top of page

H&B | WEALTH SYMPOSIUM 2025 | WA

AGENDA  |  DAY 1

08:30

REGISTRATION  

09:00

WELCOME – PAUL CHAPMAN, Chairperson 

09:20

MASTERING PRIVATE MARKET ALLOCATIONS

How do you optimize your portfolio across the full spectrum of public and private markets in today's rapidly evolving investment landscape? Our speakers in this session provide clarity on strategic allocation approaches, with special emphasis on navigating the expanding private markets universe.

 From private equity and credit to infrastructure, we'll assess different approaches and methodologies for evaluating opportunities across the private markets spectrum.

 Our discussion will equip you with practical tools for systematically evaluating private market opportunities, building balanced allocations through market cycles, and thinking effectively as an allocator.

SPEAKER:

VICTOR MAYER, Managing Director, Pantheon | An Investment Management Partner of Longreach

10:10

MORNING TEA 

10:40

THE GREAT RESET   FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION

With the extreme momentum and valuation disparities in global markets resolving in spectacular fashion, market participants continue to digest the effects of the Trump tariffs and resetting of supply chains. What does this mean for global markets and equity indices?

Our speakers in this session share their insights on where value lies to create long-term opportunities – the catalyst for a portfolio reset is upon us and we look to answer the question on, where to from here?


SPEAKERS:

RICHARD RAUCH, Investment Director, Head of Portfolio Solutions (Australia), Brandywine Global

DAVID JENKINS, Client Portfolio Manager, GQG Partners

11:40

HONK IF YOU’RE ALLOCATED! NAVIGATING MARKETS WITH PURPOSE AND POISE

In a world where market headlines flash by at lightning speed, how do you keep your portfolio on the right road? Our expert panel cuts through the fog to illuminate clear pathways for strategic asset allocation.

We'll map out a framework that help you distinguish between crucial market signals and mere market noise. Our discussion will equip you with practical tools to build systematic decision-making processes that withstand emotional market swings. The panel will tackle head-on the eternal question: "When should we act, and when should we stay the course?​

Leave with concrete strategies to communicate your allocation decisions to clients, helping them remain confident even when markets test their resolve.

SPEAKERS

LUKASZ DE POURBAIX, Global Cross Asset Specialist, Fidelity International

FIL ANDRONACO, Director, InvestSense

JASON PETRAS, Director, Resonant Asset Management

12:45

LUNCH

13:45

RISE ABOVE CASH RATES  |  BREAKING FREE WITH AUSTRALIAN BONDS

In an era marked by heightened global economic uncertainty, geopolitical risk and the impacts of the Trump Administration's economic policies, how should we thinking about yields and downside protection?

With the RBA poised to begin its easing cycle, yields falling globally, the erosion of term deposit rates, APRA’s hybrid phase-out, and moderating inflation, investors need to rethink their views on income generation and defensive asset portfolio construction into 2025 and beyond.

Our speaker will explore the spectrum of opportunities on offer across the Australian bond and credit universe to secure attractive income, reduce overall portfolio risk, and hedge portfolios against expected economic headwinds.

SPEAKER:

AADITYA THAKUR, Portfolio Manager, PIMCO

14:50

AFTERNOON TEA 

15.20

KEEP IT PRIVATE   INSTITUTIONAL APPROACHES TO MARKET ALPHA

Private markets have long been a source of alpha for institutional and endowment investors, yet allocations for direct investors remain firmly in the first leg as the Australian wealth space experiences a proliferation of private markets investment opportunities. This nascent industry brings complex challenges in effectively allocating and constructing portfolios to generate superior risk-adjusted returns.

Our session will unpack the compelling nature of private markets, examining their role in portfolio construction and return enhancement.

This session will bridge institutional investment approaches to the wealth management landscape, providing a comprehensive framework for understanding private market allocation strategies. A session to challenge portfolio construction principles and traditional investment orthodoxies in presenting a forward-looking perspective on alternative investment strategies.

 

SPEAKERS:

ANTONIO FERRER, Partner Global Head of Multi-Asset Portfolio Management, LGT Capital Partners

Blue Owl Capital 

16:20

POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER

​Australian investors have significantly increased their allocations to global equities in the past decade, which inevitably means 70 cents in each dollar is allocated to the US. Given that the US may no longer exhibit the same level of reliability it has since the GFC, what does that mean for global markets and Australians alike?
Specifically, we will examine how the intersection of technology, geopolitics, and trade is reshaping power dynamics and whether this could lead to a shift in the global economic centre away from the US towards other regions, such as Japan and the EU.
The session will take a geopolitical perspective, rather than a purely market-driven one, to analyse the key themes influencing the investment landscape. It will cover the current global climate and emphasize the crucial role of both financial and human capital in fostering robust economic relationships, particularly for service-based economies like Australia.

SPEAKER:

REBECCA SHRIMPTON, Australian Country Director, The Asia Group

17:45

DRINKS & CANAPÉS – Long Chim

18:30

SYMPOSIUM DINNER – Long Chim

H&B | WEALTH SERIES

bottom of page