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19 September 2019  London, United Kingdom

Wealth & Society 2019

Evolving into a Better World



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Wealth and Society 2019

Featuring thought leaders on philanthropy and impact investment

Dialogues on trends that are transforming how wealth is generated and preserved 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

Evolving into a better world

Wealth has no meaning if it doesn’t produce any wider social benefits. The challenge the wealthy are now facing is how to make use of their wealth in a way that contributes to building more sustainable societies. Currently, challenges like global climate change are demanding collective action on an unprecedented scale. Technology is creating new social problems at the same time as it is providing new tools to address existing ones. Wealthy individuals must acknowledge the changes in our societies, and acknowledge their role as leaders and stewards towards a more sustainable future.

Wealth & Society 2019 is designed to help us think where wealth will be generated and how we can participate 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 best practice everywhere in the world where wealthy individuals, institutions and funds are targeted at making an impact in their local communities or the world at large.

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

Wealth & Society 2019 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:

  • Philanthropy and sustainable investment today
  • Green bonds – Are they really green?
  • Impact investing: Where are we now and what can we expect into the 2020’s?
  • Are smooth and successful family transitions possible?
  • Leveraging blockchain technology for social good
  • What mistakes should high-net-worth families try to avoid?
Evolving into a better world

Wealth has no meaning if it doesn’t produce any wider social benefits. The challenge the wealthy are now facing is how to make use of their wealth in a way that contributes to building more sustainable societies. Currently, challenges like global climate change are demanding collective action on an unprecedented scale. Technology is creating new social problems at the same time as it is providing new tools to address existing ones. Wealthy individuals must acknowledge the changes in our societies, and acknowledge their role as leaders and stewards towards a more sustainable future.

Wealth & Society 2019 is designed to help us think where wealth will be generated and how we can participate 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 best practice everywhere in the world where wealthy individuals, institutions and funds are targeted at making an impact in their local communities or the world at large.

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

Wealth & Society 2019 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:

  • Philanthropy and sustainable investment today
  • Green bonds – Are they really green?
  • Impact investing: Where are we now and what can we expect into the 2020’s?
  • Are smooth and successful family transitions possible?
  • Leveraging blockchain technology for social good
  • What mistakes should high-net-worth families try to avoid?

Speakers and Moderators

Mr. Urs Bolt
Advisor,
Wealth & Society Programme

Mr. Bolt has more than 25 years of experience as a senior banker working in the financial services industry, most recently at Credit Suisse. He focuses on wealth management, investment banking, risk & regulation, and financial technology business and his expertise centres on developing and launching new digital business platforms and establishing prime services for high net-worth and ultra-high-net worth clients. His focus is to help financial technology (fintech) and regulatory technology companies and financial service providers review/refocus business strategies, develop products and markets, execute sales, scout for fintech solutions and start-ups, build business partnerships, and implement corporate structures and process.

Liem Le
Entrepreneur,
Founder & CEO, Little Lion

Liem Le is the founder and CEO of Little Lion, a platform that focuses on helping companies to advance their investments in people and community. Le has extensive experience in sales, marketing, and operations from both the start-up and corporate environments, including Fortune 500 companies. She is an advocate for social good and a champion for work-life purpose. As one of the few female tech founders, she has spoken at events for Women in Retail, Women in Tech, Women in Leadership, and has received numerous awards. Le serves on committees for several non-profits including The Field Museum Board of Trustees’ Marketing Committee.

Christian Regnicoli
Impact Investing Expert, Head Institutional Clients,
responsAbility Investments AG
Justine Leigh-Bell
Director Market Development,
Climate Bonds Initiative

Natasha Müller
Founder,
NM Impact Ltd.

Debbie Ryan
CEO,
Impact Investing Network

Romesh Jayawickrama
CEO,
BankerBay

Nigel Kershaw OBE
Executive Chairman,
The Big Issue Group

Nigel Kershaw is the founder and CEO of Big Issue Invest, the social investment arm of The Big Issue, that was set up to become the UK’s first “Social Merchant Bank”. He is also the founder, chair of The Big Exchange (TBE), a simple one-stop digital shop for impact investing as well as for financial products and services that are fair and accessible to everyone. Prior to The Big Issue, Kershaw was a lithographic printer and founded three printing and publishing social enterprises. He was included in the Social Enterprise UK “Champion of Champions”. He is currently a part of the G8 Social Impact Investment Taskforce, established with the aim of catalyzing a global market for impact investing.

