4th Annual Private Wealth Melbourne Forum

Founded in 1995 and headquartered in Boston, MA, P/E Investments LLC specializing to providing active currency solutions for investors; today they have A$30 billion under management. Our client base features superannuation funds, endowments, insurers, foundations, and private wealth investors in Australia and globally.  We are rated and used by the global investment consultants such as Mercer and Cambridge, as well as by Lonsec, Zenith and Morningstar. Our flagship strategy has a 20+ year track record, since 2003. Investors use our Global FX Alpha Strategy as it offers daily liquidity and is uncorrelated to all public markets and other liquid alternative managers. The standard FX Strategy has returned cash plus 6.5% since 2003, with a – 0.17 correlation to the ASX200, – 0.08 correlation to the AU Government bonds, whilst offering with daily liquidity. More importantly its correlation to equities in down equities markets has been -0.5, offering protection when investors need it the most.

Founded in 2000, Crescent Capital Partners began as a Private Equity firm focused on mid-market ‘growth buyout’ transactions. Today it is an alternative asset manager, covering both Australian Private Equity, Private Credit and active Listed Equities with a team of 45 investment and management professionals and is a top quartile global investment manager in alternative assets for 20 years.

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. As of 31 March 2025, EQT had EUR 273 billion in total assets under management, within two business segments – Private Capital and Real Assets.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate, and hedge funds—on behalf of institutions, advisors, and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,800 professionals. For 10 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $538 billion in client assets as of June 30, 2025. For more information, please visit our website at www.nb.com.

Nuveen, the investment manager of TIAA, offers a comprehensive range of investment solutions de-signed to secure the long-term financial goals of institutional and individual investors. Over the last 125 years, Nuveen has grown to US$1.4 trillion in assets under management with a focus on income generation, alternative investments, and investing responsibly. In Australia, Nuveen has a range of innovative, globally-focused Australian Unit Trust funds designed to provide wealth investors access to the world’s best investment opportunities across public and private markets.

Praemium is an ASX-listed wealth management technology and financial services company and has been providing platform services to the Private Wealth and HNW IFA sector since its establishment in 2001. We are proud to be recognised as an industry leader in the platform  market, providing market-leading managed accounts, non-custody solutions and portfolio administration and reporting services for some of Australia’s leading wealth managers and advice firms.

REAL ASSET MANAGEMENT (RAM®) is an Australian alternative asset manager, providing investment solutions in Credit, Real Estate, and Private Equity markets, for institutions and wealthy families globally. Founded in 2010, RAM has a pan-Asia presence with offices in Sydney, Melbourne, Brisbane, Shanghai, and Hong Kong. Its team of over 15 finance professionals manages more than A$6.3bn in assets through group companies licensed by the Australian Securities and Investments Commission (AFSL 484263), and the Securities & Futures Commission of Hong Kong (CE BGL803).

Remara is an Australian-based Asset Management company managing $3bn in funds across key asset classes, including private credit, real estate, and tactical opportunities. They take an innovative and hands-on approach as high-quality asset generation specialists through their vertical integration model, providing portfolio diversification, superior risk adjusted returns and capital preservation. Remara was established in 2019 and headquartered in Sydney, Australia.

Ares Management Corporation (NYSE: ARES) (“Ares”) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. Ares seeks to provide flexible capital to support businesses and create value for its stakeholders and within its communities. By collaborating across its investment groups, Ares aims to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2024, including the acquisition of GCP International which closed on March 1, 2025, Ares’ global platform had over $525 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

The Aura Private Credit Income Fund (previously called the Aura High Yield SME Fund) is an open-ended unlisted fund that provides funding to non-bank lenders that specialise in providing finance to businesses in Australia.

The Fund invests in diversified pools of business loans via a select group of lenders across various industries capturing the higher interest rate premium of business loans. This provides a layer of diversification in the portfolio and the borrower industry. By carefully analysing the merits of businesses requiring short-term loans, deep due diligence can reduce risk while offering an attractive income yield. Since its inception, there has been no loss of capital in the Fund.

Charter Hall is Australia’s leading fully integrated diversified property investment and funds management group. We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers. We’ve curated a diverse portfolio of high-quality properties across Office, Industrial & Logistics, Retail and Social Infrastructure. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support our customers, people and communities to grow.

Dexus (ASX: DXS) is a leading Australasian fully integrated real asset group, actively managing a high-quality Australasian real estate and infrastructure portfolio valued at $50.1 billion. The Dexus Platform includes the Dexus listed portfolio and the funds management business. The $14.5 billion listed portfolio includes direct and indirect ownership of office, industrial, retail, healthcare, infrastructure, alternatives and other investments. We manage a further $35.6 billion of investments in our funds management business. www.dexus.com

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and liquidity-management. Federated Hermes Real Estate is responsible for some of the most successful and iconic regeneration developments in the United Kingdom across multiple sectors, such as city-centre office led urban regeneration, innovation-focussed life science and technology hubs, and multi-family residential assets on behalf of our discretionary clients. Our Real Estate capabilities span the full investment lifecycle across all sectors, from development through to ongoing operation. Through MEPC (our specialist development arm), and Hestia (our residential operating platform), we have a strong track record of delivering and managing high quality residential assets for our clients.

