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					Database                           Media
Supporter                         Partners




 Private Wealth Management Summit 2006
      Exploring investors’ choice and building client value
            Thursday 2nd & Friday 3rd November 2006 - RACV Club, Melbourne




     Speakers include:
             •   Jim Carideo, Managing Director and Head of Citigroup Wealth Advisors
             •   Michael Parsons, Head of Private Clients, Deutsche Bank
             •   Ralf Hohwieler, Head of Private Bank, Bank of New Zealand
             •   Graham Reeve, Managing Director, Myer Family Office
             •   Edward Tait, Executive General Manager of Private Client Services, Commonwealth Bank of Australia
             •   Sally Herman, General Manager Advice, Westpac Banking Corporation
             •   Scott Haslem, Chief Economist, UBS
             •   Paul Mahoney, Director, Australian Bureau of Statistics
             •   Hugh Hodges, Chief Investment Officer, ANZ
             •   Bill Barden, Director of Structured Products, Societe Generale
             •   James Chirnside, Chief Investment Officer, Asia Pacific Asset Management
             •   Noelle Kelleher, Director of Superannuation Consulting & Taxation, Ernst & Young

   Book now and take advantage of the Early Bird offer!
        See back page for full registration details
                   www.elitemedia.com.au
                                                                                                   Event Organiser
                   Opportunities and challenges
                                                      Day One
                                                   Thursday 2nd November

8:30am Registration and Coffee                                 12:50pm Lunch

9:00am Opening address from the chair                          1:50pm The art of investment
                                                               • Exploring the investors perspective within art investment
9:10am Investment and economic outlook                         • Risk / return within the art investment world
• Australia’s monetary policy initiatives                      • Risk management and uncovering worthwhile
• Position of the national economy within the                    investments in art
  economic cycle                                               • Deriving income from your art investments
• Economic trends at home and abroad                             Alistair Bailey, Executive Director, Art Equity
• Assessing Australia’s wealth drivers                           Raj Nanda, Chief Executive Officer, Art Equity
  eg housing and stock markets
• Forecasting industry prospects                               2:30pm Finding talent in the private wealth
  Scott Haslem, Chief Economist, UBS                              management sector
                                                               •   Effective recruitment strategies
9:50am Exploring Australia’s private                           •   Training and retention in high growth markets
   banking model                                               •   Remuneration structures that motivate
•   What private banks can offer high net worth individuals    •   Minimising the real cost of staffing
•   Developing private banking in Australia                        Maree Eddings, Client Relationship Manager for
•   Benefits and challenges of holistic service provision          Wealth Management, UBS
•   Global comparison and what improvements are needed
    Sally Herman, General Manager Advice, Westpac              3:10pm Afternoon tea
    Banking Corporation
    Edward Tait, Executive General Manager of Private
                                                               3:40pm Today’s compliance costs and
    Client Services, Commonwealth Bank of Australia
    Ralf Hohwieler, Head of Private Bank,                         managing legislation
    Bank of New Zealand                                        • What are today’s costs of compliance and how
    Glen Castensen, Joint Chief Executive Officer,               to minimise it
    Centric Wealth Ltd                                         • Regulatory trends for the industry
    Michael Parsons, Head of Private Clients,                  • What’s hot … what’s not
    Deutsche Bank                                              • How regulation may influence future business strategy
    Mark Perry, Non Executive Director,                        • Regulatory fatigue – more of the same?
    APA Financial Services                                     • Assessing best consumer protection practice
                                                                 Annette Donselaar, General Manager Regulatory
                                                                 Compliance Australia, NAB
10:50am Morning tea
                                                               4:20pm Private Charitable Foundations – taxation
11:20am Meeting client’s needs – what do high
                                                                  and other benefits
  net worth investors seek                                     •   Prescribed private funds
•   What is good service
                                                               •   Private charitable trusts
•   What are attractive product offerings
                                                               •   Testamentary foundations
•   Unwrapping the value of fixed assets
                                                               •   Sub funds within ancillary funds
•   The importance of intergenerational planning
                                                                   John Emerson, Partner and National Head of Charity
•   Meeting the real client service needs
                                                                   Law Practice, Freehills
    Graham Reeve, Managing Director,
    Myer Family Office
                                                               5:00pm Day one closing remarks from the chair
12:10pm Wealth preservation over generations
•   What client relationship managers should know
•   How financial planning can assist
•   Outsourcing expertise
•   Best practice to succession planning
•   Assessing Australia’s current deal flow
•   The greatest risks to sustaining large fortunes
    David Murray, Head of Growth Solutions, Deloitte
                                 Innovation and Growth
                                                        Day Two
                                                     Friday 3rd November