Kabir Kabo Usman
Director General,
Centre for Management Development

Ayomide Akindolie
Senior Consultant,
Dalberg

Robert Rubinstein
Chairman and Founder
TBLI Group Holdings

Mr. Rubinstein, Chairman and Founder of TBLI Group Holdings, has been an integral thought leader for the Triple Bottom Line Investment Industry for many years. His mission, spearheaded by the organization TBLI Group, is to create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors. For more than 20 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services.

Amira Elmissiry-Sulai
Chief Equity and Catalytic Investment Officer, Private Sector Operations,
African Development Bank

MS.Temitayo Ade-Peters
Chief Executive Officer,
WeForGood

Temitayo Ade-Peters is currently the chief executive officer at WeForGood International, a nonprofit organisation she founded to champion the emergence of a new crop of African leaders who are committed to its sustainable development. The WeForGood community brings people together with its own platform to act on causes we care about, employing technology as an enabler for effective citizenship, collaboration and participation in fulfillment of the Sustainable Development Goals (SDGs). Ade-Peters also leads the programmes and communication and training efforts at the consulting arm of WeForGood, which supports companies in building purposeful and profitable businesses. Prior to her current role, she has led the Corporate Social Responsibility (CSR) and sustainability efforts at a leading Exchange in Nigeria and, before that, she was head, CSR at one of the top banks in the country. Ade-Peters is an award-winning sustainable development consultant and an eco-segment leader with close to 15 years of experience in the operations, communications and sustainability fields.

Gordian Gaeta
Chairman,
Wealth & Society Programme.

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.

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.

Emmanuel Daniel
Chairman, The Asian Banker

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

09:00

Welcome & opening remarks

Welcome Note:
Gordian Gaeta, Chairman, Wealth & Society Programme

Philanthropy and sustainable investment today

We used to think of philanthropy as the idea that private assets used for public good can be a powerful force to shape society for the better, as well as taking risks and driving innovation in a way that the government cannot. Today, the very concept of philanthropy is being viewed with scepticism by some critics. New efforts are required to help philanthropy evolve and adapt to changing times and face the new challenges arising in our society. Shifting demographics and social trends are changing our notions of community and society beyond recognition. There is much to do to address the world’s most pressing social and environmental problems – but also much that can be done. Investors can engage philanthropically or combine financial returns with social and environmental impact through investments.

  • Understanding Social Capital, Trust Capital and Network Capital and their impact to our societies
  • Analyzing the impact of climate change on capital markets
  • What do we need to build sustainable cities?

Session co-chaired by Gordian Gaeta, Chairman, Wealth & Society Programme; and Emmanuel Daniel, Chairman, The Asian Banker

10:30

Green bonds – Are they really green?

Trillions of dollars of investment are needed to combat global warming. Green bonds are a way for issuers to raise money specifically for environmentally friendly projects, such as renewable energy or clean transport, and to be able to boast about it publicly. The market, which opened more than a decade ago, has boomed in recent years, helping spur development of the other socially conscious debt products.

However, green bonds are target of some critics arguing how green actually green bonds in practice are. Even if the projects funded by green bonds are as green as one would wish, there is the question of whether any new money is being channeled to environmental investment, or if these projects would have been funded anyway. In the center of the discussion is the lack of agreement over a global set of standards, which are vital if the positive environmental impacts of green bonds are to be independently verified and comparable across countries and projects.

In the last few years, we have seen the launch of an increasing number of ‘responsible’ or ‘sustainable’ themed funds by commercial banks. However, are these funds going far enough by simply lowering their average carbon footprint compared to a benchmark? Or should we welcome this push in the ‘right’ direction.

Speakers/panellists include:
Justine Leigh-Bell ,Director Market Development, Climate Bonds Initiative

Session chaired Robert J. Rubinstein, Advisor, Wealth & Society Programme

11:30

Impact investing: Where are we now and what can we expect into the 2020’s?

Impact investing it is not just growing but it is also evolving. There is a new awareness within the impact investment community that investing in women and minority-led business is critical to creating a more equitable world and makes for great investments. On the other hand, the Next Generation (Next Gen) is much keener to sustainable investment than older generations and, at the same time; they are growing more comfortable with equities with higher risk exposures. The appropriate impact investing vehicles differs for different segments or types of social enterprise.

  • Keeping philanthropic and investing goals separate
  • Do impact investments really have lower returns?
  • Addressing the challenges of measuring impact
  • Analyzing Gender Smart Investing as an investing strategy

In this session, a panel of experts will analyze different financial products, investment structures and partnerships to accelerate impact investments’ further entry to the mainstream.

