Friday 27 November
8:30am – 8:50am
Arrival and Registration

Arrival and Registration

8:50am – 9:00am
Welcome & Opening Remarks

Richard Milroy

9:00am – 9:45am
Insights into the Inner Life of Wealth Research Study

Patrycja Slawuta

9:45am – 10:30am
What Endures: Family Wealth in an Age of Creation and Destruction

Arun Abey AM

10:30am – 11:15am
Morning Tea

Networking Break

11:15am – 12:00pm
What Matters Most: Developing a Family Strategy for Lasting Wealth

Jeff Steiner, Ralf Haase

12:00pm – 12:40pm
Owners Who Ask Questions: Activist Investing Through a Family Lens

James Halse

12:40pm – 1:10pm
Lunch

Lunch

1:40pm – 2:25pm
The Discipline of Less: Designing a Family Portfolio That Lasts

Stephen Arnold

2:25pm – 3:10pm
Backing the Builders: Private Capital and the Family Enterprise

Adrian Kerley

3:10pm – 3:40pm
Afternoon Tea

Networking Break

3:40pm – 4:10pm
Secrets to Family Office Design

Joanna Sun, Paul Burgon

4:10pm – 4:55pm
Closing Fireside Chat: Thriving Across Generations

Peter Evans, Melissa Evans

4:15pm – 4:20pm
Closing Remarks

Richard Milroy

5:00pm – 5:30pm
Reception

Networking Drinks