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2021 Agenda
Tuesday, 20 April 
10:00 AM - 10:30 AM Developing and Leading an Elite Advisory Team
  Troy Theobold, RFS Advice
Claire Mackay, Quantum Financial
Moderator: Paul Heath, CEO, Koda Capital
10:30 AM - 11:00 AM Building Climate Aware Portfolios for the Future with ETFs
  Rimmo Jolly, Managing Director, Head of iShares Asia-Pacific, BlackRock
Moderated by: April Ferrell, Global Managing Director, Asset Management, Barron’s Group
11:00 AM - 11:30 AM U.S. Advisers’ Best Practices for Growing Your Business
  Geri Pell, Ameriprise Financial Services
Lyon Polk, Morgan Stanley Private Wealth Management
Moderated by: Matt Barthel, Executive Editor, Wealth & Asset Management, Barron’s Group
11:30 AM - 12:00 PM Cybersecurity - Protecting Your Firm and Clients in the Digital Age
  Sean Roche, Former Associate Deputy Director, U.S. Central Intelligence Agency
11:00 AM – 11:30 AM Live Q&A: Building Climate Aware Portfolios for the Future with ETFs
  Paula Gigler, Head of Key Accounts and High Net Worth, BlackRock Australia
Sunita Subramoniam, Head of Sustainable for the ETF and Index Business, BlackRock APAC
Wednesday, 21 April
10:00 AM - 10:45 AM Key Insights from U.S. Advisers
  Robert Balentine, Balentine
Louise Gunderson, UBS
Moderator: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group
10:45 AM - 11:00 AM Women Entrepreneurs and Benefits of Equal Access to Capital
  Sara Araghi, DVP, Research Analyst and Portfolio Manager, Franklin Templeton
11:00 AM - 11:30 AM ESG and Impact Investing Insights for the Australian Adviser
  Stephen Fitzgerald, Affirmative Investment Management
Will Hamilton, Hamilton Wealth Partners
Moderated by: Beverly Goodman, Editorial Director, Barron’s
11:30 AM - 12:00 PM Harnessing Growth Opportunities with Private Equity
  Claire Smith, Alternatives Director, Schroders
Interviewed By: Graeme Mather, Head of Distribution, Schroders
11:00 AM – 11:30 AM Live Q&A: Women Entrepreneurs and Benefits of Equal Access to Capital
  Sara Araghi, DVP, Research Analyst and Portfolio Manager, Franklin Templeton
12:00 PM – 12:30 PM Live Q&A: Harnessing Growth Opportunities with Private Equity
  Claire Smith, Alternatives Director, Schroders
Moderated by: Gavin Williams, National Account Manager, Schroders
Thursday, 22 April
10:00 AM - 10:30 AM Captains of the Industry
  Sally Loane, CEO, FSC
Mathew Cassidy, Partners Wealth Group
Interviewed by: Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial
10:30 AM - 11:00 AM The Four Inexorable Forces Driving Impact Investing
  Richard Brandweiner, CEO, Australia, Pendal Group
11:00 AM - 11:30 AM Top Strategies for Exceptional Client Service
  Campbell Vidgen, Macquarie Private Bank
Sally Huynh, Shadforth
Moderator: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group
11:30 AM - 11:45 AM Barron’s Research Review
  Matt Barthel, Executive Editor, Wealth & Asset Management, Barron’s Group
Interviewed by: Jack Otter, Global Head, Wealth & Asset Management, Barron’s Group
11:00 AM – 11:30 AM Live Q&A: The Four Inexorable Forces Driving Impact Investing
  Richard Brandweiner, CEO, Australia, Pendal Group
Wealth Management Partners
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2022 Agenda
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  • Home
  • Summits
    • Teams
    • Australia
    • Independent
    • 100
    • Women
    • Institutional
    • ESG-Impact
    • Alternatives
    • Regionals
  • Rankings
  • Hall of Fame
  • News