The one-day conference will delve into the latest developments in the financial services landscape, offering valuable insights to help industry professionals navigate domestic and global economic affairs.

Leading economists will deliver insightful sessions on the economic dynamics influencing wealth management and the factors propelling change in both domestic and global markets.

Keynote speakers include AMP chief economist and head of investment strategy Dr Shane Oliver, vice president at T. Rowe Price Group and T. Rowe Price Australia, Cassandra Crowe – CFA, as well as Future Fund deputy chief investment officer, Alicia Gregory.

Other speakers include:

• Justine Marquet – head of technical services at Allianz Retire+
• Christopher Chen – CFA, vice president and senior investment director at American Century Investments
• David Steinthal – chief investment officer at L1 Capital International

The summit will focus on strategies that resonate with investment advisers, financial planners, professional investors, private wealth advisers, high-net-worth individuals, family offices, and the broader wealth management industry.

The Australian Wealth Management Summit 2024 is being held jointly by SMSF Adviser and its sister brands across Momentum Media’s wealth publishing network, including ifa, InvestorDaily, Money Management, and Super Review.

"We are honoured to host this inaugural summit, a crucial gathering for professionals seeking a comprehensive understanding of current economic shifts,” said managing editor, wealth and distribution, Maja Garaca Djurdjevic.

“This event presents a unique opportunity to gain firsthand insights from industry leaders, fostering a strategic mindset central to navigating the complexities of today's financial environment. Don't miss out on the chance to stay ahead in this ever-evolving world of finance.”

Why you should attend

Attendees can proactively stay ahead and assist their clients by gaining insights into the most recent economic trends and investment strategies.

Dr Oliver will identify key risks impacting the macroeconomic outlook, identify potential challenges and risks in navigating the investment landscape, and provide key takeaways regarding the shape of the economy. The audience will also be given an opportunity to directly engage with Dr Oliver in a Q&A session.

Ms Crowe will pinpoint the investment megatrends encompassing global demographic changes, wealth transfer and retirement needs, and how they impact the investment outlook. She will provide insights into how the financial services industry can navigate the ever-changing environment, emphasising the importance of adopting a solutions mindset.

In her keynote address, Ms Gregory will share insights into the role Future Fund plays in the local economy, highlighting how the sovereign wealth fund’s strategic investments fortify the Australian government’s long-term financial position and contribute to various initiatives.

Throughout the summit, attendees will have the opportunity to network with industry leaders, their peers and colleagues, and attend the exhibition.

The Australian Wealth Management Summit 2024 will be held on Wednesday, 8 May 2024 at The Star, Sydney.

Click here to book your tickets and don’t miss out!

For more information, including speakers and agenda, click here.