The Australian Wealth Management Summit returns for the second year to offer 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 are central to institutional and wholesale strategies.
At the Australian Wealth Management Summit, Cassandra Crowe, CFA, vice president at T. Rowe Price Group, Inc., will deliver a keynote address outlining how major global shifts are shaping the wealth landscape.
Crowe is a leading spokesperson for positive impact with over 20 years of experience in financial services. She employs a unique approach to finance, viewing the sector as a way to improve communities, promote financial wellness, and cement stronger retirement outcomes.
In her exclusive address, Crowe will examine the big questions and mega themes facing our financial future, including:
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A shifting balance: exploring worldwide demographics and impacts on retirement outcomes and systems.
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Investing on the right side of change: in this evolving world with shifting global economics and a broadening of investment opportunities, attendees will hear unique insights from T. Rowe Price’s global research platform as we move to a new frontier.
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The investor’s framework: introducing a five-dimensional framework as well as T. Rowe Price’s latest investment thinking and the opportunities ahead.
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
During the session, attendees will gain valuable insights to navigate a rapidly transitioning wealth management landscape and learn why an active, curious, and inclusive solutions mindset is critical to future success.
About Cassandra Crowe
Crowe is vice president of T. Rowe Price Group, Inc., and T. Rowe Price Australia Limited, a premier global investment management firm. She is also a member of the firm’s Asia-Pacific leadership team and heads up the consultant function.
She currently holds the position of co-chair of the Chartered Financial Analyst® (CFA) Society Australia Member Council and serves as chair of the CFA Society Australia Investment Forum.
Additionally, she acted as a board director of the CFA Society Sydney for seven years.
Beyond her corporate role, Crowe is heavily involved in inspiring the next generation of investment leaders. She is also an executive founding member of the Bloomberg Women’s Buy Side Network for Australia and New Zealand.
Her achievements have been widely recognised in the industry, with Crowe being named in the Top 100 Australian Professionals 2020 list for her contribution to financial services.
To hear Cassandra Crowe speak on the future of the wealth landscape, come along to the Australian Wealth Management Summit 2025.
The event will take place on Friday, 22 August 2025, at the Sofitel Sydney Wentworth. Click here to buy tickets.
To learn more about the summit, including the speakers and agenda, click here.
