8 Nov 2018 The Courthouse Shoreditch, London, UK

Transforming the Society We Share

Meet individuals who are transforming their society today
Key dialogues on innovations that are fundamentally transforming how
people generate, preserve and use wealth for the betterment of society
Network with wealth experts from more than 50 countries around the globe
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Future Wealth 2018

Future Wealth 2018



Transforming the society that we share

Does the future of wealth lie solely in the creation and possession of assets?The challenge to the wealthy is how they can be good stewards of trust in society and contribute to building sustainable communities. Currently, wealth is being created everywhere, it will be in traditional properties, exotic locations, as well as fund invested business, breakthrough pioneers, and wide range of areas such as: medicine, space, and the crypto space. However, the responsibility of the wealthy remains the same, to ensure the sustainability of the world we live in today.

Future Wealth 2018 is organized by the Wealth & Society Programme to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future. A platform created to gather a high-level audience of leaders in business, government, technology, philanthropy and academia from around the world to showcase and recognise the positive impacts that they have been creating on society.

Who should attend?
  • Individuals who are serious in the deployments of wealth into impact investing
  • Aspiring wealthy
  • Professional service providers, lawyers & accountants
  • Private banking &family offices
  • Foundations and philanthropic organizations
  • Digital wealth and technology startups
  • And anyone who is interested in redefining wealth!

The Wealth & Society’s inaugural ‘Future Wealth 2018’ will encourage action-oriented conversations with a wide range of high-profile senior executives, influential investors, government officials, sovereign wealth fund directors, philanthropists and academic professors from all over the world.Exciting formats,keynote presentations, break-out sessions, round-table discussions, workshops, innovation tours and much more!

If you would like to use your wealth to be relevant to society and take advantage of all the innovations in wealth creation, this conference is for you.

Two industry tracks to focus on the transformational areas of the industry& interactive workshops:

  • - Re-defining Wealth and Society
  • - Managing Wealth in the Digital Age
  • - Building an impact investing portfolio
  • - Overcoming the everyday data clutter and thriving in a fast-changing world
  • - Family & Wealth Workshop (By invitation-only)
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Speakers

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Countries

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Workshops

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Delegates

Speakers and Workshop Leaders


April Rudin

Ms. April J. Rudin

Founder and President, The Rudin Group

Urs Bolt

Mr. Urs Bolt

Founder, bolt.now

Bill Foo

Dr. Bill Foo Say Mui

Senior Advisor, Lazard & Bank of Singapore

Tom Groenfeldt

Tom Groenfeldt

Writer, Forbes

April Rudin

Dr Ruth A. Shapiro

Founder and Chief Executive of the Centre for Asian Philanthropy and Society (CAPS)

Urs Bolt

Mari Kuraishi

Co-Founder & President, GlobalGiving

Bill Foo

Samuel Toby Preece

Executive Director, Clean Invest Africa

Tom Groenfeldt

Rodney Schwartz

CEO & Founder, ClearlySo

Tom Groenfeldt

Stephen Muers

Head of Strategy & Market Development, Big Society Capital

Agenda



7:30
Registration and networking

In conversation with influential individuals who have made an impact on society, on how emerging demographic trends, shifting political tides, global market movements, growing wealth and relentless breakthroughs in technology are impacting the rest of world.

- Pierre Omidyar, Founding Partner, Omidyar Network,entrepreneur and philanthropist best known as the founder of eBay. (to be invited)

- Alice Walton, founder of Crystal Bridges Museum of American Art, only daughter of Walmart founder Sam Walton. (to be invited)

- Majid Al Futtaim, founder of Majid Al Futtaim Holding, known as MAF. Operating over 12 hotels, 21 malls including Mall of the Emirates in Dubai and the Mall of Egypt in Cairo. (to be invited)

Repeatedly branded as entitled, self-involved and even lazy, the Millennial generation - more than 80 million people worldwide between 18 and 35 years old - may be the demographic cohort most prepared to lead a disrupted workforce into the digital economy. Millennialsare better multitaskers, more efficient collaborators, and more aware of social impact than their predecessors. Definitely, business, entertainment, media, government and philanthropy are sectors greatly influenced by.We will discuss the Millennial leadership as it begins to dictate trends not only on social media but also in the boardroom.

