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H&B | WEALTH SYMPOSIUM 2026 | WA

WHEN >

May 12-13, 2026

WHERE >

Double Tree Hilton Perth Waterfront, WA

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 | WA

SCHEDULE

DAY 1 - AGENDA

SESSION 1 CONFLICT, CRUDE & COMPUTE | READING THE NEW MARKET MATRIX

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SESSION 2 CONSTRUCTING RESILIENCE | IMPLEMENTING THE MACRO MATRIX

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SESSION 3 THE QUALITY ANOMALY | WHEN EXCEPTIONAL BUSINESSES GO ON SALE

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SESSION 4 ASSET-BASED FINANCE | PRIVATE CREDIT’S NEXT FRONTIER

 

SESSION 5 THE DISPERSION DIVIDEND | HUNTING ALPHA IN A CONCENTRATED WORLD  

 

SESSION 6 DEMOGRAPHICS AS DESTINY

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SYMPOSIUM DINNER

DAY 2 - AGENDA

SESSION 7 NEXT-GENERATION ALLOCATION | BEYOND THE PRIVATE MARKET PREMIUM

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SESSION 8 WHEN ESSENTIAL ASSETS GO PRIVATE â€‹

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SESSION 9 THE ARCHITECTURE OF ALPHA | UPGRADING PORTFOLIO GOVERNANCE

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SYMPOSIUM CLOSE

ELYSIUM NOOSA RESORT, WA

H&B | WEALTH SERIES

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