2023-07-27T00:00:00-0400

2023-08-03T00:00:00-0400

Private Wealth Australia Forum Sydney I July 27, 2023 Request Agenda


The Annual 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.

 



PLATINUM SPONSORS

GOLD SPONSORS

SERIES SPONSORS

REQUEST AGENDA

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.

Key Discussion Topics

    ASSET EDUCATION:
    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.

    ALTERNATIVE INVESTMENTS:
    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:
    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.

    PRICING

    Early Bird I 1,500 12/30/22
    Early Bird II 1,900 02/24/23
    Pre-Event Registration I 2,200 04/21/23
    Pre-Event Registration II 2,600 05/26/23
    Event Registration 3,000 07/27/23

    VENUE

    CONTACT

    Sponsorship Opportunities & Registration

    +1 212-804-6220

    [email protected]

    Allocator Attendance

    +1 347-778-2568

    [email protected]

    Media Partnerships

    +1 212-600-8631

    [email protected]