June 25, 2021
DAY 1
9:00 AM - 9:35 AM (UTC +8)
Resilience in the New Economy: A SAP and Oxford Economics Study in SEA
Gives a big picture view of the economic landscape in Asia and the growth areas of the region and how these can be maximized by family businesses.
Speaker
James WongWith 20 years of experience working for the likes of EMC(RSA), Oracle , Tata Communications and currently SAP, James has been working with many customers and resellers across APJ and especially the South East Asia (SEA) region.
Currently working for SAP covering SEA, James is responsible for SAP’s ERP solutions - BusinessOne and Business ByDesign. These ERP solutions are specially catered for the SME customers and have thousands of customers across SEA.
DAY 2 - June 26 | 8:45 AM - 9:35 AM
Topic: Resilience in the New Economy: A SAP and Oxford Economics Study in SEA
Gives a big picture view of the economic landscape in Asia and the growth areas of the region and how these can be maximized by family businesses.
SAP Business One & Business
ByDesign, SEA
Panelist
Prof. Ricky de VeraLead Stratetic Facilitator ASEAN Center of People Competency Excellence
9:35 AM - 9:55 AM (UTC +8)
Stories of Resilience: Family Business Leadership in the Crisis
Leadership in crisis is vital today. Be inspired by the sharing of a family business leader on how they are leading the family & business amidst the crisis or long lived family business leader & how perseverance became their driving force.
Speaker
Jon Ramos
DAY 1 - June 25 | 9:35 AM - 9:55 PM
Topic: Stories of Resilience: Family Business Leadership in the Crisis with Dr. Samuel Mendero III
Leadership in crisis is vital today. Be inspired by the sharing of a family business leader on how they are leading the family & business amidst the crisis or long lived family business leader & how perseverance became their driving force.
CEO
Premier Family Business Consulting, Inc.
Speaker
Dr. Samuel Mendero IIIDAY 1 - June 25 | 9:35 AM - 9:55 AM
Topic: Stories of Resilience: Family Business Leadership in the Crisis Leadership in crisis is vital today. Be inspired by the sharing of a family business leader on how they are leading the family & business amidst the crisis or long lived family business leader & how perseverance became their driving force.
CEO, Mendero Medical Center
and Pagadian Medical Center
9:55 AM - 10:10 AM (UTC +8)
Stories of Resilience: Crisis Proofing Your Legacy
How does a family of wealth crisis-proof their financial legacy? How can families in business sustain financial health for their employees and communities? Find out in this keynote session.
Speaker
Stephen Chew
Chew is the Go To Consultant for Family Business Owners in the areas of Business succession, Credit Protection Planning, Estate Planning, Risk Management, Wealth Distribution, Wealth Preservation, and Wealth Equalisation.
DAY 1 - June 25 | 9:55 AM - 10:25 AM
Stories of Resilience: Crisis Proofing Your Legacy
How does a family of wealth crisis-proof their financial legacy? How can families in business sustain financial health for their employees and communities? Find out in this keynote session.
Principal Consultant, Summit Planners
10:30 AM - 11:30 PM (UTC +8)
Family Business Roots & the Journey to Pursuing Creative Passions
Learn about how a family business member can manage family business leadership and create personal ventures, how one's family business roots prepare the next generation for entrepreneurial capacities and pursue diverse entrepreneurial activities, and how family businesses can leverage on the younger generation's passions and capacities to grow the business into an enterprise.
Speaker
Kenneth Cobonpue
Numerous awards to his credit include Hong Kong’s Design for Asia Award, the Japan Good Design Award, American Society of Interior Designers Selection, and the first Asian Designer of the Year title given in Paris.
Cobonpue designs have appeared in full-length films while his roster of clientele include Hollywood celebrities and members of royalty. TIME magazine has called him "Rattans First Great Virtuoso".
DAY 1 - June 25 | 10:35 AM - 11:35 AM
Family Business Roots & the Journey to Pursuing Creative Passions
Learn about how a family business member can manage family business leadership and create personal ventures, how one's family business roots prepare the next generation for entrepreneurial capacities and pursue diverse entrepreneurial activities, and how family businesses can leverage on the younger generation's passions and capacities to grow the business into an enterprise.
