The largest generational wealth transfer in history is happening amid a challenging global economic landscape. In this transformative period, major economies are grappling with elevated energy and food costs. Asymmetric cyberattacks are also on the rise, and governance concerns are increasingly evident.
As these events unfold, China's ultra-wealthy are planning and executing transitions to ensure the continued success of their families and businesses, and are actively involving shareholders and communities in the process.
Wealth & Society's latest Global Private Wealth Management Market Outlook 2024 underscores the importance of actively managing family wealth for a smooth transition between generations. However, this wealth transfer involves more than a mere transition of assets; it brings forth societal, cultural, and additional layers of responsibility, intertwined with complex family dynamics.
Our flagship ESG and Impact Investing Summit offers genuine insights and real-life cases from around the world through engaging panel discussions, fireside interviews, presentations, and focused roundtable sessions. Join us as we navigate the challenges and opportunities inherent in this era of global change and wealth transition.
Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.
Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.
Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other
Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.
Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.
Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other
Learn timely, relevant insights, actionable strategies, and effective solutions for any challenges you may be facing.
Receive vital applicable know-how and best practices to prepare you for any emerging future opportunities within your family, business, and investment activities, and beyond.
Benefit from exchanging ideas and experiences with your peers from Europe, USA, and beyond, and benchmark against each other
*Should you like to register with a complimentary ticket, please write to us:
Group Executive Director, TAB Global
Chairman TBLI Group
Founder, FaithInvest
Co-Founder and General Partner, Parinama Ventures
Ownership strategies for long-term success
Owner and CEO, Sub Umbra GMBH
Managing Director, Pollination
This session will explore the diverse approaches and best practices employed by families across cultures in their philanthropic endeavours. Delve into the unique perspectives and strategies that shape effective and impactful giving across borders.
Key takeaways:
Managing Director, PCG Investments
Heiress with a purpose: How Marlene Engelhorn uses wealth to challenge the status quo
Founder, Tax Me Now
Biodiversity as an investment Strategy: Achieving alpha returns and mitigating climate change impact
This session delves into the exciting world of biodiversity investing, exploring its potential to generate alpha returns while combatting climate change. Uncover actionable strategies and gain valuable insights, recognising the importance of both quantitative and qualitative impact outcomes. The key areas for discussion would include:
Director and CEO, rePLANET
Barney Swan led the first-ever expedition to the South Pole powered solely by clean energy, known as "ClimateForce: Antarctica 2018." This initiative aimed to raise awareness about climate change and sustainability.
Learn how Barney is using his leadership skills to restore the biosphere and empower young people.
Founder, ClimateForce
Vienna Marriott Hotel
Parkring 12a, Vienna, Austria, 1010
+43 1-515180
https://www.marriott.com
Programme Manager
Sponsorship & Delegate Registration:
Chairman TBLI Group
Robert Rubinstein, chairman and founder of TBLI Group, has been instrumental in building the environmental, social, and governance (ESG) and impact investing ecosystem, even before these terms were coined. He taught courses in sustainable finance at the Rotterdam School of Management from 2003-2006, and delivered numerous lectures at international business schools and universities throughout his career.
TBLI is a leading global ESG/impact investing network that has been educating, advising and connecting investors for 25 years.
Founder, ClimateForce
Barney Swan, the driving force behind ClimateForce, which pioneers in promoting natural capital, science education, and ClimateTech initiatives. His Australian charity focuses on off-grid research and development, with an emphasis on biodiversity, innovative agriculture, and technology solutions.
Swan's expertise extends to orchestrating complex expeditions across eight countries, including ventures in the Arctic and Patagonia, demonstrating his versatility in various settings from corporate boardrooms to remote landscapes.
He is currently spearheading a significant restoration project in Daintree, Australia, one of the planet's oldest rainforests. Prior to charity work, Swan completed a remarkable 1000km ski expedition to the South Pole over 60 days, relying solely on clean technologies such as a NASA-developed solar ice melter and waste biofuels. His approach develops a collaborative spirit, urging people to recognise their environmental impact and take action. Swan champions open-source sustainability solutions, making them accessible to businesses, educational institutions, and families alike.
Founder, FaithInvest
Martin Palmer is the founding president and initial chief executive of FaithInvest, which was established in 2019 to integrate faith-driven investments with sustainable development.
His previous role as secretary general of the Alliance of Religions and Conservation (ARC, which was co-founded with HRH Prince Philip in 1995, showcased his commitment to guiding faiths in creating environmental projects aligned with their doctrines.
An acclaimed expert in world religions and cultural traditions, Palmer has written and published over 20 books on religious and environmental subjects. His expertise extends to translating ancient Chinese texts and he is a frequent BBC contributor. As a lay preacher in the Church of England, he has been instrumental in steering faith-based investment strategies since 2001.
