Private Wealth Australia Forum 2022 | Markets Group | 3 August 2022 | Hotel Swissôtel Sydney, 68 Market St, Sydney NSW 2000, Australia

This forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high-net-worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Australia.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage

2022 Speakers

KEYNOTE SPEAKERS:

Mark Steinberg
Chief Executive Officer, First Sentier Investments

Simon Cohen
Founder & Chief Executive Officer, Cohen Handler

SPEAKERS:

Sally Auld
Chief Investment Officer, JB Were

Tim Peters
Chief Investment Officer, Walsh Bay Partners

Barry Mendel
Founder & Chairman, BMF Wealth

Thadeus McCrindle
Chief Investment Officer, Sandhurst Trustees

Isaac Poole
Global Chief Investment Officer, Oreana Portfolio Advisory Services

Anastassia Juventin
Chief Investment Officer, Lipman Burgon & Partners

Scott Haslem
Chief Investment Officer, Crestone Wealth Management

Paul Ashworth
Managing Partner and Chief Investment Officer, Cameron Harrison

Martin Randall
Partner, Head of Alternatives, Crestone Wealth Management

Timothy Rocks
Chief Investment Officer, Evans & Partners

Mark Minchin
Managing Partner, Minchin Moore Private Wealth Advisers

David Knowles
Head of Philanthropy & Social Capital | Partner, Koda Capital

Gillian Gordon
Head of Alternative Investments & Responsible Investing, JB Were

Emily Barlow
Investment Director, Perpetual Wealth

Ralf Haase
Head of Sydney, Mutual Trust

Glen Macann
Head of Private Advice, ANZ Private

Jason Huang
Senior Portfolio Manager, ANZ Private Bank

Kathryn Young
Head of Investments, Cambooya Family Office

2022 Sponsors

• APSEC
• BELL
• CFM
• Claremont Global
• dexus
• DUXTON
• FACTSET
• FIDANTE
• Invest Unlisted
• iPlatforms
• La Trobe financial
• Lucerne Investment Partners
• MACQUARIE
• MA Financial Group
• P/E INVESTMENTS
• PIMCO
• Schroders
• ThinkMarkets
• praemium