H&B | WEALTH SYMPOSIUM 2025 | NSW
WHEN >
October 29-30,
2025
WHERE >
Voco Kirkton Park, Hunter Valley, NSW
A discussion based, invitation only Symposium which will bring together a delegation of Australian advisors to identify and discuss several key decisions we face in asset allocation and investment strategy. We will also explore and debate ideas and approaches to navigating the uniquely challenging set of circumstances we find ourselves in today – namely low interest rates, high asset class valuations, and significant disruption impacting investment markets, against the backdrop of a rapidly changing competitive environment for financial advice.
" It's all about the discussion "
H&B | WEALTH SYMPOSIUM 2025 | NSW
SCHEDULE
DAY 1 - AGENDA
SESSION 1 BUILDING BRIDGES | WHEN THE FOUNDATION MEETS THE FUTURE
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SESSION 2 TREND-SETTERS & TREASURY- HUNTERS | MINING FOR QUALITY AMIDST MEGATRENDS
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SESSION 3 BRICK BY BRICK | HIDDEN VALUE IN REAL ASSETS
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SESSION 4 YIELDING TO CHANGE | THE FUTURE OF U.S. DOMINANCE
SESSION 5 FUNDAMENTAL MEETS SYSTEMATIC | BLENDING INSIGHT AND ALGORITHM
SESSION 6 NAVIGATING UNCERTAINTY | SELF-CARE AND CONNECTION IN A RAPIDLY EVOLVING WORLD
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. . . . .
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SYMPOSIUM DINNER
DAY 2 - AGENDA
SESSION 7A NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
OR
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SESSION 7B STRATEGIC BUSINESS SCALING | FROM SMALL PRACTICE TO INDUSTRY LEADER
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SESSION 8 THE GREAT ESCAPE | WHEN EXITS CLOSE, NEW DOORS OPEN
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SESSION 9 QUALITY CONTROL | BUILDING PORTFOLIOS THAT ENDURE
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SESSION 10 POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
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​. . . . .
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SYMPOSIUM CLOSE
VOCO KIRKTON PARK, NSW