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.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
This month's topic: Domestic & Geopolitical Landscape for 2025
Mike Cooney, Private Wealth Adviser will facilitate a session with David Cassidy, Head of Investment Strategy at Wilsons Advisory to provide insights into the evolving geopolitical and domestic political landscape—and their implications for financial markets & Family businesses. They will discuss the potential impact of Australia’s upcoming federal election, the possibility of a change in government, and the investment ramifications of a second Trump presidency. They will examine shifts in asset allocation for family office clients as markets approach full valuations, as well as the rising prominence of private markets as a key investment opportunity. They will also explore the complexities of intergenerational wealth transfer, sharing their approach to navigating the differing life stages, priorities, and expectations involved in preserving and growing family wealth across generations.
Come and join our Sydney CBD Advisor Connect on Thursday, March 13th, at Swaab, for an interactive Q&A session, where we will discuss with Mike & David how these topics will potentially impact your Family Business Clients:
- Upcoming Federal Election & possibility of a change in Govt
- The investment ramifications of a second Trump presidency
- Shifts in asset allocation for family office clients as markets approach full valuations
- The rising prominence of private markets as a key investment opportunity
- The complexities of intergenerational wealth transfer
- Expectations involved in preserving and growing family wealth across generations
About our Speakers: Mike Cooney & David Cassidy (Wilsons Advisory)
Mike Cooney, Private Wealth Adviser at Wilsons Advisory – Accredited Family Business Advisor
With over 30 years of experience spanning London, Sydney, and Hong Kong, Mike brings a wealth of expertise in financial markets and services. His distinguished career in some of the world’s leading financial hubs. Having held key roles in global investment banks, Mike possesses the insight and precision needed to navigate today’s complex financial landscape. His approach is deeply client-centric, focusing on tailored investment strategies designed for high-net-worth and ultra-high-net-worth individuals, as well as family offices. He holds a Masters of Financial Planning.
David Cassidy, Head of Investment Strategy at Wilsons Advisory
David joined Wilsons Advisory in 2020 as Head of Investment Strategy having spent more than 25 years as one of Australia’s leading investment strategists. He is responsible for overseeing the development of Wilsons Advisory's global and domestic investment strategy, including asset allocation strategy, equity portfolio strategy and the selection of external fund managers across all asset classes to guide our model portfolios. Prior to joining Wilsons Advisory, David was a Managing Director and Head of investment Strategy at UBS Australia Investment Banking. He holds a Bachelor of Economics (Hons) and a Master of Business.
We look forward to seeing you there.
Thank you to our Event Host
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Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
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