Barron’s Australia Summit 2022 | Barron's Advisors | 6 September 2022 | Sheraton Grand Sydney Hyde Park, 161 Elizabeth St, Sydney NSW 2000, Australia
Venue
Sheraton Grand Sydney Hyde Park
Sheraton Grand Sydney Hyde Park, 161 Elizabeth St, Sydney NSW 2000, Australia
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| Event Date |
Wed Sep 7 AEST - Thu Sep 8 AEST (over 2 years ago)
In your timezone (EST): Tue Sep 6 10:00am - Wed Sep 7 10:00am |
| Location |
Sheraton Grand Sydney Hyde Park
161 Elizabeth St, Sydney NSW 2000, Australia |
| Region | APAC |
Details
The Summit will bring together the best in the business; designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.
Who You Will Meet?
• The Top Financial Advisers honored each year in The Australian’s June issue—convene to lead the event’s sessions. Also invited are a select group of 150 additional advisers who have shown top-flight performance within their firms.
Why They Are Here?
• To meet and network with thought leaders in the financial advisery profession. Participating firms send their most highly-valued talent here as an effective avenue for developing professional skill sets. Take advantage of this rare chance to commingle and build relationships with the upper echelon of financial advisers, right when they’re highly receptive to innovative thinking in navigating the markets.
Speakers
2022 Speakers
Beverly Flaxington
Bestselling & Gold-Award Winning Author, The Collaborative
Tim Hext
Head of Government Bond Strategies, Pendal
Paul Taylor
Head of Investments, Australia and Portfolio Manager of the Fidelity Australian Equities Fund, Fidelity International
Paul Ashworth
Managing Partner, Cameron Harrison
Beth Sanner
US Presidential Intelligence Briefer and 35-Year National Security Leader
Jack Otter
Global Head, Wealth and Asset Management, Barron's Group
Louis Chiavacci
Managing Director & Private Wealth Advisor, Merrill Lynch Private Wealth Management
Matt Barthel
Executive Editor, Wealth & Asset Management, Barron's Group
Matt Reynolds
Investment Director, Capital Group
Sam Ruiz
Portfolio Specialist, T. Rowe Price
Claire Smith
Alternatives Director, Schroders
Dean Gilkison, Director, Broadleaf Financial Group
Andrew Cowen
Macquarie Private Bank
Hugh Robertson
Centaur Financial Services
Charlie Viola
Pitcher Partners Sydney Wealth Management
Jorden Brown
Managing Director, Financial Intermediaries (Australia & New Zealand), Capital Group
Eliza Weaving
Distribution Director, Capital Group
Michelle Krig
New Business Manager, Macquarie Group
David Miller
Associate, Capital Group
Christopher Mather
Head of Distribution, BT Platforms, BT Financial Group
Sue Hadden
Executive Director - Senior Practice Management Consultant, Morgan Stanley Wealth Management
Neil Kendall
Tupicoffs, The Independent Financial Planner
Paula Gigler
Director, BlackRock
Troy Theobald
RFS Advice
Steve Bulloch
Managing Director and Head of Australia, PGIM Real Estate
Sasanka Liyanage
Head of Research, Charter Hall
Shaun Bornstein
Head of Managed Product & Capital Markets, Morgan Stanley Wealth Management
Claire Mackay
Quantum Financial
Lynda McKie
Member Board Of Directors, Elston Private Wealth
David Simon
Executive Chairman and Principal Advisor, Integral Private Wealth
Sponsors & Partners
2022 Partners
WEALTH MANAGEMENT PARTNERS:
• BT
• FORTNUM
• KODA
• MACQUARIE
• Morgan Stanley
• shadforth
ASSET MANAGEMENT PARTNERS:
• BlackRock
• CAPITAL GROUP
• Charter Hall
• Colonial First State
• Fidelity International
• PENDAL
• PGIM
• Schroders
• T.RowePrice