Enduring Ideas: New Opportunities
“A man may die, nations may rise and fall, but an idea lives on. Ideas have endurance without death.”
– John F Kennedy
Program
FAMILY OFFICE CONGRESS XIV PROGRAM
PRE-CONGRESS MASTERCLASSES
Monday 29 May 2023
11:00AM - 4:30PM
Masterclasses
Family Office Technology Masterclass
A deep dive of Family Office technology solutions and challenges. We explore how to select and implement technology that is “fit for purpose,” what to insource/outsource, as well as understanding your Family Office’s specific priorities and needs. Hear from leading experts on how technology will continue evolving and integrating within the Family Office space.
Tax & Trusts Update Masterclass
In this session, learn about the latest tax, trusts and legal updates – what’s changed, what’s stayed the same and how this will impact private investors, trust beneficiaries and trustees.
Masterclass Registrations
*Please note registrations for the Masterclasses are separate from Congress.
Members: Please register for the Masterclasses via our PWN Community Hub HERE
Non-Members: Please reach out to PWNrsvp@pwnetwork.com.au if you are interested in participating
PRE-CONGRESS PRIVATE MEMBER & GUEST DINNER
Monday 29 May 2023
6:00PM - 10:00PM
Private Member & Guest Dinner
We invite you to join us for a unique opportunity to meet PWN Members, speakers and other guests from Australia, New Zealand and across the globe. Dinner will be held at The Calyx, located within the heart of the beautiful Royal Botanic Gardens.
*To our guests and non-members, please kindly note this dinner is by invitation only.
CONGRESS DAY 1
Tuesday 30 May 2023
7:45AM - 5:30PM
7:45am – Optional Breakfast Sessions + Registration
8:30am – Welcome to Country Ceremony
9:00am – Welcome to Congress
9:15am – Keynote Presentation | POWER DYNAMICS IN THE FAMILY
James Evans, Director, Bell Shakespeare Company
Shakespeare was fascinated with the complexities of family dynamics. His political dramas are well known, but he also shone a light on the domestic, delivering profound insights into the power dynamics within families.
The sibling rivalry between British Royals Prince William and his brother, Prince Harry illustrates a real-life family power dynamic capturing public attention today.
This session will reveal the inner workings of Shakespeare’s wealthy and powerful dynasties, exploring how family relationships can impact the grand narratives of politics and history.
We will explore how:
- Human nature has changed very little in 400 years. Shakespeare’s plays provide deep insights into our behaviour and relationships
- Shakespeare understood that the better you know someone, the better you know how to hurt and manipulate them
- Plays like ”King Lear”, ”Hamlet” and ”Richard III” show the devastating effects of a toxic family power dynamic
10:15am – Keynote Presentation | FAMILY SUSTAINABILITY: BUILDING A FOUNDATION FOR LASTING LEGACY
Caroline Bailey, 3rd Generation Gallo Family Member (United States)
Celebrating 90 years in business, E. & J. Gallo is the largest family-owned winery in the world with a global portfolio of over 100 unique wine and spirit brands. Caroline will share her journey coming from two successful entrepreneurial families, working in the family business and finding her own way as a catalyst for family unity.
She will explore the importance of:
- Keeping family members engaged
- Creating ongoing value for the family
- Staying relevant across generations
COFFEE BREAK & NETWORKING HUB
11:00am – 11:40am
BREAKOUT SESSIONS
11:40am – 1:40pm
Member Stage
Hear from members and their different perspectives on how they are making their wealth meaningful
Future Gen & Innovation
Look into the future and hear about entrepreneurship, business innovation, impact and more
Investment Stage
Learn how other families are investing for their Family and Family Office
The Just Jeans Story
Jason Kimberley, PWN Member Australia (G2) & Founder, Cool Australia
The story of one of Australia’s great retail success stories and what the family did next.
Life as a Unicorn Start-Up
Douglas English, PWN Member Australia (G1) & Founder, Culture AMP
It’s the dream of many tech companies to become a unicorn but what does that actually mean? Douglas English shares his journey with Culture Amp so far.
Property Investing for the Family: A Global Perspective
Peter Knell, PWN Member New Zealand (G1), Managing Director, KCB Family Entity Management
Peter shares his investment journey and the evolution of his portfolio in the United States and New Zealand, and addresses the nuances and opportunities in each market.
The Power of Perception
Evana Lithgow, Psychologist & Founder, Working Minds
An interactive and dynamic discussion with PWN members on the topic of perception, including:
a) why it is relevant for parents, next-gen and advisors;
b) the impact of perception; and
c) how it can be leveraged for good
Using Al to Map Mental Illness
Stephen Scheeler, Past Managing Director, Facebook (Australia & New Zealand) & CEO, Omniscient Neurotechnology
Learn about how revolutionary AI brain mapping software is being used to help detect and fight mental illness and why some of Australia’s largest families are backing it.
A Female Perspective on Investing for the Family & Family Office
A panel discussion exploring the perspective and investment strategies of women who lead their family businesses and family offices.
The Intuitive Process
Suparna Bhasin, PWN Member Australia & Co-Founder, Maitri Foundation
Understand how to nurture your child’s intuition and why this process is useful in building capabilities in the next generation.
Next Gen Philanthropy
Dr Jason Franklin (G4), Founder, Ktisis Capital (United States)
As a donor himself for over 13 years, Jason will discuss his journey as well as global ‘nextgen’ trends in philanthropy.