While women encompass nearly half the workforce across the Wealth Management industries, they are massively under-represented at senior leadership levels.There are a number of cultural and personal challenges for aspiring and ambitious women in this industry who are looking to advance their careers. To make this career progression happen, it is essential to sharpen key skills and align these with the expectations of the executive suite. During this session we will discuss the role of women in the upcoming years.

Survivalism, the practice of preparing for a crack-up of civilization, tends to evoke a certain picture: the woodsman in the tinfoil hat, the hysteric with the hoard of beans, the religious doomsayer. Recently, some of the wealthiest people in Silicon Valley, New York, and beyond— among tech executives, hedge-fund managers, and others in their economic cohort are getting ready for the crack-up of civilization.

- What’s causing the panic amongst the super-rich?

- How did the preoccupation of the apocalypse reach in these affluent quarters? Especially for places like Silicon Valley known for its ability to change the world for better?

As we see an increasing consciousness in people to deliver positive contributions to the world and to give back to society, we are also seeing a new wave of assets that has been created to satisfy the goals of the aspiring philanthropists. This workshop will enlighten individuals on what constitutes an impact investment portfolio and how can one progressively build on their assets and enhance their portfolio in the long term.

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. However, there are other pressing matters that preoccupy the UHNW individuals; mainly the lack of confidence in the capabilities of the next generation to be motivated in creating their own wealth. Leaving a better future for their children is another concern, therefore, donating to NGO’s fighting climate change, but also are more prone to give to traditional institutions and religious organizations.

- How can young successors be more prepared to handle their inheritance?

- New generations are more practical and passionate about the issues the world is facing, but how to guide them to doing good without just writing a philanthropy check?

7:30
Registration and networking

In conversation with influential individuals who have made an impact on society, on how emerging demographic trends, shifting political tides, global market movements, growing wealth and relentless breakthroughs in technology are impacting the rest of world.

- Pierre Omidyar, Founding Partner, Omidyar Network,entrepreneur and philanthropist best known as the founder of eBay. (to be invited)

- Alice Walton, founder of Crystal Bridges Museum of American Art, only daughter of Walmart founder Sam Walton. (to be invited)

- Majid Al Futtaim, founder of Majid Al Futtaim Holding, known as MAF. Operating over 12 hotels, 21 malls including Mall of the Emirates in Dubai and the Mall of Egypt in Cairo. (to be invited)

Imagine a world where chatbots answer client e-mails regarding their investments, and software scours the Internet for the latest news, economic data and academic papers to create insightful investment reports. This might seem like the stuff of science fiction – albeit with a wealth management angle, not anymore.

- How firms can quickly leverage AI and machine learning as part of an intelligent customer management solution.

- The need for new generation of robo-advisors

Cryptocurrencies and blockchain are transforming philanthropy through digital currency donations, the emergence of charity coins, crypto-foundations, new impact measurement tools, and more direct and transparent giving through blockchain-based platforms. This session will also discuss the future of giving, with the arrival of new charity ecosystems, "Distributed Autonomous Foundations," and other blockchain innovations that could potentially transform philanthropy as we know it.

Currently technologies are being developed, however, there are ten breakthrough technologies we should start discussing today. These technologies all have staying power. They will affect the economy and our politics, improve medicine, or influence our culture. Some are unfolding now, others will take a decade or even more to develop.

- Reversing paralysis

- Gene therapy 2.0

- Paying with your face

- Practical quantum computers

- Hot solar cells

- Self-driving trucks

Every day, we're sprinting to catch up. New technology. New research. New people. New ideas. Fast changes and endless updates—in your practice, business, and personal life. Maybe you and those closest to you feel overwhelmed by the growing "data clutter." Stressed by all the knowledge you must absorb, process, read, and recall. How do you stay on top and deal with it all? During this workshop we will share simple proven strategies to mentally thrive and win in the face of fierce competition.

