H&B

New South Wales
Events

Our upcoming forums across New South Wales, bring together a select group of Australian advisors for candid, off-the-record conversation under Chatham House rules – exploring the investment themes and opportunities shaping the market right now.

Upcoming events

4 August 2026 Wholesale Forum Sydney The Lands by Capella
2 Gresham St, Sydney NSW 2000 View the event
28 - 29 October 2026 Wealth Symposium NSW The Gibraltar Bowral,
7 Boronia St, Bowral, NSW 2576 View the event

Past events

25 March 2026 Investment Perspective Forum The Lands by Capella Ballroom
24 Loftus Street Sydney 2000 View the event
23 July 2025 Wholesale Forum NSW Smith Rooms Capella Hotel
24 Loftus Street Sydney 2000 Australia View the event
"The H&B Wealth Symposium is a valuable forum for gaining fresh investment ideas, sharing perspectives with peers and building important connections. We genuinely believe this forum is amongst the best and helps us deliver exceptional outcomes for our clients."

Richard Felice
Partner Belay Advisory

"The H&B Wealth Symposium consistently delivers exceptional investment content. The calibre of speakers both domestic and global is outstanding, bringing depth, perspective and genuine intellectual rigour to the discussions.

I particularly enjoy the table discussions for exchange of ideas, robust debate and meaningful peer engagement."

Angela Ray, Senior Associate
Koda Capital

“Every event has been executed flawlessly, a view shared by our team, attending clients and the delegates we meet.”

JASON PETRAS, DIRECTOR | INVESTMENTS
Resonant Asset Management

"H&B deliver exceptional conferences and a fabulous time! After more than 40 years in the industry, it’s easy to become a little jaded, but the H&B experience is always a bright and refreshing way to start the year. The effort, energy and hospitality are genuinely appreciated."

Scott Moses, Practice Principal
Ardent Private Wealth

Gallery

about the events

Who attends these events?

Events are invitation-only, reserved for senior financial advisers and strategic partners from leading Australian firms.

How do I request an invitation?

Our events are strictly by invitation only. Adele or Lucy would however be happy to discuss any interest you may have in upcoming events.

Get in touch

Are sessions CPD accredited?

Yes. All sessions carry CPD accreditation. Details are provided in your event confirmation.

How many guests attend each event?

Attendance is deliberately limited to ensure the quality of discussion and meaningful peer connections.

What topics are covered?

Each forum explores key investment themes, asset allocation challenges, and emerging opportunities shaped by international speakers.

Where do events take place?

Events are held at exceptional venues across New South Wales, Victoria, Queensland, South Australia and Western Australia. Venue details are shared with confirmed guests.

Is there a cost to attend?

Attendance is by invitation only. There is no fee for advisors to attend.

How far in advance are invitations sent?

Invitations are typically sent 6–8 weeks prior to each event, with a response requested within two weeks.