Harvest is a leading hospitality investment manager and operator with a portfolio of large-format pubs across NSW and South Australia. We focus on acquiring underperforming assets in high-growth areas and enhancing them through strategic capital upgrades and operational improvements. By combining market insight with hands-on management, we create experiences that add value to our people, patrons and investors.

Accord Appraisals is a specialist property valuation and advisory firm serving Australia’s private wealth, investment fund, and family offices. With national coverage across six states and extensive international expertise, we deliver prudent valuation risk management, portfolio valuations, adversarial valuations, and risk mitigation strategies. Our thought leadership in valuation governance and standards ensures precision and clarity, to safeguard client property investment and lending portfolios.

Acorn Capital was established in 1998 as a specialist investment manager in emerging Australian companies.

Acorn Capital distinguishes itself through its relatively large research and investment team with expertise across all industries as well as its provision of expansion capital to developing companies.

Through its strategies Acorn Capital can provide Investors with efficient off-index exposure to both public and private emerging companies.

Asset Management One Co., Ltd is one of the leading investment managers in Japan and Asia, with total AUM of $489 billion as of 30 June 2025. Headquartered in Tokyo, the firm has three overseas offices in New York, London and Hong Kong. Asset Management One provides investment management services to investors around the world, including some of the world’s largest institutional investors and corporate asset owners. Asset Management One was established in October 2016 through the merger of DIAM Co., Ltd. (DIAM), Mizuho Asset Management Co., Ltd. (MHAM), Shinko Asset Management Co., Ltd. (Shinko) and the asset management function of Mizuho Trust & Banking Co., Ltd. (MHTB). DIAM was established in 1985, while the other three legacy firms trace back to the 1960s or earlier. The firm is jointly owned by Mizuho Financial Group, Inc. and Dai-ichi Life Holdings, Inc., with the two companies holding a 70% stake and 30% stake respectively in terms of economic interest.

Australian Unity’s $3.3 billion Healthcare Property Trust (AUHPT) was launched in 1999 and has grown to become one of Australia’s largest and most successful unlisted property funds. AUHPT owns a diversified portfolio of 85 healthcare-related assets, including hospitals, medical clinics, aged-care properties, day surgeries, medical offices and consulting rooms, rehabilitation units, and radiology and pathology centres. AUHPT is currently ranked among the top 15 most popular managed funds held by Australian self-managed superannuation funds.

Digital Asset Funds Management (DAFM) is an Australian based specialist digital asset manager founded by experienced financial market professionals. DAFM manages the Digital Income Class fund - a market neutral, high frequency, algorithmic driven strategy delivering uncorrelated, strong risk adjusted returns from cryptocurrency derivatives. Since its May 2021 launch to 30 September 2025*, the fund has achieved positive results in 52 of 53 months, with a 22.25% annualised return. The firm’s global 30 member team spans Sydney, Bordeaux, Edinburgh, São Paulo, and Wellington.

*Past performance is not an indicator of future performance. Returns are net of fees and expenses and assume reinvestment of distributions.

JellyC is an APAC-focused digital asset investment manager delivering innovative, secure, and transparent investment solutions in the blockchain industry. Operating as a Corporate Authorised Representative under an Australian Financial Services Licence, we offer sophisticated and institutional investors regulated exposure to digital assets without the complexities of direct investment. With offices in Perth, Sydney, Singapore, and The Bahamas, our funds combine rigorous risk management with strategic opportunities, helping clients navigate the evolving digital asset landscape with integrity and professional excellence.

Pzena Investment Management, LLC (“Pzena”) is a value-oriented investment manager serving institutional and retail clients. The firm was founded in late 1995 and began managing assets on January 1, 1996. Since our inception, we have employed a disciplined, research-driven approach to long-term value investing and have subsequently built a diverse, global client base. As of June 30, 2025, we managed approximately US $76.1 billion in assets, invested globally across market capitalizations. Our team currently consists of 165 employees, primarily based in New York City. Pzena also has business development/client service offices in Melbourne and London, and an operational and distribution office in Dublin. The firm is 100% owned by its employee members and certain other partners, including former employees. Our primary focus remains delivering long-term investment excellence for our clients.

Rawlings Bolton has a 75 year heritage as financial intermediaries, advisors, and trustees. Originating from Bentleys Queensland, Rawlings Bolton was established to concentrate on the advantages of a dedicated customised and ethical approach to Australian financial services.

We help fund managers, investors, and families grow and manage their capital through trustee, administration, investment management, and advisory services. 

