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 (29/10)

    Tuesday 29 October 2019

  • A Next Generation Summit (30/10)

    Wednesday, 30 Oct 2019

  • A Next Generation Summit (31/10)

    Thursday 31 October 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

  • 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 legacy brings the potential for great opportunity in our lives, but it may also bring great expectations about what we should do with our lives. Through several fun role-play scenarios this session will highlight some of the key challenges and opportunities experienced by younger and older family members.
    A Next Generation Summit

  • 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

  • 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

  • Ed Blight, Partner, Crestone Wealth Management will be joined by two panellists: Chris Nasser, Family Member; Co-Founder and Executive director, BCDO Capital and Clare Ainsworth Herschell, Family Member; former Next Gen Development Manager, Art Gallery of NSW. Together, they will explore: - How do your investment views and expertise differ from your parents? - Can you talk about the process within your family of the next gen being included in the investment discussion - Key learnings; what has worked well, mistakes you’ve made along the way - Advice for others
    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

  • Growing up in a wealthy family offers great opportunities, but it can also be stifling. For many there is a conflict between their desire to live their own dreams and the loyalty and obligation they may feel to the family and the legacy of the “founder”. But the opportunity is there, how to seize it? In this session, we invite two women to share their experiences of how they found their passions and how they have lived their lives to follow their dreams.
    A Next Generation Summit

  • Earlier this month Cooper Investors launched the specialist Family & Founder Fund. The Fund has been created with particular requirements of Family Offices in mind. The Fund invests in Family and Founder led businesses globally. This is a limited opportunity for PWN members to hear directly from one of own members, Peter Cooper about the firm and the Fund. Peter, Allan Goldstein and Marcus Guzzardi will share insights on family and founder led businesses stemming from Cooper Investors’ own journey as well as observations from nearly two decades of investing.
    A Next Generation Summit

  • 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.
    A Next Generation Summit

  • 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.
    A Next Generation Summit

  • This breakfast will be hosted by Cameron Brownjohn, CEO, Federation Asset Management. Federation is an Asia Pacific private equity firm that invests across renewable energy, real estate and other sectors. Federation enjoys a deep pipeline of proprietary investments, employs high ESG standards across all investments and welcomes co-investment discussions with families and entrepreneurs as a way to expand its opportunities and network.
    A Next Generation Summit

  • What are you most hoping for when it comes to your family’s future? Happiness, health, kindness, resilience, relationships, success in your chosen careers? Whilst many of us have high hopes, few are clear how we might help our families shine their brightest despite life’s increasing complexity. What you’ll get out of this session: • An evidence informed measure and checklist (the BEACON Star) for cultivating a flourishing family culture – BEACON (Belonging, Engagement, Accountability, Compassion, Optimism and Nurturing our Health). • Practical strategies grounded in the science of Positive Psycholgy to support your family’s flourishing, maximizing the chances you will each reach your potential, pursue your passions and powerfully contribute to communities and causes of your choosing. • A new lens on wellbeing – from “me” to “we”. A focus on nurturing both “seed” and “soil”.
    A Next Generation Summit

  • 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

  • A Next Generation Summit

  • 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

  • Growing up in a wealthy family offers great opportunities, but it can also be stifling. For many there is a conflict between their desire to live their own dreams and the loyalty and obligation they may feel to the family and the legacy of the “founder”. But the opportunity is there, how to seize it?
    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

  • Many wealthy families hold investments in a trust structure, for a number of reasons including the ability to stream income to beneficiaries. This session will cover general taxation tips and traps in using trusts, varying trusts and potential adverse outcomes where the trust has an unpaid entitlement to a private company. It will also outline the ATO’s current area of concern, including the ‘reimbursement’ provisions.
    Family Office Congress XII
    Tax & Trusts Stage

  • The wave of rapid change across not only economic areas but technology and culture will require a different focus in terms of investment. The global economic slowdown will have broad implications for CB policies, fiscal spending, interest rates, currencies and the precious metals. The global heavy debt burden will increasingly suppress global growth. Join us in this insightful lunch and discover, how should investors react?
    Family Office Congress XII
    Investment Stage

  • In this session, we will review some high profile family trust cases as well as look at ways to structure a successful exit, fairly value trust assets and manage beneficiary rights and expectations. “Learning to drive” your Family Trust vehicle in all conditions is fundamental to preserving family harmony and family wealth.
    Family Office Congress XII
    Tax & Trusts Stage

  • In this session, Phil Kimball and Brett Goodin will describe the process family offices might consider in order to gain confidence that the level of due diligence on external managers is sufficient and the issues that should be factored when using multiple managers to assist in implementing your investment objectives.
    Family Office Congress XII
    Investment Stage

  • Australia is facing uncertain economic times with some arguing that we are heading into a recession. At this lunch, we will discuss the opportunities a recession or downturn present for private equity investments. We will explore real-life experiences and lessons to discover what sectors and companies tend to outperform and how to create a meaningful value during a downturn.
    Family Office Congress XII

