![](https://www.forbes.com.au/wp-content/uploads/2024/08/Forbes-Icons-Investors-background-NEW-5.png)
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Icons-and-Investors-Summit-NAB-lockup.png)
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Forbes-Australia-Icons-Investors-Harry-Triguboff-header-5.png)
Australia’s top wealth and property experts
share their strategies for wealth creation.
SYDNEY – 13 SEPT 24
3 WEEKS TO GO – HAVE YOU GOT YOUR SEAT AT THE TABLE?
Australia’s most influential investors and business icons, in conversation with Forbes.
If you are interested in growing or protecting your personal wealth, there is immense value to be unlocked from this event.
Forbes will convene proven investment heavyweights – dealmakers, icons, wealth and property experts usually only accessible to the top of the market – to tell us where they are investing and why.
Round-table format.
Fireside chats. Expert panels.
A rare and limited event.
Meet the icons
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Harry-Triguboff-Forbes-web-new.jpg)
Building Australia’s Future: Insights from Meriton’s founder
Australia’s third richest person, Harry Triguboff has reshaped the urban landscape. This intimate conversation will delve into his visionary outlook on the future of real estate and wealth creation.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Icons-Investors-Bob-Carr-quote.png)
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Investing-business-events-forbes.jpg)
3x Expert Panels
WEALTH, REAL ESTATE & FAMILY OFFICE
Wrap up the trends and insights you need to know and understand to grow your wealth.
- Rethinking property returns and where are the opportunities now?
- Practical strategies to navigate disruption and build a diversified and resilient portfolio
- Where they’re putting the money and the best over-the-horizon views to help you take advantage of the current outlook.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Jun-bei-liu-final-2.jpg)
High Conviction Investing: Strategies from the Billion-dollar Portfolio Manager
Jun Bei Liu has quadrupled funds under management since taking over Tribeca’s Alpha Plus Fund. Twice featured in Forbes Australia’s ‘Where I’m Putting the Money’, don’t miss the chance to hear Jun Bei’s analysis on companies and asset classes to watch.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Jack-web-new-2.jpg)
Fast Food to Fortune -Building an Empire: Jack’s journey, challenges and insights
Jack Cowin is a pioneer of the Australian fast-food industry. Owner of Hungry Jack’s and Executive Chairman of one of Australia’s largest privately held businesses, Jack will share his experience navigating market disruption while building an empire that today employs 20,000 people.
Tickets are strictly limited. Don’t miss your chance to be in the room with Australia’s leading wealth creators.
Agenda
8:30 am | Platinum Registration opens General Admission Registration opens |
9:00 am – 12:00 pm | Summit Open & Welcome Remarks Sarah O’Carroll, Editor-in-Chief Forbes Australia PANEL 1: Personal Wealth Jun Bei Liu, Portfolio Manager, Tribeca Investment Partners Chantal Giles, Managing Director, Head of Wealth Australasia, BlackRock Moderator: Gemma Dale, SMSF and Investor Behaviour at nabtrade Q&A PANEL 2: Rise and Rise of the Family Office Shamal Dass, Head of Family Advisory & Philanthropic Services, JBWere Robyn Langsford, Global Lead, KPMG Private Enterprise Family Business Q&A FIRESIDE CHAT Harry Triguboff AO, Founder, Meriton Interviewer: Mark Whittaker, Senior Features Writer, Forbes Australia Q&A |
Lunch – 12:00pm | Lunch for all attendees in the Grand Ballroom |
1:30pm – 4:00pm | PANEL 3: Property and Wealth Creation Ben Burston, Knight Frank Australia Tracey Atkins, Forbes Global Properties Sam McVay, Managing Director, McVay Real Estate Moderator: Rob Langton, Director, Ready Media Q&A FIRESIDE CHAT Jack Cowin, Executive Chairman, Competitive Foods Australia Interviewer: Sarah O’Carroll, Editor-in-Chief Forbes Australia Q&A Event Concludes |
4:00pm – 5.00pm | Post-event cocktail and networking function Platinum ticket holders only |
Speakers
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Harry-Triguboff-2.png)
Harry Triguboff AO
Founder of Meriton
As founder and managing director of Meriton Group, Harry Triguboff has overseen the construction of over 77,000 residential dwellings, and has won numerous awards for his contributions to the Australian property industry.
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Jack-Cowin-1.png)
Jack Cowin, Chairman at Competitive Foods Australia
Jack Cowin is the Founder and Executive Chairman of Competitive Foods Australia, a business that has grown from one of Australia’s first single food service outlets to a diversified food retailing with 450 Hungry Jacks outlets, manufacturing and exporting company.
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Jun-Bei-Lu-2.png)
Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners
Jun Bei Liu is the Portfolio Manager of Tribeca’s Alpha Plus Fund. Since taking over sole responsibility for managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019.
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Chantal-Giles-2.png)
Chantal Giles, Managing Director & Head of Wealth, Australasia at BlackRock
Chantal Giles, Managing Director, is Head of Wealth Australasia, within the Client Business team at Blackrock where she is responsible for leading BlackRock’s relationships with wealth whole portfolio clients, wealth management firms and platforms and for distributing BlackRock’s alpha-seeking and iShares investment capabilities, and the adoption of BlackRock’s portfolio construction capabilities.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Ben-Burston.png)
Ben Burston, Chief Economist at Knight Frank Australia
Ben is an experienced property economist and market commentator, having spent ten years in London working in a range of global and regional research roles, and possess a strong track record within the Real Estate industry. He presents regularly to clients and at industry events on global and local market trends and on the outlook for the economy and property markets. He leads Knight Frank’s team of property research professionals, spanning all states and sectors within Real Estate, and oversees Knight Franks’ Research consultancy service, which provides strategic advice to institutional, government and private clients to assist with their decision making.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Gemma-Dale.png)
Gemma Dale, Director, SMSF and Investor Behaviour at NAB Trade
Gemma Dale is the Director of SMSF and Investor Behaviour at nabtrade. She hosts the fortnightly podcast Your Wealth, which focuses on markets and investing. Gemma is a regular media commentator, featuring on platforms such as ABC, SBS, AFR, and more. She also oversees nabtrade’s content and insights.
