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
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
Masterclasses
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.
View the full program here
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.
View the full program here
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
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.
7:45am – Registration Opens
8:30am – Welcome to Country Ceremony
8:40am – Welcome to Congress
8:55am – Keynote Presentation | POWER DYNAMICS IN THE FAMILY
[Location: Grand Ballroom]
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:
9:55am – Keynote Presentation | BUILDING A FOUNDATION FOR LASTING LEGACY
[Location: Grand Ballroom]
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:
COFFEE BREAK & NETWORKING HUB
10:40am – 11:20am
BREAKOUT SESSIONS
11:20am – 1:20pm
Member Stage (Grand Ballroom 1)
Hear from members and their different perspectives on how they are making their wealth meaningful.
Future Gen & Innovation Stage (Grand Ballroom 2)
Look into the future and hear about entrepreneurship, business innovation, impact and more.
Investment Stage (Hyde Park Room)
Learn how other families are investing for their Family and Family Office.
WHY DOES MONEY MAKE US SAD?
Money creates freedom to enjoy the best things in life, yet statistics show that levels of wealth have an extremely modest impact on our happiness. Why is this? Our panel discuss the paradox of having it all yet still feeling discontent. What are we doing wrong?
Patrycja Slawuta, Founder, UnLab & Self Hackathon
Navigating taboo topics like money, sex, and power can seem daunting. Yet, engaging in meaningful and thought-provoking conversations about them can spark vitality, creativity, and authentic self-expression in our private, social and professional lives. Join renowned behavioural scientist Patrycja Slawuta to explore why and how we can restore love and affinity in conversations with our family.
Warren and Mary Naphtal, Founders, PE Investments (USA) in conversation with PWN facilitator Grace Mathew
Warren and Mary Naphtal turned a family-owned business into one of the world’s most successful dedicated currency managers. In this fireside chat, they share their proprietary research and unique insights into the factors driving markets and impacting your investments, and how they built this into a successful business.
Douglas Family, PWN Members (AUS) in conversation with Francesco Lombardo
In this session, Francesco Lombardo and members of the Douglas family explore vulnerability through our emotional triggers and why we do what we do!
In this session we explore key issues around succession anxiety including how to deal with an ageing patriarch, overcoming self-doubt and isolation.
Paul Chadwick, PWN Member (AUS)
Tom King, co-founder, Nanuk Asset Management
In this session, Paul and Tom discuss their investment journey with particular focus on sustainable investing and what the ‘new world’ looks like today compared to 15 years ago. They will explore how various elements of their firm’s investment universe are positioned plus lessons learned along the way.
Session details to be confirmed
Join us for a thought-provoking discussion on the evolving dynamics of social media, our mental and emotional wellbeing. Does the digital age fosters narcissism? And, what are its implications on our happiness, particularly in the context of the next generation?
Christiaan Van Der Kam, Head of Secondaries, Schroders (USA)
Claire Smith, Head of Private Asset Sales, Schroders (AUS)
Continuation funds have emerged as a popular technique to extend exposure to “crown jewel” companies within private equity funds. Better understand the benefits and risks, and why families are increasingly drawn to this dynamic sector of the private equity market.
LUNCH SESSIONS & NETWORKING HUB
1:20pm – 2:50pm
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 1:40pm–2:40pm. See below:
Lunch Session | Perspectives and Lessons Learned in 25 Years of Investing in Private Equity
1:40pm – 2:40pm
[Location: Hyde Park Room]
Tim Sims AM, Founder, Pacific Equity Partners (PEP)
Join Tim, founding partner of Pacific Equity Partners (PEP), one of Australasia’s oldest and largest private equity firms, in an interactive and engaging discussion where he will explore perspectives and lessons learned in 25 years of investing in this asset class. Tim will share the following:
Lunch Session | Is a Global Recession Looming? Risks and Opportunities for Private Investors
1:40pm – 2:40pm
[Location: Phillip Room]
Chris Joye, Founder, Coolabah Capital Investments
Join Chris as he discusses the drivers of the global economy and whether a global recession is looming. Chris will outline the risks and opportunities that private investors will face in the market and how to best take advantage of them.
2:40pm – MEMBER CONNECT
[Location: Grand Ballroom]
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.
Round 1 – 2:45pm
Round 2 – 3:30pm
For a full list of table topics and table hosts, click here
Special Member Connect | Removing bias from founder selection: How diversity boosts returns
3:30pm – 4:15pm
[Location: Hyde Park Room]
Michael Kron, Capital Director, Antler.co and Anthony Millet, Global Partner, Antler.co
Antler is a global asset manager specialising in early stage VC. They have a portfolio of ~820 startups across ~15 funds and a total portfolio value of more than US$3.9Bn. Join Michael as he shares Antler’s perspective on their approach to early-stage startup investing as one of the world’s leading supporters of founders launching and scaling startups.
