

H&B | WEALTH SYMPOSIUM 2025 | VIC
WHEN >
September 10-11,
2025
WHERE >
RACV Resort,
Cape Schanck, VIC
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 | VIC
SCHEDULE
DAY 1 - AGENDA
SESSION 1 POSITION IMPOSSIBLE | DECODING GROWTH BEYOND THE OBVIOUS
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SESSION 2 THE LITTLE ENGINE THAT COULD | AUSTRALIAN EQUITY OPPORTUNITIES LARGE AND SMALL
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SESSION 3 THE GREAT ESCAPE | PRIVATE EQUITY'S EXIT DILEMMA AND OPPORTUNITY PARADOX
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SESSION 4 YIELDING TO CHANGE | THE FUTURE OF US DOMINANCE
SESSION 5 SECOND CHANCES | THE FULL SPECTRUM OF SECONDARY OPPORTUNITIES
SESSION 6 ARE YOU MISSING THE POINT?
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SYMPOSIUM DINNER
DAY 2 - AGENDA
SESSION 7 AI, AI, CAPTAIN | NAVIGATING THE GENERATIVE STORM
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SESSION 8 SPREAD THE WEALTH | WINNING ACROSS CREDIT SECTORS
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SESSION 9 COMMERCIAL CONFIDENCE | THE FIVE-YEAR OUTLOOK
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SESSION 10 BEYOND BRICKS | ALTERNATIVE REAL ESTATE IN THE SPOTLIGHT
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​. . . . .
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SYMPOSIUM CLOSE
RACV CAPE SCHANCK RESORT, VIC