Family Office Congress XII Program

Click here to access a printed version of the program*. Please note there are some sessions/speakers to be confirmed.

*Times may be subject to change. All advertised details are correct at time of publishing. PWN reserves the right to alter to the program at any time.

See below for an overview of the Family Office Congress XII program.

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  • A Next Generation Summit

    Wednesday, 30 Oct 2019

  • FOC XII: 29 October

    Tue, 29 Oct 2019

  • FOC XII: 30 October

    Wed, 30 Oct 2019

  • FOC XII: 31 October

    Thu, 31 Oct 2019

  • In this session, Professor Roger King will talk about his colourful family history. This fascinating journey is filled with interesting people, politics and entrepreneurialism. All set against the background of one of the most dynamic cities, in one of the fastest developing countries of the world. Roger will also share his approach to communication and family values which are shared amongst the 100+ living members, as well as his insightful approach to family business.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • In this heartwarming story, we will hear how Barry’s granddaughter was tragically struck down with a chronic illness that led him to invest significantly in the medicinal effects of cannabis. We will meet his granddaughter and hear of the positive outcomes achieved through Sydney University’s Brain & Mind Centre.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • A Next Generation Summit
    Main Stage

  • This session – introduced by PWN Member Tanya Stul – will outline the trends driving a surge in Indigenous social enterprise that is empowering Indigenous communities to take control of their own lives; and where philanthropists and investors can start in supporting those enterprises. Jocelyn King will speak to the issues of self-reliance, the rise of Indigenous entrepreneurs and the impact of initiatives such as Supply Nation and the Indigenous Procurement Policy.
    A Next Generation Summit

  • We live in an age of anxiety where restlessness and feeling overwhelm keeps us up at night, sometimes every night. Faster, better and harder appear to be the new baseline. Everything seems to be getting disrupted, innovated and re-invented on a shorter and shorter cycle. We compete daily against the seemingly perfect lives of social media nirvana. We know more and more, yet understand less and less. In this immersive closing keynote, we will take a deep dive into the invisible psychological architecture of you and your family. We will also explore the newest science of the human condition, on both individual and collective level. Where we hurt, what needs healing and how we can harness world’s most untapped natural resource - your mind.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • Asset Allocation & Portfolio Construction: Oliver King shares with us how he manages the capital on behalf of a private family. With a career in finance Oliver brings a sophisticated approach to the family office and one which can be emulated by others. In this session, we will examine: - What age is appropriate to involve the Next Generation in Managing Family Capital and what training can a family provide them? - Reviewing the fundamentals of asset allocation and what considerations are needed to construct an optimal portfolio? - Examining the succession planning within the family and how does this impact the strategy and investment portfolio? - Lastly we explore the risk tolerance of the next gen and the risk mitigation strategies that a family can apply to their investments
    A Next Generation Summit

  • In this session facilitated by Lizzy Goldfinch, Director, Mutual Trust, you will explore: How to start a conversation with your family about what’s important How to have difficult conversations - sometimes a break down is a break through How to step up and be heard so they will take you seriously How your siblings may not be who they used to be (perceptions can change!) How to navigate family dynamics to achieve outcomes for your family
    A Next Generation Summit

  • A Next Generation Summit
    Main Stage

  • This session will be led by an all women panel discussion and moderated by Monica Ralli, CMO, 13D Global Strategy & Research. In the coming decades, women will feature prominently in one of the greatest wealth transfers in history. A rising generation of matriarchs will be tasked with making long-term plans for the fortunes they inherit, grow or create from scratch. The old rules will no longer apply. How do women balance the aim of high returns with broader impact? How do women think about legacy? Will the female-approach towards succession and stakeholder-primacy improve the outlook for generational wealth preservation? How will wealthy women impact family offices and the future of private wealth management?
    Family Office Congress XII
    Investment Stage

  • In this session, Professor Roger King will talk about his colourful family history. This fascinating journey is filled with interesting people, politics and entrepreneurialism. All set against the background of one of the most dynamic cities, in one of the fastest developing countries of the world. Roger will also share his approach to communication and family values which are shared amongst the 100+ living members, as well as his insightful approach to family business.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • Former Head of M&C Saatchi Australia, Simon Corah works on strategy with some of the planet’s biggest brands through his new firm, Growth Mantra. He will investigate the big trends impacting our lives, investments and businesses over the next 3-5 years. Simon will look at 5 broad themes: AI and Robotics, Personalisation, Simplicity, Data Privacy/ Cyber Security and Sustainability. We will explore how and why these 5 areas are growing and how these trends will manifest in market, and how they will impact all of us.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • The world of money management and Family Offices is the subject of today’s discussion. The two topics have been jointly discussed by Don Gimble in Australia for almost 40 years. The speed of change and the flow of information has given us a challenge to build dynamic organisations which in many cases lead the world in promoting change. Fifty years ago, it took weeks if not months to learn what was going on around the world. Today, it takes seconds to know what has happened around the world. In this session, I will look at what is going on in the U.S.A., U.K., Europe, China and the Far East. We will look at equity markets, currency and politics. Finally, we will spend a few minutes talking about how change is making today’s Family Office, not your Grandfather’s Family Office.
    Investment Stage

