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Transforming the World We Share

Wealth & Society 2018

Wealth & Society 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. Exciting dialogues, keynote presentations, panel discussions, and workshops await you!

Hear from thought leaders on philanthropy and impact investment

Key dialogues on current and future trends that are fundamentally transforming how people generate, preserve and use wealth for the betterment of society

Network with wealth experts from around the globe

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.

Event Details

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; from traditional properties to exotic locations, funding investments in business, cutting edge research in medicine, space, and crypto-space. However, the responsibility of the wealthy remains the same, to ensure the sustainability of the world we live in today.

Wealth & Society 2018 is designed 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.

  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations and philanthropic organizations
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • And anyone who is interested in redefining wealth!

Wealth & Society 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. Exciting dialogues, keynote presentations, panel discussions, and workshops await you!

Discussions focusing on the transformational areas of the industry & interactive workshops:

  • Impact Investment
  • Global philanthropy outlook
  • Investing in causes we care about
  • How Cryptocurrency and Blockchain are Disrupting Giving
  • Technology for good – Using innovation for sustainability goals
  • Successful family transitions with a social objective
  • Millennials and wealth
  • Women and wealth
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.

  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations and philanthropic organizations
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • And anyone who is interested in redefining wealth!

Wealth & Society 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. Exciting dialogues, keynote presentations, panel discussions, and workshops await you!

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.

Discussions focusing on the transformational areas of the industry & interactive workshops:

  • Impact Investment
  • Global philanthropy outlook
  • Investing in causes we care about
  • How Cryptocurrency and Blockchain are Disrupting Giving
  • Technology for good – Using innovation for sustainability goals
  • Successful family transitions with a social objective
  • Millennials and wealth
  • Women and wealth
Rhodri Davies
Author, “Public Good by Private Means: How Philanthropy Shapes Britain”, Head of Policy, Charity Aid Foundation

Rhodri is a recognised expert on philanthropy and technology for giving and is much in demand as an adviser and speaker to governments, businesses, charities and philanthropists. He leads Giving Thought, an in-house think tank of Charity Aid Foundation, focusing on current and future issues affecting philanthropy and civil society. He is the author of ‘Public Good by Private Means: How philanthropy shapes Britain’, which traces the history of philanthropy in Britain and what it tells us about the role of modern philanthropy. Beyond that, he has researched, written and presented on a wide range of topics, from social investment to the charitable applications of cutting-edge technologies such as cryptocurrency and the blockchain.

Rhodri graduated from the University of Oxford with a first-class degree in Mathematics and Philosophy and embarked upon an academic career before migrating into public policy work at the think tank Policy Exchange. He has since spent nearly a decade specialising in the policy aspects of philanthropy and charitable giving.

Olga Miler
Managing Director, Global Program Architect, UBS

Olga is a marketing and innovation expert, and a specialist in gender-lens investing, and women and finance. She is co-founded and developed UBS’ Wealth Management segment strategy for women. This groundbreaking program has pledged to better serve female clients; increase one million women’s financial confidence; and help the UN reach its Sustainable Development Goal number 5 – to achieve gender equality and empower all women and girls.

Under Olga’s leadership, the program reached 27 million people worldwide in its first year and generated a gender-smart financial product with over 100m CHF in AuM in only 8 months. Olga regularly speaks about gender equality, financial confidence and female empowerment.

Olga’s awards and achievements include a place on the International Finance Center Power Women Top 200 list; Disruptor of the Year 2018 (Women in Finance Awards ‘18), and nominated as Inspirational Women of the Year (upcoming Power Women Awards).

Zahra Darvishi
President, Kanthari Foundation & ex-Director, Corporate Citizenship, Credit Suisse

Zahra was most recently with Credit Suisse as Director, and created corporate citizenship strategy and governance from the ground up and managed and led the “Youth Unemployment Initiative” (YUI) with 30 Mio CHF budget by creating more than 5,000 job opportunities for youth (2010-2015). She successfully positioned Credit Suisse as the leader and first mover in “Accessibility” field in Switzerland and Europe.

Currently, Zahra does consulting work and advise clients such as IKEA, CEIBS, Swiss Leadership Forum and NPO organizations on defining strategy, developing, launching and implementing CR activities such as environmental trends, sustainable products, strategic partnership and communication as well as diversity & inclusion.

