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H&B | WEALTH SYMPOSIUM 2024 | VIC 

WELCOME

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CHAIR PERSON

PAUL
CHAPMAN

H&B Chairperson

SESSION 1 THE MORNING AFTER | GLOBAL SIDE EFFECTS OF US DEMOCRACY AND GEOPOLITICS

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RON
TEMPLE

Chief Market Strategist,

Lazard Asset Management

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THE HON. ARTHUR
SINODINOS

Partner | Chair of Australia Practice,

The Asia Group

SESSION 2 HOME GROUND ADVANTAGE | OPPORTUNITIES ACROSS THE AUSTRALIAN CAPITAL STRUCTURE

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DAMIEN HENNESSY

Head of Asset Allocation, Zenith Investment Partners

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DAMON
SHINNICK

Portfolio Manager,
Western Asset Management

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MIKE
YOUNGER

Portfolio Manager,
Prime Value Asset Management

SESSION 3 PRIVATE PARTY | WHERE DEBT AND EQUITY MINGLE ON THE CAPITAL STACK

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CHRIS
MAUSS

Managing Director I Private Equity,
Partners Group

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PAUL
NAGY

 Co-Founder,

Epsilon Direct Lending

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NICK
FIELD

Portfolio Manager,
Lonsec Investment Solutions

SESSION 4 BOOMERANG INVESTING | WHEN RETURNS COME BACK AROUND

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TOM
RICHARDSON

Lead Portfolio Manager,
Paradice Investment Management

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JASON
PETRAS

Director,

Resonant Asset Management

SESSION 5 GLOBAL GEMS | UNEARTHING QUALITY IN A WORLD OF OPPORTUNITY

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PAUL
LOUDON

Investment Manager,

Walter Scott & Partners | Macquarie Asset Management 

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DOUGLAS
TYNAN

Chief Investment Officer,

GCQ Funds Management

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JONATHAN TOLUB

Director,

InvestSense

SESSION 6 VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY

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JIM
STACKPOOL

Founder,

Certainty Advice Group

SESSION 7 A NEW FRONTIER | EXPLORING ASSET BACKED LENDING’S ROLE IN MODERN PORTFOLIOS

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KYLE
MCCARTHY

Executive Vice President and Alternative Credit Strategist

PIMCO

SESSION 8 GLOBAL EQUITY SHOWDOWN | JAPAN'S REFORMS MEET INDIA'S AMBITIONS

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DAVID
JENKINS

Client Portfolio Manager,

GQG Partners

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JUNE-YON
KIM

Head of the Japanese Equity Team |
Lead Portfolio Manager/Analyst,

Lazard Asset Management

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SHAILESH JAIN

Principal | Asset Consulting, Evidentia Group

SESSION 9 IS GEN-AI RESHAPING THE CONSUMER LANDSCAPE | HOW CAN MID-CAP INVESTORS CAPITALISE?

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JOHN
GUADAGNUOLO

Portfolio Manager,

Antares Equities

SESSION 10 MACHINES, POWER AND DESTINY AI ASCENDANCY & GEOPOLITICAL FLUX IN THE RACE TO 2050

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KEITH
SUTER

Managing Director,
Global Directions

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