AGENDA DAY 2
Wealth Symposium 2026
08:45
WELCOME BACK
H&B Chairperson
09:00
NEXT-GENERATION ALLOCATION | BEYOND THE PRIVATE MARKET PREMIUM
Allocating to private markets has evolved from a nascent trend to a structural necessity. With evergreen vehicles now a familiar tool for investors, it is time to challenge how these portfolios are actually constructed.
This session unpacks the mechanics of a mature private equity allocation by uniting global and domestic perspectives. We move beyond generic alternatives buckets to dissect the contrasting forces of international scale and local market mastery. Our speakers outline the tactical advantages of global platforms versus the deep value creation found in the Australian mid-market, providing a forward-looking framework for building a nuanced, highly targeted private equity portfolio.
SPEAKERS:
Ross Barry, Portfolio Manager, Roc Partners
Andrew Sinclair, Commercial Lead, Giant Capital (Virtual Presenter)
SPEAKERS
Wealth Symposium 2026 | WA, Day 2
Ross Barry
Portfolio Manager
Roc Partners
Ross is the Portfolio Manager of the Roc Summit Private Equity Fund, Roc Partners’ flagship Australian open-ended private equity fund. He is responsible for investor engagement, portfolio management, and the full lifecycle of private equity investments – including deal origination, due diligence, execution, and portfolio company oversight.
With over 25 years of experience in the investment industry, Ross brings deep expertise in private markets and a long-standing commitment to responsible and impact investing. He has worked closely with Roc Partners for more than 15 years to design and implement tailored private equity mandates for some of Australia’s largest industry superannuation funds.
Prior to joining Roc, Ross was the CIO of Spirit Super, overseeing investment strategy following the merger of MTAA Super and Tasplan Super. He has also held senior roles at First State Super (now Aware Super) and Watson Wyatt Australia, advising and managing portfolios across asset allocation, direct investments, ESG, and risk.
Ross holds a Bachelor of Economics (Hons) and a PhD in Applied Finance from Macquarie University. He has been a key figure in the development of Australia’s infrastructure and private equity sectors where he was an Independent Director of the Palisade Diversified Infrastructure Fund.
Andrew Sinclair
Commercial Lead
Giant Capital (Virtual Presenter)
Andrew has extensive principal investment experience in global upstream oil and gas, gained during a career which has seen him co-found and lead the London office for the oil and gas investment division of Macquarie Bank. He has particular expertise in transaction execution, financial modelling and structuring investments and excels in identifying attractive projects and evaluating the commercial potential of assets.
10:00
WHEN ESSENTIAL ASSETS GO PRIVATE
Infrastructure is inherently a long term asset. Yet for years, investors have shoehorned it into daily traded listed vehicles, exposing essential cash flows to the volatility of the broader equity market. As the private infrastructure sector matures, the structural advantage of aligning capital with asset lifespans has never been clearer.
This session moves beyond the familiar listed names to explore the depth of the unlisted infrastructure universe. Our speaker details the current opportunity set, from the global energy transition to digital infrastructure, dissecting the true drivers of private infrastructure returns, exploring how illiquidity, active operational management, and monopolistic characteristics combine to create a portfolio bedrock that public markets simply cannot replicate.
SPEAKER:
Kieran Zubrinich, Executive Director, Macquarie Asset Management
SPEAKERS
Wealth Symposium 2026 | WA, Day 2
Kieran Zubrinich
Executive Director
Macquarie Asset Management
Kieran is Head of Transaction Strategy for MAM’s Real Assets division in the Asia-Pacific region as well as an Investment Committee member and lead portfolio manager for the Macquarie Private Infrastructure Fund. Further, Kieran has over 25 years of experience at Macquarie and was previously the Head of the Macquarie Australian Infrastructure Trust. He also currently serves on several boards, including Endeavour Energy, Safeway Concessions and Enfi Environmental.
Kieran joined Macquarie in its Infrastructure and Principal Investments Group and has worked on infrastructure transactions in Sydney as well as various other locations, including London, Hong Kong, Dubai, Singapore, Mumbai, Guangzhou, Manila, Madrid, Seoul, and Auckland. Throughout this time, Kieran has also been a Director of a wide range of companies, across sectors that include toll roads, water treatment, oil storage, railroads, electricity distribution, mobile phone towers, marine transport, and aged care.
He received a Bachelor of Economics (Honours) and a Bachelor of Laws from Monash University. He also holds a Graduate Diploma in Applied Finance from the Securities Institute of Australia and was admitted as a Solicitor and Barrister in the Supreme Court of Victoria.
10:50
MORNING TEA
11:20
THE ARCHITECTURE OF ALPHA | UPGRADING PORTFOLIO GOVERNANCE
The best asset allocation strategy in the world is useless if the Investment Committee lacks the governance to execute it. In a market moving at lightning speed, how do you build a decision-making engine that relies on process rather than prediction?
This session explores the necessary evolution of portfolio construction. Our speakers dissect both traditional manager selection and quantitative risk-factor analysis, identifying exactly where your risk premiums are coming from. But knowing the math is only half the equation. Our panel unpacks what “best practice” IC governance actually looks like. From cutting through market noise to managing consensus traps, we outline how to build a systematic, repeatable framework that turns governance from a compliance exercise into a competitive edge.
SPEAKERS:
Denis Orrock, Chief Strategy Officer, Praemium
Dan Miles, Managing Director and Co-Chief Investment Officer, Innova Asset Management
SPEAKERS
Wealth Symposium 2026 | WA, Day 2
Denis Orrock
Chief Strategy Officer
Praemium
Denis has over 30 years of experience in financial services including as CEO at GBST Broker Services and Head of Capital Markets. Denis has a strong track record of leading organisations through period of strong growth and help them reach their corporate ambitions.
Dan Miles
Managing Director and Co-Chief Investment Officer
Innova Asset Management
Dan co-founded Innova in 2010 and currently serves as their Managing Director and Co-Chief Investment Officer. Dan is known for his expertise in portfolio construction techniques. His research over the years has focused on behavioural investing and managing client behaviour through goals-based advice and portfolio risk management.
12:20
DEMOGRAPHICS AS DESTINY
As Australia evolves from a regional outpost to a genuine middle power, the Great Australian Dream seems to be changing. This session examines the demographic forces driving our maturation, from infrastructure booms to shifting global trade. We move beyond macro trends to address two defining anxieties: how your kids can buy their first property in a surging market and whether AI is going to replace all their jobs.
SPEAKER:
Simon Kuestenmacher, Director of Research, The Demographics Group
SPEAKERS
Wealth Symposium 2026 | WA, Day 2
Simon Kuestenmacher
Director of Research
The Demographics Group
Simon is also Co-founder of The Demographics Group and he presents on demographic and global trends that are shaping Australia today and into the future.
Simon is a columnist for The New Daily newspaper, a monthly columnist for The Australian newspaper; and he is a media commentator on demographic and data matters.
In his spare time Simon has authored three books on maps and runs what is by now the world’s largest Twitter account dedicated to maps and data. His social media posts reach over 25 million people every month. Simon ranks as one of the world’s top 10 influencers in data.