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A world of opportunity in an ever-changing world

We are delighted to host our new format, investment-focused event.

A great opportunity for you to share best practices, network and meet peers, learn new thinking and explore the latest trends from our inspiring and insightful speakers.

The start of 2019 has been unexpectedly good.  However - it’s probably fair to say the next 12-months will be more challenging.

How should we position client portfolios and expectations in preparation for what lies ahead? And how will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?

The event is specifically for senior management, product / fund gatekeepers and relationship managers - working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event –

A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
7 focused 10-minute presentations
4 Panel discussions
4 workshops
 

Panels covering these topics;

  • CEO’s Panel Discussion
  • Tweaking the investment engine
  • Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?
  • "Young investors" - Investing with Purpose?

 

You have a choice of which sections you attend –

When you register -
You can attend the whole day

Or you can attend any of these segments;

  • Attend the morning session from 8.55am – 1.00pm
  • Attend the afternoon session with proactive workshops 1.50pm – 3.10pm
  • Attend the final segment 3.30pm – 5.00pm

 

EVENT Summary

 

SPEAKERS

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