Multi-awarded Furniture Designer & Manufacturer, Kenneth Cobonpue
Speaker
Monique LhuillierMonique has been a member of the Council of Fashion Designers of America since 2003. Her signature design sensibility has led to the launch of many licensed collections including Monique Lhuillier & Pottery Barn, Monique Lhuillier & Pottery Barn Kids as well as Teen, ML Monique Lhuillier contemporary collection, fine jewelry, lingerie, wedding invitations, signature and home fragrance, transforming the company into a luxury lifestyle brand. Monique Lhuillier products are distributed through Monique Lhuillier stores, premium department stores and specialty stores throughout the world.
Monique and Tom live in Los Angeles with their two children, Jack and Sophia. Monique's career in fashion is enriched by her strong dedication to family and commitment to philanthropic efforts such as Baby2Baby and BCRF, to name a few.
DAY 1 - June 25 | 10:35 AM - 11:30 AM
Topic: Family Business Roots & the Journey to Pursuing Creative Passions
Learn about how a family business member can manage family business leadership and create personal ventures, how one's family business roots prepare the next generation for entrepreneurial capacities and pursue diverse entrepreneurial activities, and how family businesses can leverage on the younger generation's passions and capacities to grow the business into an enterprise.
International Fashion Designer and Creative Director, Monique Lhuillier
Speaker
Karen ChanChan takes up various public service roles in the manufacturing and vocational education sectors. She is Deputy Chairman of Federation of Hong Kong Industries, Vice Chairman of Q Mark Council Committee, Chairman of Hong Kong Furniture Industry Council, Appointed Council Member of Hong Kong Polytechnic University and Adjunct Professor of Hong Kong Baptist University. Professor Chan received FHKI’s Young Industrialist Award in 2009, Young Women Innovator Award by APEC in 2013, and Ten
DAY 1 - June 25 | 10:35 AM - 11:35 AM
Family Business Roots & the Journey to Pursuing Creative Passions
Learn about how a family business member can manage family business leadership and create personal ventures, how one's family business roots prepare the next generation for entrepreneurial capacities and pursue diverse entrepreneurial activities, and how family businesses can leverage on the younger generation's passions and capacities to grow the business into an enterprise.
Executive Director, German Pool Founder, Sparkle Collection
Panelist
Monique LhuillierDAY 1 - June 25 | 10:35 AM - 11:30 AM
Topic: Family Business Roots & the Journey to Pursuing Creative Passions
Learn about how a family business member can manage family business leadership and create personal ventures, how one's family business roots prepare the next generation for entrepreneurial capacities and pursue diverse entrepreneurial activities, and how family businesses can leverage on the younger generation's passions and capacities to grow the business into an enterprise.
Researcher, Chinese University of Hong Kong
11:30 PM - 12:00 PM (UTC +8)
Investing for Impact for Family Businesses
Discover how investing with the intention to create positive social and environmental impacts result in a more sustainable and resilient future for families in business across generations.
Speaker
Philo AltoHis work included advising The Hong Kong Jockey Club Charities Trust on program curation for its inaugural Philanthropy for Better Cities Forum in 2016 with 60 globally-renowned speakers and attracting over 1,300 delegates; convening an impact investing forum with the Rockefeller Foundation to grow impact investing in Asia; and, hosting a Foundation Philanthropy Roundtable to explore what’s next in creating sustainable value.
Philo has also co-authored two publications: Mind the Gap: Lessons and Findings from EngageHK and Adopting the London Principles: Policy Considerations to Grow Impact Investing in HK. His work has been cited in books such as Problem Solving: HBS Alumni Making a Difference in the World (2019) and The Power of Impact Investing. He has also contributed to the Stanford Social Innovation Review and the Alliance magazine as a global editorial advisory board member.
He contributes as a speaker and writer in media platforms such as the Stanford Social InnovationReview,Alliancemagazine,theEconomist, andtheSouthChinaMorningPost.He also served as a subject expert for research reports on impact investing by organisations such as FSG, Global Impact Investment Network (GIIN), Sasakawa Foundation, and Our Hong Kong Foundation.
