4th Annual Private Wealth Australia 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.

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.

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. 

Betashares
is a leading Australian fund manager specialising in exchange traded funds
(ETFs) and other funds traded on the Australian Securities Exchange (ASX).

Since
launching our first ETF in 2010, Betashares has grown to become one of
Australia’s largest managers of ETFs.

Serving
hundreds of thousands of Australian investors, Betashares offers
cost-effective, simple and liquid access to the broadest range of ETF
investment solutions available on the ASX, covering almost every asset class
and investment strategy.

As of February 2025, Betashares manages over $49
billion in assets.

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.

HarbourVest is an independent, global private markets firm with over 40 years of experience and more than US$125+ billion assets under management as of December 31, 2023. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit.

Recognised by advisers as Australia’s best
platform, HUB24 leverages data and technology to deliver choice, flexibility,
efficiencies and value for advisers and their clients. We’re committed to
continued investment in innovation that delivers, making the complex simple and
enabling advisers to empower better financial futures for more Australians.¹

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.

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.

Yarra Capital Management is a leading independent, active Australian fund manager with a strong heritage in the local market.  With $21 billion of AUM,  we have an established track record of consistent performance in all market conditions. We offer a range of actively managed fundamental equities, fixed income and  multi-asset solutions, and our Australian equity funds span large cap through to microcap strategies.

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.

Nuveen, the investment manager of TIAA, offers a comprehensive range of
outcome-focused investment solutions designed to secure the long-term
financial goals of institutional and individual investors. Nuveen has $1.3
trillion in assets under management as of 30 Sept 2024 and operations in
27 countries. Its investment specialists offer deep expertise across a
comprehensive range of traditional and alternative investments through a
wide array of vehicles and customized strategies. For more information,
please visit www.nuveen.com.

Cromwell Property Group (ASX:CMW) is a real estate investor and funds manager with $4.5 billion of assets under management in Australia and New Zealand. Cromwell is listed on the S&P/ASX and included in the FTSE EPRA/NAREIT Global Real Estate Index.  

Fortitude Investment Partners is a private equity investor that invests $10m to $50m into Australian and New Zealand companies.

Working together for more than a decade, the Fortitude Investment Partners team is passionate about investing in small and medium-sized companies and delivering accelerated growth for our investors.

Our team is results focused, with a proven track record of securing unique and exclusive investment opportunities that generate attractive risk-adjusted returns.

We're a trusted partner to investee companies, adding value through strategy, people, networks, genuine partnership and capital solutions.

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.