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Examining Recent Developments in the Global Landscape

 
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The Family Portfolio: Can diversifying ensure a family's longevity?

 

Greg Neave (R.G. Withers Holdings) comments on the journey the Withers Family took to move away from having 90% of their wealth tied into a single asset to minimising the family's risk by diversifying their portfolio.

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The Unique Impacts That Wealth Brings To Families

 

Dr. Dennis Jaffe (Saybrook University, USA) explored the different journeys people can take to wealth, and the effects each can have.

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Yield vs. Values Driven Investment: Do We Have to Choose?

 

How do we make investment decisions, both neurologically and on a personal level?

Are financial returns and social benefit are mutually exclusive?

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Finding Purpose and Mission in a High Profile Family

 

Our panel explores their own experiences growing up in high profile families, discovering their place within the family and finding a purpose and mission of their own.

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Family Gatekeeper: Exploring the Role of the Family Office CEO

 

Mutual Trust's Brad Simmons lead a discussion looking into the unique challenges and opportunities faced by the family office CEO. 

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The Entrepreneurial Family: Exploring the "Immigrant Mindset"

 

Successful intergenerational dynasties nurture entrepreneurialism in the family to maintain that success. In this session we hear from David Werdiger on his research into the links between entrepreneurialism and immigrants, and the lessons we can learn.

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Passing the Baton: Discussions About Transition and Legacy

 

The Wallace family shared their thoughts on family, values sharing and living in a family of wealth

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How to Lose a Billion

 

Using his own story, Michael Southam identified common themes and milestones that lead to the loss of family fortunes. 

 
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Global Property Markets: Risks and Opportunities

 

Martin Lemke (AM Alpha) and Michael Drapac (Drapac Group) explore opportunities and risks in global property markets and discuss where they're currently investing.

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Managing Great Property Assets

 

Jason Huljich (Centuria Capital) and David Jackson (Keystone Private) discuss property management, drawing from their own experiences as property managers.

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Exploring Niche Property Investment

 

Julian Clark (Lancemore Group) and Chris Smith (Australian Unity Investments) share their experiences in the hotel and healthcare sectors.

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How Are We Investing in Property?

 

In a panel facilitated by Anthony De Francesco (IPD Australia), Ben Margow (Gandel Group), Rob Rayner (CorVal) and Martin Lemke (AM Alpha) explore sector trends, geographies and where they are currently investing. 

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Australian Property: How Far Does This Cycle Have to Run and Where Are the Risks?

 

Anthony De Francesco (IPD Australia) gives a macro outlook into the Austrlian property markets in 2014 by sector and location. Recorded at the 2014 Property Forum in Melbourne.

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Intergenerational Families: Decision Making

 

Our panel will share their perspectives on how they make financial decisions as a family that ensure a positive outcome for all involved.

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The Power of One: The essence of family systems leadership

 

Jenny Brown explores how one family member can change themselves, and create relationship growth for the entire family as a result.

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Health and Wellbeing of the Australian Population

 

Kimina Lyall from Australian Unity explores the factors that contribute to an overall "subjective wellbeing".

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My Inspiration: New Generation Stories

 

Stories from next generation family members who are adapting family values into the contemporary environment

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Inspiring a New Generation

 

Rebecca Trobe (21/64, San Francisco) explores generational traits, and engaging all family members around a "family purpose".

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The Power to Disrupt: The impact of wealth on family evolution

 

Miles Collins explores the impact wealth can have on families and individuals.

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Passing the Baton: Conversations about legacy and succession

 

Our panel of family members discuss their experiences of transitions, succession and creating a legacy for future generations

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A New Generation of Property Developers: Exploring specialised development

 

We discuss development opportunities, new approaches and new property markets with our panel of property entrepreneurs. What opportunities are the next generation of property developers and investors seeing and how are they approaching them.

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Exploring Property Sectors and Opportunities: Domestically and globally

 

A discussion on what sectors and opportunities in property investment both domestically and globally are currently trending.

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Actively Managing Your Property Assets and Adding Real Value

 

How can property owners add real value through refurbishment and re-positioning, higher and better uses (e.g., residential conversion) and case studies of such value add.

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New Frontiers in Property Investing

 

Michael Drapac has built a significant property development & investment business originally based in Melbourne, and now increasingly focused on US opportunities. What opportunities is he looking for and how does he think about property development.

