WOMEN, WEALTH & THE FUTURE OF CAPITAL

Ownership is not agency.

The largest transfer of wealth in history is passing into women's hands. In Australia, more than 65% of the $4.9 trillion intergenerational wealth transfer is on track to flow through women as custodians. But holding capital doesn't change what that capital does. It changes when the woman holding it decides, with intention, where it goes.

The Dea Summit brings together investors, family office principals, founders, inheritors, operators and philanthropists for one day of practical investment fluency and the deeply human questions money raises: identity, family, purpose, power and responsibility.

The day moves from the big picture to the personal, opening with a keynote from Nobel Laureate Malala Yousafzai, moving through plenaries on investment fluency and capital allocation, and into streams that let you go deep on what matters most to you: the technical and the emotional, the IQ and the EQ of wealth.

Who it's for:

• Inheritors managing family capital and stepping into their own vision

• Investors writing their first cheque or their hundredth

• Founders who have raised, scaled or exited and are deploying what comes next

• Operators building wealth through ownership and learning how to wield it

• Philanthropists directing capital with greater strategy and conviction

• Advisors seeking to better understand women's experiences of wealth, the decisions they face and how to support them more effectively

A note for advisors

A limited number of places are available for financial and wealth advisors who want to deepen their understanding of the women they serve and the evolving needs of women wealth holders.

Advisor tickets are available by application only, with preference given to advisors attending alongside their female clients.

To enquire about advisor tickets and request access to the dedicated registration page, please email admin@thedeanetwork.com.

Full program to be announced.

On the eve of the Summit, we gather to take a clear look at ourselves.

Who are the women now holding and directing capital in Australia? How do they make decisions? What are they looking for from the advisors, institutions and communities that serve them? And how will they build wealth, back companies and support the founders who will change the capital system?

Over dinner, Carol Schwartz AO leads a conversation with Lindsey Coates, Executive General Manager, Private Wealth and Private Banking at Netwealth, and Maria Lykouras, Chief Executive Officer of the Stockbrokers and Investment Advisers Association.

Drawing on insights from new research, they offer a first look at what women are saying about:

• Their attitudes to money, investing and financial advice

• Confidence, decision-making and where they find trusted information

• What holds them back from engaging an adviser, and what would change that

• Their experiences of advice: what worked and what didn't

• How attitudes and needs shift across wealth, age and life stage

An intimate evening of honest conversation, before the day ahead.

The Pre Summit Dinner will be held at the Garden Restaurant, NGV International