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Day 1, Tuesday 29 April 2008
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08.15 | Registration and welcome coffee
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09.00 | Opening remarks from the chair |
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| NAVIGATING THE FLOWS OF GLOBAL WEALTH |
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09.10 | Keynote address:
Planning for tomorrow – capturing Australia’s future wealthy
• Establishing relationships early with future HNWI’s
• Steps to establish relationships with the mass affluent
• The true cost of serving the mass affluent
• The role of technology in servicing this group
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09.40 | Panel discussion:
How private banks can capitalise on Australia’s strong advisor market
• Re-thinking the advisory offering around client need and behavior
• Is the Asian market a threat to the Australian business model?
• Building expert teams, objectivity and an impartial image
• Leveraging our impartial advisor focus |
| | Moderator: Mr. Jack Pearce, Managing Director, Pearce Callahan & Associates Mr Stuart Cain, Director, Strategic Wealth Management, Goldman Sachs JBWere Private Clients
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10.10 | Presentation:
Identifying and leveraging your business strengths
• Evaluating the importance of branding and how best to position yourself as a market leader
• Niche private banks versus global players
• Major players going global: what impact does it have on HNWI clients?
• Differentiating yourself from your competitors |
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10.50 | Morning Tea
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| STAIRWAY TO HEAVEN – THE VALUE CHAIN OF THE MASS AFFLUENT, HNW & UNHW |
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11.10 | Executive presentation:
Australia’s growth in wealth – assessing market strengths
• Building on Australia’s combined AUD$580.845 billion HNW wealth
• Identifying Australia’s position within global markets
• How can Australia profit from the wealth surge in Asia?
• Australian market unique strengths and opportunities |
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11.40 | Executive presentation:
Towards the liberation of private banking
• What is the death sentence for CEO’s in Private Banking?
• Shifting Private Bankers from self centric approaches
• Developing a self sustained business model
• Looking to the future of Private Banking business |
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12.10 | Panel discussion:
Anticipating and profiting from future investment trends
• Future investment trends in the HNW market
• The evolving needs of the region’s wealthy
• Can every profile’s needs be adequately met?
• Incorporating tiered service into the bank
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| | Mr Arpit Agarwal, Managing Director & Group CEO Financial Services
, Dawnay Day AV India Moderator: Mr. Jack Pearce, Managing Director, Pearce Callahan & Associates
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12.50 | Networking Lunch
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13.50 | Speed Networking
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| EVALUATING GLOBAL INVESTMENT OPTIONS |
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14.20 | Executive presentation:
A re-evaluation of traditional investment types
• New investment trends in cash and equivalents
• Attitudes to traditional investment types
• The relevance of a traditional philosophy of investment
• Insurance against the ravages of economic collapse |
| | Mr Kim Radalj, Senior Investment Analyst, Commonwealth Private Bank
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14.50 | Panel discussion:
The allure of alternative investments
• The leading alternative investments;
1. Private equity, 2. Hedge funds, 3. Infrastructure and property
• How are alternatives incorporated into HNW portfolios?
• Attitudes to risk in alternatives
• What kind of returns are alternatives delivering? |
| | Mr George Nikas, Director Research (Private Wealth Management), Deutsche Bank Mr Kim Radalj, Senior Investment Analyst, Commonwealth Private Bank Mr Simon Ree, Head of Special Investments, Private Wealth Management, Goldman Sachs JBWere Private Clients Moderator: Mr. Jack Pearce, Managing Director, Pearce Callahan & Associates
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15.20 | Afternoon tea
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| SUCCESSION PLANNING AND PORTFOLIO STRATEGIES |
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15.50 | Presentation:
Portfolio allocation trends
• Moving beyond cash and equivalents – what’s next?
