Panel Discussion: Navigating the Ethical Investing Universe: A Guide for Family Enterprises

1.45pm – 2.30pm NZDT, 13 November 2025 ‐ 45 mins

Session

As ethical and sustainable investing move from the margins into the mainstream, family enterprises
are increasingly asking how to integrate values into long-term capital strategies. In this session, Leah Willis (Australian Ethical) will offer a practical guide to the ethical investment universe—highlighting key trends, opportunities, and challenges - and outline clear steps for families looking to introduce, apply, and monitor ethical investments across their portfolios.

The presentation will be followed by a moderated panel discussion exploring real-world experience and perspectives from across the investment spectrum.

1.45pm - 2.05pm - Leah Willis Presentation 
2.05pm - 2.35pm - Panel Discussion: From Values to Value – Integrating Ethics into the Family Balance Sheet