We’ll explore with founder case studies:
4:15pm – Keynote Presentation | THE SECRET TO AN ENDURING FAMILY BUSINESS
[Location: Grand Ballroom]
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:
END OF DAY 1 & NETWORKING DRINKS
5:00pm
7:30am – Registration Opens
7:30am – 8:30am – Optional Breakfast Session | Private Wealth and the Growing Opportunity in Alternative Assets
[Location: Phillip Room]
Kyle Lidbury, Head of Investment Research, Perpetual
7:30am – 8:30am – Optional Breakfast Session | The Financial Revolution: Bringing together digital assets and impact investing
[Location: Hyde Park Room]
Lisa Wade, CEO, Digital X
In this interactive Q&A session, Lisa will share her views on why digital assets drive a financial revolution.
We will discuss:
Lisa will also share some examples of Digital Assets and Impact Investing in practice.
8:40am – Opening Remarks & Day 1 Reflections
8:45am – Keynote Session | ILLUSIONS OF TIME
[Location: Grand Ballroom]
Nathan Sibthorpe, Director, Counterpilot
Time is slippery. According to contemporary neuroscience, “now” is an illusion created by our brain. We can’t perceive the immediate present because our senses can’t process data fast enough. Instead, we have to create the present. And so we do, over and over each day.
But why does time seem to speed up as we get older? How is AI technology affecting our experience of the present?
In this immersive session, Nathan Sibthorpe explores a new perspective on time that challenges how we might manage our most precious asset – the minutes and seconds we have on this earth.
9:45am – Keynote Session | WHAT DOES LEGACY MEAN TO ME?
[Location: Grand Ballroom]
Clare Ainsworth Herschell, Co-Founder, Groundswell Giving & 3rd Generation Ainsworth family member
Adam Milgrom, Co-Founder, Tripple & 3rd Generation Besen family member
Priyavrata Mafatlal, Vice-Chairman, Arvind Mafatlal Group & 5th Generation Mafatlal Family member
In this closing fireside chat, we are joined by three dynamic wealth inheritors who will share ideas on why embracing your own legacy is imperative, and how everyone has the power to create impact and shape the values and behaviours that will endure for generations to come.
COFFEE BREAK & NETWORKING HUB
10:30am – 11:10am
BREAKOUT SESSIONS
11:10am – 1:10pm
Future Gen & Innovation Stage (Grand Ballroom 1)
Look into the future and hear about entrepreneurship, business innovation, impact and more.
Member Stage (Grand Ballroom 2)
Hear from members and their different perspectives on how they are making their wealth meaningful.
Investment Stage (Hyde Park Room)
Learn how other families are investing for their Family and Family Office.
Gary McConaghy, PWN Member (AUS)
Gary will present the story of how his family are transforming the 55 year old family owned and operated business, McConaghy Properties, into a diversified investment corporation.
Explore the transformative potential of AI in revolutionising succession planning. How can AI tools help facilitate data-driven decision-making and empower future generations to navigate complex succession challenges with clarity and confidence?
Session details to be confirmed
This session explores the intersection between wealth, happiness, and spirituality. What makes us happy long-term? PWN families share perspectives on how to align wealth with inner fulfilment for greater harmony, purpose, and well-being.
Dr Christian Busch, Business Professor at USC Marshall School of Business & LSE Bestselling Author
What would you regret if you were on your deathbed right now? This session explores how to stay focused on creating connections and a legacy that is truly meaningful to us to ensure you can live a life with no regrets.
Adam Murchie, PWN Member (AUS)
Adam Murchie explores the emerging interrelationship between Impact, ESG and Property investment. He will unpick where the major drivers are coming from, how they can be harnessed for both doing good and driving economic returns and provide practical examples and case studies on how such outcomes are being delivered.
Bernie Shakeshaft, Founder, BackTrack Youth Works
Niki Paramor (G2), Director, Leftfield Investments
Bernie will share their experiences of harnessing philanthropy and private funding to support initiatives that make a real difference where it matters most.
Raya Papp, Co-Founder, SAGANA and Senior Advisor to Circulate Capital (Switzerland)
The Hafenmayer family share their journey over the last decade of understanding their unique resources (skills, network, capital, passion) and linking that to their vision of the world. They will share personal examples of how this experience has led them to chart their own happiness journey.
Trauma can significantly impact individuals’ decision-making processes, including their approach to financial investments. This session delves into the intricate relationship between trauma and investment decisions, exploring how past traumatic experiences can influence risk tolerance, financial behaviors, and overall investment strategies.
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 1:30pm – 2:30pm. See below:
Lunch Session | Seven Factors that Drive Global Commodities
1:30pm – 2:30pm
[Location: Hyde Park Room]
Philippe JJ Comer, Partner and Portfolio Manager, PE Investments
Commodities offer a distinct source of returns compared to stocks, property, and bonds. Therefore, by including commodities in a portfolio, investors can enjoy improved returns with lower volatility than portfolios without. In this discussion, Philippe will delve into the current drivers of commodity markets and the advantages of holding a long/short commodities portfolio.
2:45pm – Keynote Presentation | IMAGINING THE FUTURE OF YOUR FAMILY
[Location: Grand Ballroom]
Jason Franklin (G4) & Founder, Ktisis Capital (US)
In this closing Congress session, Jason Franklin, a 4th generation family member and advisor to families globally will reflect on the evolution of his own family and explore how connections, values and family dynamics have changed over time as well as the things that have endured.
3:30pm – Closing Remarks
3:45pm – End of Congress
*Timings are subject to change.