The summit will be free to attend for financial advisers – click here to secure your tickets.

The highly anticipated event sets the stage for transformative change in wealth management and offers financial professionals a deeper understanding of the rising role of alternatives in shaping portfolio construction.

The summit will unite a line-up of senior investment professionals, asset consultants, economists, and advisers to explore how alternative investments including private equity, real assets, private credit, infrastructure, and digital assets, are central to institutional and wholesale strategies.

Speakers include:

• Cassandra Crowe, vice president, T. Rowe Price

• Michael McCorry, chief investment officer, BlackRock

• Andrew McAuley, chief of investments, UBS Global Wealth Management Australia

• Marina Zhang, associate professor, Australia-China Relations Institute, UTS

• Hugh Lam, investment strategist, Betashares

• Shane Oliver, head of investment strategy and chief economist, AMP

What to expect at the summit

The Australian Wealth Management Summit is a one-day leadership forum featuring analysis, discussion, and insights designed for financial professionals navigating evolving global capital markets.

By attending the event, professionals will hear how advisers and asset managers can position portfolios for success in a climate plagued by elevated interest rates, sticky inflation, and subdued growth.

The summit will deliver a mix of keynote sessions and panels to examine topics such as the industry’s shift toward AI-led growth, capital flows into semiconductors and robotics, and the growing relevance of tokenised assets and digital currencies in diversified portfolios.

The sessions include:

• Transforming tomorrow: Navigating big questions

• The rise and rule of alternatives

• Real assets: Hedging against volatility, inflation and global recession

• Private equity: Resilience in a volatile market

• Private credit: Unlocking yield beyond traditional lending

• Investing in the intelligence economy - global frontiers and China’s superpower play

• Crypto 3.0: From chaos to core allocation

• Expanding access: The democratisation of private markets and alternatives

Throughout the day, attendees will gain insights into the latest economic trends and investment strategies, explore opportunities and challenges in the financial services industry, and be equipped with the knowledge to navigate complex markets.

The event will also provide networking opportunities in between sessions to ensure collaboration amongst attendees.

All investment advisers, financial planners, professional and high-net-worth individuals, family offices, and other wealth professionals are encouraged to attend.

Don’t miss this chance to join the conversation. Click here to secure your tickets.

To learn more about the summit, including the agenda and speakers, click here.