Aotearoa Activated: New Zealand Summit

Kristin Edmonds

Managing Principal , Walsh Bay Partners

Understanding that there will be an unprecedented global transfer of wealth over the next few decades, Kristin is committed to helping families prepare themselves for that transition. She embraces a holistic approach toward family advisory work, examining the underlying dynamics of a family when designing a client’s bespoke strategy framework. Kristin has advised some of the largest families in the US, Australia, New Zealand and Asia. Her global experience includes complex alternative assets, private market investments, real assets, socially responsible and impact investing. She serves on the Australian Ballet Ambassadors Board as well as several private Family Advisory Boards and Investment Committees. Kristin also enjoys contributing to the Stanford Alumni Network by interviewing prospective students in Australia who are interested in attending her alma mater. 

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Luca Harris

Luca has a strong interest in venture capital and climate-tech innovation. As part of the next generation of a successful entrepreneurial family, he’s at the beginning of his journey.

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Arne Hilke

Founder, Apollinaris

After leading investment research on over US$100B of strategies for industry giants like Morningstar and the New Zealand Stock Exchange, Arne noticed a problem: the traditional wealth management model wasn't built for his own family's needs.

As a next-generation member of a family enterprise himself, he sought a more personal, aligned, and independent approach. When he couldn't find one, he built it.

He founded Apollinaris, a boutique firm dedicated to providing the holistic and objective wealth management required to ensure the long-term success of families like his own.

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Tim Loftus

Founder, Better Outside

Tim Loftus is a global leader in change leadership, sustainability strategy and innovation. Having worked for some of the largest outdoor brands in North America, Australia and NZ, Tim has a unique perspective on the role of business in driving social change and ecological restoration.

Tim is the founder of Christchurch based advisory, Better Outside, working with family offices and privately held businesses in crafting values-based investment strategies. Tim is an independent director of Ballantynes and the Industry Lead for Sustainability at the University of Canterbury.

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Brian Monahan

Entrepreneur, Innovator & Co-Founder, Edmund Hillary Fellowship

Brian grew up in rural America, fishing and playing baseball. He attended 2 years at Harvard University, but dropped out when his “side hustle” website exploded in popularity. That became Inflection, a company he grew to 400+ staff and a $500m sale in 2022. Nearly all his proceeds were put into a charitable trust, which he now runs as a trustee while living simply on a farm near Wellington with his wife, mother, and 2 daughters. 

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Juliet Moses

Partner, TGT Legal

Juliet Moses is a highly skilled and trusted adviser having built a reputation for understanding client-family dynamics, while recognising and respecting each family member's objectives, needs, interests and values.

Juliet provides advice on all legal issues relating to trusts as well as on estate planning, relationship property, estates, and wills. She regularly works with trustees, beneficiaries, and other stakeholders, advising them on their rights and obligations, as well as acting as a trustee.

Juliet is a regular chair and presenter of seminars and author of articles on issues arising in those areas. She regularly speaks at New Zealand Law Society and Law Association conferences, and at STEP (Society of Trust and Estate Practitioners) events, as well as being quoted in the media on such issues. Juliet is the chair of the STEP education committee.

 

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Brent Ogilvie

Co-Founder and Managing Director , Pacific Channel

Brent Ogilvie is co-founder and Managing Director of Pacific Channel.

Through Pacific Channel activities as a seed investor, Mr. Ogilvie serves

as Director of:

• Breathe Easy Limited

• Living Green Group Limited

• Vortex Power Systems Limited

• Diasense Limited

Mr Ogilvie was also previously Director of:

• Engender Technologies Limited, which developed a proprietary process to separate X (female) and Y (male) bearing bull sperm cells to enable cattle farmers to choose the sex of offspring. Mr Ogilvie co-founded Engender and led it from foundation to its successful sale to a global dairy genetics company generating a significant capital return for its scientists, Auckland UniServices, Pacific Channel and its co-investors.