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. However, there are other pressing matters that preoccupy the UHNW individuals; mainly the lack of confidence in the capabilities of the next generation to be motivated in creating their own wealth. Leaving a better future for their children is another concern, therefore, donating to NGO’s fighting climate change, but also are more prone to give to traditional institutions and religious organizations.

- How can young successors be more prepared to handle their inheritance?

- New generations are more practical and passionate about the issues the world is facing, but how to guide them to doing good without just writing a philanthropy check?

Tickets

Don’t miss this unparalleled international conference



Hot!
Early Bird
(Until Sept 30,2018)
£795
  • Full Agenda (all stages)
  • Interactive Workshops
  • Exhibit Hall & Cocktail Receptions
  • Exclusive Content Access Post Event
  • Mobile App - Instant Messaging
Buy now
Full Rate
£1100
  • Full Agenda (all stages)
  • Interactive Workshops
  • Exhibit Hall & Cocktail Receptions
  • Exclusive Content Access Post Event
  • Mobile App - Instant Messaging
Buy now
Group booking
(Min 2 person)
£895 /per delegate
  • Full Agenda (all stages)
  • Interactive Workshops
  • Exhibit Hall & Cocktail Receptions
  • Exclusive Content Access Post Event
  • Mobile App - Instant Messaging
Buy now

Register to Future Wealth 2018 now!

SEE YOU IN LONDON | 8 NOVEMBER 2018



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Location

  • The Courthouse Hotel Shoreditch, 335–337 Old

    Street, London, EC1V 9LL

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April Rudin

Ms. April J. Rudin

Founder and President, The Rudin Group

April Rudin is an acclaimed financial services and wealth management marketing strategist. A digital and traditional media expert, April is distinguished by her ability to forecast, analyze and illuminate critical trends in the industry and create campaigns for enhancing brand and professional visibility for people. The Rudin Group, founded in 2008, designs bespoke marketing campaigns for some of world’s most important wealth management/family office firms. Firm’s strengths include: digital strategy, high net worth and multi-generational marketing.April is a regularly featured source of expert commentary to international news and business outlets, trade publications and broadcast media. She is recognized by IBM as an “Influencer” in both wealth management and fintech.

Urs Bolt

Mr. Urs Bolt

Founder, bolt.now

Urs Bolt hast over 30 years experience in the financial services industry, mainly in wealth management, investment banking and banking technology business. Urs Bolt's core expertise is to develop and roll out new digital business platforms. Successful projects include a B2B social business platform for financial intermediaries, establishing prime services for ultra-wealthy clients, and post-trade services for FX and OTC products.Urs Bolt's current focus is to help FinTech &RegTech companies and financial service providers to review/refocus business strategies, develop products and markets, execute sales, scout for FinTech solutions, build business partnerships, and manage projects.Constantly ranked as top FinTech influencer in Switzerland and globally in RegTech.Urs is a speaker, panelist, moderator, interviewee, microblogger and author.

Bill Foo

Dr. Bill Foo Say Mui

Senior Advisor, Lazard & Bank of Singapore

Bill Foo, currently senior advisor at Lazard and Bank of Singapore and with more than 30 years of in depth experience in wealth, investment banking, corporate finance and capital raising businesses.

Tom Groenfeldt

Tom Groenfeldt

Writer, Forbes

Tom Groenfeldt is a freelance reporter who focuses largely on finance and technology, currently writing for Forbes.com in the U.S., for International Finance Magazine, Banking Technology and Mondo Visone in London. He also occasionally writes about art, photography, and local issues for a variety of publications in Wisconsin, where he lives.

