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.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Mark Steinberg, Chief Executive Officer, First Sentier Investments
Mark is the company’s Chief Executive Officer and is based in Sydney. Mark brings a strong background in acquisitions and wealth management to his role of CEO. He re-joined the company in October 2017 and was appointed Chief Executive Officer in September 2018. He had previously been the Chief Financial Officer of CFSGAM from January 2008 – December 2012.
Prior to re-joining the business, Mr Steinberg was Group Chief Financial Officer and Group Chief Operating Officer of Cover-More Group Limited, an Australian Securities Exchange listed company, where he oversaw several acquisitions before Cover-More was acquired in April 2017. Prior to his time at Cover-More, Mr Steinberg was the Chief Financial Officer at Colonial First State and the Commonwealth Bank of Australia’s Advice business. He also previously worked for Macquarie Bank, where he was a Divisional Director, and Vodafone, where he was Chief Financial Officer of the Australian and New Zealand businesses and Finance Director of the Japanese business.
Mr. Steinberg is a Fellow of the Institute of Chartered Accountants in Australia and New Zealand and a Senior Fellow of FINSIA
Simon Cohen, Founder & Chief Executive Officer, Cohen Handler
Simon Cohen is a buyer’s agent and Co-Founder of Cohen Handler, the largest Property Buyer’s Agency in Australia,
with offices in Sydney, Melbourne and Brisbane. Starting his career within Ray White, Double Bay, Simon was
consistently ranked within the top five sales agents within the office, ultimately achieving “Top 3%” of agents Australia
wide. As the highest-grossing buyer’s agent in the country, Simon prides himself in making the process of buying a
property one that is “simple, fun and rewarding for the buyer.” Over the past ten years, Simon has amassed hundreds of
millions of dollars of transactions for Sydney’s elite, and with that, his reputation of being the ‘go-to buyers agent’ in
Sydney precedes him.
Sally Auld Chief Investment Officer JB Were
Tim Peters Chief Investment Officer Walsh Bay Partners
Barry Mendel Founder & Chairman BMF Wealth
Thadeus McCrindle Chief Investment Officer Sandhurst Trustees
Isaac Poole Global Chief Investment Officer Oreana Portfolio Advisory Services
Anastassia Juventin Chief Investment Officer Lipman Burgon & Partners
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
Paul Ashworth Managing Partner and Chief Investment Officer Cameron Harrison
Martin Randall Partner, Head of Alternatives LGT Crestone Wealth Management
Timothy Rocks Chief Investment Officer Evans & Partners
Mark Minchin Managing Partner Minchin Moore Private Wealth Advisers
David Knowles Head of Philanthropy & Social Capital | Partner Koda Capital
Gillian Gordon Head of Alternative Investments & Responsible Investing JBWere
Emily Barlow Investment Director Perpetual Private
Ralf Haase Head of Sydney Mutual Trust
Glen Macann Head of Private Advice ANZ Private
Jason Huang Senior Portfolio Manager ANZ Private Bank
Kathryn Young Head of Investments Cambooya Family Office
Naomi Holmes Head of Wealth and Accounting Alteris Financial Group
Vincent O’Neill Chief Executive Officer Stanford Brown
Karl Morris Chief Executive and Managing Director Ord Minnett
Sam Chipkin Co-Founder and Chief Investment Officer 5 AM Capital Multi Family Office
Simon Mather Chief Investment Officer EWM Group Multi-Family Office
Craig Roodt Director CAIA Representative
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 clients are growing their assets and protecting their wealth.
STRUCTURING, TAX, TRUST AND ESTATE PLANNING:
Learn about the latest regulations.
Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ASSET ALLOCATION—FAMILY OFFICES VIEWS:
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
|Early Bird I||1,000||05/01/22|
|Early Bird II||1,300||05/29/22|
|Pre-Event Registration I||1,600||06/24/22|
|Pre-Event Registration II||1,900||07/14/22|