  • 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

  • Each of us may be asked to be a trustee during our life. It may be an SMSF, a family trust or as an executor or trustee of a testamentary trust. While it is an honour to be a trustee for another person, it can be a thankless task and in fact, bring us into conflict with the beneficiaries. We specialise in resolving trustee disputes and, in this session, we will explain how to be an effective trustee and move on, where appropriate.
    Family Office Congress XII
    Tax & Trusts 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.
    Family Office Congress XII

  • 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.
    Family Office Congress XII
    Main Stage

  • Family Office Congress XII
    Investment Stage

  • Family Office Congress XII
    Member Stage

  • Part 1: Over the 138 years and five generations of being in the wine industry, much has changed. The way we grow grapes, make, market, and sell wine, all have changed with each generation. How to bring each generation into the fold without force and then developing a working system is an art or is it luck or is it just the wine industry? Part 2: With so much of our time spent on social media, people are in need of quick fixes different to the past. Hence, we are entering the experience economy. Punters want to be entertained with new experiences. They will only part with their hard-earned dollars if they are in the right mood and the product is interesting, authentic and is good value. Add to this how the product must be socially responsible, ideally produced sustainably and with passion. Venues should be massively photosocial multiple ways. Enter The d’Arenberg Cube.
    Family Office Congress XII
    Main Stage

  • Money management and Family Offices are at the heart of Don's discussion. In this session, he will look at how change is making today’s Family Office, not your grandfather’s Family Office as well as what questions to ask regarding your own family wealth management and structures. As a longterm global investor, Don is in a unique position to explore what is going on in the U.S.A., U.K., Europe, China and the Far East. He will look at equity markets, currency and politics.
    Investment Stage

  • Specialist Disability Accommodation (SDA) has emerged as genuine investment class. Via the National Disability Insurance Scheme (NDIS), the Federal Government is incentivising the private sector to develop ‘fit for purpose’ accommodation for up to 28,000 disabled Australians. In its infancy, the SDA sector is expected to grow to circa $7.0 billion over the next 10-15 years. Australian Unity’s Head of Social Infrastructure, Ryan Banting, will discuss the opportunities and challenges presented to investors in the SDA sector. Ryan also has a personal understanding of the positive impact SDA can have in improving the independence and quality of life of the disabled community, with one of his own family members living in government funded disability accommodation.
    Family Office Congress XII

  • 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

  • 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 John Garret, Andrew Harrex, facilitated by Jono Gourlay, 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

  • Run by Craig Taunton, the RESPECT project focuses on educating boys and young men about the nature and causes of Domestic Violence. They learn how they can lend their voices and lives to being active agents in preventing it. This primary school based project utilises music-making for 10-12 weeks with highly trained facilitators to generate an original song that transforms young men into active agents of social change and role models in their schools.
    Family Office Congress XII
    Main Stage

  • Family Office Congress XII

  • Join us for a great opportunity to share insights with other families around the table and to learn from a leading property manager on where the opportunities lie today for family investors. We will share experience in the commercial and industrial property industry and invite members to examine with us where we are in the property cycle, the myths, the realities and opportunities.
    Family Office Congress XII

  • 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

  • Dr Nadine Ezard Clinical Director of the Alcohol and Drug Service, St Vincent's Hospital and Anthony Pettiona, Chairman, Australian Drugs & Alcohol Awareness Australia (ADAA) will explore together mental health and addictions effect on the family. You will gain insights on: - The latest treatments and preventions on overcoming chronic relapsing conditions, - The research and the whole range of treatments that work, - The Managed Alcohol Program
    Family Office Congress XII
    Member Stage

  • In this session, we explore the impact music has on the brain, body and mind. It is now widely understood that music enhances education, but how does this actually work and what else can we use music for in our lives?
    Family Office Congress XII
    Main Stage

  • In this session, David will explore how the electrification of transport, autonomous vehicles and gig economy will impact real estate, infrastructure, jobs and our living standards.
    Family Office Congress XII
    Member Stage

  • In this session, Philippe Germain, Founder, Capital Evolution Groupe will explore how property bonds can give your portfolio access to larger projects and private equity returns whilst minimising project risks.
    Family Office Congress XII
    Investment Stage

  • Even the most astute of investors get it wrong on occasions. In this session, Sheridan Lee, SHED Enterprise will examine how despite the best due diligence and governance, it can still all go wrong. With the specific case study of GAM Investments, she will explore what to do when it goes pear-shaped as well as how to get things back on track as quickly and painlessly as possible.
    Family Office Congress XII
    Investment Stage

  • 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

  • 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

  • Growing up in a wealthy family offers great opportunities, but it can also be stifling. For many there is a conflict between their desire to live their own dreams and the loyalty and obligation they may feel to the family and the legacy of the “founder”. But the opportunity is there, how to seize it? In this session, we invite two women to share their experiences of how they found their passions and how they have lived their lives to follow their dreams.
    Family Office Congress XII
    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

