TBA, Sydney NSW, Australia

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Event Date Thu Aug 4 AEST (in 2 months)
In your timezone (EDT): Wed Aug 3 10:00am - Wed Aug 3 10:00am
Location TBA
Sydney NSW, Australia
Region APAC

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

Sally Auld
Chief Investment Officer, JB Were

Tim Peters
Chief Investment Officer, Walsh Bay Partners

Scott Haslem
Chief Investment Officer, Crestone Wealth Management

Thadeus McCrindle
Chief Investment Officer, Sandhurst Trustees

Isaac Poole
Global Chief Investment Officer, Oreana Portfolio Advisory Services

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

Eli Lee
Head of Investment Strategy, Bank of Singapore

Marc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance, DBS Bank

James Cheo
Chief Investment Officer, Southeast Asia, Private Banking and Wealth Management at HSBC, HSBC Private Banking

Jesse Friedlander
Chief Investment Officer, Des Voeux Partners

Arjan de Boer
Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management

Prashant Bhayani
Chief Investment Officer, Asia, BNP Paribas Wealth Management`

Sponsors & Partners

2022 Sponsors

• BlackRock
• CryptAM
• Huobi Tech
• IHS Markit
• La Trobe Financial
• Mornngstar
• Nomura
• Northern Trust Asset Management
• Samsung Asset Management
• State Street SPDR
• Symphony
• Q9
• Vanguard