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.
Andrew McAuley Chief Investment Officer Credit Suisse Private Wealth, UBS Group
Raelan Lambert Global Alternatives Leader Mercer
Scott Haslem Chief Investment Officer LGT Crestone Wealth Management
David Tagg General Manager—Advice Commonwealth Private
Kyle Lidbury Head of Investment Research Perpetual Private
Alexandre Ventelon Head of Research and Investment Strategy Morgan Stanley Wealth Management
Matt Olsen Head of Research and Retirement Income Insignia Financial
Tracey McNaughton Chief Investment Officer Escala Partners
Timothy Rocks Chief Investment Officer Evans & Partners
Paul Burgon Chief Investment Officer and Managing Partner Lipman Burgon & Partners
Dan Simpson Head of Portfolio Management and Impact Investment ANZ Private Bank
Jill Nes Chief Executive Officer BMF Wealth
Travis Schindler Partner & Wealth Adviser Hewison Private Wealth
Gillian Gordon Head of Alternative Investments & Responsible Investing JBWere
Sarah Gonzales Chief Investment Officer Apt Wealth Partners
Martin Randall Partner, Head of Alternatives LGT Crestone Wealth Management
Peter Leggett Executive Chairman, Chief Investment Officer Arrow Private Wealth
Kathryn Young Head of Investments Cambooya Family Office
Shrabastee Mallik Senior Consultant Frontier Advisors
Paul Ashworth Managing Partner and Chief Investment Officer Cameron Harrison
Vincent O’Neill Chief Executive Officer Stanford Brown
Daniel Rolley Chief Investment Officer Financial Decisions
Sarkis Tepeli Principal Consultant Frontier Advisors
Dr Isaac Poole Global Chief Investment Officer Oreana Financial Services
Please note only corporate email addresses will be accepted.
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.
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