H&B | INVESTMENT PERSPECTIVES FORUM 2025 | BRISBANE
AGENDA
08:30
REGISTRATION – The Calile Hotel
09:00
WELCOME – ANDREW WEILANDT, Director, DP Wealth Advisory
09:20
YIELD OF DREAMS | BUILDING RESILIENT CREDIT PORTFOLIOS
As markets continue to experience a ‘higher-for-longer’ interest rate environment, are we overlooking the broader narrative in credit markets? With traditional market dynamics shifting, a more nuanced story is emerging—one that challenges conventional thinking about credit allocation and risk.
While some credit sectors thrive in this elevated rate environment, others—particularly in some sectors of private markets—are facing mounting headwinds. With economic growth slowing, the private credit market is seeing heightened risks, including rising impairments, demanding a more disciplined approach to allocation.
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This session will explore the delicate balance between opportunity and risk, examining how multi-sector credit strategies ideally suited for the Australian credit market can provide a sophisticated pathway through today’s complexities. From investment-grade bonds to private markets, we’ll discuss how thoughtful diversification can mitigate risk and unlock resilient returns in an uncertain world.
SPEAKER:
PHIL STRANO, Head of Australian Credit Research, Yarra Capital Management
10:10
MORNING TEA
10:40
VOLATILITY VORTEX | GEOPOLITICS, TARIFFS, AND THE EQUITY SHAKEUP
Equity market concentrations are in flux as markets experience sell-offs, placing previous market leading positions in jeopardy.
Our speaker in this session explores the forces driving this shift towards broadening equity market leadership. Investors face increased volatility from a complex mix of geopolitical tensions, rising inflation and interest rates, the impact of tariffs, and fundamental changes like accelerated AI development. We analyse how these factors are reshaping the equity landscape and discuss strategies for navigating this evolving environment to identify new opportunities and manage risk.
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SPEAKER:
MATT REYNOLDS, Investment Director, Capital Group
11:30
BEYOND BONDS & EQUITIES | IT'S TIME TO FLY BEYOND TRADITIONAL ASSETS
Despite Trump’s best efforts, the world remains reliant on global trade – so are are you overlooking the essential arteries of commerce?
As traditional finance undergoes bank disintermediation, our speaker in this session challenges you to reconsider your portfolio's exposure. We'll explore how these large-ticket, long-term leased transportation assets offer more than just diversification; an asset that generates yields like private credits but with built-in inflation protection.
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Are you truly prepared for the coming shifts in the investment landscape, or are you missing the resilient income and strategic value of these mission-critical assets?
SPEAKER:
ASHMI MEHROTRA, Managing Director, Head of Portfolio Management, J.P. Morgan Asset Management
12:30
LUNCH
13:30
GEN-AI RESHAPING THE CONSUMER LANDSCAPE | HOW CAN MID-CAP INVESTORS CAPITALISE?
With the AI taking off this year, investors and consumers are scrambling to work out, how does it make a difference? Our speaker, fresh from a global reconnaissance mission, offers unique insights into how Generative AI potentially has a profound impact and revolutionises consumer interactions.
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A session to explore how Gen-AI is shifting decision-making power back to consumers and reshaping industries from retail to travel, sectors which have presence in Australian mid-caps and are uniquely positioned to leverage this disruption. We'll examine implications on business models, capital expenditure, and valuations in this new paradigm. From utilities to beauty care, learn how diverse sectors are adapting to AI's influence.
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SPEAKER:
JOHN GUADAGNUOLO, Portfolio Manager, Antares Equities
14.30
WHAT IS THE ALTERNATIVE | A GUIDE TO INVESTING IN PRIVATE MARKETS
With the explosion of alternatives and private markets assets for the wealth industry, how do you determine a good investment from a great investment?
In this session, our speaker will cover a wide range of topics from a guide to investing in private markets, to providing a macro overview and feedback on how HNW investors are allocating to the private markets from around the world, allowing our audience to benchmark their own approaches. We will also discuss the concept of evergreen fund structures and the questions advisors need to be asking managers, when conducting their diligence on these types of funds.
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SPEAKER:
MARIO GIANNINI, Executive Co-Chairman, Hamilton Lane
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GUEST MODERATOR:
HUGH ROBERTSON, Managing Director, Centaur Financial Services
15:30
AFTERNOON TEA
16:00
THE EQUITY EDGE | FINDING OPPORTUNITY WHEN OTHERS SEE RISK
Despite near-term market turbulence caused tariffs, trade disputes and macroeconomic headwinds, the long-term outlook for global equities remains compelling.
This session will delve into how investors can position their portfolios to capture future growth with our speaker covering the impact of current challenges – including tariffs and geopolitical risks – on various sectors and identify areas where valuations offer a margin of safety. A session to provide insights on how fundamental research and stock selection can deliver long-term capital appreciation, even in the face of ongoing market volatility
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SPEAKER:
PETER BATES, Portfolio Manager ,T. Rowe Price
16:50
NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.
Through practical insights and lived experiences, we'll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.
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SPEAKER:
PETER WORN, Joint Managing Director, Finura Group​
17:40
DINNER – Rodd & Gunn | James Street
20:30
FORUM TO CONCLUDE