10.55am – 11.40am AEST, 4 June 2026 ‐ 45 mins
Session
With market conditions varying significantly across Australia, where are the strongest opportunities emerging and where should investors be more cautious? This session explores how leading investors are positioning portfolios across states and sectors in response to changing economic conditions, population growth, policy settings and capital flows.




PWN Member & Principal, Mandala Asset Solutions
John Zeckendorf is Principal at Mandala Asset Solutions, where he advises clients on investment strategy, asset structuring and portfolio construction across a range of sectors. With experience spanning private markets and alternative investments, John works closely with investors to develop tailored approaches aligned with their long-term objectives.
He brings a considered and analytical perspective to investment decision-making, with a focus on identifying opportunities that balance risk and return while supporting sustainable value creation. John has worked with a diverse range of clients and structures, and is particularly interested in the evolving role of private capital in shaping future investment landscapes.

PWN Member, Founder, AsheMorgan
Michael joined AsheMorgan in 1990 and leads investor relations, funds management and joint ventures for the group, with a focus on achieving enhanced risk adjusted returns via insightful and disciplined strategies.
Michael is an Investment and Compliance Committee member. Michael has substantial experience in development and construction as well as asset and investment management. Michael has been instrumental in expanding AsheMorgan’s business and partnerships both domestically and internationally.
Michael holds a Bachelor of Commerce Degree from the University of NSW, completed a Harvard Business School of Management leadership course and is a fellow member of the Australian Property Institute.

PWN Member, Co-Founder and Director, Forza Capital
Adam is a specialist in funds management and investment and has worked in the property industry since 2001.
Adam’s core skills encompass capital sourcing, investment structuring and investment management and he has developed strong relationships with family offices, UHNW advisory groups and individual HNW investors. Adam has a strong interest in governance, sustainability and philanthropy – he was the former Vice President of the Property Funds Association of Australia (PFA), founded its Sustainability Committee and is currently involved as a Founding Committee Member of Gruppetto, a philanthropic sub-fund of the Australian Communities Foundation