2025-07-30T00:00:00-0400

2025-07-30T00:00:00-0400

4th Annual Private Wealth Australia Forum Sydney | July 30, 2025 Request Agenda


The 4th 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.


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REQUEST AGENDA

Please note only corporate email addresses will be accepted.

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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

    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 Pricing I - Managers & Service Providers 1,500.00 USD 12/28/24
    Early Bird Pricing II - Managers & Service Providers 1,900.00 USD 02/22/25
    Pre-Event Registration I - Managers & Service Providers 2,200.00 USD 04/26/25
    Pre-Event Registration II - Managers & Service Providers 2,600.00 USD 06/28/25
    Event Registration - Managers & Service Providers 3,000.00 USD 08/07/25

    VENUE


    Sofitel Wentworth, Sydney
    Sofitel Sydney Wentworth 61
    101 Phillip St
    Sydney, NSW, NSW
    Australia 2000
    CLICK TO VISIT VENUE WEBSITE

    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]