Philo received his MBA and MPA from Harvard Business School and Harvard Kennedy School. He also completed his BS and MA degrees at the Ateneo de Manila University and University of Asia and the Pacific, respectively. He was an investment banker with Goldman Sachs and Citibank prior to founding AVA. Among his voluntary engagements include serving as a board chairman of the Harvard Club of Hong Kong Education Fund, an advisor to Sustainable Finance Initiative, Social Ventures Hong Kong and Shared Value Project Hong Kong, and an officer of the HBS Association of Hong Kong.
DAY 1 - June 25 | 11:35 AM - 12:05 PM
Topic: Investing for Impact for Family Businesses
Discover how investing in creating value for society and community results in a more sustainable climate for families in business across generations.
Founder & CEO, Asia Value Advisors
Speaker
Earl Valencia
DAY 1 - June 25 | 11:30 PM - 12:00 NN
Topic: Investing for Impact for Family Businesses
Discover how investing in creating value for society and community results in a more sustainable climate for families in business across generations.
Co-founder, Plentina
Speaker
Mehvesh Mumtaz AhmedMehvesh has extensive experience in working with governments, corporates and nonprofits. She has worked for the New York City government under Mayor Bloomberg, for the World Bank and the United Nations Development Programme (UNDP). Prior to joining CAPS, Mehvesh worked in the strategy consulting and entrepreneurship space in Hong Kong. Mehvesh completed her graduate education in public policy at Princeton University, and received her undergraduate degree from the London School of Economics.
DAY 1 - June 25 | 11:30 PM - 12:00 NN
Topic: Investing for Impact for Family Businesses
Discover how investing in creating value for society and community results in a more sustainable climate for families in business across generations.
Director for Research, Center for Asian Philanthropy and Society
12:00 PM - 1:00 PM (UTC +8)
L U N C H B R E A K
1:00 PM - 1:30 PM (UTC +8)
Building Your Legacy
Discover how investing in creating value for society and community results in a more sustainable climate for families in business across generations.
Speaker
Melvin J. EstebanEsteban has over 22 years of experience in the financial services industry, working in Wealth Management, Financial Planning, Fund Management (Equities), Niche Marketing, Product Development, Strategic Business Development, Profit Center Management and Workplace Learning and Development.
He was the Wealth Management Specialists Head and the Soliciting Official of Citibank N.A. (North America) and a Senior Consultant for Citibank Malaysia. He is a Certified Financial Consultant by the Institute of Financial Consultants, Canada, with High Distinction.
Esteban is also a Fellow of the Life Management Institute (FLMI) with Distinction Associate with Financial Services Institute and a Registered Financial Planner with the Registered Financial Planning Institute, Ohio.
He is a BS degree holder in Mathematics with minors in operations research, actuarial sciences, programming, and physics from the University of the Philippines. He completed post-graduate studies at the College of Financial Planning based in Colorado, USA. Esteban also completed Managing Family Corporations for Succession Planning at the Asian Institute of Management. He earned his post baccalaureate at the De La Salle University on Workplace Learning & Development with Distinction.
DAY 1 - June 25 | 1:05 PM to 1:35 PM
Topic: Building Your Legacy
Discover how investing in creating value for society and community results in a more sustainable climate for families in business across generations.
CEO, Welead Financial Advisory
1:30 PM - 2:00 PM (UTC +8)
Trust to Impact: A Family Business Report
Discover the key findings in the Global Family Business Survey. Learn about the financial resilience in family businesses and shows how they are prepared to lead the post-COVID recovery, the need to prioritise the ESG agenda, the state of technological transformation in family business, and the family dynamics.
Speaker
Atty. Alexander B. CabreraHe is also a board member in PwC’s Southeast Asia Regional Consulting practice and is the managing partner of Cabrera & Company.
He is Chairman of the Integrity Initiative Inc. (II, Inc.) and the Philippine Institute of Certified Public Accountants’ (PICPA) Taxation and Legislation Committee.
Alex was recently awarded the prestigious Honorary Life Member by PICPA. He has been named CEO of the Year at the Asia Leaders Awards 2019. PICPA previously granted him the Outstanding CPA in Public Practice Award in 2015 and the Young Achiever in Public Practice Award in 1998.
