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

?? ?????????? ?????????????? ????????????????????????: ???????? ?????????????????? ???? ?????? ???????????? ???????????????? ???? ???????????????? ???????????? ?????????????? ?????? ???????????? ???? ???????????? ??????????????????! ?? The WealthLeaders Forum Melbourne is coming up this Wednesday and we are pleased to announce our last (but not least) featured speaker for the Forum — the internationally recognised trends expert, Mark McCrindle of McCrindle. ?? ??????????????: ???????????????????????? ???? ??????????????- ?????? ?? ???????????????? ?????????????????? ???????? ???????????? ?????? ??????????????????, ????????????, ?????? ???????????????? ?????????????? As Australia enters a new era of demographic change, shifting population dynamics, generational transitions, and migration patterns are reshaping our economy, society, and political landscape. With a Federal election on the horizon, these forces will play a critical role in shaping voter sentiment, policy priorities, and the nation’s future direction. At the same time, economic, technological, and workforce transformations are redefining how Australians live, work, and interact with institutions. The latest Federal Budget offers further insight into how government policy is responding to these demographic and economic shifts—and what this means for businesses and investors in the years ahead. In this session, Mark McCrindle, one of Australia’s leading social researchers and demographers, will provide a strategic overview of the key trends shaping 2025 and beyond. Drawing on the latest data and research, he will explore how demographic forces will influence elections, economic policy, and Australia’s national outlook—and what advisers and decision-makers need to know to stay ahead of the curve. As Australian markets passed record high valuations over the last year, questions are emerging about the nation’s economic trajectory. With future expected returns declining, is Australia at risk of a "lost decade," or does its economy still hold untapped potential? ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #Demographer #SocialResearcher #TrendsExpert #AusElection Tim Townsend, Graeme Miller??

?? ?????????????? ????????????????????????: ?????????????? ????????????????????, ?????????? ???????????????? & ?????? ?????????????? ?????????????? ?????? ???????????????? ???????????????? ?????? ?????????????? ???? ?????????????? ????????????????! ?? WLX is delighted to share this deep dive case study session featuring the expertise of Jim DeCarlo of Stellan Capital, Christopher Carrodus CFA of Evidentia Group & Matt Hattersley of SQM Research at next week’s WealthLeaders Forum on March 26th. ?? ??????????????: ???????????????? ?????? ?????????????? – ???????? ?????????????? ???? ?????????????? ?????????????? ?????????????????? Managed account solutions have become a cornerstone for many advice groups, offering improved efficiency, scalability, and the opportunity for advisers to focus on practice growth. However, as these solutions mature, new challenges in investment decision-making and asset allocation have emerged, highlighting the importance of refining investment philosophies and enhancing resourcing to achieve long-term success. ?????? ????????????: ? The evolving benefits of managed accounts as firms move beyond initial implementation to optimise efficiency, scalability, and customisation, while aligning solutions with complex client needs. ? Common pain points as practices evolve, particularly advisers becoming bogged down in investment decision-making processes. ? Key considerations when updating or improving an investment philosophy, including alignment with client goals, adaptability to market changes, and consistency across the portfolio management process. ? Strategies for improving resourcing and refining asset allocation approaches to deliver better client outcomes. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #ManagedAccounts? Tim Townsend Graeme Miller

?? ?????????????? ????????????????????????: ?????????????????????? ?????????????????????? ?????????????? ?????????????? ???????? ???????????????????? ???????? ?????????? ?????????? & ???????????? ????????! ?? WLX is delighted to share this pertinent session featuring the expertise of Christopher Mauss of Partners Group and Steven Tang, CFA, CAIA of Zenith Investment Partners at the WealthLeaders Forum Melbourne on March 26th. ?? ??????????????: ???????????? ???? ?????????????? - ?????? ?????????????? ?????????????? ?????? ???????????? ???? ?????? As equity markets reach record highs and returns are increasingly concentrated among a few US mega-cap tech companies, private markets present a compelling alternative for investors seeking diversification and higher growth potential. This session will explore why private markets are gaining traction and how investors can effectively integrate them into their portfolios. ?????? ????????????: ? Navigating the expanding universe of private equity and credit managers to identify suitable opportunities. ? Approaches to effectively incorporate private markets into the broader portfolio construction process. ? The resources and inputs required to maintain and monitor a private markets allocation, ensuring alignment with investment goals. ? Identifying where the most promising opportunities lie within private markets today. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #PrivatevsPublic #PrivateMarkets #PrivateEquity #PrivateCredit? Tim Townsend, Graeme Miller, Brittny Ward CFP?, Jono Abraham

