The Private Wealth Australia 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.
Sally Auld Chief Investment Officer JB Were
Isaac Poole Global Chief Investment Officer Oreana Portfolio Advisory Services
Malcolm Thornton Head of Impact Capital Clean Energy Finance Corporation
Timothy Rocks Chief Investment Officer Evans & Partners
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
Barry Mendel Founder & Chairman BMF Wealth
Kathryn Young Head of Investments Cambooya Family Office
David Knowles Head of Philanthropy & Social Capital | Partner Koda Capital
Mark Minchin Managing Partner Minchin Moore Private Wealth Advisers
Naomi Holmes Head of Wealth and Accounting Alteris Financial Group
Paul Ashworth Managing Partner and Chief Investment Officer Cameron Harrison
Vincent O’Neill Chief Executive Officer Stanford Brown
Please note only corporate email addresses will be accepted only.
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.
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.
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 managers will share actionable ideas to stay liquid, profit and protect clients' portfolios.
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG’s longer-term strategies within their portfolios.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|