AGENDA DAY 1
Wealth Symposium
2025 | WA
08:30
REGISTRATION
Elizabeth Quay Ballroom, The Ritz-Carlton
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
Paul Chapman
Chairperson
Paul moved to Perth from the UK after completing an honours degree in Pure Mathematics from Imperial College, London. He then worked in actuarial world for five years before moving to Sydney as Portfolio Manager, Fixed Income at AMP Investments. Paul then spent his time developing and fostering a financial advice practice with a partner and team of six staff for ten years before successfully selling the business. After taking a year off to enjoy the fruits of his labour, Paul moved to Melbourne and worked for Suncorp, where he enjoyed working closely with his sales team, fostering their growth and development, ultimately taking him down the path to create his own business, 925 Edge, a business that builds leadership and success within others and helps individuals and companies find their competitive edge. His clients include, MLC, National Mortgage Brokers, Liberty Bank, SLF Lawyers, and Box of Books.
09:20
HONK IF YOU’RE ALLOCATED! NAVIGATING MARKETS WITH PURPOSE AND POISE
In a world where market headlines flash by at lightning speed, how do you keep your portfolio on the right road? Our expert panel cuts through the fog to illuminate clear pathways for strategic asset allocation. We’ll map out a framework that help you distinguish between crucial market signals and mere market noise. Our discussion will equip you with practical tools to build systematic decision-making processes that withstand emotional market swings. The panel will tackle head-on the eternal question: “When should we act, and when should we stay the course? Leave with concrete strategies to communicate your allocation decisions to clients, helping them remain confident even when markets test their resolve.
SPEAKERS:
Lukasz De Pourbaix, Global Cross Asset Specialist, Fidelity International
Fil Andronaco, Partner | Portfolio Manager, Trellia Wealth Partners
GUEST MODERATOR:
Glen Holder, Chief Executive Officer, Resonant Asset Management
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
Fil Andronaco
Partner | Portfolio Manager
Trellia Wealth Partners
Fil is a founding partner at Trellia Wealth Partners, formed from the merger of InvestSense (which he co-founded in 2014) with Betashares Managed Accounts. As a portfolio manager, Fil is part of the InvestSense Investment Committee and works with financial advisers to design and manage multi-asset investment portfolios.
Fil has over 25 years of experience in financial services in both Sydney and the UK. Prior to InvestSense, Fil was a Senior Asset Consultant at research house van Eyk where he was responsible for providing dealer groups and financial planners with asset allocation and portfolio construction advice. Prior to van Eyk, Fil worked in the UK across firms such as AXA Framlington, Northern Trust and Alliance Bernstein, in roles covering portfolio implementation and portfolio analysis. Fil was also an investment analyst at White Funds Management, a boutique funds management firm specialising in Australian equities based in Sydney.
Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charter holder.
10:25
MORNING TEA
10:55
THERE’S NOPLACE LIKEHOME | FINDINGRESILIENCE INDOMESTIC EQUITIES
Global markets are navigating a ‘new investment order’ marked by escalating geopolitical tensions, trade disputes, and increased volatility. And as most investors have been increasing an allocation to global equities, the question is whether this is even the right approach? Is there Australian exceptionalism?
In this environment, portfolio resilience is paramount. This session will explore how a strategic allocation to domestic equities can provide a crucial buffer against global headwinds. Our speaker will discuss how to dynamically manage factor exposures to optimize returns while mitigating risk. By understanding the interplay of global forces and domestic market dynamics, investors can build portfolios designed to weather the storm and capitalize on local strengths.
SPEAKER:
Benjamin Leung, Head of Systematic Investment, Macquarie Asset Management
GUEST MODERATOR:
Glen Holder, Chief Executive Officer, Resonant Asset Management
12:10
YIELDING TO CHANGE | THE FUTURE OF US DOMINANCE
Is the US dollar’s reign as the world’s go-to currency truly unshakable? The bedrock of US exceptionalism and its bonds as the ultimate safe haven are now openly debated. This session dives straight into the core question: Is a fundamental shift in US economic dominance genuinely likely, and if so, how soon?