Founder, Tax Me Now
Marlene Engelhorn, an Austrian activist and journalist with German roots, is renowned for her advocacy on reforming inheritance tax laws. As the founder of the German-based initiative Tax Me Now, she campaigns for higher taxation on the wealthy, spotlighting the societal risks of wealth concentration. Descended from the German industrialist Friedrich Engelhorn, founder of BASF, and granddaughter to Peter Engelhorn, Engelhorn inherited a significant portion of her grandmother Traudl Engelhorn-Vechiatto's $4.2 billion (€3.8bn) fortune. She captured media interest by expressing her intent to donate 90% of her inheritance and voicing her support for wealth taxes.
Managing Director, Pollination
Helen Crowley has spent three decades at the forefront of biodiversity conservation, nature-based solutions, and corporate sustainability. She was instrumental in the development and implementation of sustainability strategy for Kering SA, a leading global luxury group including brands like Gucci, Yves Saint Laurent and Alexander McQueen. Her work extends to influential sector-wide projects like the Fashion Pact and the Global Environment Facility's initiative to transform the fashion industry by addressing biodiversity loss, climate change, and ocean pollution. Crowley previously served at the Wildlife Conservation Society where she was responsible for conservation strategy and programme development. Currently, she serves on the Boards of Textile Exchange and Wildlife Friendly Enterprise Network and acts as an Ambassador for Nature for the London College of Fashion. In 2020, during a sabbatical, she was the Liu-Walton Fellow and senior advisor for Resilient Supply Chains at Conservation International. Additionally, she advised the World Economic Forum’s Nature Action Agenda and co-chaired working groups for the Task Force on Nature-related Risk Disclosure and the UN Fashion Charter for Climate. Crowley is also a member of the GEF’s Private Sector Advisory Group and the World Economic Forum's Global Futures Council.
Owner and CEO, Sub Umbra GMBH
Octavian Pilati, born into a family with a rich aristocratic heritage, has been deeply involved in his family's business, with roots in tourism and forestry sectors for nearly three centuries. His life took a dramatic turn in 2014 when a fraud case threatened the family business's existence. At 25, Pilati stepped into a crucial role in managing this crisis, striving to preserve his family's legacy.
Despite the financial and emotional toll, Pilati sought to understand how the crisis could have been averted, leading him to research and connect with experts and other family business members. His journey led him to his first family business conference in 2019, igniting his passion for sharing his experiences and insights with others facing similar challenges.
He has contributed to “Horizons Family Office & Investor Magazine” and his family's case study has been featured in university courses at Harvard Business School. He actively participates in Family Hippocampus, focusing on strengthening family businesses. His expertise encompasses succession planning, fraud prevention, crisis management, conflict resolution, and NextGen education.
Co-Founder and General Partner, Parinama Ventures
Guneet Banga is the managing partner at Parinama Ventures, which manages investment activities focused on impact, ESG, and sustainable investing. He formerly served as an executive director at The Caravel Group, where he oversaw Caravel Sustainable Investments. Under his leadership, Parinama strategically allocates investments across public markets, including equities, ETFs, thematic baskets, and fixed income through green and blue bond portfolios and single issuer instruments.
Banga also engages in private markets through early-stage investments in private companies and establishing global partnerships with aligned managers. His commitment extends beyond Parinama. He is a member of the World Economic Forum Impact Circle and serves on the Board of the Sustainable Finance Initiative in Hong Kong. Furthermore, he contributes to numerous working groups at The Impact and GIIN. Prior to his role at The Caravel Group, Banga served as vice president in the Capital Markets Origination division at Citi, overseeing primary equity and equity-linked origination and execution in India, Southeast Asia, and Korea.
Managing Director, PCG Investments
Robert Boogaard is driven by a mission to foster positive change globally, inspiring and empowering individuals with resources such as wealth, talent, and influence to amplify their impact. As the managing director of PCG Investments, a single-family office, he allocates all assets and profits towards addressing some of the world's most pressing challenges.
He is the visionary behind the Jazi Foundation, a private organisation dedicated to funding philanthropic endeavors and initiatives focused on creating societal impact. Boogaard is also the co-founder of the Enough Project, a pioneering initiative that encourages high-net-worth individuals to explore the intersections of wealth, impact, and personal well-being. He has been instrumental in catalysing transformative initiatives like Effective Giving and the Total Portfolio Project. These platforms are designed to empower affluent individuals and families to strategically leverage their resources for maximum societal impact, fostering a culture of purpose-driven philanthropy and social responsibility.
Director and CEO, rePLANET
Tim Coles OBE is the CEO of rePLANET, a pioneering initiative that funds ecosystem restoration and protection through carbon and biodiversity credits in various global markets. His leadership drives projects ranging from mangrove restoration to native forest reforestation, marine biodiversity preservation, and more, across multiple countries including Mexico, Panama, and Indonesia.
Coles 's expertise extends to coordinating the development of the Wallacea Trust biodiversity credit methodology, showcasing its effectiveness through gathered data sets. Additionally, he spearheads the Biodiversity Futures Initiative, fostering international collaboration among academics to review biodiversity claims.
Beyond his role at rePLANET, Coles also severe as chair of Operation Wallacea which funds biodiversity research through student tuition fees. With a background in fisheries science and extensive experience with environmental organizations, including founding the Wallacea Trust and the Institute of Environmental Assessment (now IEMA), his dedication to conservation spans decades of impactful work.