8:30am Registration and Coffee                                 1:00pm Lunch

9:00am Opening address from the chair                          2:00pm Tailored equity solutions for
                                                                  wholesale investors
9:10am Analysis of Australia’s investment position             • Attraction of tailored equity strategies and their
• Show me the money: Sectoral positions and                      relevance now
  instrument composition                                       • International experiences
• Overview of managed funds                                      – accessing new markets and yield generation
• Australia on the world stage…. International investment      • Practical considerations for Australian high net worth
  Paul Mahoney, Director, Australian Bureau of Statistics        investors
                                                                 Kurt Jeston, Division Director, Equity Markets Group,
                                                                 Macquarie Bank Limited
10:00am The Australian sharemarket
•   Analysis of recent market performance
•   Current market valuation                                   2:50pm Private Wealth and the modern day
•   Factors affecting corporate profitability                     philanthropist
•   Current themes – a sector approach                         • Strategic philanthropy and its options
•   Stock selection                                            • Effective philanthropy including using triple
    Greg Bell, Private Client Advisor, Tolhurst Noall            bottom line activities
                                                               • Prioritising philanthropy in financial planning, estate
10:50am Morning tea                                              planning and intergenerational wealth transfer
                                                               • Corporate social responsibility and philanthropy
                                                               • The place of the professional adviser
11:20am Alternative investment opportunities                     Fiona Rowland & Tanya Costello, Charitable Foundations,
•   What opportunities exist for high net worth investors        ANZ Trustees
•   Investments du jour
•   Domestic versus international returns
•   Analysis of current alternative investment strategies      3:40pm Afternoon tea
•   Risk / return analysis in art
•   The future of non-financial investments                    4:00pm Powerful tax planning strategies
    Jim Carideo, Managing Director and Head of                 • Who should high net worth investors turn to for advice
    Citigroup Wealth Advisors                                  • Effective tax planning models in today’s world
                                                               • Tax effectiveness of superannuation
12:10pm Panel session – Evaluating product                     • Australia versus offshore options
                                                               • Resulting opportunities and hindrances from
  investment options
                                                                 new tax legislation
• Finding yield across today’s investment mix
                                                               • Risk, return and retention strategies rolled into one
• Ensuring the right mix for your client
                                                                 Noelle Kelleher, Director of Superannuation Consulting &
• The importance of structured products
                                                                 Taxation, Ernst & Young
• Direct investing in hedge funds verses fund of hedge fund
  approach
• The power of reverse mortgage options                        4:30pm Investment planning for the retiree
• Exploring emerging investment options in Asia                • Maximising your superannuation
• Future potential                                             • Finding the right investment balance in retirement
  Hugh Hodges, Chief Investment Officer, ANZ                   • Opportunities and strategies using the right
  Gordon Jenkins, Head of Private Bank Distribution,             structure(s) for your investments
  Investor Services Group Institutional Markets and            • Exploring investment choice for yield
  Services, National Australia Bank                            • Effective risk management methods
  Gabriel Radzyminski, Executive Director, Centric Capital       Barbara Smith, Director, Oasis Wealth Pty Ltd
  Tony Hartley, Director, Madison Financial Group                and Author
  Bill Barden, Director of Structured Products,
  Societe Generale                                             5:00pm Close of Summit
  James Chirnside, Chief Investment Officer, Asia Pacific
  Asset Management
  Private Wealth Management Summit 2006
       Exploring investors’ choice and building client value
                              Thursday 2nd & Friday 3rd November 2006 RACV Club, Melbourne


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    Book and pay by the 22nd Oct 2006                                  $1500       + GST $150             Total: $1650
    Full registration fee                                              $1800       + GST $180             Total: $1980
    Day one only registration fee                                      $900        + GST $90              Total: $990
    Day two only registration fee                                      $900        + GST $90              Total: $990

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Venue:
RACV Club, Level 17 Ballroom, 501 Bourke Street, Melbourne, Vic, 3000, Ph: 03 9944 8888
For discounted accommodation rates please quote: Private Wealth Management Summit 2006

                                              4 EASY WAYS TO REGISTER
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                                        Elite Media Group 63 Morang Road Hawthorn, Vic 3122
                                           Fax this form completed to us on + 61 3 9815 3702
                                                 Book online at www.elitemedia.com.au
Cancellation policy: In the event you are unable to attend this summit a replacement delegate may be sent in your place. Should you wish to cancel your registration Elite
Media Group will refund your registration fees less an administration fee of $150 +GST per registered delegate, providing Elite Media Group receives the cancellation in
writing by fax or letter at least 15 working days prior to the summit. Cancellations received in writing within 15 days of the summit will result in a 50% refund and a copy of
the summit papers. Unfortunately Elite Media Group may need to alter the programme prior to the event and reserve the right to do so without notice. Elite Media Group
also reserves the right to cancel or postpone this summit and if doing so full refunds will be issued.

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                                 Register by fax (03) 9815 3702                                                                                          Event Organiser

				
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