She also serves as the President, of Kanthari Foundation and Board member, Plan International, both in Switzerland where she resides with her family.

Anna-Marie Harling
Lead, Philanthropic Collaboration, Co-Impact

Anna-Marie works with results-orientated philanthropists globally who want to give and learn together. To do this they are pooling resources, networks, and expertise to drive lasting results at scale so that all people no matter where they live, have a more hopeful future.

Anna-Marie has over 15 years of experience in the civil society and the private sectors. Previously she was Head of the UHNW Philanthropy Center at UBS in Zurich where she was responsible for thought leadership on strategic philanthropy. Prior to UBS she was Senior Research Associate at the European Venture Philanthropy Association where she worked with the 180+ members on best practice topics such as implementing a venture philanthropy strategy, impact measurement and exit strategies as well as surveying and analyzing the venture philanthropy landscape in Europe.

At Ashoka, she helped social entrepreneurs scale up their business models both within and across countries. In Mexico, she worked with a family foundation focused on education, health and economic opportunities particularly for women, where her responsibilities spanned social investment strategy to post investment impact measurement.

Alix Guerrier
CEO, Global Giving

Alix was recently appointed CEO of Global Giving, the first and largest global crowdfunding community for nonprofits. Previously, he is the co-founder and former president of LearnZillion, one of Fast Company’s 10 most innovative education companies in 2014. Guerrier has nearly a decade of experience building and scaling a technology platform to support individuals and enterprises.

Alix is joining GlobalGiving as it is sharpening its mission to transform aid and philanthropy to accelerate community-led change. By partnering with companies like Facebook, JetBlue, and Nike, and by raising funds from foundations and individual donors, GlobalGiving is quickly and efficiently funding vetted local partners in places like the Carolinas, Puerto Rico, Houston, Mexico, and Nepal after recent disasters.

He holds an MBA and an MA in education from Stanford University, and an AB in physics from Harvard University. He is currently on the Board of Directors for GuideStar and the Board of Trustees of Capital City Public Charter School.

Amy Tucker
Co-Founder and Chief Impact Officer, Sparrow

A social entrepreneur and innovator, Amy Tucker co-founded Sparrow, a U.S. mobile services and platform company, and invented the company’s buy-one-give-one mobile model. In addition, Tucker served as a Bill and Melinda Gates Foundation Technology Advisor via the Technology Partner Network. With a creative technology career spanning over 20 years, Tucker’s passion is creating solutions that further global sustainability.

An artist and inventor, Tucker specializes in emerging technologies and was recognized as a technology leader by the Global Fund for Women. Previously, Tucker helped establish and grow one of the earliest interactive agencies, Fusion Interactive. In 2005, she created and later sold Xeko, a multimedia children's game designed to raise awareness for endangered animals, teach STEM skills, and fund global conservation. Prior to co-founding Sparrow, she collaborated with Telecom for Good and the U.S. Dept. of Commerce to launch a workforce development initiative based in the U.S. Virgin Islands, leveraging the Internet to connect local residents with worldwide job opportunities and jump start Silicon Island.

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.

MR. URS BOLT
Advisor, 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.

Dr Gordian Gaeta
Partner, Leopard Capital & Author, “Opportunities in Emerging Markets: Investing in the Economies of Tomorrow”

Dr. Gaeta has been a banking consultant for around 25 years, and is one of Asia’s leading banking consultants and risk control experts. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues.

Dr. Gaeta has published around 20 articles on banking and financial services and several books, notably “Frontiers in Credit Risk”and “Opportunities in Emerging Markets”. He is also a regular speaker on the international conference circuit, and a Guest Lecturer at several universities. Dr. Gaeta received Ph.D. and L.L.M degrees from the University of Vienna.

JP Dallmann
Co-Founder, Realchangers and Impact Founders

JP Dallmann is passionate about leadership with purpose and impact. He believes that Impact Investing and the performance of companies, their leaders and people play a key role in helping solve some of the world’s biggest challenges. JP is an investor and co-founder of Realchangers, where they are redefining the future of work with a platform matching mission-driven talent to impact-driven companies to enable them to deliver on their visions more effectively. In 2017, he launched Impact Founders, a community of entrepreneurs using profit for purpose and tech as a force for good. The organisation has now joined forces with Fast Forward 2030, where JP has become a board member. He draws on his experience in Investment Banking and entrepreneurship to develop and share global best practices. JP does this as an author, speaker, lecturer and through the companies and organisations he runs, advises, consults and supports.