  • Earlier this month Cooper Investors launched the specialist Family & Founder Fund. The Fund has been created with particular requirements of Family Offices in mind. The Fund invests in Family and Founder led businesses globally. This is a limited opportunity for PWN members to hear directly from one of own members, Peter Cooper about the firm and the Fund. Peter, Allan Goldstein and Marcus Guzzardi will share insights on family and founder led businesses stemming from Cooper Investors’ own journey as well as observations from nearly two decades of investing.
    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

  • This breakfast will be hosted by Cameron Brownjohn, CEO, Federation Asset Management. Federation is an Asia Pacific private equity firm that invests across renewable energy, real estate and other sectors. Federation enjoys a deep pipeline of proprietary investments, employs high ESG standards across all investments and welcomes co-investment discussions with families and entrepreneurs as a way to expand its opportunities and network.
    Family Office Congress XII

  • What are you most hoping for when it comes to your family’s future? Happiness, health, kindness, resilience, relationships, success in your chosen careers? Whilst many of us have high hopes, few are clear how we might help our families shine their brightest despite life’s increasing complexity. What you’ll get out of this session: • An evidence informed measure and checklist (the BEACON Star) for cultivating a flourishing family culture – BEACON (Belonging, Engagement, Accountability, Compassion, Optimism and Nurturing our Health). • Practical strategies grounded in the science of Positive Psycholgy to support your family’s flourishing, maximizing the chances you will each reach your potential, pursue your passions and powerfully contribute to communities and causes of your choosing. • A new lens on wellbeing – from “me” to “we”. A focus on nurturing both “seed” and “soil”.
    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.
    Family Office Congress XII
    Main Stage

  • Family Office Congress XII
    Main Stage

  • Former Australian of the Year and leading mental health academic, Professor Patrick McGorry will outline the current state of Australia’s mental health and wellbeing. He will also explore why there has never been a better time to be part of the innovative solutions emerging locally and globally.
    Family Office Congress XII
    Main Stage

  • Join us for a fascinating session where leading-edge science meets breathtaking rock art to bring us a new understanding of Australia’s story through Aboriginal rock art and past environments. The work being done by the Kimberly Foundation Australia (KFA) is increasing our understanding of the environmental challenges faced by Australia’s first people and increasing our appreciation of the cultural legacy they left behind. It is a fabulous case study of scientist Helen Green and traditional owner Ian Waina, talking about how they have joined forces to work together on this fascinating project.
    Family Office Congress XII

  • Many business owners underestimate the amount of preparation required to withstand investor scrutiny. Thorough preparation, starting well before a formal process commences, allows vendors to ensure that the ‘right ‘offer is also the best offer and that they don’t leave money on the table. Anton and Hugh will discuss this topic in the context of the successful Tribe Breweries capital raising completed in 2018.
    Family Office Congress XII

  • 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

  • Yared Wolde grew up as an orphan on the streets on Addis Ababa in Ethiopia. Now, he leads a school project that has gained the attention and support of his government, international NGOs and philanthropists worldwide. Who is Yared, and how has he done it? Together with Jacqui Gilmour, they will share with us how they are running a school for the poorest and brightest children on the outskirts of Ethiopia’s capital and how it all started.
    Family Office Congress XII
    Main Stage

  • Pacific Channel has just launched its 2nd early-stage investment fund, Pacific Channel Fund II, continuing its success in seed investing in science and engineering-based ‘deep tech’ ventures. In this session, Pacific Channel will explain how they partner with innovators to build ground-breaking technology companies creating wealth and impact. The fund will leverage a new NZ government programme commencing 2020 to provide $3 of grant funding alongside every $1 invested by the fund.
    Family Office Congress XII
    Investment Stage

  • We often read in the media that financial wealth equals happiness and defines us and our families as being successful. However, the two issues of financial wealth and feelings of success may have no relationship in our lives, or indeed wealth in some instances may magnify negativity. In this session PWN member, wealth creator and father, Michael Drapac, will talk about what he calls “overcoming the poverty of the human heart”, linking resilience, sport, horses and making the world a better place.
    Family Office Congress XII
    Main 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

  • Family Office Congress XII
    Investment Stage

  • The Female Leaders Fund has been established to direct capital to an overlooked segment of the venture capital ecosystem. Our vision is to demonstrate that gender diverse leadership teams deliver superior returns, fulfil diversity targets and supports local job and wealth creation.
    Family Office Congress XII

  • The wave of rapid change across not only economic areas but technology and culture will require a different focus in terms of investment. The global economic slowdown will have broad implications for CB policies, fiscal spending, interest rates, currencies and the precious metals. The global heavy debt burden will increasingly suppress global growth. Join us in this insightful lunch and discover, how should investors react?
    Family Office Congress XII

  • 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.
    Family Office Congress XII
    Main Stage