Growth and responsibilities for a new era

With rapid advancements in technology and financial innovation driving significant change, wealth accumulation has grown both quickly and diversely. However, challenges such as economic uncertainty, geopolitical tensions, climate change, wealth disparity, food crises, and public health risks are escalating globally. Increasingly, business leaders, influencers, and especially the new generation are realizing that money alone cannot solve these issues. Equipped with wisdom, capital, and technology, they must step forward as leaders and stewards to accelerate and scale efforts toward a better, healthier, and more equitable future.

Wealth & Society 2024 brings together international and local leaders from business, government, technology, philanthropy, and academia, as well as influencers, to showcase and recognize the positive impact they have on society. This platform is designed to inspire and facilitate discussions on where wealth will be generated and how everyone can participate in fostering a better future for humanity and our shared world.

Key Topics to be Covered:

The power of long-term strategies

The dual value of corporate social responsibility and wealth

Investment for change – embracing ESG and impact investing

Women leadership: Shaping the future

Family philanthropy across eastern and western cultures

Innovations and responsibilities of the new generation

Entrepreneurship in the age of AI

Key Topics to be Covered:

The power of long-term strategies

The dual value of corporate social responsibility and wealth

Investment for change – embracing ESG and impact investing

Women leadership: Shaping the future

Family philanthropy across eastern and western cultures

Innovations and responsibilities of the new generation

Entrepreneurship in the age of AI

Who should attend?

  • UHNWIs
  • Business & legacy families
  • Single family office & private multi-family office executives
  • Heads of family foundations
  • Distinguished charities
  • Private bankers and leaders of commercial multi-family offices
  • Investment specialists, leading service and solution providers, top legal and tax professionals, practitioners from various firms
  • Independent institutions catering to UHNWIs (including wealth management and insurance companies, trusts, healthcare firms, luxury brands, overseas education consultancies, and property agencies), financial planners, and senior portfolio and relationship managers

Who should attend?

  • UHNWIs
  • Business & legacy families
  • Single family office & private multi-family office executives
  • Heads of family foundations
  • Distinguished charities
  • Private bankers and leaders of commercial multi-family offices
  • Investment specialists, leading service and solution providers, top legal and tax professionals, practitioners from various firms
  • Independent institutions catering to UHNWIs (including wealth management and insurance companies, trusts, healthcare firms, luxury brands, overseas education consultancies, and property agencies), financial planners, and senior portfolio and relationship managers

Wealth & Society 2024

Friday, 6 December 2024 | Yunnan, China
09:00 - 10:30

Welcome address
Keynote speeches
Leadership dialogue: The power of sustainable growth strategies

The world is at a tipping point due to multiple challenges such as economic uncertainty, climate change, geopolitical tension, and rising wealth inequality, alongside new opportunities presented by emerging technology. Addressing these issues requires a transformation of global collaboration models to protect the health of the planet, stabilise economic and financial systems to ensure societal well-being, and strengthen individual enterprises to pursue long-term growth strategies. Emerging artificial intelligence (AI) technologies, innovative policies, and financial solutions may create a robust roadmap for future sustainable success.

  • Developing a global collaboration action plan to address emerging threats, uncertainties, and opportunities
  • Harnessing digital technologies, particularly AI, to promote sustainability
  • Navigating the evolving regulatory landscape with innovative financial solutions for long-term growth
  • Leveraging macroeconomic policies and trends to drive enterprise development
10:30 - 11:00

Tea/Coffee break

11:00 - 12:00

Private banks empowering entrepreneurs achieve both family and business success

Amid current economic challenges in China, small and medium sized enterprises (SMEs) are particularly affected. As key players in the economy, SME owners are also significant clients of private banks. Leading wealth management institutions are leveraging innovative and comprehensive financial services to create synergy between corporate finance and private banking, addressing the diverse needs of entrepreneurs. On the corporate side, banks help SMEs overcome financial and operational challenges with tailored services, fostering business growth and wealth creation. For entrepreneurs, enhanced services meet both financial and non-financial needs for personal, family or business requirements, promoting wealth for good and supporting sustainable development.

  • Building and implementing an integrated service platform for entrepreneurs
  • Innovative financial service models supporting entrepreneurs in achieving both family and business success
  • How private banks assist enterprises in fulfilling social responsibilities and preserving value through philanthropy, foundations, sustainable investments, and more
  • Leveraging digital tools and AI to improve asset allocation and relationship management
  • Family legacy beyond wealth
12:00 - 13:00

Luncheon 

13:00 - 13:45

Investment for change – embracing ESG and impact investing

In a world facing significant environmental, social, and governance challenges, traditional investment approaches often fall short in addressing these critical issues.  ESG and impact investing offer viable solutions by directing capital towards sustainable and responsible projects, ensuring that portfolios reflect investors' principles without sacrificing returns.