Graham Rowan
Chairman, Elite Investor Club

Graham Rowan is a man on a mission. His goal is to help savvy investors and business owners achieve real financial independence by simplifying the process of wealth creation and wealth protection. In recent years his mission has seen him speak at the United Nations in New York, Harvard Business School in Boston and both houses of Parliament in the UK. Graham Rowan chairs the Elite Investor Club, a global network of 1,300 sophisticated and high net worth investors in 10 countries. He searches for extraordinary investments that combine above market returns with strong asset-backed security. Elite Investor Club has been selected to appear in the 2019 Parliamentary Review in recognition of its leadership in the investment field. Graham has published 2 books on investment and has fronted two series on Sky TV, Make Your Money Work and Finding Financial Freedom as well as documentaries on China’s Belt and Road policy.

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.

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.

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.

Helene Li
Co-Founder, GoImpact

Being one of the Top 20 Influencers on Twitter & LinkedIn for Fintech, Insurtech & Impact Investing, Helene oversees the Strategic Planning and Brand & Communications team of BNP Paribas's wealth management business in Asia Pacific.

Having worked in the ultra-high- net-worth space for most of her banking and consulting career, Helene is committed to leveraging the financial power and heart of the 1% to accelerate the impact in helping the 99%.

She has been spearheading and curating the Next Generation program for BNP Paribas Wealth Management. Prior to joining BNP Paribas, Helene held similar roles for JP Morgan Chase Private Bank and Lombard Odier. In both capacities, she was instrumental in setting up Family Office and Philanthropy related forums across Asia Pacific, engaging with a wide network of ultra-high-net-worth families on critical issues.

Prof Fu Changbo
Assistant President, China Global Philanthropy Institute

Prof. Fu is the assistant president, and director of the Centre for Family Philanthropy at China Global Philanthropy Institute. He is also a professor of sociology in Beijing Normal University, as well as chairman and chief editor of Social Governance Review. He is devoted to promoting utilization of internet and artificial intelligence in empowering the development of charity work and social innovations.

He published works include The Report on Hundred Millions of Donations and Strategic Philanthropy Development of China and A Report on Global Philanthropy's Support for Sustainable Development Efforts. The China Global Philanthropy Institute was founded by Bill Gates, Ray Dalio, Niu Gensheng, He Qiaonyu and Ye Qingjun as educational institute dedicated to promote professional and transparent philanthropy in China and the world.

Mark Walker
Head of International Relations, The Fintech Power 50

Mark Walker is a former senior adviser at UK trade & investment, where he used his time to build contacts in technology, IoT and Smartcities sectors, as well as the investment and accelerator environment. Managing a team of seven, his role facilitated a good understanding of the London technology environment. Walker continued his passion for supporting start-up and scale up organisations by joining London & Partners as the tech & urban specialist on the Mayor’s international business programme Helping London companies internationalise. Most recently he has started several new projects; the first Element’s is looking to bring technology, liquidity and transparency to the climate change investment sector. The second is an annual guide and accelerator programme to showcase the most influential, innovative companies, and visionary personalities shaping the Fintech industry.

Mr. Emmanuel Daniel
Chairman, Wealth & Society Programme

Founder of The Asian Banker, the most respected provider of consulting and intelligence in the financial services industry in the Asia Pacific region and other emerging markets. Mr Daniel has led it to become a combination of leading industry research, publication and consulting house, with a strong reputation worldwide.

AGENDA

9:00

Welcome & opening remarks

In conversation with Rhodri Davies, a thought leader on philanthropy and recognised expert in current and future issues of social investment, who wrote the book, “Public Good by Private Means: How philanthropy shapes Britain”. Rhodri will bring us on a journey as he shares exemplary models of great philanthropists of the past which shaped present-day philanthropy and impact investment and how innovations in blockchain and artificial intelligence will once again redefine the future of giving. At the centre of the discussion is, what he believes as the most important factor impacting the world; the power of purpose and it is time the global society rediscovers that.