His Sunday column in the Philippine STAR, “As easy as ABC”, has been a three‐time finalist at the Catholic Mass Media Awards.
DAY 1 - June 25 | 1:35 PM to 2:05 PM
Trust to Impact: A Family Business Report
Discover the key findings in the Global Family Business Survey. Learn about the financial resilience in family businesses and shows how they are prepared to lead the post-COVID recovery, the need to prioritise the ESG agenda, the state of technological transformation in family business, and the family dynamics.
Chairman and Senior Partner, PwC Philippines
2:10 PM - 2:40 PM (UTC +8)
Pivoting the Family Business
Learn from a family business who has transformed successfully in response to the pandemic. Discover how they reinvented their model as a agile and resilient family enterprise. The keynote speaker shall share their story on how their family business has successfully transformed in response to the pandemic.
Speaker
Joey Garcia
He is an operations executive with over 3 decades of experience in the restaurant industry with a track record of exceeding profitability goals, turnaround underperforming markets and driving increase of revenues and market shares.
He has worked as franchisee and franchisor in markets like China, South East Asia and the Middle East, vast commercial experience in multiple country operations from setting strategic direction, business development, market entry start-up and driving performance change often in competitive environments.
Prior to joining UDENNA, he was the General Manager in International Franchise in Thailand and The Pizza Company in China. Mr. Garcia is a graduate of Bachelor of Business Administration, Holy Angel University and has earned his Franchise Executive- CFE Mini MBA Program in 2017.
DAY 1 - June 25 | 2:15 PM - 2:45 PM
Topic: Pivoting the Family Business
Learn from a family business who has transformed successfully in response to the pandemic. Discover how they reinvented their model as a agile and resilient family enterprise. The keynote speaker shall share their story on how their family business has successfully transformed in response to the pandemic.
President & CEO, Conti's Bakeshop & Restaurant, Eight-8-Ate Holdings, Inc. (a UDENNA Company)
2:40 PM - 3:15 PM (UTC +8)
Successful Family Business Transition
Be inspired by the story of a family business owner and his lessons on preparing for transition. Learn how to develop a successful transition for the next generation, the importance of preparing for leadership transition in the family and business, the key factors (principles, practices, policies, priorities etc) that help the family in the process towards successful transition, and how to prepare for transition to make a family in business resilient and sustainable.
Speaker
Dato' Loy Teik NganA believer of the fact that every child has an unalienable right to education and a potential for greatness, Teik Ngan has raised the bar in the education landscape in the last decade, growing, revamping and redefining education from its traditional perception. He is also a strong advocate in people development, believing that quality education can only be delivered with talented academics and professionals.
Topic: Successful Family Business Transition
DAY 1 - June 25 | 2:45 PM - 3:25 PM
Learn from the sharing of a family business who went through a transition just before the crisis. How has the crisis affected the transition? How are they navigating about it while they are in transition? Did the crisis negatively or positively affect their transition?
Executive Chairman, Taylor’s Education Group President, FBN Asia
Panelist
Andrea L. SantiagoVisiting Researcher, University of St. La Salle
Panelist
Franco SoberanoDirector, EVP and COO, Cebu Landmasters
3:30 PM - 4:00 PM (UTC +8)
From Families of Business to Families of Wealth
Join a discussion focusing on how J.P. Morgan and its people handhold families in business and empower them to move towards strategic financial growth pathways.
Speaker
Paul KnoxHe has over thirty five years’ experience in advising wealthy individuals and families on both domestic and international tax and estate planning as well as family governance and succession issues. He also has wide experience in advising philanthropists on both tax and structuring issues in relation to charitable giving.
Mr. Knox graduated from Durham University and is a UK Solicitor. He is a member of the Society of Trust and Estate Practitioners and has served as Co-Chair of its International Committee as well as being an advisor to its UK technical committee and a member of the Family Business Special Interest Group. He is also Vice Chairman of the UK charity Philanthropy Impact prior to relocating to Hong Kong.