Our speaker tackles the direct implications for your portfolio, guiding you through approaches for assessing and navigating this uncertain period. This session will evaluate the potential winners and losers amid market flux, and demonstrate how to express these views through your portfolio allocation.
SPEAKER:
Aaditya Thakur, Portfolio Manager, PIMCO
GUEST MODERATOR:
Fil Andronaco, Partner | Portfolio Manager, Trellia Wealth Partners
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
Fil Andronaco
Partner | Portfolio Manager
Trellia Wealth Partners
Fil is a founding partner at Trellia Wealth Partners, formed from the merger of InvestSense (which he co-founded in 2014) with Betashares Managed Accounts. As a portfolio manager, Fil is part of the InvestSense Investment Committee and works with financial advisers to design and manage multi-asset investment portfolios.
Fil has over 25 years of experience in financial services in both Sydney and the UK. Prior to InvestSense, Fil was a Senior Asset Consultant at research house van Eyk where he was responsible for providing dealer groups and financial planners with asset allocation and portfolio construction advice. Prior to van Eyk, Fil worked in the UK across firms such as AXA Framlington, Northern Trust and Alliance Bernstein, in roles covering portfolio implementation and portfolio analysis. Fil was also an investment analyst at White Funds Management, a boutique funds management firm specialising in Australian equities based in Sydney.
Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charter holder.
13:05
LUNCH
14:05
MASTERING PRIVATE MARKET ALLOCATIONS
How do you optimize your portfolio across the full spectrum of public and private markets in today’s rapidly evolving investment landscape? Our speakers in this session provide clarity on strategic allocation approaches, with special emphasis on navigating the expanding private markets universe. We’ll assess different approaches and methodologies for evaluating opportunities across the private markets spectrum. Our discussion will equip you with practical tools for systematically evaluating private market opportunities, building balanced allocations through market cycles, and thinking effectively as an allocator.
SPEAKERS:
Antonio Ferrer, Partner Global Head, Multi-Asset Portfolio Management, LGT Capital Partners
James Edmonds, Chief Operating Officer, Praemium
GUEST MODERATOR:
James Gouldson, Head of Managed Portfolios & Partner, Koda Capital
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
James Edmonds
Chief Operating Officer
Praemium
James has had a long career with a number of top tier firms including State Street, Deutsche Bank and, more recently, Morgan Stanley. He has worked in Europe and the US as Head of Investment Platforms, James was responsible for building Morgan Stanley Australia’s global SMA solution and managed key relationships with Praemium and Ausmaq.
James Gouldson
Head of Managed Portfolios & Partner
Koda Capital
James has delivered investment solutions for high net worth individuals for over 16 years.
He is responsible for the ongoing management of Koda’s PDS-orientated solution including manager selection, as well the oversight of one of the firm’s direct Australian equity portfolios. In addition, James works closely with the Chief Investment Officer and Head of Core & Opportunistic Portfolios in the management of the Koda’s suite of private market investments.
Prior to joining Koda Capital, James led Perth-based Redwood Wealth’s investment function as the Head of Investment Management. In this role he conducted detailed investment analysis on both direct and managed opportunities across a diverse range of asset classes and geographies. His advice also included asset allocation and other portfolio construction activities.
James holds a Bachelor of Commerce (Corporate Finance & Investment Finance) from the University of Western Australia. He is a CFA® Charterholder and a member of the CFA Society Australia.
15:05
AFTERNOON TEA
15:35
THE GREAT RESET | FINDING OPPORTUNITY IN GLOBAL EQUITY DISRUPTION
With the extreme momentum and valuation disparities in global markets resolving in spectacular fashion, market participants continue to digest the effects of the Trump tariffs and resetting of supply chains. What does this mean for global markets and equity indices?
Our speakers in this session share their insights on where value lies to create long-term opportunities – the catalyst for a portfolio reset is upon us and we look to answer the question on, where to from here?
SPEAKERS:
Richard Rauch, Investment Director, Head of Portfolio Solutions (Australia), Brandywine Global
David Jenkins, Client Portfolio Manager, GQG Partners
GUEST MODERATOR:
Fil Andronaco, Partner | Portfolio Manager, Trellia Wealth Partners
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
David Jenkins
Client Portfolio Manager
GQG Partners
David brings 20 years of industry experience to his role as a Client Portfolio Manager at GQG Partners, where he has been for the past three years. David began his career in banking and financial advice, in roles encompassing mortgage lending and advice research.
