H&B | WEALTH SYMPOSIUM 2021 | BRISBANE

WHEN >

 February 23-24, 2021

WHERE >

InterContinental Sanctuary Cove Resort

A discussion based, invitation only Symposium which will bring together a delegation of Australian advisors to identify and discuss several key decisions we face in asset allocation and investment strategy. We will also explore and debate ideas and approaches to navigating the uniquely challenging set of circumstances we find ourselves in today – namely low interest rates, high asset class valuations, and significant disruption impacting investment markets, against the backdrop of a rapidly changing competitive environment for financial advice.

" It's all about the discussion "

H&B | WEALTH SYMPOSIUM 2021 | BRISBANE

SCHEDULE

DAY 1 - AGENDA

SESSION 1 Is it different this time? Asset allocation decisions for the next decade

SESSION 2 The road to hell... Is paved with high yield

SESSION 3 Drawing the line in social and ethical investing

SESSION 4 Active management is dead. Long live active management

SESSION 5 Lost and found – growth at a reasonable price

SESSION 6 Bursting the bubble of disruptive innovation

. . . . .

SYMPOSIUM DINNER

DAY 2 - AGENDA

SESSION 7 Finding alternative paths into portfolios

SESSION 8 Believing in bulls, bears, and unicorns – defining your investment philosophy

SESSION 9 Raising your risk profile | is it worth the risk?

SESSION 10 Establishing frameworks for effective decision making

. . . . .

SYMPOSIUM CLOSE

INTERCONTINENTAL SANCTUARY COVE RESORT

H&B | WEALTH SYMPOSIUM