Private Wealth Australia Forum 2023 | Markets Group | 26 July 2023 | Hilton Sydney, 488 George St, Sydney NSW 2000, Australia

This event 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.

2023 Speakers

Andrew McAuley
Chief Investment Officer, Credit Suisse Private Bank

Raelan Lambert
Global Alternatives Leader, Mercer

Scott Haslem
Chief Investment Officer, LGT Crestone Wealth Management

David Tagg
General Manager—Advice, Commonwealth Private

Kyle Lidbury
Head of Investment Research, Perpetual Private

Alexandre Ventelon
Head of Research and Investment Strategy, Morgan Stanley Wealth Management

Matt Olsen
Head of Research and Retirement Income, Insignia Financial

Tracey McNaughton
Chief Investment Officer, Escala Partners

Timothy Rocks
Chief Investment Officer, Evans & Partners

Paul Burgon
Chief Investment Officer and Managing Partner, Lipman Burgon & Partners

Dan Simpson
Head of Portfolio Management and Impact Investment, ANZ Private Bank

Jill Nes
Chief Executive Officer, BMF Wealth

Travis Schindler
Partner & Wealth Adviser, Hewison Private Wealth

Gillian Gordon
Head of Alternative Investments & Responsible Investing, JBWere

Sarah Gonzales
Chief Investment Officer, Apt Wealth Partners

Martin Randall
Partner, Head of Alternatives, LGT Crestone Wealth Management

Peter Leggett
Executive Chairman, Chief Investment Officer, Arrow Private Wealth

Kathryn Young
Head of Investments, Cambooya Family Office

Shrabastee Mallik
Senior Consultant, Frontier Advisors

Paul Ashworth
Managing Partner and Chief Investment Officer, Cameron Harrison

Vincent O’Neill
Chief Executive Officer, Stanford Brown

Daniel Rolley
Chief Investment Officer, Financial Decisions

Sarkis Tepeli
Principal Consultant, Frontier Advisors

Isaac Poole
Global Chief Investment Officer, Oreana Portfolio Advisory Services

2023 Sponsors

LEAD SPONSOR:
• Pengana Capital Group

PLATINUM SPONSORS:
• Ausbil
• Global X
• iCapital
• J.P. Morgan Asset Management
• Milford
• P/E Investments
• Praemium

GOLD SPONSORS:
• Australian Unity
• Charter Hall
• Eden Asset Management
• Epsilon Direct Lending
• EQT
• Federation Asset Management
• Igneo Infrastructrure Partners
• La Trobe Financial
• MA Financial Group
• MLC Asset Management
• Nuveen
• Pacific Equity Partners
• RF Corval

SILVER SPONSORS:
• Cheyne Capital
• Invesco
• One Ventures

NETWORKING SPONSORS:
• Equities First
• Goldman Sachs Asset Management
• Hamilton Lane
• IFM Investors
• Leonteq
• MaxCap Group
• Nordic Capital
• Partners Group
• T.Rowe Price
• Tidal
• Trilogy Funds
• Wingate