?? ?????????????? ????????????????????????: ?????????? ???????????????? & ?????? ???????? ???????? ?????????????? ?????? ???????????????????????????? ???? ???? ???????????????????????????? ???? ?????? ???????? ?????? ???????????????????????????????? We're excited to introduce another session at the WealthLeaders Forum where Sam Ruiz of T. Rowe Price Australia and Alice Berriman, CFA of Frontier Advisors share their thoughts on positioning portfolios in today’s uncertain environment. ?? ??????????????: ??????-???? ???? ???????????? ???????? ????????? - ???? ???????????????????????????? ?????? ?????? ???????? ?????????????? As 2025 unfolds, President Trump’s strategies to accelerate US growth are becoming clearer, revealing both potential opportunities and significant risks for investors. With global equities already dominated by US companies and valuations sitting well above historical averages, the pressing question is whether investors are overexposed to the US—or if doubling down on its exceptionalism remains the best play. ?????? ????????????: ? The sustainability of US exceptionalism: Can the dominance of US companies continue, or are investors taking on undue risk by leaning too heavily into US equities? ? The impact of Trump’s growth-focused policies on markets, including the balance between optimism and potential downside risks. ? Whether the general consensus of slowing inflation, rate cuts, and steady economic growth will hold, or if unforeseen dynamics could challenge this outlook. ? The case for diversification: Is now the time to explore opportunities in other regions, sectors, or asset classes to balance portfolios and mitigate risks? ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #USExceptionalism #PresidentTrump #GlobalEquities?? Tim Townsend, Graeme Miller, Shane Zabiegala, Jonathon Ross, Christine Tomkins, Amanda Borland, Laura Hutchinson, James Damicoucas, CFA

?? ?????????????? ????????????????????????: ?????????????????? ?????? ?????????? ???? ?? ?????????????????? ???????????????? ???????????????????? ???? ?????????????? ???? ?????????????????? ???????? ?????????????? ?????????????? & ?????? ????????????! ?? We're excited to introduce another session at the Melbourne WealthLeaders Forum, where Richard Maynier of Northcape Capital and Joe Wright of Airlie Funds Management will share their unique insights on Australian market opportunities on March 26th. ?? ??????????????: ?????? ???????? ?????? ?????????????????? - ???????????? ???????????????????? ???? ???????????? ??????????????????? As Australian markets passed record high valuations over the last year, questions are emerging about the nation’s economic trajectory. With future expected returns declining, is Australia at risk of a "lost decade," or does its economy still hold untapped potential? ?????? ????????????: ? How The drivers of potential growth stagnation, including stretched valuations and structural economic challenges. ? The outlook for Australian banks: With valuations under scrutiny, should they still form a core part of Australian equity allocations, or is their dominance fading? ? How AI adoption and the energy transition are influencing demand for Australia’s commodities, and which companies stand to benefit. ? What sectors and asset classes should investors lean into over the next several years to position for growth and resilience? ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #AustralianEconomy #DomesticExposure Tim Townsend, Graeme Miller, Stuart Devlin, Claudia Sheers, Olivia Ogilvie, Joe Marassa, Mark Burgess, Sharleen Garcia-Toce, Felicity Haines

