Reasons to Attend

Barron’s Australia Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.

Networking

Our by invitation only conferences convene elite tier practitioners

Thought Leadership

We pride ourselves in presenting the most forward-looking content

Practice Management

The industry’s most successful advisors share their secrets

Continuing Education

Many of our sessions are eligible for CE credits

 

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

What can I expect from a Barron’s Advisor  Summit?

Who You Will Meet
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The Top Financial Advisers—honored each year in The Australian’s June issue—convene to lead the event’s sessions. Also invited are a select group of 150 additional advisers who have shown top-flight performance within their firms.

Why They Are Here
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To meet and network with thought leaders in the financial advisery profession. Participating firms send their most highly-valued talent here as an effective avenue for developing professional skill sets.

Take advantage of this rare chance to commingle and build relationships with the upper echelon of financial advisers, right when they’re highly receptive to innovative thinking in navigating the markets.

2021 Summit Partners