• Somnaceutics Limited, which successfully developed and sold the intellectual property of a sleep-enhancement tonic and its other business assets to an NZX-listed company;

• Ecodiesel Limited, a biodiesel technology company that sold its business assets to Z Energy;

• D'Arcy Polychrome Lmited, which sold its assets to Drikolor Inc;

• SciTOX Limited, which sold its assets to CertusBIO Limited;

• Footfalls and Heartbeats, which is commercialising a process for designing & manufacturing textiles where the textile itself can perform a sensory function.

He is a Council Member of the Angel Association of New Zealand.

Prior to co-founding Pacific Channel, Mr Ogilvie was New Zealand Consul & Trade Commissioner to

New York. He was formerly an industrial product manager for a global corporation and an advisor to

New Zealand start-ups.

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Maria Owen

CEO, Impact lab

ImpactLab connects decisionmakers in the social sector with data that helps them do good, better for their communities. Since launching in 2019, ImpactLab has estimated the impact of over 250 social interventions reaching 300,000 New Zealanders across diverse sectors including youth development, housing, education and financial wellbeing.

Maria has a BA in Politics, Psychology and Sociology from Cambridge University, an MBA from Stanford University and was New Zealand's Hi Tech Young Achiever of the Year in 2021. 

 

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Dame Ranjna Patel

Founder, Tāmaki Health and Gandhi Nivas

Dame Ranjna Patel is a pioneering New Zealand entrepreneur and community leader. She co-founded & sold Tāmaki Health, the country’s largest private primary healthcare provider, and launched Bettr, New Zealand’s first virtual health platform. In 2014, she founded Gandhi Nivas, an award-winning family harm prevention program shown to reduce reoffending by 69%. She is also the first female Trustee of the International Swaminarayan Satsang, where she established a women’s leadership wing.

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Rohit Reddy

Managing Director, Reddy Group

Rohit Reddy is the Managing Director of Reddy Group, where over the past 23 years he has overseen the establishment of the Family Office, and expansion of the group’s global investment strategy. Rohit has completed the Owner-President Management (OPM) program at Harvard Business School and holds degrees in Law (Honours) and Commerce from the University of Auckland. His diverse experience, backed by his fellowship with the Australian Institute of Company Directors, continue to drive strong leadership across the group’s governance structures where he sits on the Family Council, Investment Committee and boards of the Family Foundation and operating businesses.

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Graham Reeve

Chairman, Todd Family Office

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Patrycja Slawuta

Founder, SelfHackathon (USA) & UnLab (Australia)

Patrycja Slawuta is a psychologist, entrepreneur, and founder of Unlab, a behavioral science consultancy supporting prominent families through complex transitions. Educated in New York and based in Australia, she brings over a decade of experience working at the intersection of psychology, finance, and family systems. Her work has been featured in The Wall Street Journal and delivered on stages around the world.

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Sonya Williams

Co-founder & Co-CEO, Sharesies

Sonya Williams is the co-founder and co-CEO of Sharesies. Sharesies’ vision is to create financial empowerment for people and companies through their wealth app and technology. Over the past seven years, Sonya has worked with her co-CEOs to grow Sharesies into one of Australasia's most impactful Fintechs, with over 865,000 investors and 600+ companies using the app.

Sonya has built a career in technology, global marketing, and product management. She is passionate about using technology to solve big problems and create a more equitable society.

Most recently, she was recognised alongside her co-founders and co-CEOs, Brooke and Leighton Roberts, as a recipient of the 2025 Icehouse Ray Thompson award, which recognises entrepreneurs who demonstrate integrity, proactivity, and entrepreneurial energy. She was also named the 2022 NZ Services Entrepreneur of the Year and a 2020 Women of Influence - Business Award winner.

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Leah Willis

Head of Distribution , Australian Ethical Investment Ltd

Leah joined Australian Ethical Investment in December 2016. Leah has more than 25-years’ experience in financial services distribution, including senior distribution positions with Rothschild Asset Management, BT Financial Group, Barclays Global Investors and IOOF. In her role as Head of Distribution, Leah is responsible for leading a team of relationship managers across Australian Ethical’s intermediated channels, including financial planners, researchers, consultants, private wealth, family offices, foundations and not for profits.

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