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Sourcing Great Property Assets

 

The presenter discussed sourcing and selection of property opportunities and assets, what can go wrong and what to beware of.

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Economic Outlook and Prospects For Property

 

Major switches in economic drivers, winners and losers, implications on property markets, opportunities and pitfalls, and risk and return issues.

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Tax Controversy and Dispute Resolution

 

How to successfully manage ATO interactions, limit potential exposures, resolve disputes informally, rights and obligations for private wealth groups, and knowing your tax risk profile.

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Self-Managed Superannuation: Planning for change

 

How to avoid disputes and ensure superannuation passes to the right beneficiary, how much control can a member exercise, succession plans to address death and incapacity, and cross-border issues.

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Estate Planning: What can go wrong?

 

Why is it important to get your affairs in order, why do you need to keep your estate plan up to date, what can be done in anticipation of incapacity and what happens to digital assets.

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Navigating the Fund Manager Minefield

 

This session introduces the concept of Collaborative Due Diligence and the message that it is vital that investors learn, in terms of what to ask our financial service providers.

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Transition and Succession Planning for the Baby Boomers

 

Succession planning for baby boomers - Priorities, problems and pitfalls in regulatory environment, progressive retirement planning and overcoming key hurdles to successful outcomes.

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Working With Family Offices

 

What are the expectations from trusted advisers, approaching and maintaining healthy relationships with family offices, respecting family dynamics and culture, family governance and inter-generational transition.

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Panel: Building cross-border relationships

 

How are private families exploiting the opportunities and managing the complexities of our ever-shrinking world?

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Digital Health Revolution

 

A look into the future of health technologies, and what they will mean for our families and our society.

 

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Inter-Generational Succession: Going your own way

 

A discussion on how to balance the goals and ideals of the family business while also being true to your own strengths and weaknesses.

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A Life of Transition and Transformation

 

Tim Jorstad shares his experiences and those of his clients as they transition to the next phase of life, and make room for the next generation.

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What Makes For a Great Business?

 

What makes for great management, better margins, competitive advantage, other great business metrics and examples of such businesses.

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Exploiting Inefficiencies in Global Credit Markets

 

Structural inefficiencies in credit markets, current examples of mis-priced credit and how to trade it, JP Morgan and the "Whale Trade".

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Australia's Top 50 Gifts

 

Announcing the results of a nationwide campaign to nominate Australia's top philanthropic gifts. We look at some of the gifts that were nominated, the causes they have supported and what made them successful as philanthropic initiatives.

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The Importance of Storytelling

 

In this discussion we explore how we can "give a voice" to the amazing work people are doing, and the personal transformations that can occur. The impact that a closer experience can have, and its ability to transform individuals, is immeasurable.

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Family Offices: A schizophrenic approach to investing

 

Family offices often share a seemingly contradictory approach to investing holding highly liquid, often simple and low risk passive investments while also taking what seems to be enormous risks. A discussion on approach to investing.

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The Entrepreneurial Family Office

 

Mark Carnegie described how family has influenced his development as an entrepreneur, how to be entrepreneurial in philanthropy and social sector, how to go your own way in business, and insights from successes and challenges.

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Emerging Trends Among Family Offices World Wide

 

Collaboration and sharing expertise, education and outsourcing are key trends that are emerging rapidly among many family offices around the globe. Wendy Craft discussed these trends and her presentation was followed by a panel session.

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The Next Generation Global Family Office

 

Dr. Bhupendra Kumar Modi, a self-styled 'futurepreneur' discussed the next generation of family offices and other trends.

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Leadership and Responsibility in the Modern World

 

Jeff Chapman and Fiona Rowland of Bennelong Foundation discuss their vision for the family office?

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Opening Address by James E. Hughes: Live from Aspen

 

Jay Hughes is closely associated with the modern family office concept and in particular with the art and science behind family governance and inter-generational wealth planning. He discussed purpose of family office, success stories, challenges etc.

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Is Industrial the New Retail?

 

Research into trends in industrial sites and what investors are looking for from Industrial properties

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Agriculture as an Asset Class

 

The presenter described the case for an agricultural property in a balanced investment portfolio, methods to invest and operate an agricultural property asset, and what drives a profitable and successful agricultural property investment.

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Our Family Story: Marilynne Paspaley

 

Marilynne Paspaley tells more about the success of the family business (including her own entrepreneurial business and career) and how the family office has evolved.

