AGENDA DAY 2
Wealth Symposium
2026 | QLD
SPEAKERS
WEALTH SYMPOSIUM 2026 | QLD DAY 2
David Lane
Senior Private Wealth Adviser
Ord Minnett
David provides management oversight of the Queensland offices of Ord Minnett. In addition, he leads the Master Adviser Program which develops the skillsets of Ord Minnett advisers in the provision of advice and business development.
Prior to joining Ord Minnett, David has held management and advisory positions with Pitcher Partners Wealth Management, First Unity, Salomon Smith Barney, BNP Paribas, Prudential-Bache and Henderson Charlton.
David holds a Master of Applied Finance, Graduate Diploma in Financial Planning, Graduate Diploma of Applied Finance and a Bachelor of Business (Accountancy). David is a Fellow of FINSIA, a CPA and a member of AICD.
He is a member of the Investment Committee of QIMR Berghofer Medical Research Institute and the Financial Services and Advice Council of FINSIA.
An experienced financial adviser, David continues to advise clients on the management of their long-term wealth. He provides strategic asset allocation, portfolio construction and security selection advice, while enhancing risk-adjusted returns through the implementation of derivatives strategies over portfolios.
David has been recognised as one of Australia’s best in the prestigious Barron’s Top 100 Australian Financial Advisers list in 2020 and 2021.
His expert insights are often sought by media. David regularly appears on Ausbiz, and LiveWire and is often quoted in the press with commentary in AFR, The Australian, Courier Mail, Sydney Morning Herald, West Australian and AAP. David was a regular commentator on Sky Business and the Money MGMT show.
08:30
ASSET-BASED FINANCE | PRIVATE CREDIT’S NEXT FRONTIER
Private credit markets are under pressure from tighter spreads and growing competition in direct lending. Asset-based finance represents an interesting solution, offering income stability and downside protection amid regulatory shifts and emerging risks. Our speaker in this session will explore what is required to succeed in today’s fast evolving asset-based market.
SPEAKER:
Chia-Wen Teoh, Head of Alternative Sales, Asia, PIMCO
SPEAKERS
WEALTH SYMPOSIUM 2026 | QLD DAY 2
Chia-Wen Teoh
Head of Alternative Sales
Asia, PIMCO
Chia-Wen (CW) Teoh is a Senior Vice President, based in the Hong Kong office. Prior to joining PIMCO in 2022, CW was senior vice president and real estate product specialist at Macquarie Asset Management, responsible for development and distribution of private markets real estate products to Asia-based clients. Previously, he was an executive director in UBS Investment Bank’s real estate, lodging, and leisure team, and vice-president in Macquarie Capital’s real estate investment banking team, focusing on corporate client advisory in Asia. He has 18 years of investment and financial services experience and holds undergraduate degrees in economics and chemical engineering from the University of California at Berkeley.
09:25
INSTINCT MEETS ALGORITHM | DIFFERENT PATHS, SAME DESTINATION
Do markets reward human judgment, quantitative rigor, or does the answer matter less than we think?
A session that explores two entirely different approaches to capturing global equity returns. One relies on deep research, company relationships and experienced judgment to identify opportunities. The other harnesses data, signals and disciplined execution to exploit market patterns. Yet both have generated compelling long-term results.
Discover how differing philosophies interpret the same market environment, whether certain conditions favor one approach over another, and where supposed opposites might actually complement each other. From identifying mispriced securities to managing risk, we examine what drives sustainable alpha regardless of methodology.
A session for embracing multiple paths to generating returns rather than declaring allegiance to one investment religion.
SPEAKERS:
Matt Reynolds, Equity Investment Director, Capital Group
Matthew Picone, Senior Vice President, Portfolio Manager, Acadian Asset Management
SPEAKERS
WEALTH SYMPOSIUM 2026 | QLD DAY 2
Matt Reynolds
Equity Investment Director
Capital Group
Matt has 33 years of investment industry experience and has been with Capital Group for seven years.
Prior to joining Capital, Matt worked as head of Australian equities at Colonial First State Global Asset Management. He holds a bachelor’s degree in economics from The University of Sydney. He also holds the Chartered Financial Analyst® designation. Matt is based in Sydney.
10:30
MORNING TEA
11:00
PRIVATE MARKETS EVOLVED | PATIENT CAPITAL HAS OPTIONS
When was the last time you questioned whether buying new was better than buying second hand?
This session explores the expanding sophistication of private market investing, examining both traditional commitments and the secondaries market. Learn how institutional investors are deploying capital across both primary and secondary opportunities to manage allocation and construct private market allocations that address practical implementation challenges while maintaining conviction in long-term return generation.
SPEAKERS:
Stephen Otter, Managing Director, Head of Private Market Royalties, Partners Group
Niklas Risberg, Director, Hong Kong, Lexington Partners
Denis Orrock, Chief Strategy Officer, Praemium
SPEAKERS
WEALTH SYMPOSIUM 2026 | QLD 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.
12:00
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 | QLD 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.