  • In this session, we will be joined by Eric Powell, a former interrogator and polygraph examiner for the US Government. He will bring his decades of experience in interviewing, elicitation, and detection of deception in support of investigations, personnel screening and security activities for both the public sector and Family Office worlds to share insights on the tell-tale signs to look for.
    Family Office Congress XII
    Main Stage

  • Raising the unique individuals that we are given as our children involves paying attention to each individual, understanding their uniqueness and nurturing their talents. Mary will explore this and contrast how it compares to developing key staff and advisors.
    Family Office Congress XII
    Member Stage

  • Wealth is never for wealth's sake. Wealth is an ecosystem that has many players, components and natural habitats, and one that never stands still. As such there can be significant upgrades (and downgrades) that occur in the psychological realms of wealth. Science shows that there are deep psychological mechanisms underpinning our quest to “have” in order to “be”. However, these vary across genders, generations and geographies. And so, we all differ in ways how we measure our lives, define progress and ultimately what we call success, happiness or fulfillment. Please join us in this immersive and intensive workshop we will take a deep dive into the psychology of wealth and explore what are the numbers that make our lives meaningful and purposeful.
    A Next Generation Summit
    Where
    Next Gen Summit

  • With markets in a state of flux and increasing uncertainty over trade wars and geo-politics, where is smart money heading and why? In this panel discussion with Chris Wyke, Moelis Australia and Andrew Harrex, P/E Investments, facilitated by: Jono Gourlay, Mutual Trust, we will explore why credit opportunities offers a good defensive strategy and risk-return profile in uncertain times. We will also examine how currency can balance a portfolio and generate uncorrelated returns.
    Family Office Congress XII
    Investment Stage

  • This session – introduced by PWN Member Tanya Stul – will outline the trends driving a surge in Indigenous social enterprise that is empowering Indigenous communities to take control of their own lives; and where philanthropists and investors can start in supporting those enterprises. Jocelyn King will speak to the issues of self-reliance, the rise of Indigenous entrepreneurs and the impact of initiatives such as Supply Nation and the Indigenous Procurement Policy.
    Family Office Congress XII
    Member Stage

  • In this panel discussion with Rob Rayner, RF CorVal, Mandi Prager, MP Group International and Matthew Cook, Spire Capital, we will look at where we are in the cycle for residential, commercial, retail and industrial property in both Australia and abroad. With a panel of some of the best in the industry, the session is sure to uncover unique perspectives and opportunities for PWN Investors.
    Family Office Congress XII
    Investment Stage

  • Asset Allocation & Portfolio Construction: Oliver King shares with us how he manages the capital on behalf of a private family. With a career in finance Oliver brings a sophisticated approach to the family office and one which can be emulated by others. In this session, we will examine: - What age is appropriate to involve the Next Generation in Managing Family Capital and what training can a family provide them? - Reviewing the fundamentals of asset allocation and what considerations are needed to construct an optimal portfolio? - Examining the succession planning within the family and how does this impact the strategy and investment portfolio? - Lastly we explore the risk tolerance of the next gen and the risk mitigation strategies that a family can apply to their investments
    A Next Generation Summit

  • Private markets continue to grow across all developed markets with dealflow now exceeding US$8 trillion and dry powder seeking investment exceeding US$1.7 Trillion in the U.S. alone. Tech Unicorns worldwide now comprise ~360 issuers with a combined value of US$1.2 trillion. This sustained surge in private investing highlights that critical function of liquidity in these markets. PrimaryMarkets/Linqto plays this critical role for many private companies and funds and improves market efficiencies. In this session you will: • Learn more about the scale and scope of private investing and what it means for the future of capital markets. • Understand the structures and mechanisms of private markets and the opportunities they bring. • Gain information on the impacts of Unicorn companies on private markets and how they influence further dealflow.
    Family Office Congress XII
    Investment Stage

