Conference Day 1 – Monday, 22 September 2025
8:30 AM – 5:00 PM AEST
Location: Diamond Ballroom, The Langham Hotel, Gold Coast
Thrive in Retirement
Explore the key themes shaping today’s economy and tomorrow’s opportunities – from economic trends and rare earths to building resilient portfolios and the rise of Australian space innovation.
Join our speakers as they share actionable insights into wealth creation, AI-driven change, intergenerational wealth transfer, and rethinking retirement. It’s a full day designed to help you navigate uncertainty and plan confidently for the future.
Morning Sessions
8:35 AM | Navigating Uncertainty and Opportunity in Today’s Economy
David Robertson, Chief Economist and Head of Economic and Markets Research, Bendigo Bank
Gain a clear, insightful view of the current economic landscape as Bendigo Bank’s Chief Economist David Robertson shares the key trends and forces shaping markets. Drawing on decades of research and a uniquely engaging style that has earned him a loyal following, David will help you make sense of the outlook and its impact on your portfolio.
9:15 AM | Powering the Future: Insights into Rare Earths with Amanda Lacaze
Amanda Lacaze, CEO, Lynas Rare Earths
Discover the strategic importance of rare earths in today’s geopolitical environment. This session will explore supply security, critical minerals policy, and how Lynas is navigating global market shifts and strategic demand.
10:00 AM | Morning Tea
10:30 AM | Navigating Innovation: Tech CEO Panel
Join a dynamic panel of technology company CEOs as they share their insights on innovation, disruption, and leadership in a rapidly evolving digital landscape. From scaling cutting-edge businesses to responding to investor expectations, this session will explore the challenges and opportunities facing tech leaders today. Full speaker details to be announced soon.
11:15 AM | Building Resilient, Income-Generating Portfolios
Nehemiah Richardson, Managing Director & CEO, Pengana Credit/TermPlus
James Holt, Head Investment Specialist, Perpetual Equities, Perpetual Asset Management Australia
Tom Wickenden, CFA, Investment Specialist, Betashares
Adam Kibble, Fund Manager, Multi-Asset Australia
In today’s unpredictable markets shaped by geopolitical tensions, policy shifts and economic headwinds, volatility is the new normal. This session explores practical strategies for building a resilient portfolio that can withstand uncertainty while delivering sustainable income. Hear from leading experts in global equities, fixed income, multi-asset investing, ETFs and private credit as they share how to generate consistent returns across market cycles.
Afternoon Sessions
12:00 PM | The Future of Australian Space Innovation
Adam Gilmour, CEO and Co-Founder, Gilmour Space Technologies
Explore Australia’s expanding role in the global space economy and the innovation making access to orbit more affordable than ever. Gain insight into the future of local launch capabilities, satellite development, and what Australia’s growing space sector means for industry, technology, and long-term economic potential.
12:30 PM | Lunch
1:30 PM | Understanding the Features of Listed Investment Vehicles (LIVs)
Will Seddon, Executive Director, Whitefield Group
Mark Freeman, Managing Director, Australian Foundation Investment Company
Ian Irvine, CEO, Listed Investment Companies and Trust Association
Listed Investment Companies (LICs) and Listed Investment Trusts (LITs) have played a long-standing role in Australia’s investment landscape. This session breaks down the unique features of these closed-end investment structures, how they differ from other vehicles, and why they may appeal to long-term investors. Learn how LICs and LITs operate, the benefits of active management without the pressure of daily inflows and outflows, and how they can help build a diversified portfolio across different asset classes.
2:15 PM | The Age of AI: Disruption and Opportunity
Dawid Naude, CEO and Founder, Pathfindr
In this timely session, Dawid Naude explores the real-world impact of artificial intelligence on financial services, business models and investment strategies. Learn how AI is reshaping portfolio construction, enhancing risk management, and opening new possibilities for investors to analyse markets, build resilience and plan for long-term wealth across generations.
3:00 PM | Afternoon Tea
3:30 PM | Strategies for Seamless Intergenerational Wealth Transfer
Shane Ellis, SMSF Accredited Specialist Advisor lawyer
Craig Keary, CEO, Selfwealth by Syfe
Chris Grice, CEO, National Seniors
Craig Stone, General Manager, Quality & Technical Services, SuperConcepts
Transferring wealth to the next generation involves tax, legal, and family considerations. This session equips retirees and wealth builders with practical strategies to navigate estate planning, superannuation reform, and asset protection. Attendees will gain the knowledge to make informed decisions about tax and estate matters and structure a smooth, equitable transfer aligned with their financial and personal goals.
4:15 PM | Musings on a “Rich” Retirement with Michael Kemp
Michael Kemp, Author of “The Ulysses Contract” and ASA Education Partner
In this session, Michael Kemp explores the myths and realities of wealth in retirement, weaving together research, real-life stories and fresh perspectives to challenge traditional ideas of what financial security truly looks like.
Starts at 5 PM
Exclusive Delegate Drinks & Canapés
Join us for a relaxed hour of drinks and canapés at the North Poolside at The Langham, with stunning views of Surfers Paradise Beach. It’s a short but stylish way to wrap up the day and connect with fellow delegates.
Conference Day 2 – Tuesday, 23 September 2025
8:30 AM – 3:00 PM AEST
Location: Diamond Ballroom, The Langham Hotel, Gold Coast
Leadership in Focus
Day 2 offers unfiltered insights from some of Australia’s top company chairs and CEOs as they tackle big-picture challenges and strategies for the future. Hear from industry leaders on value-focused investing, social infrastructure, and high-conviction ideas – and gain the practical knowledge you need to navigate market trends, manage risks, and seize new opportunities.