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The Revolutionary and Evolutionary Family Office

 

Charles Grace III of Family Office Exchange discusses the latest trends in family office eco-system, technology and thinking.

 

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Creating a Coherent Strategy for Family Wealth Management

 

Laurent Roux discussed how to define family goals and purpose, how to establish a fundamental belief system and how to define srategy and tactics based on these priorities.

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Panel discussion: International families - Security, succession, engagement

 

Issues and challenges around families with members based around the world, overseas business, and other issues facing international families.

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Trustee decisions

 

In this session, the speaker discusses the decisions made by trustees and the issues that surround those decisions.

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International tax planning

 

Issues and challenges facing multi-jurisdictional families, offshore structuring, foreign businesses, preserving capital and succession planning.

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Dispute resolution

 

In this session, we look at some of the strategies used and outcomes that can be achieved to avoid or resolve tax disputes.

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Family Meetings & Retreats: Planning & lessons learned

 

A discussion by Dr. Lee Hausner on why have family meetings and retreats, what do you do, why attend, what activities to do and when and how often to hold these meetings.

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How Are Family Offices Investing Over the Next 5-10 Years?

 

Our panel of family offices discuss how they are investing now and over the next 5-10 years.

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Social Impact Investing: fluffy words or genuine investment philosophy?

 

In this session we look at how some family offices are engaging with impact investing, and the role this style of investing plays in their families.

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Venture Capital: Aew we a nation that 'gambles', not invests, on early stage ventures?

 

With a large amount of investment-quality innovative and commercial ideas seeking overseas funding, how do we encourage a sustainable start-up scene in Australia?

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Due Diligence: Deal Flow, trust-based clubs and fund selection

 

Our panel of investors look at due diligence across a variety of investment options including clubs, other direct and private opportunities and fund selection.

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Investment Opportunities in a Re-regulating World

 

In this session we look more closely at US trends and some of the investment opportunities arising from them

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Exploring Opportunities in the US Economy

 

In this session we explore tech pre-IPO's in the US, and whether they are a good strategic fit for private investors?

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How to Identify and Achieve Your Family's Entrepreneurial Aims

 

In this presentation, Dennis Jaffe explores family enterprise, where you are now and what you could become.

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How Should Family Offices Think About Asset Allocation?

 

A significant number of family offices in Australia and elsewhere invest based on opportunity rather than form. To what extent should strategic asset allocation inform investment decisions for the private investor?

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Asset Allocation: Perspectives

 

In this session we will look at specific asset classes, and where they can fit in a private investment portfolio.

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Investment Education: Panel

 

Our panel of family members and family offices discuss how they have "educated" themselves about investing.

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How do we make sense of and communicate investment principles?

 

In this session Professor Jack Gray explores how private investors should communicate investment principles with the next generation.

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The Evolution of a Family Investment Portfolio

 

Best practices and learning gleaned from managing the wealth of the Myer family over more than 75 years.

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Family Offices and Legacy Planning

 

Charles Grace III of Family Office Exchange discusses the family legacy framework, legacy planning for wealthy families and family transitions.

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A Personal Perspective on the Modern Family Office

 

David Smorgon, OAM, presents a perspective of how the Smorgon family office evolved over more than 30 family offices, recounts their family business story and learning experiences.

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Richard Milroy Interviews Ian Marsh on Family Practice

 

Ian Marsh talks about the importance of trust and communication and other family dynamics.

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Richard Milroy Interviews David Smorgon on Family Commuinications

 

David Smorgon talks about the art of communication within families.

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Richard Milroy Interviews Christopher Kennedy Lawford

 

Christopher Kennedy Lawford talks about the experience of growing up in the Kennedy family and dealing with power, influence and elevated circumstances.

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Richard Milroy Interviews Prof. Paul Willman & Neil Puri

 

Prof. Paul Willman & Neil Puri talks about the agency problem and rationality of trade, in an interview with Richard Milroy

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Family Office Congress V: Podcasts

 

Richard Milroy (Private Wealth Network) in discussion with our keynote speakers from our recent Family Office Congress V in Melbourne

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Exploring the Shadow Banking System

 

What is shadow banking, why is it relevant, its Australian context, asset class example - credit property debt, and what asset not to invest in.

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Niche and Uncorrelated Investment Opportunities: Globally and locally

 

Panel discussion on niche and uncorrelated investment opportunities globally and locally.

