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.
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. |
SPEAKERS
Travis Schindler Partner & Wealth Adviser Hewison Private Wealth
Arun Abey Executive Chairman Walsh Bay Partners
Glen Bertram Head of Asset Allocation JBWere
Norman Zhang Chief Investment Officer & Partner Koda Capital
David Cassidy Chief Investment Officer Wilsons
Tim Rocks Chief Investment Officer Evans & Partners
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
NETWORKING 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
CLICK TO VISIT VENUE WEBSITE
CONTACT
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