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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

H&B | WEALTH SERIES

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