?? ?????????????? ????????????????????????: ?????????????????? ?????? ?????????? ???? ?? ?????????????????? ???????????????? ???????????????????? ???? ?????????????? ???? ?????????????????? ???????? ?????????????? ?????????????? & ?????? ????????????! ?? We're excited to introduce another session at the Melbourne WealthLeaders Forum, where Richard Maynier of Northcape Capital and Joe Wright of Airlie Funds Management will share their unique insights on Australian market opportunities on March 26th. ?? ??????????????: ?????? ???????? ?????? ?????????????????? - ???????????? ???????????????????? ???? ???????????? ??????????????????? As Australian markets passed record high valuations over the last year, questions are emerging about the nation’s economic trajectory. With future expected returns declining, is Australia at risk of a "lost decade," or does its economy still hold untapped potential? ?????? ????????????: ? How The drivers of potential growth stagnation, including stretched valuations and structural economic challenges. ? The outlook for Australian banks: With valuations under scrutiny, should they still form a core part of Australian equity allocations, or is their dominance fading? ? How AI adoption and the energy transition are influencing demand for Australia’s commodities, and which companies stand to benefit. ? What sectors and asset classes should investors lean into over the next several years to position for growth and resilience? ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #AustralianEconomy #DomesticExposure Tim Townsend, Graeme Miller, Stuart Devlin, Claudia Sheers, Olivia Ogilvie, Joe Marassa, Mark Burgess, Sharleen Garcia-Toce, Felicity Haines

?? ?????????????? ????????????????????????: ?????????? ?????????? & ?????????? ???????????? ???????? ???????????? ???????? ?????? ?????????????????? ???????????????? & ???????????????????? ???? ????! ?? WLX is delighted to share this highly topical session featuring the expertise of Shane Hurst of ClearBridge Investments Australia and Christopher Demasi of Montaka Global Investments at the WealthLeaders Forum on March 26th. ?? ??????????????: ???????????????????? ?????? ?????? ???? ???? - ?????????????????????????? ?????? ?????????? ?????? ?????????????????? The rise of artificial intelligence is reshaping the global economy, disrupting industries, and creating both extraordinary opportunities and complex challenges for investors. As the world’s largest tech companies race to monetise AI’s transformative potential, the key question is whether its growth justifies today’s elevated valuations—or if there’s a risk of overvaluation. ?????? ????????????: ? How the rapid adoption of AI is driving unprecedented innovation and influencing valuations across markets. ? Assessing whether it’s too late to invest in early AI winners, like Nvidia, or if new opportunities are emerging for long-term growth. ? The risks faced by companies unable to adapt to AI advancements and their potential impact on portfolios. ? The broader implications of accelerating AI adoption on global infrastructure demand, including surging energy consumption and investments in data centres, renewable energy, and grid modernisation. ?? ???????? ?????? ??????????????????: If you would like more information on this invitation-only event, please reach out to Samantha Noy at [email protected] #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #InvestingInAI #AIAdvancements Tim Townsend, Graeme Miller, Devin O'Keefe, Damian Craven, Alister Dunne,?Caris Graham

A huge thank you to Andrew Alcock and the HUB24 Limited Team for the kind invitation to attend the Save a Child's Heart Australia & Waislitz Foundation Valentine's Gala last night. It was a truly wonderful evening spent alongside colleagues and friends from across the investment industry, all coming together to support an incredible cause. Save A Child's Heart does profound work, providing life-saving heart surgery and care to children in need around the world. It was both inspiring and humbling to see the collective generosity and support from our industry for this vital organisation. Events like these remind us of the power of community and the impact we can have when we come together. Grateful to have been part of such a special night! #SaveAChildsHeart #ValentinesGala #InvestmentIndustry #TheWaislitzFoundation

?? Mark Your Calendars: WealthLeaders Forum Melbourne 2025 ??? We’re pleased to announce the WealthLeaders Forum Melbourne, taking place on Wednesday, 26th March 2025, at the iconic Cargo Hall, South Wharf. ?? Join us for a day of insightful discussions, networking, and innovative ideas as we bring together the best minds in Wealth Management. Whether you're looking to gain fresh perspectives, connect with industry leaders like yourself, or stay ahead of the curve in a rapidly evolving financial landscape, this event is one you won't want to miss. ?? What to Expect: ? Expert-led discussions ? Keynote presentations from industry trailblazers ? Community-focused networking opportunities ? Actionable strategies to drive growth and innovation See our lineup of speakers and agenda highlights here - https://lnkd.in/gRDgvuVn #WealthLeadersForum #WLX #PrivateWealth #WealthLeadership #WLXCommunity