H&B | WEALTH SYMPOSIUM 2023 | VIC
WELCOME
SESSION 1 ECONOMIC CROSSROADS | NAVIGATING INFLATION, GROWTH, AND AI IN 2024 AND BEYOND
CHRIS
CARRODUS
Symposium Chair | Head of Asset Consulting,
Evidentia Group
SESSION 2 NAVIGATING A NARROW PATH FORWARD
HUGH
SELBY-SMITH
Co-Chief Investment Officer,
Talaria Asset Management
SESSION 3 AVOID MACRO CHATTER AND EMBRACE FUNDAMENTAL, QUALITY INVESTING | THE KEY TO LONG-TERM SUCCESS
BOB
DESMOND
Head of Claremont Global & Co-Portfolio Manager,
Claremont Global
SESSION 4 SMALL COMPANIES, BIG IMPACT | TAPPING INTO GLOBAL SMALL CAPS FOR DIVERSIFICATION AND RETURNS
JAMES
ABELA
Portfolio Manager,
Fidelity International
JONATHAN
TOLUB
Director,
InvestSense
SESSION 5 ARE WE EARLY OR ARE WE LATE? THE STATE OF PLAY IN PRIVATE EQUITY
ASHMI
MEHROTRA
Managing Director, Co-head Private Equity Group
J.P. Morgan Asset Management
SESSION 6 NAVIGATING DECISION-MAKING CHALLENGES IN AGING CLIENTS
JANE
LONIE
Consultant Clinical Neuropsychologist
SESSION 7 RAISING THE BAR | HIGHER INTEREST RATES AND THE IMPLICATIONS FOR MARKETS
ANTHONY
KIRKHAM
Head of Melbourne Operations and Investment
Management/Portfolio Manager,
Western Asset Management
SCOTT
SOLOMON
Portfolio Manager, Fixed Income Division,
T. Rowe Price
CHRIS
CARRODUS
Head of Asset Consulting,
Evidentia Group
SESSION 8 STRATEGIC OR IMPAIRED? FOCUSING ON THE FUNDAMENTALS IN PROPERTY AND INFRASTRUCTURE
CLAIRE
SIMPSON
Head of Infrastructure,
JANA Investment Advisers
WARRYN
ROBERTSON
Portfolio Manager | Analyst,
Lazard Asset Management
SESSION 9 GIVING CREDIT WHERE IT IS DUE | IS PRIVATE CREDIT STILL ATTRACTIVE?
CHIA-WEN
TEOH
Head of Alternative Sales | Asia,
PIMCO