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H&B | WEALTH SYMPOSIUM 2025 | WA

AGENDA  |  DAY 2

08:30

WELCOME – PAUL CHAPMAN, Chairperson

08:45

NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES

In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.

Through practical insights and lived experiences, we'll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.


SPEAKER:

PETER WORN, Joint Managing Director, Finura Group

09:50

PUBLIC OR PRIVATE? INSTITUTIONAL APPROACHES TO MARKET ALPHA

Private markets have long been a source of alpha for institutional 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. But does this nascent industry bring unnecessary complexity in allocating and constructing portfolios? Or can public markets provide appropriate risk-adjusted returns?

 

Our session will unpack allocating to both public and 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.


SPEAKER:

Blue Owl Capital

10:40

MORNING TEA

11:10

DON'T MISS THE BOAT   NAVIGATING GLOBAL EQUITIES

In today's complex global landscape, filled with market concentration, valuation dispersion, and geopolitical shifts, where can investors find true opportunity?

Our speaker will provide a framework for identifying resilient, long-term value in global equities.  We will examine key themes shaping the market, including supply chain reconfiguration, the energy transition, and evolving interest rate dynamics. The session will emphasize a fundamental, valuation-driven approach to stock selection, highlighting the importance of patience and a long-term perspective.

 

Learn how to look beyond short-term noise, focus on quality businesses, and construct a portfolio positioned for sustainable growth in an ever-changing world.


SPEAKER:

KEVIN BERTOLI,  Co-Portfolio Manager, PM Capital

JASON PETRAS, Director, Resonant Asset Management

12:00

REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE

How do you care for yourself, your staff, and your family in an unpredictable world of rapid change? Stress and anxiety arise from how we view things and can be alleviated by taking responsibility for our perceptions, attitudes and actions. How we conduct our life either raises our vibration, allowing us to choose our responses or takes us down the darker corridors of regret, justification, and mental ruminations. This session will offer simple self-care practices that can enrich our connection with a broader community and educate us on how to make choices that encourage mental well-being. John will share practical ways to reduce stress and anxiety and positively influence others.

SPEAKER:

JOHN TOOMEY, Wellbeing Thought Leader, Wide Awake Wellness | Global Chair,

Workplace Wellness Initiative, The Global Wellness Institute, Miami

13:00

CLOSING REMARKS

13:30

LUNCH & SYMPOSIUM CONCLUDES

H&B | WEALTH SERIES

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