  • Can investments truly create a better world – for people and planet?
  • Navigating the complex intersection of your values and the investment landscape
  • How can wealth be transformed into social capital, promoting social fairness and justice?
  • Ensuring your portfolio reflects your principles without sacrificing returns
13:45 - 14:30

Health and elderly care plan for high-net-worth families

As China faces an aging population and low birth rates, the demand for elderly care is urgent. High-net-worth families have diverse needs for retirement services, focusing on wealth, health, and well-being. New models like sojourn retirement, off-site care, continuing care retirement communities, and assisted living are gaining attention. Private wealth management institutions offer comprehensive support by managing wealth, building retirement communities, providing health services, and developing innovative financial products, helping clients achieve their wealth goals and enhance their quality of life in later years.

  • Analysing elderly care needs of high-net-worth families
  • Choosing globally livable cities
  • Implementing personalised elderly care services
  • Building localised service systems with international insights
14:30 - 15:00

Dialogue on philanthropy across eastern and western cultures

Join guest speakers from diverse cultural backgrounds as they discuss effective strategies and share case studies of successful philanthropic endeavours. This session will explore how cultural contexts, family heritage, and personal journeys shape philanthropic practices, strategies, and measurable approaches, highlighting the benefits of shared experiences and mutual understandings.

  • Examine how cultural values and traditions shape philanthropic approaches in Eastern and Western contexts
  • Understand the role of family heritage and personal journeys in shaping philanthropic strategies
  • Discuss the importance of creating sustainable and scalable philanthropic models
  • Identify and explore current trends and differences in philanthropy, including strategic giving, social entrepreneurship, impact measurement, technology-driven philanthropy, and collaborative philanthropy
15:00 - 15:30

Tea/Coffee break

15:30 - 16:15

The crucial, growing role of women in social change

Women leaders are playing an increasingly pivotal role in addressing social issues, bringing unique perspectives and approaches to creating positive change. Their efforts are especially driving transformations in gender equality and sustainable development. This session explores the diverse and collaborative strategies of women in social initiatives, highlighting their successes and the transformative impact they are making on communities around the world.

  • How are women leaders redefining social change and driving impact?
  • The unique advantages and challenges women face social initiatives
  • Case studies of successful women-led initiatives and their impact on communities
  • Women are poised to reshape wealth management strategies and services 
16:15 - 17:00

Innovations and responsibilities of the new generation

Focusing on the emerging generation of entrepreneurs and inspiring young leaders, this session will explore how they are redefining success, leveraging technology to drive social progress, and equipping themselves with the skills and values needed to navigate future challenges.

  • How does the next generation define success?
  • Using emerging technologies and strategic investment to transform financial practices and promote social progress
  • Preparing the next generation for an ever-changing world
17:00

End of the conference

Previous Speakers and Moderators

Erik Solheims

President, Belt and Road Green Development Institute, Former Under-Secretary-General, United Nations
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Peggy Dulany

Fourth-generation member, Rockefeller family, Founder and Chair, Synergos
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Frederick Chavalit Tsao

Chairman, IMC Pan Asia Alliance Group, Founder and CEO, OCTAVE Institute
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Jia Kang

President, China Academy of New Supply-Side Economics
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Yao Jiangtao

President, China Trustee Association; Chairman, AVIC Industry-Finance Holdings and AVIC Trust
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Du Qin

Global Headquarters Partner, Beijing Yingke Law Firm Shenzhen Office
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Pan Xilong

Associate Professor, Institute of Chinese Finance Studies, Southwestern University of Finance and Economics
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Kang Chaofeng

Chairman, Honghu Best Global Family Office
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Shi Limin

Vice President, Zhejiang Provincial Charity Federation
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Fu Changbo

Professor and PhD Supervisor, China Academy of Social Management / School of Sociology, Beijing Normal Universityration
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Liang Dongqing

Managing Director and Deputy Head of Investment Product and Solution, China International Capital Corporation
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Allan Xie

Deputy Managing Partner, North China Risk Advisory, Deloitte China
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Wang Xiaoshu

Executive Director and Head of ESG & Climate Research, APAC, MSCI
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Jason Ma

Director, Investment Solutions, Russell Investments Management Shanghai
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Liu Yuanyuan

Founder and CEO, Melephant Sustainable Technology
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Tashi Tsering

CEO, Songtsam Group
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Registration

US $980

Early bird: $880 (before 15 Oct. 2024)
  • Access to Wealth and Society 2024 (6 Dec.)
  • Access to speakers’ presentations
  • Refreshments at the venue

Venue

  • Agenda and Speaking Opportunities
  • Sponsorship & Delegate Registration:

Programme Manager

Sponsorship & Delegate Registration