Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Event: Final NSW CBD Advisor Connect of 2024 – Exclusive Session with Malcolm Wood
Date: Thursday, November 14th, 2024
Time: 7:30am – 9:00am
Location: Swaab, Level 4/20 Hunter St, Sydney
About This Session
Our last Advisor Connect for the year is set to be an impactful wrap-up to 2024! Accredited Advisor Ben Hackett has invited Malcolm Wood, Head of Asset Allocation and Philanthropic Services at Ord Minnett, for a deep dive into two timely topics:
The case for PAF’s & how they can benefit Family Businesses as well as a Post US Election De-brief and how the new US President will impact Australian & Global markets. This presentation will provide an in-depth look at the importance of setting up & running PAF’s and how it could benefit your Family Business Clients. Leveraging their extensive experience, they will be sharing some insights and case studies that no doubt will help your relationship with your family business clients. We will also spend some time discussing the macro & micro impacts of the US Election and what it means for your family business clients.
Malcolm’s extensive expertise will provide insights on key topics:
- Why PAFs Matter: Explore the benefits of PAFs and how to introduce this strategy to your family business clients.
- Setting Up and Managing PAFs: Step-by-step guidance on establishing and sustaining a PAF.
- Structured Giving and Legacy: Understand how structured giving can secure lasting legacies for clients’ future generations.
- Post-Election Insights: Discuss the likely market impacts and how to navigate them effectively for your clients.
About Malcolm Wood
Malcolm Wood brings a wealth of experience to his role as Head of Asset Allocation and Philanthropic Services at Ord Minnett. Since joining in 2021, he has leveraged his previous roles as Chief Investment Officer at E.L. & C. Baillieu and Managing Director at Bank of America Merrill Lynch Australia. Malcolm also served over 15 years at Morgan Stanley as Investment Strategist, Regional Equity Strategist, and Head of Research. His background includes managing US equities portfolios and he holds a Bachelor of Economics with First Class Honours from Sydney University and a Postgraduate Diploma in Management from MGSM.
Event Schedule
- 7:30am – 9:00am: Breakfast, Presentation, & Q&A
Registration
As a courtesy to our hosts, please register your attendance in advance.
Registrations close on 13th November at 5:00pm.
We look forward to seeing you there.
Thank you to our Event Host
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We look forward to seeing you there.
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
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