

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
SESSION 2 THERE’S NO PLACE LIKE HOME | FINDING RESILIENCE IN DOMESTIC EQUITIES
SESSION 3 YIELDING TO CHANGE | THE FUTURE OF US DOMINANCE
SESSION 4 MASTERING PRIVATE MARKET ALLOCATIONS
SESSION 5 THE GREAT RESET | FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION
SESSION 6 POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
. . . . .
SYMPOSIUM DINNER
DAY 2 - AGENDA
SESSION 7 NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
SESSION 8 PUBLIC OR PRIVATE? INSTITUTIONAL APPROACHES TO MARKET ALPHA
SESSION 9 DON'T MISS THE BOAT | NAVIGATING GLOBAL EQUITIES
SESSION 10 REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE
. . . . .
SYMPOSIUM CLOSE
THE RITZ-CARLTON, PERTH, WA