Chaired by Emmanuel Daniel, Chairman, Wealth & Society Programme & April Rudin, President, The Rudin Group

10:30

The rise of women and millennials as leaders and investors

While women and millennials encompass more than half of the workforce across the wealth management industries, they are greatly under-represented at senior leadership levels. There are numerous cultural and personal challenges for aspiring women in this industry who are looking to advance their impact on society. At the same time, 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 more socially conscious than their predecessors. In this session, we discuss how differently these groups of people are impacting the society and the ways they connect with their identities.

Speakers/panellists include:

  • Olga Miler, Managing Director, Global Program Architect, UBS

  • Zahra Darvishi, President, Kanthari Foundation & ex-Director, Corporate Citizenship, Credit Suisse

  • JP Dallmann, Co-Founder, Realchangers

  • Chaired by April Rudin, President, The Rudin Group

11:30

Investing in causes we care about

With assets under management totalling $228 billion globally, the impact investment industry is definitely one that any investor is looking into. Private wealth is increasingly being deployed in areas that has been identified under the United Nation’s sustainable development goals. Be it in environment, education, healthcare, or social change, there are opportunities for investors to have the best of both worlds- create social impact and make good financial returns. In this session, we will discuss ways to build an impact investment portfolio and areas of development to consider.

  • Innovative financing mechanisms

  • Creative investment vehicles

  • Case studies

Speakers/ panellists include:

  • Rodney Schwartz, CEO, Clearly So

  • Sam Preece, CEO, Clean Invest Africa

  • Stephen Muers, Head of Strategy and Market Development, Big Society Capital

  • Helene Li, Co-Founder, GoImpact

  • Chaired by Urs Bolt, Advisor, Bolt.now

13:30

Global outlook on philanthropy –
Regional perspectives on how high net-worth individuals give back to society

The realm of philanthropy has become more diverse and multi-faceted, with different factors transforming the industry. In fact, in different cultural contexts, high net-worth individuals engage in philanthropy in different ways. Connecting to them on a personal or social level, involves understanding the challenges and trends as well as the infrastructure specific to their region. In this session, we hear from experts on their perspectives of the industry in different geographic regions, such as European, US and Chinese context.

Speakers/panellists include:

  • Anna-Marie Harling, Lead, Philanthropic Collaboration, Co-Impact

  • Prof. Fu Changbo, Associate President, China Global Philanthropy Institute

  • Chaired by Dr Gordian Gaeta, Partner, Leopard Capital

14:30

Technology for good – Achieving sustainability goals through innovation

Technology and digital capabilities in the world we live today have undoubtedly unlocked opportunities in the realm of philanthropy and impact investing. The proliferation of blockchain, digital assets, artificial intelligence and the collaborative economy have disrupted the impact investment industry in ways that could allow better measurement of results and optimal use of resources. In this session, we hear from enthusiasts on how technology is redefining the future of giving and how techpreneurs themselves engage in philanthropic actions.

Speakers/panellists include:

  • Alix Guerrier, CEO, Global Giving

  • Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.

  • Mark Walker, Head of International Relations, The Fintech Power 50

  • Chaired by Urs Bolt, Advisor, Bolt.now

15:45

Workshop – Building an impact investing portfolio

Today, in the world of impact investing, social entrepreneurs and investors are in need of creative ideas, access to capital and talented teams to achieve goals. However, in many emerging markets, it’s difficult to register a business, get licenses, enforce a contract, and secure property rights, among other challenges. Therefore, during this session we will learn on how one can build on their impact investments and the various considerations one needs to take into account, whether investing one’s wealth or on behalf of investors.

  • How to consider risk when developing an impact investing strategy for your business

  • Understanding the sensitivities and nuances of conducting impact investments in different cultural contexts

  • Identify and execute deals that yield financial, social and environmental returns


Led by Dr Gordian Gaeta, Partner, Leopard Capital & Author, “Opportunities in Emerging Markets: Investing in the Economies of Tomorrow”

16:45

Closing keynote

What keeps me awake at night?

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, and investing in sustainable assets; but also, are more prone to give to traditional institutions and religious organizations. We speak to an expert on what he thinks matters most to high net worth individuals and understanding their financial behaviours.

Graham Rowan, Chairman, Elite Investor Club

09:00

Welcome & opening remarks

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.

