H&B | WEALTH SYMPOSIUM 2025 | NSW
WELCOME
CHAIR PERSON
PAUL
CHAPMAN
H&B Chairperson
SESSION 1 BUILDING BRIDGES | WHEN THE FOUNDATION MEETS THE FUTURE
JASON
PETRAS
Director,
Resonant Asset Management
SHANE
HURST
Managing Director | Portfolio Manager,
ClearBridge Investments
SESSION 2 WINNING BY NOT LOSING
STEPHEN
ARNOLD
Managing Director and CIO,
Aoris Investment Management
SESSION 3 BRICK BY BRICK | HIDDEN VALUE IN REAL ASSETS
GREG
MILES
Director I Real Estate,
MA Financial Group
JULIAN
BIGGINS
Joint Chief Executive Officer,
MA Financial Group
SESSION 4 RETHINKING RETURNS | THE PATH TO HIGHER INCOME
JORAN
LAIRD
Portfolio Specialist,
T. Rowe Price
AADITYA
THAKUR
Portfolio Manager,
PIMCO
ANDREW
YAP
Deputy Head of Portfolio Solutions,
Zenith Investment Partners
SESSION 5 FUNDAMENTAL MEETS SYSTEMATIC I BLENDING INSIGHT AND ALGORITHM
JONATHAN
RAMSAY
Partner | Portfolio Manager
InvestSense
MATT
REYNOLDS
Investment Director,
Capital Group
KURT
LIVERMORE
Portfolio Manager I Analyst,
Lazard Asset Management
SESSION 6 POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
REBECCA
SHRIMPTON
Australian Country Executive,
The Asia Group
SESSION 7 NAVIGATING UNCERTAINTY | SELF-CARE AND CONNECTIONIN A RAPIDLY EVOLVING WORLD
JOHN
TOOMEY
Wellbeing Thought Leader, Wide Awake Wellness | Global Chair, Men's Wellness,
The Global Wellness Institute, Miami
TIM
HEWSON
Founder,
Mongrels Men & Betterment
DAVID
CHAN
Portfolio Manager | Private Equity,
MLC Private Equity
JOHN
LEE
Partner | Hong Kong,
Lexington Partners
SESSION 8 THE GREAT ESCAPE I WHEN EXITS CLOSE, NEW DOORS OPEN
SESSION 9 QUALITY CONTROL I BUILDING PORTFOLIOS THAT ENDURE
ALAN
PULLEN
Portfolio Manager,
Magellan Asset Management
SESSION 10 BREAKOUT A or BREAKOUT B
BREAKOUT A: NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
BREAKOUT B: STRATEGIC BUSINESS SCALING | FROM SMALL PRACTICE
TO INDUSTRY LEADER
PETER
WORN
Joint Managing Director,
Finura Group
DANIEL
RICKARD
Chief Technology Officer,
Your Future Strategy
PETER
SMITH
Chairman & CEO,
Evidentia Group