WealthLeaders eXchange

Yesterday marked the inaugural ?????????????????????????? ?????????? by WealthLeaders eXchange (WLX) in ????????????, where we were honored to host influential figures from the wealth industry for an engaging and dynamic day together. The Forum was filled with stimulating presentations and invaluable discussions among peers, focusing on sharing insights, fostering growth, and driving innovation within advisory practices.? ? A huge thank you to our eXchange Partners, Advisory Committee, and the WLX team for their support and efforts in making this event a success.? ? ???????????????? ????????????????: GSFM Pty Limited, Warakirri Asset Management, J.P. Morgan Asset Management, Global X ETFs, Hillcrest Strategic Partners Pty Ltd, Generation Life - Outthinking today., Perpetual Limited, Allianz Retire+ ????????????????: Christopher Demasi, Patrick Russel, Kieran Moore, CFA, John Laver, CIMA?, Chad Hitzeman, Mark Lapedus, Ashmi M., Christopher J., Kyle Lidbury, CFA CAIA, Andrew Inwood, Tim Farrelly, and Chris Mackay ???????????????? ??????????????????:? Joshua Drake CFP, Jeff Salomon, Daniel Rolley CFA, Marisa Broome CFP?, Christopher Forrest, Nitesh Patel, Neelan Sornalingam Aaron Russell, Alan Logan, Alistair Dunne, Amanda Chow, CFA, Andrew Koolman, Damian Craven, Gemma Weeks, Justin Sultana, Lewis Bond, CIMA?, Michael Jaeger, Natalie Philips, Stuart Devlin, Timothy Lang, CFA, Todd Surace, Harry Page ? #WealthLeadersForum #WLX #PrivateWealth #InvestmentCommunity #WealthManagement

Andrew Inwood, Founder of CoreData Group, challenged our delegates at our recent Sydney WealthLeaders Forum to catch up with their global peers on technology and innovation: ? ..in the UK they are further ahead with their tech stack, they’re further ahead with their managed account services and they’re further ahead with their ‘automated intimacy.' ?

We were honoured to bring this highly experienced and passionate group of industry professionals together last week to form our ?????????????????????????? ?????????? ?????????????????? ???????? ???????????????? ??????????????????! Their guidance and advice proved invaluable in creating a Program that is focused on the key issues, challenges, and opportunities for Advisers in the current market environment. On behalf of our future delegates, we extend our deepest thanks to these AC members for their commitment to sharing their time, expertise, and insights to the WLX Melbourne Forum Agenda: James Weir – Steward Wealth Vessela Tasker – Greenwood & Co Andrew Aylward – Keep Wealth Partners Jeff Mitchell – INFOCUS SECURITIES PRIVATE LIMITED Rob Pizzichetta – Mont Wealth Advisors Tim Townsend – TownsendCobain Pty With their active participation, we’re crafting an agenda that prioritises deep conversations, meaningful connections, and impactful industry insights. #WLX #AdvisoryCommittee #WealthLeadership #WealthLeadersForum #HighNetWealthAdvisers?#PrivateWealth?Graeme Miller

?? ?????????????? ????????????????????????: ???????????????????????? ???????????????????????? ???? ?????????????? ???????????? ???????????????????? ???????????????????? ???????? ???????? ??????????????! ?? WLX is delighted to share this innovative session featuring the insights of Mark Lapedus of Allianz Retire+ at the Sydney WealthLeaders Forum on November 13th. ?? ??????????????: ???????????? ?????? ?????????????? – ?????????????????????? ?????????????????????? ?????? ???????????? ???????? ?????????? Due to the nature of markets and the constant daily news flow, we are often drawn into shorter-term considerations in our discussions with clients. While macro and market factors remain important, the changing regulatory landscape carries implications for how investments should be structured. As advisers, is it sufficient to continue with strategies from the past, or do new innovations present opportunities to better support our clients and enhance investment outcomes? ???????? ?? – ?????? ???????????????? ???? ???????????????? ?????????????????????????? In the first part of this strategy-focused session our speaker will discuss the growing role of annuities in customised client strategies, tailored to meet long-term goals and objectives. Can modern annuities provide us with the tools to offer clients greater peace of mind in their financial planning? ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #LongTermInvesting Tim Townsend, Graeme Miller, Andrew Stewart, Natalie Philips, Chris Borg, Gemma Mathews