Session Title TBA
Session Details TBA
LUNCH SESSIONS & NETWORKING HUB
1:45pm – 3:15pm
Connect and collaborate with fellow PWN members and peers over the lunch break. This is an exciting opportunity to exchange stories, experiences, ideas and advice on any important issues or areas to you and your family.
Hungry for more content? Join one of our insightful lunchtime sessions.
Sessions run from 2pm–3pm. Further details will be available soon.
3:15pm – MEMBER CONNECT
Our Peer Group and Member Connect table discussions will give you a really valuable opportunity to reconnect with your peer groups and others with similar interests early into your Family Office Congress XIV experience. This is your chance to participate and share your ideas while sharing views with other PWN Members on various topics suited to all interests.
4:45pm – Keynote Presentation | THE SECRET TO AN ENDURING FAMILY BUSINESS
Peter Edwards, PWN Member Australia, Managing Director, Victor Smorgon Group & 3rd Generation Smorgon family member
In this fireside chat, Peter will reflect on his experience leading the Victor Smorgon Group for over 25 years and shares his insights on what it takes to build a successful and enduring business. He will discuss:
- Family roles and responsibilities: from passive shareholder to active employee, fostering a strong sense of purpose and aligned values
- Governance: the structures, reporting, discussions, actions taken to become one of the largest and most established family offices in Australia
- Vision for the future: what does the next 10 years look like – including incoming fourth generation involvement and moving out of the CEO role
END OF DAY 1 & NETWORKING DRINKS
5:30pm
CONGRESS DAY 2
Wednesday 31 May 2023
8:30AM - 3:45PM
8:30am – Opening Remarks & Day 1 Reflections
9:00am – Keynote Session | SESSION TITLE TBA
Session Details TBA
9:45am – Keynote Session | REINVENTING A FAMILY DYNASTY
Andrew Pitcairn, 4th Generation Pitcairn Family Member (United States)
For over 100 years and across seven generations, the Pitcairn Family have endured – despite the odds. In this intimate chat, fourth generation family member, Andrew will share the family’s incredible history and how redefining the family direction and selling the family business enabled them to secure financial returns for generations to come.
He will discuss:
- How the family have tackled succession planning challenges
- The governance structures that have helped keep the family together
- Why the family decided to move from a Single to a Multi-Family Office
COFFEE BREAK & NETWORKING HUB
10:30am – 11:10am
BREAKOUT SESSIONS
11:10am – 1:10pm
Member Stage
Hear from members and their different perspectives on how they are making their wealth meaningful
Future Gen & Innovation
Look into the future and hear about entrepreneurship, business innovation, impact and more
Investment Stage
Learn how other families are investing for their Family and Family Office
Engaging the Rising Gen
Jane Flanagan, Director, Family Office Advisory, Northern Trust (United States)
Family Member TBA
Many families struggle to find creative ways to engage members of their rising generation. Particularly, those who are starting careers and families in the family enterprise and Family Office. We review insights from Northern Trust’s ongoing research and hear from a family on their next-gen strategy.
How to Equip the Next Generation with the Responsibility that comes with Wealth
Patrycja Slawuta, Behavioural Psychologist & Founder, SelfHackathon & UnLab
Kendall Flutey, Founder, Banquer (New Zealand) Donna Nicolof, Founder,
Pāua Wealth Management (New Zealand)
A practical discussion on tools, strategies and tips in financial psychology and literacy for parents and future inheritors.
Session Title TBA
Session Details TBA
Our Philanthropy Journey
Stephen Sedgman, PWN Member Australia (G1) & Founder, Pilgrim Private
In conversation with Jill Robinson, CEO, Animals Asia Foundation
Hear how a family’s passion for animal welfare has led them on an extraordinary philanthropy journey.
Next Gen Entrepreneurship: A 5th Gen Perspective
Priyavrata Mafatlal (G5), Vice Chairman, Arvind Mafatlal Group (India)
A fifth-generation entrepreneur shares their unique perspectives on the challenges of innovating a 118-year-old family business.
Building a Private Equity Allocation
Claire Smith, Head of Private Assets Sales, Schroders
Michael Hoffman, Investor, The Myer Family Investments Limited
A fireside chat with Myer Family Investments discussing their private equity allocation, including how they have evaluated the risks, challenges and opportunities.
SESSION TITLE TBA
Session Details TBA
Supporting the Next Generation of Indigenous Leaders
Andrew Penfold, Executive Director, Australian Indigenous Education Foundation
In conversation with donors to be confirmed
A panel discussion on the impact education has had on their lives and the power of philanthropy to transform not only the individual but their family and broader community.
From Private Business to Private Investment: An Entrepeneur's Journey
Ben McHarg, PWN Member Australia (G1)
Facilitated by Jason Ellenport, Principal, Edison Partners
Ben will share the lessons he learnt going through a wealth event and his journey to becoming a private investor.
LUNCH SESSIONS & NETWORKING HUB
1:10pm – 2:45pm
Connect and collaborate with fellow PWN members and peers over the lunch break. This is an exciting opportunity to exchange stories, experiences, ideas and advice on any important issues or areas to you and your family.
Hungry for more content? Join one of our insightful lunchtime sessions.
Sessions run from 2pm–3pm. Further details will be available soon.
2:45pm – Keynote Presentation | SESSION TITLE TBA
Session Details TBA
3:30pm – Closing Remarks
3:45pm – End of Congress
*This is a preliminary schedule. Timings are subject to change.