Held over one day, the summit brings together senior investment professionals, asset consultants, economists, and advisers to explore alternative investments—from private equity and real assets to private credit, infrastructure, and digital assets—which are playing an increasingly central role in institutional and wholesale strategies.
Registration & Networking
Networking
MC Introduction
Welcome to AWMS
Capital at a Crossroads
Against the backdrop of ongoing conflict in the Middle East, persistent inflation, rising interest rates and continued pressure across global energy markets, this year has already delivered significant geopolitical and economic turbulence. In this session, our speaker will unpack the forces shaping today’s environment and offer timely insights to help delegates navigate an increasingly complex landscape.
Private Equity and Venture Capital
Discover how private equity is adapting to a new valuation environment, with insights into where capital is flowing across secondary markets, co-investments, growth equity, and venture opportunities beyond the AI boom. This session will also explore the growing rise of private equity access products and how advisers can better connect clients with institutional-style investment strategies.
Morning Tea and Networking
Morning Tea and Networking
Private Credit
Explore the evolution of private credit from a niche alternative to a core portfolio allocation, and how the sector is adapting in response to increasing regulatory scrutiny and investor demand. This session will examine liquidity, due diligence, and portfolio fit for advisers, alongside insights from leading private credit managers on the future of the asset class.
Alternatives Integration and Portfolio Construction
Discover how advisers and family offices are rethinking traditional portfolio construction, integrating alternatives alongside public market investments to balance growth, income, and long-term legacy objectives. This session will explore portfolio modelling, managing illiquidity and time horizons for private clients, and the technology platforms expanding adviser access to private markets.
Equities, Bonds and Diversifiers
Examine how traditional asset classes are evolving in today’s rapidly changing investment landscape, from global equity valuations to the renewed role of fixed income alongside private credit. This session will also explore the diversifiers gaining traction including commodities, hedge funds, and absolute return strategies and how advisers can balance public and private market exposures within portfolios.
Lunch and Networking
Lunch and networking
Niche & Thematic Alternatives: Seeking Uncorrelated returns
Explore how advisers are using niche and thematic alternative strategies to pursue true diversification and uncorrelated returns beyond traditional markets. This session will examine the growing appeal of stable income streams such as TV rights and royalties, the realities of scaling specialist investments and how advisers can assess, position and explain these strategies within client portfolios.
The Adviser Edge
Discover how advisers can build a next-generation advice practice by leveraging private market expertise, strengthening client education, and navigating the evolving compliance landscape around alternative investments. This panel will also explore how partnerships between fund managers, platforms, and advice firms are driving innovation, product evolution and new opportunities across the advice sector.
MC Close
MC Close
Event Close
Event close
*Agenda subject to change
If you’re interested in speaking at the summit, please contact Craig Pecar via craig.pecar@investordaily.com.au