  • Chaired by Emmanuel Daniel, Chairman, Wealth & Society Programme & April Rudin, President, The Rudin Group

10:30

The rise of women and millennials as leaders and investors

While women and millennials encompass more than half of the workforce across the wealth management industries, they are greatly under-represented at senior leadership levels. There are numerous cultural and personal challenges for aspiring women in this industry who are looking to advance their impact on society. At the same time, 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 more socially conscious than their predecessors. In this session, we discuss how differently these groups of people are impacting the society and the ways they connect with their identities.

Speakers/panellists include:

  • Olga Miler, Managing Director, Global Program Architect, UBS

  • Zahra Darvishi, President, Kanthari Foundation & ex-Director, Corporate Citizenship, Credit Suisse

  • JP Dallmann, Co-Founder, Realchangers

  • Chaired by April Rudin, President, The Rudin Group

11:30

Investing in causes we care about

With assets under management totalling $228 billion globally, the impact investment industry is definitely one that any investor is looking into. Private wealth is increasingly being deployed in areas that has been identified under the United Nation’s sustainable development goals. Be it in environment, education, healthcare, or social change, there are opportunities for investors to have the best of both worlds- create social impact and make good financial returns. In this session, we will discuss ways to build an impact investment portfolio and areas of development to consider.

  • Innovative financing mechanisms

  • Creative investment vehicles

  • Alternatives of investment

Speakers/ panellists include:

  • Rodney Schwartz, CEO, Clearly So

  • Sam Preece, CEO, Clean Invest Africa

  • Stephen Muers, CEO, Clean Invest Africa

  • Helene Li, Co-Founder, GoImpact

  • Chaired by Urs Bolt, Advisor, Bolt.now

13:30

Global outlook on philanthropy – Regional perspectives on how high net-worth individuals give back to society

The realm of philanthropy has become more diverse and multi-faceted, with different factors transforming the industry. In fact, in different cultural contexts, high net-worth individuals engage in philanthropy in different ways. Connecting to them on a personal or social level, involves understanding the challenges and trends as well as the infrastructure specific to their region. In this session, we hear from experts on their perspectives of the industry in different geographic regions, such as European, US and Chinese context.

Speakers/panellists include:

  • Anna-Marie Harling, Lead, Philanthropic Collaboration, Co-Impact

  • Prof. Fu Changbo, Associate President, China Global Philanthropy Institute

  • Chaired by Dr Gordian Gaeta, Partner, Leopard Capital

14:30

Technology for good – Achieving sustainability goals through innovation

Technology and digital capabilities in the world we live today have undoubtedly unlocked opportunities in the realm of philanthropy and impact investing. The proliferation of blockchain, digital assets, artificial intelligence and the collaborative economy have disrupted the impact investment industry in ways that could allow better measurement of results and optimal use of resources. In this session, we hear from enthusiasts on how technology is redefining the future of giving and how techpreneurs themselves engage in philanthropic actions.

Speakers/panellists include:

  • Alix Guerrier, CEO, Global Giving

  • Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.

  • Mark Walker, Head of International Relations, The Fintech Power 50

  • Chaired by Urs Bolt, Advisor, Bolt.now

15:45

Workshop – Building an impact investing portfolio

Today, in the world of impact investing, social entrepreneurs and investors are in need of creative ideas, access to capital and talented teams to achieve goals. However, in many emerging markets, it’s difficult to register a business, get licenses, enforce a contract, and secure property rights, among other challenges. Therefore, during this session we will learn on how one can build on their impact investments and the various considerations one needs to take into account, whether investing one’s wealth or on behalf of investors.

  • How to consider risk when developing an impact investing strategy for your business

  • Understanding the sensitivities and nuances of conducting impact investments in different cultural contexts

  • Identify and execute deals that yield financial, social and environmental returns

Led by Dr Gordian Gaeta, Partner, Leopard Capital & Author, “Opportunities in Emerging Markets: Investing in the Economies of Tomorrow”

16:45

Closing keynote

What keeps me awake at night?

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, and investing in sustainable assets; but also, are more prone to give to traditional institutions and religious organizations. We speak to an expert on what she thinks matters most to high net worth individuals and understanding their financial behaviours.

Graham Rowan, Chairman, Elite Investor Club

17:15

Close of conference

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