top of page
HBWS_SecondaryReversed.png

H&B | WEALTH SYMPOSIUM 2024 | VIC

WHEN >

November 13-14, 2024

WHERE >

RACV Resort Torquay, VIC

A discussion based, invitation only Symposium which will bring together a delegation of Australian advisors to identify and discuss several key decisions we face in asset allocation and investment strategy. We will also explore and debate ideas and approaches to navigating the uniquely challenging set of circumstances we find ourselves in today – namely low interest rates, high asset class valuations, and significant disruption impacting investment markets, against the backdrop of a rapidly changing competitive environment for financial advice.

" It's all about the discussion "

H&B | WEALTH SYMPOSIUM 2024 | VIC

SCHEDULE

DAY 1 - AGENDA

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

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

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

 

SESSION 4 BOOMERANG INVESTING | WHEN RETURNS COME BACK AROUND

 

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

 

SESSION 6 VALUING YOUR CLIENTS | UNDERSTANDING THE OPTIMAL PRICING STRATEGY 

. . . . .

SYMPOSIUM DINNER

DAY 2 - AGENDA

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

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

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

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

. . . . .

SYMPOSIUM CLOSE

RACV TORQUAY RESORT, VIC

bottom of page