Morning Sessions
8:35 AM | Fireside Chat: Navigating Innovation and Growth with Chris Hulls, CEO of Life360
Chris Hulls, CEO, Life360
In this session, join an exclusive virtual fireside chat with Chris Hulls, Co-founder and CEO of Life360, a global leader in family safety and location-sharing technology. Chris will provide a behind-the-scenes look at driving innovation, scaling a tech business in a competitive market, and the future of connected technology designed to keep families safe worldwide.
9:20 AM | Strategies for an Epic, Purpose-Driven Retirement
Bec Wilson, Author of “How to Have an Epic Retirement”
Best-selling author Bec Wilson joins us to share powerful strategies to transform your retirement into an epic, purpose-driven adventure. Get ready for eye-opening insights that will inspire you to embrace your next chapter with confidence and clarity.
10:00 AM | The Importance of Social Infrastructure Properties
Travis Butcher, Fund Manager, Charter Hall Social Infrastructure REIT
Join Travis as he delves into key trends in Australia’s social infrastructure property sector, highlighting how assets such as early learning centres and emergency services play a crucial role in supporting communities. These properties not only deliver essential services and social impact, but also provide investors with secure income and capital growth.
10:30 AM | Morning Tea
11:00 AM | Return of the Chairs Panel – 60 Minutes of Straight Talk
Mark Gray, Chair, Data3
More speakers to be announced soon
A no-holds-barred panel with some of Australia’s most respected ASX company chairs, offering a rare, behind-the-scenes look at governance, shareholder influence, and the evolving role of boards.
Afternoon Sessions
12:00 PM | Investing with a Value Focus
Chris Leithner, Founder, Leithner & Co. and ASA Education Partner
12:30 PM | Lunch
1:30 PM | High Conviction Ideas
Sebastian Evans, Chief Investment Officer/Managing Director, NAOS Asset Mangement
Anna Milne, Deputy Portfolio Manager – WAM Leaders (ASX: WLE) and WAM Income Maximiser (ASX: WMX)
Andrew Coleman, Co-Founder, Teaminvest Private
Tim Carleton, Chief Investment Officer, Auscap Asset Mangement
Dive into some of the most compelling high-conviction ideas in today’s market. This panel session will explore the themes and strategies driving long-term growth, helping you identify standout opportunities with the potential to enhance your portfolio.
2:10 PM | CEO Panel – Growth, Risk and Capital in 2025
Mike Verveka, CEO, Jumbo Interactive
Lewis Gradon, Managing Director & CEO, Fisher & Paykel Healthcare
More speakers to be announced soon
This is your opportunity to hear how decision-makers are navigating today’s biggest strategic and financial challenges, live and unfiltered.
3:00 PM | Summit Close
Optional Workshops
3:30 – 5:00 PM AEST
Location: Diamond Ballroom
Workshop Option 1: AI for Investors – Practical Skills to Research, Plan and Act
Dawid Naude, AI Expert, CEO & Founder, Pathfindr
Laura Hatton, AI Educator & Facilitator, Pathfindr
Lindsay Page, AI Upskilling Lead, Pathfindr
Discover how artificial intelligence is transforming the investment landscape. This practical session explores key trends, common risks, ethical considerations, and real-world use cases to help you better understand AI’s potential and limitations. Whether you’re AI-curious or already integrating it into your strategy, you’ll leave with practical tools and insights to make more informed decisions in a rapidly evolving space.
Workshop Option 2: Strategy and Mindset: The Essentials for Long-Term Wealth
Shani Jayamanne, Director, Investment Specialist, Morningstar, and ASA Education Partner
Mark LaMonica, CFA, Director, Morningstar
Great investing is about more than picking stocks – it’s about building a long-term mindset and a strong strategic foundation. In this interactive session, Shani and Mark will guide you through the essential behaviours, principles, and frameworks that support sustained wealth-building over time. Learn how to cut through noise, stay focused on your goals, and make better decisions no matter what the market throws at you.
Site Tour – PWR Holdings Site Visit
Wednesday, 24 September 2025
8:30 – 11:45 AM AEST
🎟 Price:
Member: $65 | Non-Member: $85
Get an exclusive behind-the-scenes look at PWR Holdings Limited. A global leader in high-performance cooling solutions, this site tour offers a rare opportunity to see how their products are designed and manufactured across their world-class facilities in Australia, the United States, and the United Kingdom.
Supplying elite motorsport teams, defence programs, and high-tech industries worldwide, PWR Holdings is driven by innovation, precision engineering, and advanced manufacturing excellence.
At this state-of-the-art facility tour, you’ll see firsthand how passion, technology, and Australian ingenuity come together to deliver world-class thermal performance. You can read more about them here.
Itinerary
8.30am – Meet in The Langham Hotel foyer
Guests to gather for check-in and briefing before departure
8.45am – Depart The Langham by bus
Private transport to PWR Holdings facility (allow 45 minutes for travel)
9.30am – Arrive at PWR Holdings
Welcome, presentation, and guided site tour
11.00am – Depart PWR Holdings
Return journey to The Langham
11.45am – Arrive back at The Langham
Join us for this luxurious experience alongside Australia’s most engaged investors and take your financial future to the next level.
Discounted hotel accommodation at The Langham is available for $345 per night. Click here to book.
Prices include GST. Payment accepted via Visa and Mastercard only. Registration terms & conditions apply.
Please note: Program schedule and speakers are subject to change.
Stay tuned – more partners will be announced soon.