H&B | WEALTH SYMPOSIUM 2026 | VIC
WHEN >
October 14-15, 2026
WHERE >
RACV Torquay 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 2026 | VIC
SCHEDULE
DAY 1 – AGENDA
SESSION 1 BEYOND STRATEGY | THE TWO-ENGINE ADVICE MODE
SESSION 2 MACRO THEORY TO MARKET REALITY | ARCHITECTING THE NEW DEFENSE
SESSION 3 THE TOTAL CREDIT LENS | LIQUID DEFENSE, PRIVATE YIELD
SESSION 4 DON'T MISS THE BOAT | NAVIGATING GLOBAL EQUITIES
SESSION 5 THE PRIVATE ANTIDOTE | PRIVATE EQUITY IN A HIGH-RATE WORLD
SESSION 6 NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
. . . . .
SYMPOSIUM DINNER
DAY 2 – AGENDA
SESSION 7 THE TANGIBLE PREMIUM | PRICING PRIVATE INFRASTRUCTURE
SESSION 8 INSTINCT MEETS OPTIMISATION | DIFFERENT PATHS, SAME DESTINATION
SESSION 9 ASSET-BASED FINANCE | PRIVATE CREDIT’S NEXT FRONTIER
SESSION 10 DEMOGRAPHICS AS DESTINY
. . . . .
SYMPOSIUM CLOSE
RACV TORQUAY RESORT, VIC