AGENDA DAY 2
Wealth Symposium
2025 | WA
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 2
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.
08:55
NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.
Through practical insights and lived experiences, we’ll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.
SPEAKER:
Peter Worn, Senior Vice President, The Asia Group
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 2
Peter Worn
Senior Vice President
The Asia Group
Peter is the co-founder and Joint Managing Director of Finura Group. Peter and the Finura team advise some of Australia and the UK’s leading wealth management companies on their technology strategy & execution. Peter holds several external board positions. He is an Independent Chairman of McQueen Financial Group, Chairman of Rising Tide Financial Services and on the Board of digital media agency, Socialisd. His most important role is being a Dad to his two boys Thomas and Patrick and husband to his wife Katherine. Peter holds an Executive MBA from the Australian Graduate School of Management and a Bachelor of Business.
10:15
PUBLIC OR PRIVATE? INSTITUTIONAL APPROACHES TO MARKET ALPHA
Private markets have long been a source of alpha for institutional investors, yet allocations for direct investors remain firmly in the first leg as the Australian wealth space experiences a proliferation of private markets investment opportunities. But does this nascent industry bring unnecessary complexity in allocating and constructing portfolios? Or can public markets provide appropriate risk-adjusted returns?
Our session will unpack allocating to both public and private markets, examining their role in portfolio construction and return enhancement. This session will bridge institutional investment approaches to the wealth management landscape, providing a comprehensive framework for understanding private market allocation strategies. A session to challenge portfolio construction principles and traditional investment orthodoxies in presenting a forward-looking perspective on alternative investment strategies.
SPEAKERS:
John Valtwies, Principal, Private Wealth, Blue Owl Capital
Victor Mayer, Partner, Pantheon
11:20
MORNING TEA
11:45
DON'T MISS THE BOAT | NAVIGATING GLOBAL EQUITIES
In today’s complex global landscape, filled with market concentration, valuation dispersion, and geopolitical shifts, where can investors find true opportunity? Our speaker will provide a framework for identifying resilient, long-term value in global equities. We will examine key themes shaping the market, including supply chain reconfiguration, the energy transition, and evolving interest rate dynamics. The session will emphasize a fundamental, valuation-driven approach to stock selection, highlighting the importance of patience and a long-term perspective.
Learn how to look beyond short-term noise, focus on quality businesses, and construct a portfolio positioned for sustainable growth in an ever-changing world.
SPEAKERS:
Kevin Bertoli, Co-Portfolio Manager, PM Capital
Jason Petras, Director, Resonant Asset Management
12:35
REDUCING ANXIETY IN AN UNCERTAIN WORLD OF RAPID CHANGE
How do you care for yourself, your staff, and your family in an unpredictable world of rapid change? Stress and anxiety arise from how we view things and can be alleviated by taking responsibility for our perceptions, attitudes and actions. How we conduct our life either raises our vibration, allowing us to choose our responses or takes us down the darker corridors of regret, justification, and mental ruminations. This session will offer simple self-care practices that can enrich our connection with a broader community and educate us on how to make choices that encourage mental well-being. John will share practical ways to reduce stress and anxiety and positively influence others.
SPEAKER:
John Toomey, Global Chair, Global Wellness Institute’s Workplace Wellbeing Initiative
SPEAKERS
WEALTH SYMPOSIUM 2025 | WA DAY 2
John Toomey
Global Chair
Global Wellness Institute’s Workplace Wellbeing Initiative
John is an International speaker and thought leader who aims to inspire, educate, and empower people to take 100% responsibility for their lives, wellness and mental wellbeing.
His impressive background in high performance roles in professional sport, including 7 AFL Clubs, and culture development roles in two A League Clubs, and as coach of an Olympic gold medallist, brings richness and depth to his presentations. John holds a Phys Ed degree from Deakin University, did his Masters Studies in Applied Physiology at Victoria University, studied and taught human consciousness as an Avatar Master for 15 years, is a published author and has lectured at multiple Universities in PE and Medicine. For 5 years until 2017 he served on RMIT University’s School of Health Sciences Program Advisory Committee.
Currently, John is Global Chair of the Global Wellness Institute’s Workplace Wellbeing Initiative.
He recently published a book, “In it for the Long Haul”, Making the most of the FIFO Lifestyle, his effort to reduce the amount of mental illness and suicides on remote worksites across Australia.
John is an avid runner and ocean swimmer, and has 3 adult children and 6 grandkids.