Before assuming her current role, Gemma served as NAB’s Head of SMSF Solutions, where she was responsible for curating and developing NAB’s suite of SMSF offerings across banking and wealth, including product development, marketing, and distribution. Previously, she spent five years as the Head of Technical Services at MLC, leading a team that provided specialist advice in superannuation, tax, social security, and other financial advice areas to 2,000 advisers.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Shamal-Dass.png)
Shamal Dass, Head of Family Advisory & Philanthropic Services at JBWere
Shamal leads the Family Advisory & Philanthropic Services business, offering tailored governance, strategy, and leadership advice to UHNW private clients and for-purpose organisations.
He is an Adjunct Associate Professor at the Centre for Social Impact, University of NSW Business School, where he teaches the Governance for Social Impact course, which he co-created, at the Australian Graduate School of Management (AGSM). Shamal currently serves as Chair of ARACY, Deputy Chair of Two Good Foundation, a Non-Executive Director at Earthwatch Institute Australia, and is a member of various committees, including the NAB Foundation Council and the JBWere Charitable Endowment Fund.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Rob-Langton.png)
Rob Langton, Director at Ready Media
Rob Langton is a Director of Ready Media Group, Australia’s largest independent property media business.
Over the past decade, Ready Media Group has grown to become the nation’s market-leading commercial real estate platform, incorporating pioneering industry portals Development Ready and Commercial Ready, as well as proprietary media solutions InstaDocs and Rooftop Studio.
In addition to his role with Ready Media, Rob has established himself as a prominent figure in the Australian business community through his creation of The Interview series. This series is the most-watched business program in Australia, featuring in-depth profiles of the country’s most successful and influential rich-listers, family offices, wealth managers, real estate developers, and private investors.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Tracey-Atkins.png)
Tracey Atkins, Director at Forbes Global Properties
Tracey Atkins is a director of Forbes Global Properties (FGP) in Australia, which is the global real estate arm of Forbes Media. A former senior broadcast journalist, her place as one of the founding partners of FGP in Australia embodies the ethos on which the network was founded in 2020 – the merging of the world’s best in media and real estate to create a genuine advantage.
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Sam-McVay-1.png)
Sam McVay, Managing Partner at McVay Real Estate
Sam headed up a portfolio of 400+ properties, running redevelopment, capital transactions and the leasing divisions. This gives him a unique ownership perspective on the requirements and inner workings of major real estate institutions. He holds a Masters in Real Estate from New York’s Columbia University and a Bachelor of Commerce from Bond University.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Sarah-OCarroll.png)
Sarah O’Carroll, Editor-In-Chief at Forbes Australia
Sarah O’Carroll is a seasoned media professional with extensive experience in journalism and editorial leadership. She is currently the Editor-in-Chief of Forbes Australia, where she leads the brand’s Australian operations, focusing on delivering high-quality content across multiple platforms, including print and digital. Previously, she served as Editor-in-Chief of Yahoo Finance, where she played a pivotal role in expanding the brand’s influence in the finance sector. O’Carroll is known for her commitment to fostering impactful conversations and driving positive change through media.
![](https://www.forbes.com.au/wp-content/uploads/2024/08/Mark-W.png)
Mark Whittaker, Senior Features Writer at Forbes Australia
Mark Whittaker is a Walkley-Award winning journalist with nearly four decades of experience in media, specializing in long-form journalism. He has authored, co-authored, and ghostwritten 15 books, including the bestseller Sins of the Brother and Mike Willesee’s memoirs. His work has been featured in diverse publications, from The New York Times to The Weekend Australian Magazine. Whittaker has received multiple accolades, including a 2005 Walkley Award and a 2012 Kennedy Award. He is currently a senior features writer for Forbes Australia.
More speakers to be announced soon
FAQ
How and when will I receive my live event ticket? You will receive your live event ticket via email upon confirming registration details of attendee/s. You should receive your tax invoice via email upon completing your purchase. |
Is this event live or virtual? The Forbes Australia Icons & Investors Summit is a live, in-person event hosted in Sydney. Please note the Icons & Investors Summit will not be streamed virtually. |
What do I need to bring to gain entry to the event? Please bring along your pre-purchased ticket along with photo identification. |
Can I purchase a ticket on the day/at the venue? Yes, tickets will be able to be purchased on the day of the event, if ticket allocations have not already been exhausted. You can purchase tickets online or speak to the Forbes concierge at the venue. |
Is there a dress code? The dress code is smart casual. Any inappropriately dressed attendee may be refused access to the Forbes Australia Icons & Investors Summit. |
Is there a cloakroom? No, however you can leave bulky items with the hotel concierge. |
Stay in the know
Subscribe to receive updates about events, and membership opportunities.
Sponsors
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Ticket-tables-for-event-website.png)
Location
Hyatt Regency
161 Sussex Street, Sydney
![](https://www.forbes.com.au/wp-content/uploads/2024/07/Screen-Shot-2024-07-07-at-10.46.08-pm.png)
Get in touch
We’d love to hear from you. Here’s how you can reach us.
General enquiries
Forbes Icons Team
Sponsorships
Stephanie Antonis