Tom Groenfeldt

Dr Ruth A. Shapiro

Founder and Chief Executive of the Centre for Asian Philanthropy and Society (CAPS)

CAPS is committed to increasing the quality and quantity of private social investment in Asia and is a center of excellence which promotes best practices, transparency, good governance and accountability for philanthropy and non-profit management in Asia. Dr. Shapiro is the primary author of Pragmatic Philanthropy: Asian Charity Explained, and was also the editor of The Real Problem Solvers, a book about social entrepreneurship in America.Dr. Shapiro has written numerous articles and is a regular speaker on issues related to Asian philanthropy, CSR, social innovation and social entrepreneurship in Asia.

Dr. Shapiro spent the early part of her professional career in the field of international development. Within this field, she held management positions and built new program areas at the Academy for Educational Development, the Harvard Institute of International Development and Global Outlook.

Dr. Shapiro holds a doctorate from Stanford University and Masters Degrees from Harvard University and George Washington University.

Tom Groenfeldt

Mari Kuraishi

Co-Founder & President, GlobalGiving

Mari co-founded GlobalGiving with Dennis Whittle, and currently leads the organization. In 2011, Mari was named one of Foreign Policy's top 100 Global Thinkers for "crowdsourcing worldsaving." Before GlobalGiving, she worked at the World Bank where she managed and created some of the Bank's most innovative projects including the first ever Innovation and Development Marketplaces, and the first series of strategic forums with the World Bank's president and senior management.

Mari also designed a range of investment projects in the Russia reform program, including a residential energy efficiency project, structural adjustment loans, and legal reform project. She currently serves as chair of the board of Guidestar and of the board of DataKind, and APOPO US.

She has an undergraduate degree in history from Harvard University and did graduate work in Russian and Japanese history and politics at Harvard and Georgetown Universities.

Tom Groenfeldt

Samuel Toby Preece

Executive Director, Clean Invest Africa

Samuel currently supports investors and companies looking to grow and seek investment in business and projects in Africa. These currently include renewable energy, green technology projects in southern and sub-Saharan Africa. Sam also advises on Environmental, Social and Governance risks and opportunities for investors, companies and financial institutions including in the energy sector.

He has over 20 years of environmental consulting experience, having completed over 1,500 projects in Europe, Asia, Australia, Middle East, Canada, USA and South America as well as across Africa.Samuel has overseen the technical evaluation and permitting of alternative energy projects across the UK, Ireland, Europe and Africa. These projects include a wide range of energy technologies including on and offshore wind, solar, tidal, hydroelectric, geothermal, ground source heat pumps, pumped storage, waste to energy, anaerobic biodigestion, and gas to power, in a number of applications.

Tom Groenfeldt

Rodney Schwartz

CEO & Founder, ClearlySo

Rodney has a background in equity research, management, investment banking and venture capital. Joining Wall Street in 1980, he rose to become the number one ranked financial services analyst at PaineWebber and then held senior management posts at Lehman Brothers and Paribas, before leaving the sector in 1997 to found the fintech-oriented VC firm Catalyst. A pioneer in the impact investment marketplace, he transformed Catalyst into a social business consultancy, which in 2008 morphed into ClearlySo, a business designed, “to help create 100 Justgivings”.

This seemed an exciting new style of company, which achieves significant impact as well as great financial returns. Rodney also teaches Impact investing at the Said Business School (Oxford) and the ESMT (Berlin), and is Former Chair of Shelter, The Green Thing, Spacehive and Justgiving, in addition to having served on many fintech. He holds an MBA and BA from the University of Rochester.

Tom Groenfeldt

Stephen Muers

Head of Strategy & Market Development, Big Society Capital

Stephen joined Big Society Capital after series of senior roles in government. Most recently he was Director, Criminal Justice Policy at the Ministry of Justice, but has also worked in the Cabinet Office, the Department for Energy and Climate Change and the Homes and Communities Agency among others.

He has been a non-executive director of an NHS trust, a Visiting Fellow at the Institute of Policy Research, University of Bath, and has published several papers on policy making and public services. He is also a Trustee of the Friends Provident Foundation.

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