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Defensive Alternatives: Solving the liquidity vs returns trap

 

Why alternatives and how to stay defensive, defensive opportunities and themes.

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Emerging Secular Trends: Food land and water

 

Agriculture industry and key drivers, an introduction to water stress and fundamental balances in the production of food, and historical return and risk profile of farmland.

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Blessed and Cursed: Family office investment culture

 

In this keynote speech, David Loevner spoke about investment culture in family offices, the blessings they enjoy, curses they suffer from, and ideas for improving family office investment culture.

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Behavioural Finance: Economic history and investment decision making

 

Two centuries of wisdom gathered from investment decision-making, uncertainty, speed of decisions, and six difficult steps to improving decision making. 

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Is Wealth a Blessing or a Curse?

 

In this panel session, we discussed the choices and challenges of wealth, and issues around balancing personal, professional and philanthropic goals.

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In-laws, Outlaws and Inheritors: Exploring the complexity of family wealth

 

Laurent Roux explored how wealth affects relationships and what principles to abide by.

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Family History Documentaries: Why and what

 

Lori Zalbowitz explained how best to tell the family history, describe the values, the challenges that families face in telling stories and her personal experiences in making family history documentaries

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A Short History of Family Dynasties

 

Anthony Starkins presented a short history of the Vanderbilt and Rockefeller family dynasties in the context of the world's greatest dynasties and how made, lost or gave away their money.

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Shirtsleeves, Clogs and Rice Paddies

 

Fintan Maher discussed why and how losing wealth in three generations is celebrated in many of world's cultures, how do we avoid losting it in the third generation.

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Australian Opportunities for Private Capital

 

We see a lot of opportunities and there's a particular gap in the scale of projects between around $20 million, the top of private investor involvement, and around $100m," he says. "It's empty." (Greg Paramor- The Australian, 31 March 2011).

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Understanding Diversification and Risk to Your Property Portfolio

 

Exploring the advantages available to private, patient property investors

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Global Opportunities for Private Capital

 

Duxton Asset Management is a specialised asset manager with leading expertise in agricultural land and securities, viticulture and emerging markets.

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Opportunistic Real Estate Investing

 

As an institutional property investor, David will highlight how to take advantage of current market conditions.

 

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Social Property Investment

 

Housing and property prices in Australia are at a level which places stress on many social and community organizations.

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What is it About Property and Wealthy Families?

 

In this panel session, the participants explored the merits of property as a capital preservation tool.

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Club Investing vs. Traditional Investment Structures

 

This panel discussed how the discerning private property investors are able to identify the next best thing? Are these investors able to fill a gap that institutional and retail investors are not able to?

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Optimising the Wealth Management Equation For Entrepreneurial Families

 

In this panel session, Kris Vogelsong, Private Portfolio Managers, Andrew Hector, Candor Financial Management, Adam Levin, Jackson McDonald & Tim Gullifer, Deloitte discussed focused wealth management approach for families, and their specific needs.

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Short Presentations on Family Wealth Investing

 

Three short presentations made by Mark Burgess, Bennelong Kardinia Absolute Return Fund, Kerrie Series, Eight Investment Partners and Shane Livingstone, Legg Mason on optimising the wealth management equation.

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Entrepreneurial Families and Philanthropy

 

Three short presentations by Ken Loughton, Loughton Pattersons Group, Kevin MacDonald, CEO, Giving West & Simone Eley, Consultant, Social

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Panel Session: Introducing wealth and responsiblity to younger generations

 

Our panellists share their experiences from advising wealth creators about their concerns when preparing younger generations about wealth

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Managing Trusted Advisers

 

Tim Gullifer examines the best practices that successful families use to measure the value they are getting from their trusted advisers.

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Wealth Psychology: Impact on family dynamics

 

Dennis Jaffe draws on his experience in advising hundreds of families to explore the psychology and challenges associated with wealth.

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Challenges and Opportunities Facing WA Families of Wealth

 

Andrew Hector will set the scene for the issues facing Western Australia families and where the opportunities exist to grow family wealth.

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Australia and the Outlook from Asia

 

Dr Jim Walker on the consequences of a Chinese "hard landing" for Australia and the rest of the world, and areas of growth in the global economy.

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Tail Risk Hedging and other downside risk protection strategies

 

Tail risk hedging has become a popular insurance style strategy against a significant market downturn, but questions remain about the value of this strategy vis-à-vis other hedging strategies. Niels Pedersen explained this strategy.