  • In this session facilitated by Lizzy Goldfinch, Director, Mutual Trust, you will explore: How to start a conversation with your family about what’s important How to have difficult conversations - sometimes a break down is a break through How to step up and be heard so they will take you seriously How your siblings may not be who they used to be (perceptions can change!) How to navigate family dynamics to achieve outcomes for your family
    A Next Generation Summit

  • PWN member, New York based Chuck Stetson will share his vision and goals to take universal healthcare to more people on the planet.
    Family Office Congress XII
    Member Stage

  • A Next Generation Summit
    Main Stage

  • John will talk about his latest observations of the markets from both a domestic and a US perspective reflecting on the potential impact of the US/China trade relationship, decreasing interest rates and the wall of capital chasing returns. He will outline where he sees opportunity and the future thematics likely to impact investment returns.
    Family Office Congress XII

  • PrimaryMarkets/Linqto plays a critical role to improve market efficiencies for many private companies and funds. In this breakfast, you will: • Learn more about the scale and scope of private investing and what it means for the future of capital markets. • Understand the structures and mechanisms of private markets and the opportunities they bring. • Gain information on the impacts of Unicorn companies on private markets and how they influence further dealflow.
    Family Office Congress XII

  • In this interactive session, Andrew will talk about trade wars, current drivers, historic moves and drivers. Andrew will also examine where he thinks the AUD will go and what should Family Investors do if they are hedging today.
    Family Office Congress XII

  • In this heartwarming story, we will hear how Barry’s granddaughter was tragically struck down with a chronic illness that led him to invest significantly in the medicinal effects of cannabis. We will meet his granddaughter and hear of the positive outcomes achieved through Sydney University’s Brain & Mind Centre.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage

  • A Next Generation Summit
    Main Stage

  • Family Offices are faced with security risks which are as uncertain and complex as the economic risks. Family Offices need to position themselves ahead of the game to ensure a successful multi-generational future. During this session, Eric and Pete will share their Family Office insider’s perspective. They will explain the simple, practical and actionable steps that Family Offices should take to build a security and protection foundation. This will help them prepare and protect their family and business interests, as we move into an ever-changing and uncertain future. Pete and Eric are responsible for the implementation of holistic strategies for protecting their families, as well as advising many other multi-generational Family Offices globally on all things related to protection and risk.
    Family Office Congress XII
    Main Stage

  • Recent trends have shown more family offices increase their emphasis on impact investing. We have also seen more western interests coming into Asia as social and financial returns may be higher. As economies continue to grow in the region, creative strategies are needed to solve local problems and to ensure “green washing” does not occur. This session will explore the perspective of three Asian-based highly-qualified practitioners to discuss trends, solutions, the role of technology, due diligence and more.
    A Next Generation Summit

  • This session – introduced by PWN Member Tanya Stul – will outline the trends driving a surge in Indigenous social enterprise that is empowering Indigenous communities to take control of their own lives; and where philanthropists and investors can start in supporting those enterprises. Jocelyn King will speak to the issues of self-reliance, the rise of Indigenous entrepreneurs and the impact of initiatives such as Supply Nation and the Indigenous Procurement Policy.
    A Next Generation Summit

  • WWF Australia Panda Labs will share outcomes of the recently completed "Impactio" Pilot. They will explain how innovation & impact investing can be channeled to help achieve the Sustainable Development Goals and deliver social & environmental impact at scale. “Impactio” is a cutting edge project curation and funding platform using Blockchain technology. It leverages the collaborative power of subject-matter experts around the world to support, validate and surface high-impact trustworthy projects. This enables funders to review a curated portfolio of globally assessed projects with greater awareness and confidence.
    Family Office Congress XII
    Member Stage

  • Family Office Congress XII
    Investment Stage

  • Every person faces at least one mountain in their life; something enormous and seemingly insurmountable. John will be using his climb of Mt Everest in 2017 as a metaphor for how to face and overcome the big challenges of life.
    Family Office Congress XII
    Member Stage

  • We live in an age of anxiety where restlessness and feeling overwhelm keeps us up at night, sometimes every night. Faster, better and harder appear to be the new baseline. Everything seems to be getting disrupted, innovated and re-invented on a shorter and shorter cycle. We compete daily against the seemingly perfect lives of social media nirvana. We know more and more, yet understand less and less. In this immersive closing keynote, we will take a deep dive into the invisible psychological architecture of you and your family. We will also explore the newest science of the human condition, on both individual and collective level. Where we hurt, what needs healing and how we can harness world’s most untapped natural resource - your mind.
    A Next Generation Summit
    Family Office Congress XII
    Main Stage