Speakers/panellists include:
Debbie Ryan ,CEO, Impact Investing Network
Nigel Kershaw OBE, Executive Chairman, The Big Issue Group
Romesh Jayawickrama, CEO, BankerBay
Liem Le, Entrepreneur, Founder & CEO, Little Lion
Christian Regnicoli, Impact Investing Expert, Head Institutional Clients, responsAbility Investments AG

Session chaired by Urs Bolt, Advisor, Wealth & Society Programme

13:30

Are smooth and successful family transitions possible?

Succession and wealth planning are becoming increasingly challenging as the global landscape evolves at a rapid rate while the Next Gen is setting new trends distinct from traditional investment behaviours. With the growing and extensive needs of wealthy families, more and more are seeking expert structured advice leaving many to consider letting family offices help them manage their transition. Next Gen clients expect a very different service to that which their parents’ received. They are often described as tech savvy, data-driven and social media-obsessed. However, when it comes to engaging with their advisers, they prefer face-to-face meetings. In this session we will have a panel of experts sharing both the old generation and new generation perspectives to suggest how to address these challenges.

Speakers and panellists include:
Natasha Müller, Founder, NM Impact Ltd.

Session chaired Robert J. Rubinstein, Advisor, Wealth & Society Programme

14:30

Leveraging blockchain technology for social good

Businesses across the globe have started creating social responsibility departments who are in charge of helping the business set, meet and improve sustainable development goals (SDGs). The emergence of blockchain technology can help companies meet these SDGs in a number of ways. For instance, the ability to report carbon emissions via blockchain is making it possible for companies to introduce renewable energy solutions into remote villages within developing countries. Blockchain technology has also given many unbanked people access to credit with digital cryptocurrency wallets, which allow people to create a self-sovereign digital identity that can be verified through the blockchain without the need for a centralised authority.

Case Study by Ground X: Using blockchain technology to monitor and track in-kind donations from donors to beneficiaries

In this session, a panel of experts will analyze the effect of blockchain technology to our society, including its challenges and limitations.

Speakers and panellists include:
Sally Eaves, Global Strategy Advisor – Blockchain, AI, Fintech

Session chaired Urs Bolt, Advisor, Wealth & Society Programme

16:00

Closing keynote

What mistakes should high-net-worth families try to avoid?

Preserving, investing, donating and spending wealth is more than a full-time job and requires multiple types of expertise. Pitfalls abound, especially within families. There is no uniform method of handling great wealth and every family office has its own particulars. According to several family office experts, there are a few issues we should keep in mind.

  • Trying to avoid taxes at all costs
  • How to define success? How much a portfolio returns vs. how much are you trying to accomplish
  • Coming up with the solution without really knowing the problem – Lack of contact with the people you are trying to help
  • Collectors vs. Investors – Collections as a significant portion of the net worth are mostly unwilling to be sold
  • Lack of education, a clear mission, and communication
  • Excessive effort to control/decrease costs
  • Exposure to cybersecurtiy risks

Session co- chaired by Gordian Gaeta, Chairman, Wealth & Society Programme; and Robert J. Rubinstein, Advisor, Wealth & Society Programme

09:00

Welcome & Opening Remarks

Welcome Note:
Gordian Gaeta
, Chairman, Wealth & Society Programm

Philanthropy and sustainable investment today

We used to think of philanthropy as the idea that private assets used for public good can be a powerful force to shape society for the better, as well as taking risks and driving innovation in a way that the government cannot. Today, the very concept of philanthropy is being viewed with scepticism by some critics. New efforts are required to help philanthropy evolve and adapt to changing times and face the new challenges arising in our society. Shifting demographics and social trends are changing our notions of community and society beyond recognition. There is much to do to address the world’s most pressing social and environmental problems – but also much that can be done. Investors can engage philanthropically or combine financial returns with social and environmental impact through investments.

  • Understanding Social Capital, Trust Capital and Network Capital and their impact to our societies
  • Analyzing the impact of climate change on capital markets
  • What do we need to build sustainable cities?

Panellists:
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Tzu-Kuan Chiu, Professor, Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Steven Zhang, Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Session co-chaired by
Gordian Gaeta, Chairman, Wealth & Society Programme; and Emmanuel Daniel, Chairman, The Asian Banker

10:30

Green bonds – Are they really green?

Trillions of dollars of investment are needed to combat global warming. Green bonds are a way for issuers to raise money specifically for environmentally friendly projects, such as renewable energy or clean transport, and to be able to boast about it publicly. The market, which opened more than a decade ago, has boomed in recent years, helping spur development of the other socially conscious debt products.

