Program

This program is current as of 31 July 2025.

This program is subject to change without notice. Please check back at this webpage for any program updates.

Day 1: Wednesday, 17 September 2025

Delegates Arrive

6:00 PM - 9:00 PM

Welcome Reception
Peppers Noosa Terrace
Dress code: Business casual

Day 2: Thursday, September 18, 2025

8:00 AM - 5:00 PM

Registration Desk Open

8:30 AM - 8:45 AM

Arrival / Coffee

8:45 AM - 9:00 AM

Opening and Welcome
Mark Smith – Elston

9:00 AM - 9:30 AM

Session One: Growth and Opportunity
Andrew McKie, Managing Director – Elston

9:30 AM - 10:30 AM

Active reflections from Australia and abroad
Brian Kersmanc – GQG
Bruce Williams – Elston
Per La Cour – Alliance Bernstein
Moderator: Al MacLeod – Elston

10:30 AM - 11:00 AM

Morning Tea

11:00 AM - 12:00 PM

Session Two: Tactical Asset Allocation Exercise
Jay Sivapalan – Janus Henderson
Chris Bedingfield – Quay Global Investors
Moderator: David Seager – Elston

12:00 PM - 12:30 PM

Small is beautiful – Finding gems amidst the rough
Gary Merkel and Justin Woerner – Elston

12:30 PM - 1:30 PM

Lunch

1:30 PM - 2:30 PM

Session Three: Building Durable Income
Brett Lewthwaite – Macquarie
Daniel Pennell – Plato
Moderator: Leon de Wet – Elston

2:30 PM - 3:00 PM

Insights from US Study Tour
Nick Revis, Andrew McKie, Bruce Williams
Moderator: Clint Abraham – Elston

3:00 PM - 3:30 PM

Afternoon Tea

3:30 PM - 4:00 PM

Session Four: Living Giving – Philanthropy in Action
Paul Heanly – Hunter Wealth
Susan Chenoweth – Elston

4:00 PM - 4:45 PM

External Keynote: “Play a bigger game”
Rowdy McLean

4:45 PM - 5:00 PM

Summary and close
Mark Smith – Elston

6:30 PM - 10:30 PM

Elston Elevate Dinner
Dress code: Business casual

Day 3: Friday, 19 September 2025

Friday Activities
Delegate registration includes access to one of the following activities. Read more here for activity details.

7:00 AM - 11:00 AM

Noosa River Fishing Trip

8:00 AM - 12:00 PM

Noosa Springs – Golf Day

9:15 AM - 11:45 AM

Noosa Springs – Spa Day

9:30 AM - 2:00 PM

Spirit House – Private Cooking Class

Delegates Depart

Book your spot

This intimate, invitation-only, and CPD-accredited event will be an opportunity to learn, discuss, and network.

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