

H&B | WEALTH SYMPOSIUM 2025 | VIC
WHEN >
September 10-11,
2025
WHERE >
RACV Cape Schanck Resort, 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
​
SESSION 2 THE LITTLE ENGINE THAT COULD | AUSTRALIAN EQUITY OPPORTUNITIES LARGE AND SMALL
​
SESSION 3 THE GREAT ESCAPE | PRIVATE EQUITY'S EXIT DILEMMA AND OPPORTUNITY PARADOX
​​
SESSION 4 ASSET-BASED FINANCE | PRIVATE CREDIT’S NEXT FRONTIER
SESSION 5 AI, AI, CAPTAIN | NAVIGATING THE GENERATIVE STORM
SESSION 6 SECOND CHANCES | THE FULL SPECTRUM OF SECONDARY OPPORTUNITIES
. . . . .
​​
SYMPOSIUM DINNER
DAY 2 - AGENDA
SESSION 7 SPREAD THE WEALTH | WINNING ACROSS CREDIT SECTORS
​
SESSION 8 COMMERCIAL PROPERTY CONFIDENCE | THE FIVE-YEAR OUTLOOK
​
SESSION 9 BRICK BY BRICK | HIDDEN VALUE IN REAL ASSETS
​
SESSION 10 ARE YOU MISSING THE POINT?
​​
​. . . . .
​
SYMPOSIUM CLOSE
RACV CAPE SCHANCK RESORT, VIC