We call this Good Capital, preserving and enhancing all forms of capital - financial, social, human, intellectual, natural, and manufactured.

SPARX group is an independent asset management firm founded in 1989 and headquartered in Tokyo, Japan. With a global presence in Seoul and Hong Kong, the firm manages US$14 billion across diverse strategies, including listed and unlisted equities, private equity, venture capital, energy transition infrastructure, and long/short strategies. SPARX has been a pioneer in delivering innovative strategies to global institutional and HNW investors and is committed to becoming the most trusted and respected investment company worldwide.

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments' 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in Kansas City, Missouri; New York; Los Angeles; Santa Clara; Portland; London; Frankfurt, Germany; Hong Kong; and Sydney. Delivering investment results to clients enables American Century Investments to distribute over 40% of its dividends to the Stowers Institute for Medical Research, a 500-person, nonprofit basic biomedical research organization. The Institute owns more than 40% of American Century Investments and has received dividend payments of more than $2 billion since 2000.

Established in 2005, Anton Murray Consulting is a specialist recruitment firm providing high-calibre professionals to the financial services industry. Our core focus is on the Investment Banking, Asset Management, and Wealth Management sectors across our primary markets of Sydney, Melbourne, Singapore, and Hong Kong. We leverage deep market knowledge and a global candidate pool to offer innovative solutions for clients and genuine career progression for candidates. Our dedicated team provides high-quality market intelligence, making us a trusted talent partner across the Asia-Pacific region.

Archer Wealth is a leader in private lending, specializing in real estate-backed investments. Our fund focuses on first and second mortgage loans, aiming for returns of up to 9.5% annually on 1st mortgage loans and 15% annually on 2nd mortgage loans with 0% management fees. We prioritize transparent investments without management fees, aiming to maximize returns for our investors. Dedicated to growth and risk management, Archer Wealth is a trusted name in Australia's expanding non-bank
lending market.

Bowery is a secured private credit investment fund that provides funding solutions across all commercial real estate property segments. Our purpose is to create better lives for our community. We have over $289 million funds under management, 640 clients across Australia and provided more than $950 million loan investments. Our value of real people and relationships drives us to go beyond the raw numbers, projections and plans on the page, uncovering commercial viability and superior opportunities.

MA Financial Group is a global alternative asset manager specialising in private credit, core and operating real estate, hospitality, private equity and venture capital as well as traditional asset classes. We lend to property, corporate and specialty finance sectors and provide corporate advice. Our investment teams have diverse skill sets and experience across a range of strategies and market conditions and are focused on delivering long-term growth. We have deep expertise in private credit and non-bank lending and deliver investors defensive private credit solutions prioritising downside capital protection while generating resilient returns. Our conviction runs deep and as testament to this we co-invest in many of our strategies alongside our clients, aligning our interests with theirs. We have over 700 professionals across locations in Australia, China, Hong Kong, Japan, New Zealand, Singapore and the United States.

Madigan Capital is an Australian commercial real estate debt manager specialised in servicing the most sophisticated global and domestic institutional investors. Focused on the origination, underwriting and management of institutional-grade debt investments, Madigan seeks to optimise risk-adjusted returns on behalf of its investors. Madigan manages over $1 billion worth of funds on behalf of major Australian superannuation and insurance institutions across a broad spectrum of the real estate market. Leveraging its collective experience over multiple investment cycles since the early 1980s, Madigan provides institutional investors access to attractive direct credit exposures, secured by high quality real estate and social infrastructure assets.

OAFIT is a private debt ABS (Asset Backed Securities) securitisation program. OAFIT has fixed income characteristics of regular distributions combined with structural subordination and credit enhancement features including trade credit insurance. We offer three tranches of Notes (A, B, C), and have an 9 year audited track record with a predominantly institutional investor base. The underlying assets of the trust are typically short term receivables, centred largely around invoice financing, corporate lending, SME loans, and supplier finance.

Salter Brothers is an Australian-owned global alternatives investment manager, with offices and operations in Australia, Singapore, Japan and the USA. It is focused on property (living, hospitality and social infrastructure sectors), equities (listed small cap and private equity) and private credit (commercial real estate and corporate lending), with group assets under management of over A$4.5 billion. Whilst operating in multiple sectors, the company is renowned for its hospitality investments, managing over 44 hotels, accounting for over 6,500 rooms) since December 2015 and now operates its own brands and hotel management platform.

TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to a broad range of investors using our deep expertise across real and alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.

Trilogy Funds is one of Australia’s leading fund managers of property-based investments. For over 26 years, seeking income and managing risk on behalf of investors has remained at the heart of everything we do. We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help investors achieve their financial goals.

Trilogy Funds is the retail arm of Trilogy Funds Group Pty Ltd.

With over AUD $17.29 trillion in assets under management globally as of 31 August 2025, including AUD $5.79 trillion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for nearly 30 years.