4th Annual Private Wealth Melbourne Forum

Founded in 1995, P/E Investments manages assets for individual and institutional investors worldwide. P/E Investments is headquartered in Boston, USA, with additional offices in Singapore, Melbourne, Tokyo, London, and Jackson WY. As of February 1, 2025, firm assets under management were approximately USD 19.7 Billion. Our flagship product, the FX Strategy, is an absolute return product investing in foreign exchange. The strategy employs a quantitative framework to evaluate daily fundamental macroeconomic and financial factors in order to identify current drivers of currency market returns. P/E’s FX Strategy model can also be effectively utilized for dynamic currency hedging, currency overlay strategies, and enhanced alpha products.

Australian
Ethical is amongst Australia's leading ethical investment managers¹.
Since 1986, Australian Ethical has provided investors with investment
management products that align with their values and provide long term, risk
adjusted returns. Investments are guided by the Australian Ethical Charter
which shapes its ethical approach and underpins both its culture and its
vision. Australian Ethical has over $10 billion in funds under management
across managed funds and superannuation. Visit: www.australianethical.com.au 

Please refer to https://www.australianethical.com.au/why-ae/investment/#awards
for specific awards Australian Ethical has won, including the specific
categories. 

Founded in 2000, Crescent Capital Partners began as a
Private Equity firm focused on mid-market ‘growth buyout’ transactions with a
small team of dedicated strategy consultants.

Today it is an alternative asset manager, covering
both Australian Private Equity, Private Credit and active Listed Equities with
a team of 45 investment and management professionals and is a top quartile
global investment manager in alternative assets for 20 years.

Praemium is an ASX-listed wealth management technology and financial services company and has been providing platform services to the Private Wealth and HNW IFA sector since its establishment in 2001. We are proud to be recognised as an industry leader in the platform market, providing market-leading managed accounts, non-custody solutions and portfolio administration and reporting services for some of Australia’s leading wealth managers and advice firms.

Real Asset Management (RAM) is an Australian alternative asset manager, providing investment solutions in Credit, Real Estate, and Private Equity markets, for institutions and wealthy families globally. RAM has a proven track record as a successful acquirer and manager of healthcare, essential services retail and commercial real estate. We manage 42 properties across Australia through the ASX listed RAM Essential Services Property Fund (ASX: REP), along with our unlisted portfolios.

Remara is an
Australian-based Asset Management company managing over $1 billion in funds across key
asset classes, including private credit, real estate, and tactical
opportunities. They take an innovative and hands-on approach as high-quality
asset generation specialists through their vertical integration model,
providing portfolio diversification, superior risk adjusted returns and capital
preservation. Remara was established in 2019 and headquartered in Sydney,
Australia.

Ares Management Corporation (NYSE: ARES) (“Ares”) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. Ares seeks to provide flexible capital to support businesses and create value for its stakeholders and within its communities. By collaborating across its investment groups, Ares aims to generate consistent and attractive investment returns throughout market cycles. As of December 31, 2024, including the acquisition of GCP International which closed on March 1, 2025, Ares’ global platform had over $525 billion of assets under management, with operations across North America, South America, Europe, Asia Pacific and the Middle East. For more information, please visit www.aresmgmt.com.

Charter Hall, with $82.6 billion of property funds under management, we use our expertise to access, deploy, manage and invest equity across core real estate sectors – Industrial & Logistics, Office, Retail and Social Infrastructure. We know that mutual success – for our customers and us, is best achieved through discipline, partnership and a long-term view. Whether that be through our active approach to funds management, our cross-sector customer partnerships, our $12.8 billion development pipeline, or our demonstrable progress on our sustainability targets, we have a track record of delivering superior results. 

Headquartered in Sweden, EQT is a purpose-driven global private markets organisation with deep roots to the Wallenberg family. EQT has a track record of almost three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies.

Archer Wealth is a leader in private lending, specializing in real estate-backed investments. Our fund focuses on first and second mortgage loans, aiming for returns of up to 10% annually on 1st mortgage loans and 15% annually on 2nd mortgage loans with 0% management fees. We prioritize transparent investments without management fees, aiming to maximize returns for our investors. Dedicated to growth and risk management, Archer Wealth is a trusted name in Australia's expanding non-bank lending market.

Epoch is a global asset management firm, formed in 2004,
that provides U.S., non-U.S. and global equity strategies for institutional
clients. Epoch’s investment approach is based on fundamental research and seeks
to invest in companies that can grow free cash flow and allocate it effectively
for the benefit of shareholders. Epoch’s culture is investment driven,
collaborative and designed to help our clients achieve their investment
objectives. Epoch is committed to transparency with respect to our business
practices, as well as our investment philosophy and methodology.

MA Financial
Group is a global alternative asset manager specialising in private credit,
core and operating real estate, hospitality, private equity and venture capital
as well as traditional asset classes. In Australia we lend to property,
corporate and specialty finance sectors and provide corporate advice.

Our
investment teams have diverse skill sets and experience across a range of
strategies and market conditions and are focused on delivering long-term
growth. We have deep expertise in private credit and non-bank lending and
deliver investors defensive private credit solutions prioritising downside
capital protection while generating resilient returns. Our conviction runs deep
and as testament to this we co-invest in many of our strategies alongside our
clients, aligning our interests with theirs.

We
have over 700 professionals across locations in Australia, China, Hong Kong,
Singapore and the United States.

Trilogy Funds, One of Australia’s leading fund managers of property-based investments. For over 25 years, seeking income and managing risk on behalf of investors has remained at the heart of everything we do.

We specialise in managing mortgage trusts, diversified income funds and property trusts that all share the common goal of providing income-focused solutions designed to help you achieve your financial goals. We do this by leveraging our combined talents and decades of experience in property development and fixed interest to actively manage your investment.

In addition to our investment offering, our lending team provides tailored finance solutions to the   property and construction sectors, as one of Australia’s leading non-bank lenders.