Agenda

08:00am - 08:40am

Registration and exhibition open

08:40am - 08:45am

MC welcome

08:45am - 09:00am

Transforming tomorrow: Navigating big questions

A leading spokesperson for positive impact in the financial services industry with more than 20 years of experience, Cassandra Crowe, CFA, vice president of T. Rowe Price Group, Inc. and head of the Asia-Pacific Consultant Channel, is well-placed to address the big questions facing our financial future. Crowe will outline how these global shifts are shaping our world, including:

  • A shifting balance: exploring worldwide demographics and impacts on retirement outcomes and systems.
  • Investing on the right side of change: in this evolving world with shifting global economics and a broadening of investment opportunities, hear unique insights from T. Rowe Price’s global research platform as we move to a new frontier.
  • The investor’s framework: introducing a five-dimensional framework as well as T. Rowe Price's latest investment thinking and the opportunities ahead.

Crowe’s keynote offers a deep understanding of the core questions and mega themes transforming our world, their impact on our investment and retirement outlook and how we can best consider the bigger ecosystem we are all part of. Attendees will be armed with valuable insights to navigate a rapidly transitioning environment and learn why an active, curious and inclusive solutions mindset is critical to our best future.

Cassandra Crowe
Cassandra Crowe
CFA, Vice President,
T. Rowe Price Group, Inc
09:00am - 09:35am

The rise and rule of alternatives

The boundaries of portfolio construction are shifting. As traditional asset classes strain under global economic uncertainty, alternatives are moving from the exotic to the essential. This session examines the rising dominance of private equity, credit, and real assets, unpacking the forces fuelling their growth and the new rules reshaping institutional and wholesale strategies.

Key points of discussion include:

  • The growing dominance of alternatives in modern investment strategies.
  • Key drivers of growth in private equity, private credit, and real assets.
  • How alternatives are reshaping the investment landscape and challenging traditional asset classes.
Michael McCorry
Michael McCorry
Chief Investment Officer,
BlackRock
09:35am - 10:15am

Real assets: Hedging against volatility, inflation and global recession

In a world marked by rising inflation and deepening recession fears, real assets offer more than diversification – they offer durability. From property to infrastructure and farmland to commodities, this session explores how tangible investments are becoming key tools for risk mitigation and portfolio resilience.

Key points of discussion include:

  • Diversification through real estate (residential, commercial, industrial, REITs) to mitigate volatility.
  • Infrastructure investments (toll roads, airports, renewable energy) as stable income generators during uncertain times.
  • Commodities and farmland: inflation-hedging tools in a fluctuating market.
  • Real assets as a strategic complement to traditional portfolios in the face of global recession risks.
Andrew McAuley
Andrew McAuley
Chief of Investments,
UBS Global Wealth Management Australia
10:15am - 10:45am

Networking break and morning tea refreshments

10:45am - 11:25am

Private equity: Resilience in a volatile market

Private equity has long been synonymous with risk, but in today’s climate, that association is shifting. This session looks at how private markets are adapting to volatility, where investors are finding consistent returns, and how to strategically access value through recession-ready sectors and businesses.

Key points of discussion include:

  • The role of private equity in navigating inflation, market turbulence, and asset devaluation.
  • Identifying resilient sectors and businesses within private equity that offer steady returns in recessionary times.
  • Strategies for wholesale investors to manage risk and unlock value through private equity during global downturns.
  • Risks and rewards of private equity investments.
11:25am - 12:05pm

Private credit: Unlocking yield beyond traditional lending

Amid tightening bank lending and volatile rates, private credit is unlocking new sources of yield. This session dissects how non-bank lenders are shaping a new lending landscape, with particular focus on risk-managed returns in distressed, mezzanine, and asset-backed credit strategies.

Key points of discussion include:

  • Non-bank lending and how it creates opportunities for higher returns.
  • Risk mitigation strategies in mezzanine and distressed debt.
  • How asset-backed lending is reshaping the lending landscape.
  • Private credit’s role in portfolio diversification and yield enhancement.
12:05pm - 12:45pm

Investing in the intelligence economy - Global frontiers and China’s superpower play

The intelligence economy is no longer theoretical – it’s investable. As AI reshapes industries and nations race to dominate computing power, the stakes for capital allocation have never been higher. This session explores the global frontiers of AI, semiconductors, robotics, and the evolving role of China as it pivots from property-led growth to becoming an AI and industrial superpower.

Key points of discussion include:

  • The global arms race in AI and computing power.
  • Semiconductors as the backbone of technological and geopolitical dominance.
  • Humanoid robotics: frontier wealth creation or fantasy?
  • China’s strategic shift from property to AI and advanced manufacturing.
  • How companies like DeepSeek exemplify China’s ambitions in foundational AI models and AGI.
  • Capital flows into semiconductors, robotics, and frontier AI sectors.
  • Navigating the risks and opportunities in a bifurcated global tech landscape.
Hugh Lam
Hugh Lam
Investment Strategist,
Betashares
Dr Marina Yue Zhang
Dr Marina Yue Zhang
Associate Professor,
Australia-China Relations Institute, University of Technology Sydney (UTS: ACRI)
12:45pm - 01:45pm

Networking break and lunch

01:45pm - 02:25pm

Crypto 3.0: From chaos to core allocation

Cryptocurrency has evolved from chaos to credibility. With ETFs gaining traction, regulation maturing, and decentralised finance offering new layers of yield, this session explores how advisers can position digital assets as a structured, secure part of modern portfolios.

Key points of discussion include:

  • Beyond bitcoin: Tokenised alts, staking yield, and decentralised rails.
  • ETF inflows, custody upgrades, and real regulation.
  • Where advisers can safely step in and stand out.
02:25pm - 02:45pm

Keynote: To be announced

02:45pm - 03:25pm

Expanding Access: The democratisation of private markets and alternatives

In this session, we will explore how to make alternative investments more accessible to a broader range of investors, including retail investors and self-managed super funds (SMSFs).

03:25pm - 03:30pm

MC summary

03:30pm - 04:15pm

Networking reception

04:20pm

Event concludes

If you're interested in speaking at the event, please contact Jack via email.
*Agenda subject to change