However, green bonds are target of some critics arguing how green actually green bonds in practice are. Even if the projects funded by green bonds are as green as one would wish, there is the question of whether any new money is being channeled to environmental investment, or if these projects would have been funded anyway. In the center of the discussion is the lack of agreement over a global set of standards, which are vital if the positive environmental impacts of green bonds are to be independently verified and comparable across countries and projects.

In the last few years, we have seen the launch of an increasing number of ‘responsible’ or ‘sustainable’ themed funds by commercial banks. However, are these funds going far enough by simply lowering their average carbon footprint compared to a benchmark? Or should we welcome this push in the ‘right’ direction.

Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Chaired by:
Robert J. Rubinstein, Advisor, Wealth & Society Programme

11:30

Impact investing: Where are we now and what can we expect into the 2020’s?

Impact investing it is not just growing but it is also evolving. There is a new awareness within the impact investment community that investing in women and minority-led business is critical to creating a more equitable world and makes for great investments. On the other hand, the Next Generation (Next Gen) is much keener to sustainable investment than older generations and, at the same time; they are growing more comfortable with equities with higher risk exposures. The appropriate impact investing vehicles differs for different segments or types of social enterprise.

  • Keeping philanthropic and investing goals separate
  • Do impact investments really have lower returns?
  • Addressing the challenges of measuring impact
  • Analyzing Gender Smart Investing as an investing strategy

In this session, a panel of experts will analyze different financial products, investment structures and partnerships to accelerate impact investments’ further entry to the mainstream.

Speakers/panellists include:
Debbie Ryan, CEO, Impact Investing Network
Nigel Kershaw OBE, Executive Chairman, The Big Issue Group
Liem Le, Entrepreneur, Founder & CEO, Little Lion
Christian Regnicoli, Impact Investing Expert, Head Institutional Clients, responsAbility Investments AG

Chaired by:
Urs Bolt, Advisor, Wealth & Society Programme

12:30

Luncheon

13:30

Are smooth and successful family transitions possible?

Succession and wealth planning are becoming more challenging as the world is evolving in a very high speed and the Next Gen is more and more far from the traditional behaviors. The needs of these families are extensive and usually they require expert advice, so many consider family offices to help them manage their transition. Next Gen clients expect a very different service than their parents did. They are often described as tech savvy, data-driven and social media-obsessed. However, when it comes to engaging with their advisors, they prefer face-to-face meetings. In this session we will have a panel of experts from both old generation and new generation perspectives to discuss how to address these challenges.

Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Chaired by:
Robert J. Rubinstein, Advisor, Wealth & Society Programme

14:30

Leveraging blockchain technology for social good

Businesses across the globe have started creating social responsibility departments who are in charge of helping the business set, meet and improve sustainable development goals (SDGs). The emergence of blockchain technology can help companies meet these SDGs in a number of ways. For instance, the ability to report carbon emissions via blockchain is making it possible for companies to introduce renewable energy solutions into remote villages within developing countries. Blockchain technology has also given many unbanked people access to credit with digital cryptocurrency wallets, which allow people to create a self-sovereign digital identity that can be verified through the blockchain without the need for a centralised authority.

Case Study by Ground X: Using blockchain technology to monitor and track in-kind donations from donors to beneficiaries

In this session, a panel of experts will analyze the effect of blockchain technology to our society, including its challenges and limitations.

Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Chaired by:
Urs Bolt, Advisor, Wealth and Society Programme

15:30

Tea Break

16:00

Closing keynote

What mistakes should high-net-worth families try to avoid?

Preserving, investing, donating and spending wealth is more than a full-time job and requires multiple types of expertise. Pitfalls abound, especially within families. There is no uniform method of handling great wealth and every family office has its own particulars. According to several family office experts, there are a few issues we should keep in mind.

  • Trying to avoid taxes at all costs
  • How to define success? How much a portfolio returns vs. how much are you trying to accomplish
  • Coming up with the solution without really knowing the problem – Lack of contact with the people you are trying to help
  • Collectors vs. Investors – Collections as a significant portion of the net worth are mostly unwilling to be sold
  • Lack of education, a clear mission, and communication
  • Excessive effort to control/decrease costs
  • Exposure to cybersecurtiy risks

Speakers/Panellists:
Zhao Zhimin, General Manager of Shanghai Wealth Management Center, CITIC Trust
Amy Tucker, Co-Founder & Chief Impact Officer, Sparrow and former Technology Advisor, Bill and Melinda Gates Foundation.
Li Shuang , Partner and Attorney at Law, Dentons Law Firm

Co-chaired by:
Gordian Gaeta, Chairman, Wealth and Society Programme; and Robert J. Rubinstein, Advisor, Wealth & Society Programme

17:00

Close of Conference
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