H&B | WEALTH SYMPOSIUM 2026 | QLD
WELCOME
CHAIR PERSON
DAVID
LANE
H&B Chairperson
SESSION 1 SIGNAL VS. NOISE | EVERYONE'S TACTICAL UNTIL THEY'RE WRONG
JIM
CHRONIS
Chief Economist, Associate Director | Debt and Diversifieds,
Ausbil Investment Management
JONATHAN RAMSAY
Partner | Portfolio Manager,
InvestSense
TRACEY MCNAUGHTON
Chief Investment Officer,
Escala Partners
SESSION 2 CONSTRUCTING RESILIENCE | CAPITAL ALLOCATION WITHOUT EXCUSES
SEBASTIAN
MULLINS
Head of Fixed Income and Multi-Asset,
Schroders
SESSION 3 RETHINKING AUSTRALIA'S EQUITY EXTREMES | DIFFERENTIATION LOOKS SUSPICIOUSLY SIMILAR
PAUL
TAYLOR
Head of Investments Australia |
Portfolio Manager,
Fidelity International
JAMES
ABELA
Portfolio Manager,
Fidelity International
JASON PETRAS
Director,
Resonant Asset Management
SESSION 4 PRIVATE CREDIT | FEAR SELLS NEWSPAPERS, DATA TELLS TRUTH
JASON
PHILLIPS
Director | Credit & Markets ,
KKR | Investment manager partner
of Channel Capital
SESSION 5 QUALITY VS. VALUE | BOTH CAN'T BE RIGHT (OR CAN THEY?)
JOHN
GOETZ
Managing Principal,
Co-Chief Investment Officer, Portfolio Manager,
Pzena Investment Management
DOUGLAS
TYNAN
Chief Investment Officer,
GCQ Funds Management
SESSION 6 REGULATORY INSIGHTS UNVEILED | RISK MANAGEMENT ISN'T RISK AVOIDANCE
DANIELLE
PRESS
Non-executive Director
SESSION 7 FIXED INCOME EVOLVED | 60/40 IS DEAD, LONG LIVE INCOME
AADITYA
THAKUR
Portfolio Manager,
PIMCO
SESSION 8 INSTINCT MEETS ALGORITHM | DIFFERENT PATHS, SAME DESTINATION
MATT REYNOLDS
Investment Director,
Capital Group
MATTHEW
PICONE
Senior Vice President,
Portfolio Manager,
Acadian Asset Management
SESSION 9 PRIVATE MARKETS EVOLVED | PATIENT CAPITAL HAS OPTIONS
STEPHEN OTTER
Managing Director, Head of Private Market Royalties,
Partners Group
NIKLAS
RISBERG
Director | Hong Kong, Lexington Partners
DAMIAN
CILMI
Head of Investment Managers and Governance,
Praemium
SESSION 10 DEMOGRAPHICS AS DESTINY | NOSTALGIA WON'T PAY YOUR PENSION
SIMON
KUESTENMACHER
Director of Research,
The Demographics Group