An exclusive, after-hours gathering designed to transform the way attendees view their portfolios. This rooftop session at Pallas House in Double Bay offers a scenic backdrop for a candid exchange of strategies. A panel of three—two experienced investors and one financial advisor—will share real-life “portfolio swap” stories, highlighting highs, lows, and pivotal takeaways. An independent expert will then present a concise framework for evaluating prospective deals, encouraging informed, confident decision-making.

To reinforce new concepts, a hands-on exercise will invite participants to apply fresh knowledge in real time. Seats are limited to maintain a collaborative atmosphere, ensuring meaningful dialogue and personal connection throughout this illuminating event.

Thursday 21 May, 6-8pm
Pallas House, Double Bay

Free for members, $170 for non-members.