

H&B | WEALTH SYMPOSIUM 2025 | WA
WHEN >
July 30-31, 2025
WHERE >
The Ritz Carlton, Perth
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 | WA
SCHEDULE
DAY 1 - AGENDA
SESSION 1 HONK IF YOU’RE ALLOCATED! NAVIGATING MARKETS WITH PURPOSE AND POISE
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SESSION 2 THERE’S NO PLACE LIKE HOME | FINDING RESILIENCE IN DOMESTIC EQUITIES
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SESSION 3 RISE ABOVE CASH RATES | BREAKING FREE WITH AUSTRALIAN BONDS
SESSION 4 MASTERING PRIVATE MARKET ALLOCATIONS
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SESSION 5 THE GREAT RESET | FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION
SESSION 6 POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
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SYMPOSIUM DINNER
DAY 2 - AGENDA
SESSION 7 NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
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SESSION 8 PUBLIC OR PRIVATE? INSTITUTIONAL APPROACHES TO MARKET ALPHA​
SESSION 9 DON'T MISS THE BOAT | NAVIGATING GLOBAL EQUITIES
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SESSION 10 REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE ​ ​
​. . . . .
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SYMPOSIUM CLOSE
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THE RITZ-CARLTON, PERTH, WA