The 3rd 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 was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in this sector from across Asia-Pacific.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, and an outlook of the financial markets and the global economy. This event is closed-door, by invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
KEYNOTE SPEAKERS
|
Matt Heine, Chief Executive Officer, Netwealth Matt's financial services career began when he joined Netwealth in 2001. His experience in sales, marketing and product brings a ‘hands on’ understanding to his role. Matt has a passion for advice, superannuation, investment and technology and is a regular media commentator and presenter on these topics. Together with his father Michael Heine, the pair have grown Netwealth into a $3.2 billion company, propelling them into the top 10 of the Rich Bosses list for 2023. |
SERIES SPEAKERS
Sally Auld Chief Investment Officer JBWere
Martin Crabb Chief Investment Officer Shaw and Partners
Sam Chipkin Co-Founder and Chief Investment Officer 5 AM Capital Multi Family Office
Tim Rocks Chief Investment Officer Evans & Partners
Norman Zhang Chief Investment Officer & Partner Koda Capital
Paul Burgon Chief Investment Officer and Managing Partner Lipman Burgon & Partners
Ben Au Founder and Chief Executive Officer AP Family Office
Andrew Garret Investment Director Perpetual
Michael Karagianis Head of Family Offices and Wealth Partnerships JANA Investment Advisers
Travis Schindler Partner & Wealth Adviser Hewison Private Wealth
David Leon Portfolio Manager, Founding Partner Stellan Capital
Darren Smorgon Managing Director Sandbar Investments
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
NETWORKING SPONSORS
REQUEST AGENDA
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.
Key Discussion Topics
MANEUVERING THE MACRO
Learn how institutional and private wealth investors navigate their global portfolios through major economic change.
FIXED INCOME: CHALLENGES, OPPORTUNITIES AND WHAT TO EXPECT
With potential in credit markets, the opportunity in the floating-rate sector, the global market focus on politics, policy and crisis management, what role does fixed income play?
PRIVATE MARKET INVESTMENTS – TIME TO SHINE
Discussing the long-term outlook on private equity and credit and the opportunities in distressed assets
LIQUID VS. ILLIQUID ALTERNATIVE INVESTMENTS: UNRAVELLING OPPORTUNITIES AND CHALLENGES
Industry experts to shed light on the benefits, risks, and considerations surrounding liquid and illiquid alternative investments, aiming to support investors make informed decisions in today's dynamic financial markets.
ASSET ALLOCATION TRENDS, GOVERNANCE AND ESG
Environmental, Social, and Governmental discussions continue to evolve rapidly, the panel explores how investors assess longer-term strategies and share UN SDG framework opportunity for allocators.
THE GREAT EQUITY DEBATE: INSTITUTIONAL VIEWS ON STOCK MARKETS
Amidst slowing global growth, margin compression, and the challenging backdrop of high inflation and rising interest rates, hear the different strategies investors are using to determine their equity allocations and guide their investments.
PRIVATE CREDIT AMID GLOBAL RATE HIKES
The growth in private credit over the last decade has been seismic, to what extent should the growth of Australian private credit be capitalised on by local investors?
REAL ASSETS: ENERGY, REAL ESTATE AND INFRASTRUCTURE
As investors looking to align portfolios to global megatrends, this panel will discuss key opportunities and challenges of investing in real assets.
PORTFOLIO CONSTRUCTION - HOW ALLOCATORS ARE PLANNING FOR THE FUTURE
Gathering regional SFO principals and wealth managers to discuss the megatrends facing the industry.
REGISTRATION
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.
PRICING
| Early Bird I | 1,500 USD | 12/29/23 |
| Early Bird II - Managers & Service Providers | 1,900 USD | 02/23/24 |
| Pre-Event Registration I - Managers & Service Providers | 2,200 USD | 04/26/24 |
| Pre-Event Registration II - Managers & Service Providers | 2,600 USD | 06/28/24 |
| Event Registration - Managers & Service Providers | 3,000 USD | 08/07/24 |
VENUE
CONTACT
Copyright © 2024 Markets Group | Terms & Conditions | Privacy Policy
