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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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
Tim Rocks Chief Investment Officer Evans & Partners
Anna Shelley Chief Investment Officer AMP
Norman Zhang Chief Investment Officer & Partner Koda Capital
Lakshman Anantakrishnan Chief Investment officer ANZ Private Bank
Andrew McAuley Chief Investment Officer UBS Wealth Management
Jacqueline Fernley Chief Investment Officer Mason Stevens
Martin Crabb Chief Investment Officer Shaw and Partners
Jason Todd Chief Investment Officer Commonwealth Bank
Thadeus McCrindle Chief Investment Officer Sandhurst Trustees
George Toubia Chief Investment Officer Westpac
Jemma Beattie Strategic Investment Advice Leader Mercer
Glen Bertram Head of Asset Allocation JBWere
Ben Au Founder, Chief Executive Officer, Chief Investment Officer AP Family Office (Multi-Family Office, Sydney)
David Cassidy Chief Investment Officer Wilsons
Andrew Garrett Investment Director Perpetual
Arun Abey Executive Chairman Walsh Bay Partners
Jeremy Waanders Investments Manager Small Giants Family Office
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Key Discussion Topics
MANEUVERING THE MACRO:
Learn how investors should navigate their global alternatives portfolios through major economic change
ACCESSING THE BEST OF PRIVATE MARKETS:
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
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?
LIQUID VS ILLIQUID ALTERNATIVE INVESTMENTS:
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.
REAL ASSETS: ENERGY AND INRASTRUCTURE:
Learn how should investors approach capital market volatility in energy and infrastructure allocations and how should they calibrate their portfolios for emerging ESG-related regulations?
PRIVATE MARKETS:
Explore to what extent should the growth of Australian private credit be capitalised on by local investors? Provide an outlook on Australian private credit.
DIGITAL ASSETS AND THE RISE OF WEB3:
The extent to which private wealth investors should allocate to Web3 as a proportion of their portfolios
THE OUTLOOK ON REAL ESTATE:
How should investors approach capital market volatility in real estate allocations
ALTERNATIVE INVESTMENTS- NICHE INVESTMENT OPPORTUNTIES:
Learn the investment opportunities that have been critical to creating a truly
diversified portfolio. Where are investors finding the best value and opportunity?
INVESTORS, FAMILY OFFICE, WEALTH MANAGEMENT TRENDS, GOVERNANCE AND ESG
In lieu of global standardization, asset owners should choose investments which represent them and their stakeholders to pursue their ESG or responsible investing strategy?
PORTFOLIO CONSTRUCTION- HOW ALLOCATORS ARE PLANNING FOR THE FUTURE:
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
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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