H&B | WEALTH SYMPOSIUM 2026 | NSW
WHEN >
October 28-29, 2026
WHERE >
The Gibraltar Bowral, 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 2026 | NSW
SCHEDULE
DAY 1 – AGENDA
SESSION 1 BEYOND STRATEGY | THE TWO-ENGINE ADVICE MODEL
SESSION 2 THE VALUATION RESET | CAPITALISING ON PROPERTY DISLOCATION
SESSION 3 BEYOND THE LOCK-UP | PUBLIC YIELD IN A PRIVATE WORLD
SESSION 4 THE YIELD CONTINUUM | BRIDGING THE PUBLIC PRIVATE DIVIDE
SESSION 5 ESCAPING THE INDEX | TWO PATHS TO GLOBAL ALPHA
SESSION 6 GODS, GUNS & GOLD | THE NEW MACRO TRINITY
. . . . .
SYMPOSIUM DINNER
DAY 2 – AGENDA
SESSION 7 DATA AND DISCERNMENT | EVOLVING THE GROWTH ALLOCATION
SESSION 8 ASSET-BASED FINANCE | PRIVATE CREDIT’S NEXT FRONTIER
SESSION 9 THE PRIVATE ANTIDOTE | PRIVATE EQUITY IN A HIGH-RATE WORLD
SESSION 10 DEMOGRAPHICS AS DESTIN
. . . . .
SYMPOSIUM CLOSE
THE GIBRALTAR BOWRAL, NSW