Bankstown Airport, Peninsula Link, Etihad Stadium and the Australian Science Festival. He was also Chair of the Canberra Convention Bureau. He is a Rhodes Scholar, and is a proud
father of three kids. |
SPEAKERS
Kathryn Young Head of Investments Cambooya Family Office
Natalie Irvine Head of Private Wealth South Australia NAB Private Wealth
Cassandra Macolino Head of Wealth Strategy Stellan Capital
Anna Shelley Chief Investment Officer AMP
Jacqueline Fernley Chief Investment Officer Mason Stevens
Jemma Beattie Strategic Investment Advice Leader Mercer
Norman Zhang Chief Investment Officer & Partner Koda Capital
Tim Rocks Chief Investment Officer Evans & Partners
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
Glen Bertram Head of Asset Allocation JBWere
Ben Au Founder and Chief Executive Officer AP Family Office
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
Andrew McAuley Chief Investment Officer UBS Wealth Management
Martin Crabb Chief Investment Officer Shaw and Partners
Jason Todd Chief Investment Officer Commonwealth Bank
Thadeus McCrindle Chief Investment Officer Sandhurst Trustees
Wayne Chatterjee Vice President and Head of Portfolio Construction and Alternatives Morgan Stanley Private Wealth Management
Jeremy Waanders Investments Manager Small Giants Family Office
David Cassidy Chief Investment Officer Wilsons
David Allen Head of Investments Yajilarra Trust
Simon Clark Equities Strategist Morgan Stanley
Arun Abey Executive Chairman Walsh Bay Partners
James Tayler Head of Responsible Investment Insignia Financial
Andrew Garrett Investment Director Perpetual
LEAD SPONSORS
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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.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird I - Managers & Service Providers | 1,500 USD | 03/15/24 |
| Early Bird II - Managers & Service Providers | 1,900 USD | 05/24/24 |
| Pre-Event Registration I - Managers & Service Providers | 2,200 USD | 07/19/24 |
| Pre-Event Registration II - Managers & Service Providers | 2,600 USD | 09/20/24 |
| Event Registration - Managers & Service Providers | 3,000 USD | 11/14/24 |
VENUE
The Ritz-Carlton Melbourne
650 Lonsdale St
Melbourne, VIC 3000
Australia
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CONTACT
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