• Comparing portfolios structured for growth or capital protection
• The effect of market volatility on portfolio construction
• Tax effective portfolio construction |
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16.20 | Executive presentation:
Bespoke investments – the value of structured products
• Open architecture versus in-house specialisation
• The products that are bringing in strong returns
• Trends in global structuring
• Attractive underlying asset classes |
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16.50 | Closing remarks from the chair
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17.00 | Close of day one
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17.10 | Networking Drinks
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Day 2, Wednesday 30 April 2008
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08.15 | Registration and welcome coffee
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08.50 | Opening remarks from the chair |
| | Kym Madden, Senior Research Fellow, Centre of Philanthropy & Non profit studies, Queensland of Technology
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| DEVELOPMENTS IN FAMILY OFFICE AND UHNW MANAGEMENT |
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09.00 | Keynote address:
Executing a private banking advisory strategy in the VHNW/UHNW market
• How to differentiate your self in a competitive market place
• The push for simplification of reporting structure
• The role of successful planning in building strong relationships and new businesses
• Pricing transparency and investment transparency
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09.30 | Keynote address:
The drivers behind the global wealth explosion
• The impact of accelerated growth of GDP and market capitalisation
• The projection for future wealth creation in global markets
• Who are the real winners of the HNW population growth?
• Can the strong performance of the global economy continue?
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| | Mr Thomas Alexy, Head of Wealth Management Australia and New Zealand, Merrill Lynch Private (Australia) Ltd
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10.00 | Executive presentation:
The role of the family office in enhanced wealth management
• Full life integration - the evolving range of family office services
• Transmitting family values into investment
• How do Australian multi family offices compare to US and UK multi family offices?
• Differentiation between private banking and multi family office services |
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10.30 | Morning Tea
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| THE BENEFIT OF SPECIALISED INVESTMENT STRATEGIES |
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11.00 | Executive presentation:
Leveraging tailored investment strategies
• Tailoring to specific investment needs
• Creating exclusive deals for HNW clients
• Applying product innovation globally to Australia
• Assessing trends in equity market investment strategies |
| | Mr Kurt Jeston, Division Director, Equity Markets Group, , Macquarie Equity Markets Group
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11.40 | Executive presentation
Marketing your product for success
• The argument for open architecture
• The HNW perspective on banks pushing product
• Choosing a role - product specialist or client advisor?
• Justifying the expense of maintaining in-house products and how they affect perceived value |
| | Mr Arpit Agarwal, Managing Director & Group CEO Financial Services
, Dawnay Day AV India
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12.10 | Roundtable discussions
• What comes first - branding or business model?
Anthony Starkins, Director and Founder, First Samuel
• The role of family offices in Australian wealth management
George Johnson, Director, Family Group, ANZ Private Bank
• The role of client relationship management in private banking
Dan Da Silva Managing Director Cycam Investment Banking
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12.40 | Summary of roundtable findings
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12.50 | Networking lunch
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| PHILANTHROPY - EXPLORING THE BUSINESS GIVING |
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13.50 | Executive Presentation
Service models – the serious task of wealth distribution
• The role of the PPF and CEF in Australian giving
• The effect of the legislative environment and goals and objectives of donors
• Assessing unique asset characteristics and underlying costs
• Evaluating new philanthropy structures |
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14.20 | Panel discussion:
The real value add of ‘soft’ services
• Developing family advisory services
• A beautiful service - art advisory
• Developing philanthropy plans in conjunction with estate planning
• The true value of these services to HNW individuals |
| | Moderator: Kym Madden, Senior Research Fellow, Centre of Philanthropy & Non profit studies, Queensland of Technology
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| ENHANCING YOUR BUSINESS POTENTIAL |
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14.50 | Presentation:
Impact of generational change on HNWI Acquisition & Relationship Management
• Wealth Transfer from the Baby Boomers
• Identifying HNWIs from Generational Change
• Assisting HNWIs with the Business Sales
• Acquiring HNWI Relationship at Time of Business Sales
• Working Across Organisational Silos with HNWI
• Positioning for Active & Passive Wealth Management
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15.20 | Executive Presentation:
New findings from benchmarking 1000s of wealthy Australians
• Who are the wealthy and what are their secrets
• Products and services used, and revenue earned
• New tools and conversation topics for your front-line
• Focusing clients on building their (and your) "Investment Wealth"
• Official release of 2008 Wealth Report |
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15.50 | Afternoon tea and coffee
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16.05 | End of day two and close of conference
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16.30 | Closing remarks from chairman
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