?? ?????????????? ????????????????????????: ???????? ????????????????, ?????????????????????? ???????????? & ?????? ???????????????? ???? ???????????????? ?????? ???????????? ???????? ????????????????????! ?? WLX are thrilled to announce three more notable speakers for the WealthLeaders Forum Sydney on November 13th, each providing unique and valuable insights - Chad Hitzeman of Global X ETFs AU, Christopher Demasi of Montaka Global Investments and Tim Farrelly of farrelly's Investment Strategy. ?? ??????????????: ???????????????? ???? ?????? ???????????????? - ?????? ?????????? ???? ?????????????????? ???????????????????????? The expanding range of investments available to advisers - across listed and unlisted markets, domestic and global, and spanning various asset classes and investment styles, creates opportunities to build more resilient portfolios that can perform well across varied market environments. As we look ahead to the coming year, and drawing on ideas shared in previous sessions, our speakers will offer their perspectives on the key risks and imbalances currently present in portfolios. They will also highlight the asset classes, themes, and emerging opportunities that should be on our radar to achieve outperformance in the year ahead. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #PortfolioConstruction #AssetClasses Graeme Miller, Tim Townsend, Manny Damianakis, Damian Craven, Alistair Dunne, Taylah Stapleton, Natalie Jollow??

?? ?????????????? ????????????????????????: ?????????????? ???????????? & ???????????? ?????????? ?????????????? ?????????????????????????? ?????? ?????? ???????? ???????????? ??????????! ?? WLX is delighted to share this pertinent session featuring the expertise of Cameron Robson of Northcape Capital and Kieran Moore, CFA of Munro Partners at the WealthLeaders Forum Sydney on November 13th. ?? ??????????????: ?????????????? ?????? ?????????? – ?????? ???????????? ?????? ???????????? ?????????????? ???????? ???????????? ???????? ?????? ???????? ?????????? While mega-caps such as Nvidia and Microsoft have propelled markets during the current cycle, investors are now actively seeking tomorrow's winners. Interestingly, these emerging leaders currently account for relatively small portions of mainstream benchmark indices, which means investors need to make active allocation decisions to target these opportunities more directly. This session will explore the evolving landscape of growth drivers and the changing dynamics that will influence future market leadership. Our speakers will discuss how these trends are likely to reshape the investment landscape and where the next generation of market leaders might emerge. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #growthinvestments? Tim Townsend, Graeme Miller, Stuart Devlin, Scott Curtis, Stephen Fletcher, Andrew Koolman, Lewis Bond, CIMA?, Olivia Ogilvie, Joe Marassa, Lisa Barp?

?? ?????????????? ????????????????????????: ???????? ?????????????? & ?????????? ???????????????? ???????? ?????????????? ?????? ???????????????????????? ?????? ???????????????????? ???????????????? ???? ???????????????????????? ?? ????????-?????????????? ???????????????????????? ???????????????????? ?? We're excited to introduce another session at the WealthLeaders Forum where Kyle Lidbury, CFA CAIA of Perpetual Limited and Ashmi M. of J.P. Morgan Asset Management share their thoughts on Alternatives in portfolios. ? ?? ??????????????: ?????????????????????? ???????????????? – ???????????????????????? ???? ?????????????????????? ???????????????????????? ???????? ???????????????????? While alternatives are often perceived by many investors as expensive, complex, and opaque, they remain integral to some of the world's most successful investment programs. These investments provide essential diversification that mitigates risks and enhances returns. For advisers, while there are challenges in accessing these investments effectively, various approaches are now becoming available to build a sophisticated allocation. This session will explore the methods and strategies of investors who have successfully integrated alternative investments into their portfolios. Our speakers will delve into the challenges of implementation, sharing their insights and key considerations when evaluating the benefits and costs of different approaches to accessing alternatives. They will also discuss why the current environment warrants an allocation to alternatives and offer guidance on making informed manager selection decisions. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected]? ? #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #Alternatives #Diversification? ? Tim Townsend, Graeme Miller, Alan Logan, Aaron Russell, Justin Sultana, Carmen Lau, Gina Loschiavo ?

