Wealth Symposium
2026 | QLD

H&B Chairperson

Amidst ever-evolving market trends, how do you discern what truly represents a fundamental shift versus fleeting volatility?

This candid session brings together a panel of Australia’s best allocators to discuss how they distinguish genuine market signals from the noise, and the major ideas set to have the largest impact on portfolios. A session that provides insight on tactical shifts to long-term structural opportunities and everything in

Volatility is the baseline for investors today. And as the cost of capital bites and traditional diversification levers falter, the strategies of the past are rendered insufficient.

This session challenges allocators to look beyond standard boundaries, exploring how to weave diverse asset strengths into a more agile framework.

Our speaker examines where true risk premiums hide when broad beta is no longer enough. We dive deeper, rethinking liquidity and valuation to capture opportunity in a landscape that demands granular selectivity.

When did holding Australia’s largest company become a contrarian position? This fireside chat confronts the absurdity of current market positioning, where every manager claims differentiation by avoiding the same stocks. A session where we examine being long CBA, the heaviest index weight, now qualifies as a bold call, and what this consensus avoidance reveals about groupthink in portfolio construction

Beyond the peculiar dynamics of large-cap positioning, we explore opportunities across the market cap spectrum. From overlooked quality to structural growth in small caps and global equities, this conversation identifies where real edge exists when everyone is zigging the same direction.

Is private credit the next financial crisis, or is fear obscuring one of the more compelling opportunities for portfolios?

This session confronts the sensationalist narratives dominating media coverage, examining what the data actually reveals about private credit performance, structure and risk. As headlines scream about defaults and obscurity, we explore the current private credit market and where these concerns may or may not be substantiated.

Discover how diversified private credit strategies across geographies can build portfolios with meaningful downside protection. We dissect metrics and rate exposure to understand where genuine risk resides versus where misconceptions persist and compare the sector against public markets.

Can both philosophies win simultaneously, or does the current environment demand choosing sides?

A chat uniting two opposing investment perspectives to explore what’s actually working in global equities today. Moving beyond textbook definitions and backtest debates, we examine how two different approaches are navigating the same opportunity set with vastly different lenses and where their views surprisingly converge.

A session to explore the global themes that are creating genuine opportunities across investment styles: where disciplined value investors are finding mispriced assets, and where quality-focused managers see sustainable compounders. From geographic dislocations to sector rotations, we explore whether today’s market rewards patience, discipline, or simply being in the right place.

Our speaker in this session offers a rare, unfiltered look into the regulatory landscape from an ASIC insider. We’ll explore the evolving future of financial advice, challenging conventional interpretations and empowering advisers to navigate compliance with confidence.

This session promises a practical deep-dive into legislative nuance, encouraging a balanced approach that promotes proactive regulatory navigation without compromising risk management. A session that redefines the boundaries of what you can achieve in your practice today.