Speakers
Alex Ihlenfeldt
George Tynan
Georgie McNee
Session
In this moderated panel session, we will take a close look at what family offices are grappling with as they manage their investment portfolios and holdings. We will examine internal factors, such as family dynamics and intergenerational change and how that affects the overall investment approach. We will also explore the external environment and how that might influence decisions - what economic and business issues are weighing on your mind as you seek long-term investment success, and how do you plan for that? We will also discuss the investment climate generally, with reference to current and emerging opportunities across private markets and others.
Tynans works with individuals and families to provide services and ongoing wealth management solutions that assist in the preservation, growth and management of their wealth.
They advise on more than $1.3b on behalf of their clients, specialise in strategic advice on superannuation, taxation, portfolio construction and estate considerations.
Jane is a Non-Executive Director and ex-investment executive with 20 years’ experience across financial markets. As an executive she led investment due diligence, portfolio risk and asset allocation for corporate and superannuation clients within a professional services environment.
Jane has a portfolio of purpose-driven board roles, including Lead Independent Director at Cromwell Funds Management, Board member at QUT and Division Councillor for the Australian Institute of Company Directors. She is a Non-Executive Director and Investment Committee Chair at one of Australia’s largest philanthropic foundations, supporting at-risk youth.
Other relevant experience includes governance roles at Australian Unity, Directors Australia, HLB Mann Judd and RSL Qld. Jane is also an external Investment Committee member for a recently-established Family Office. She has a particular interest in sustainable investing and in developing the next generation of leaders.