H&B | WEALTH SYMPOSIUM 2025 | WA
WELCOME
SESSION 1 HONK IF YOU’RE ALLOCATED! NAVIGATING MARKETS WITH PURPOSE AND POISE
LUKASZ
DE POURBAIX
Global Cross Asset Specialist,
Fidelity International
FIL
ANDRONACO
Director,
InvestSense
SESSION 2 THERE’S NO PLACE LIKE HOME I FINDING RESILIENCE IN DOMESTIC EQUITIES
BENJAMIN
LEUNG
Head of Systematic Investment,
Macquarie Asset Management
SESSION 3 YIELDING TO CHANGE | THE FUTURE OF US DOMINANCE
AADITYA
THAKUR
Portfolio Manager,
PIMCO
SESSION 4 MASTERING PRIVATE MARKET ALLOCATIONS
ANTONIO
FERRER
Partner Global Head of Multi-Asset Portfolio Management,
LGT Capital Partners
JAMES
EDMONDS
Chief Operating Officer,
Praemium
JAMES GOULDSON
Head of Managed Portfolios & Partner, Koda Capital
SESSION 5 THE GREAT RESET | FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION
RICHARD
RAUCH
Investment Director, Head of Portfolio Solutions (Australia),
Brandywine Global
DAVID
JENKINS
Client Portfolio Manager,
GQG Partners
SESSION 6 POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
REBECCA
SHRIMPTON
Australia Country Executive,
The Asia Group
SESSION 7 NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
PETER
WORN
Joint Managing Director,
Finura Group
SESSION 8 PUBLIC OR PRIVATE? INSTITUTIONAL APPROACHES TO MARKET ALPHA
JOHN
VALTWIES
Principal | Private Wealth
Blue Owl Capital
VICTOR
MAYER
Managing Director,
Pantheon | Investment Manager Partner of Longreach
JAMES GOULDSON
Head of Managed
Portfolios & Partner,
Koda Capital
SESSION 9 DON'T MISS THE BOAT I NAVIGATING GLOBAL EQUITIES
KEVIN
BERTOLI
Co-Portfolio Manager,
PM Capital
JASON PETRAS
Director,
Resonant Asset Management
SESSION 10 REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE
JOHN
TOOMEY
Wellbeing Thought Leader, Wide Awake Wellness | Global Chair, Workplace Wellness Initiative, The Global Wellness Institute, Miami