More recently David has held senior roles in superannuation and investment product development, key account management and business analytics. He holds a Bachelor of Commerce in Finance and Economics from the University of Queensland and a Diploma of Financial Planning from Griffith University.
Fil Andronaco
Partner | Portfolio Manager
Trellia Wealth Partners
Fil is a founding partner at Trellia Wealth Partners, formed from the merger of InvestSense (which he co-founded in 2014) with Betashares Managed Accounts. As a portfolio manager, Fil is part of the InvestSense Investment Committee and works with financial advisers to design and manage multi-asset investment portfolios.
Fil has over 25 years of experience in financial services in both Sydney and the UK. Prior to InvestSense, Fil was a Senior Asset Consultant at research house van Eyk where he was responsible for providing dealer groups and financial planners with asset allocation and portfolio construction advice. Prior to van Eyk, Fil worked in the UK across firms such as AXA Framlington, Northern Trust and Alliance Bernstein, in roles covering portfolio implementation and portfolio analysis. Fil was also an investment analyst at White Funds Management, a boutique funds management firm specialising in Australian equities based in Sydney.
Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charter holder.
16:40
POWER PLAY | EQUITY, TRADE, AND THE NEW WORLD ORDER
Australian investors have significantly increased their allocations to global equities in the past decade, which inevitably means 70 cents in each dollar is allocated to the US. Given that the US may no longer exhibit the same level of reliability it has since the GFC, what does that mean for global markets and Australians alike?
Specifically, we will examine how the intersection of technology, geopolitics, and trade is reshaping power dynamics and whether this could lead to a shift in the global economic centre away from the US towards other regions, such as Japan and the EU.
The session will take a geopolitical perspective, rather than a purely marketdriven one, to analyse the key themes influencing the investment landscape. It will cover the current global climate and emphasize the crucial role of both financial and human capital in fostering robust economic relationships, particularly for service-based economies like Australia.
SPEAKER:
Rebecca Shrimpton, Senior Advisor, The Asia Group
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 1
Rebecca Shrimpton
Senior Advisor
The Asia Group
Rebecca (Bec) is tasked with expanding TAG’s industry-leading Australia practice to help global and Australian corporations develop business strategies to unlock opportunities and overcome market access challenges. Based in Melbourne, Bec brings deep expertise on defense, foreign relations, trade, and investment to support clients across Australia’s most dynamic sectors and the broader Indo-Pacific.
Bec is a recognized expert on terrorism, insurgency, cyber, space policy, missile defense, nuclear and strategic deterrence, and advanced dual-use technologies within national security. Prior to joining TAG, Bec served as Director of Defense Strategy and National Security at the Australian Strategic Policy Institute (ASPI), and convened the inaugural in-person Sydney Dialogue in 2023 – Australia’s premier policy summit focused on critical, emerging, cyber, and space technologies.
Bec brings over 25 years of government experience, including senior positions at the Australian Department of Defense, the Department of Foreign Affairs and Trade, and the Australian Trade and Investment Commission (Austrade). At Austrade Bec led Australian trade and investment engagements and priorities for the defence, space and infrastructure sectors globally. Bec served as Counsellor for Defense Strategic Policy at the Australian Embassy in Washington, D.C. from 2015 to 2017 and later as Senior Adviser for Major Powers to the Australian Foreign Minister from 2019 to 2020 where she provided high-level policy advice on Australia’s relationships with key partners, including the United States, China, Five Eyes nations, and on emerging technologies, cyber and space.
A distinguished alumna and Fellow of the Australian War College, Bec completed the 2013 Defense and Strategic Studies Course. She holds a Master of Strategic Studies with Honors from the Australian National University and a Master of Strategic Studies from Deakin University
17:45
DRINKS & CANAPÉS
Long Chim, State Buildings
18:30
SYMPOSIUM DINNER
Long Chim, State Buildings