H&B | INVESTMENT PERSPECTIVES FORUM
2025 | BRISBANE
WELCOME
ANDREW
WEILANDT
Director,
DP Wealth Advisory
SESSION 1 YIELD OF DREAMS | BUILDING RESILIENT CREDIT PORTFOLIOS
PHIL
STRANO
Head of Australian Credit Research,
Yarra Capital Management
SESSION 2 VOLATILITY VORTEX | GEOPOLITICS, TARIFFS, AND THE EQUITY SHAKEUP
MATT
REYNOLDS
Investment Director,
Capital Group
SESSION 3 BEYOND BONDS & EQUITIES | IT'S TIME TO FLY BEYOND TRADITIONAL ASSETS
ASHMI
MEHROTRA
Managing Director, Portfolio Management,
J.P. Morgan Asset Management
JOHN
GUADAGNUOLO
Portfolio Manager,
Antares Equities
SESSION 4 GEN-AI RESHAPING THE CONSUMER LANDSCAPE | HOW CAN MID-CAP INVESTORS CAPITALISE?
SESSION 5 WHAT IS THE ALTERNATIVE | A GUIDE TO INVESTING IN PRIVATE MARKETS
MARIO
GIANNINI
Executive Co-Chairman,
Hamilton Lane
HUGH
ROBERTSON
GUEST MODERATOR
Managing Director,
Centaur Financial Services
SESSION 6 THE EQUITY EDGE | FINDING OPPORTUNITY WHEN OTHERS SEE RISK
PETER
BATES
Portfolio Manager,
T. Rowe Price