?? ?????????????? ????????????????????????: ?????????? ???????????? & ?????????????????????? ???????? dissect the relevance of macroeconomic analysis and forecasting in the current market environment! ?? We’re excited to welcome the distinguished ?????????? ???????????? of MFF Capital Investments Ltd and Christopher J. of Coolabah Capital Investments, who will share their insights at the WealthLeaders Forum Sydney on November 13th. ?? ??????????????: ?????? ?????? ???? ?????????? ?????? ?????? ???????? ?????????????????? – ?????? ???????? ???? ???????????????????????????? ???? ?????? ????????-???????????????? ?????????? Before the COVID-19 pandemic, markets experienced a period of ‘Great Moderation,’ where, from the mid-1980s onward, investors benefited from low inflation, favourable demographic trends, stable geopolitics, and the globalisation of trade. During this time, macroeconomic analysis took a backseat as markets thrived under these positive conditions. For many, it seemed like the end of the need for economists. However, in our post-pandemic world, the landscape has shifted. The question now arises: is macroeconomics back in play? While there’s a renewed focus on macroeconomic factors, the mixed signals we’re currently seeing from traditional economic indicators challenge their practical application for investors seeking clear guidance. In this opening session, our speakers will explore the relevance of macroeconomic analysis and forecasting in today’s market. They will share their perspectives on the most valuable inputs for asset allocation in this evolving environment, helping investors navigate the complexities of our new economic era. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #Macroeconomics Hillcrest Strategic Partners Pty Ltd, Damian Craven, Alistair Dunne, Tim Townsend, Graeme Miller

??? ?????? ?????????????? ?????????????? ???????? ?????? ????????????????, ???????????????? ???? ?????????????????????????? ????????????????! We’re excited to share that our very own Tim Townsend, Director of WealthLeaders eXchange and Partner at TownsendCobain Pty Wealth Partners, recently sat down with James Wrigley as part of the Ensombl ???????????? ?????????????????? ?????????????? for a deep dive into how his practice has evolved and expanded over the years. In this engaging episode, Tim shares insights on: ???????????? ????????????????: How TownsendCobain has navigated expansion ???????????? ?????????????? ??????????: Delivering top-tier experiences to clients ???????????????????? & ????: Leveraging the latest tools for success ???????????????????? ????????????????: Strategic thinking in today’s market ?????????????? ??????????????: Reflections from 11 years of running the practice If you’re keen to hear from one of the industry’s leading voices, don’t miss out! ?? Listen to the episode here: https://lnkd.in/gM_W9vPN? #WealthLeaderseXchange #Podcast #FinancialAdvice #InvestmentStrategy #Growth #WealthLeaders

?? Advancing Investment Excellence: Announcing Our eXchange Partners for the Sydney WealthLeaders Forum! ?? We are thrilled to introduce our eXchange Partners for the upcoming Sydney WealthLeaders Forum on Wednesday 13th November. This exclusive, invitation-only event is designed specifically for leading advisers committed to elevating their investment service offerings in today’s ever-evolving market. With input from our Advisory Committee of respected industry professionals, we’ve crafted an agenda that promotes the exchange of innovative ideas and best practices. This forum is a unique opportunity for attendees to engage in insightful discussions, explore new strategies, and foster professional growth. A heartfelt thank you to our eXchange Partners for their invaluable support and for sharing their expertise with our community: GSFM Pty Limited Global X ETFs AU J.P. Morgan Asset Management Warakirri Asset Management Perpetual Limited Allianz Retire+ Generation Life - Outthinking today. For more details about the event or to express your interest in attending, please reach out to Samantha Noy. We can’t wait to see you there! Andrew Koolman, Stephen Fletcher, Lewis Bond, CIMA?, Lisa Barp, Aaron Russell, Justin Sultana, CIMA?, Carmen Lau, Alan Logan, Kyle Lidbury, CFA CAIA, Stuart Devlin, Scott Curtis, Ben Williams, Olivia Ogilvie, Chad Hitzeman, Manny Damianakis, Natalie Jollow, Andrew Stewart, Natalie Philips, Felipe Araujo, Tim Townsend, Graeme Miller