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Panel discussion: How are we managing risk now?

 

In this panel session, risk management strategies in the current investment market was discussed.

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Panel Discussion: Where are the buying opportunities?

 

The panelists presented an overview of the asset class as they saw it, the case for distressed investing and how portfolios can benefit from the uncorrelated nature of distressed assets.

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Alternative asset classes: A look at water and alternative property

 

Kim Morrison presented on investing in Australia's water market.

Philip Barker described property investment with examples and explanations of unlisted property, health care, self-storage, and parks.

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2012 and beyond: The Investment Conundrum

 

David Chia of Relate Empower Deliver discussed how their view of asset allocation has evolved over the last decade and how it continues to change.

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Panel Discussion: How are we planning for 2012?

 

This panel of investors discussed their views on asset allocation and shared with us their investment choices post the Global Financial Crisis.

 

They discussed what investment lessons they have learnt, and how they have changed their approach.

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Children of Paradise

 

Drawing on her experience with wealthy parents and their children, Dr Lee Hausner will discuss the fundamental causes of problems, and the solutions.

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Strategic planning for the family of wealth

 

Mutual Trust advisers provided an overview of strategic planning for wealthy families including staying together, engaging all its members, vision, mission and values, governance structures and assigning resources.

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Preparing For The Intergenerational Relay

 

Murray Palmer described how he established a family office for his family - The process, learning and best practices.

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Philanthropy: A bridge to effective inter-generational transition

 

The panelists shared their experiences and learning of running philanthropy projects and foundation.

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Our experiences of family transitions

 

A panel of family members and trusted advisers discuss real life "transitions" and how they were managed for the benefit of all the family.

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Family wealth creation - Australia & Asia

 

Grant Mason & Kerry Series discussed the opportunities for Australian families directly investing in Asia with regards to future drivers of wealth creation in Asia.

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Live well. Sleep well. Does the ASX offer enough Asian exposure?

 

Dennison Hambling described the merits of investing in ASX as opposed to investing directly in Asia highlighting the advantages such as franking credits and home country advantage and handling opposing views such as number of securities.

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Next generation education

 

The panelists discussed how to raise the next generation in wealthy families, experiences and learnings.

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Stephen Robertson's experience of transitioning from investment banking

 

Stephen Robertson recounted his experience of transitioning from investment banking to philanthropy.

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Economic and Property Outlook

 

Dr. Gelber will present the outlook on the economy, commercial property markets & property investment from BIS Shrapnel perspective.

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Understanding and Positioning Property as 'the' HNW Asset Class

 

Property as 'the' HNW asset class will be discussed in the context of emerging models of HNW and relative market performance.

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Adding Value to Commercial Property

 

Covered sustainability in office buildings, selecting and regenerating assets for best value-add outcome, adequate management with case studies and examples.

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Panel: Economics, Investment Strategy and Property Outlook

 

Ray Sproats, Dirk Wiedmann & Frank Gelber discuss investment strategy and property outlook.

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Trusts, asset protection & the family court

 

In this session, the speaker covers an overview of general family law in relation to trust and trustees.

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Succession: Evolution or revolution

 

In this session, the speaker - Ian Marsh discusses transition in the context of managing family conflict.

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What can family office bring to technology innovation & venture capital

 

Panel discussion on what can a family office bring to technology innovation and venture capital.

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Operational Risks: Firms, traders and irrationality in financial markets

 

In this session, we would explore the operational risks of using external managers more closely and how these risks can be better managed.

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The New Generation of Families: Keeping the family office relevant

 

Case studies of work done by family offices among multi-generational family members.

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Meeting the Challenges of a Life of Wealth, Power and Influence

 

Christopher Kennedy Lawford shares his insights and experiences of a life lived in a powerful, famous and iconic family; the opportunities and the challenges.

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The Dance of Dynasties: Family Transition in the Dattner Family

 

Fabien Dattner shares her family story of over 300 years in business together, and some of the common mistakes families make as they transition across generations.

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Lessons Learned from Institutional Investing

 

Panel discussion on issues to consider around investment teams, investment preferences and strategies.

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Making the Best Use of Tax Concessions in an Investment Portfolio

 

A panel discussion on enhancing investment returns with tax strategies.

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Battle of the Global Titans: Equities vs bonds

 

A discussion of the global bond market and income opportunities, and the issues surrounding bond portfolio.

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