DAY 1 - June 25 | 3:45 PM - 4:15 PM
Topic: From Families of Business to Families of Wealth
Join a discussion focusing on how J.P. Morgan and its people handhold families in business and empower them to move towards strategic financial growth pathways.
Managing Director, J.P. Morgan Private Bank Asia
Speaker
Brian WuJoining the firm in 2005, he started at the Solutions desk developing views and strategy across asset classes to the Private Bank before transitioning over to a client advisory role in 2009.
Within the client advisory role, he played a huge part in investment recommendations with a keen focus in asset allocation before moving to a relationship management role that focuses on tailored solutions by leveraging the private bank’s platform.
DAY 1 - June 25 | 3:45 PM - 4:15 PM
Topic: From Family Business to Family of Wealth
Join a discussion focusing on how J.P. Morgan and its people handhold families in business and empower them to move towards strategic financial growth pathways.
Executive Director, J.P. Morgan Private Bank Asia
4:00 PM - 4:15 PM (UTC +8)
The Family Business Success Story Behind Asia CEO Awards
Hear the inspiring story of the couple behind the Asia CEO Awards of Asia CEO Events.
Speaker
Rebecca Bustamante MillsRebecca Bustamante's achievements have been featured on numerous primetime television programs: CNN Philippines, Bloomberg, GMA, TV5, UN-TV, ANC (ABS-CBN), 9TV, SMNI, IBC-13, BiznewsAsia, among others.
She is keynote speaker for organizations and events including: TEDx Johnson & Johnson, Nestle, Macquarie, Proctor & Gamble (Singapore), Manulife, AMEX, ASKI Global (Singapore, Hong Kong), Jollibee (Japan), Women Extraordinaire (Malaysia), Sun Life Financial, Insular Life, Google, HOME.org (Singapore), AIG, Aboitiz Group, Kyani (Macau), Fluor, Daiichi Properties, IOM, JLL, Filinvest, Dimension Data, Pag-Ibig, Philippine Marketing Association, Dept. of Tourism, Mega Balikbayan Expo, Duty Free, Cypress Semiconductor, Tagaytay Highlands, Edsa Shangri La, Ernst & Young, MegaWorld, De la Salle University, De la Salle Hospital, Planters Bank, and many more.
DAY 1 - June 25 | 4:00 PM - 4:15 PM
Topic: The Family Business Success Story Behind Asia CEO Awards
Hear the inspiring story of the couple behind the Asia CEO Awards of Asia CEO Events.
CEO, Asia CEO Awards
Speaker
Richard MillsHe is a columnist and thought leader for a host of international publications. Some of these include: ComputerWorld, AsiaTimes, TelecomAsia, YahooNews, AsiaMiner and IndiaDaily. He is an Expert Panelist for CIO magazine (US) and the Offshore Offsourcing Best Practices association in New York. He is co-founder and current chairman of the International ICT Awards, one of the largest gala events in the Asia Pacific region.
Richard's extensive career in Executive Search & Management Consulting includes 6 years working throughout Asia and 9 years in Toronto. His clients are multinational corporations for senior management positions. Of the many international recruitment projects he worked on in the Asia Pacific region, one was particularly noteworthy as it was reported on national Korean television as the largest technical recruiting venture in Korean history. The project was also a cover story for ComputerWorld magazine throughout North America.
DAY 1 - June 25 | 4:00 PM - 4:15 PM
Topic: The Family Business Success Story Behind Asia CEO Awards
Hear the inspiring story of the couple behind the Asia CEO Awards of Asia CEO Events.
Join a discussion focusing on how J.P. Morgan and its people handhold families in business and empower them to move towards strategic financial growth pathways.
Chairman, Asia CEO Awards
4:15 PM - 5:00 PM (UTC +8)
Emotional Leadership in a Long-lived Family Firm
In this session, get to know the importance of emotional leadership and how it contributes to a long-lived family firm from a 16th generation shareholder of one of the oldest family businesses in the world! Learn about the value and dynamics of emotional leadership in the experience of a long-lived family firm,the emotional and family patterns that influence relationships and how this contributes to the longevity of your family firm and the value of assertive communication in a family and business setting and how this contributes to the sustainability of your family firm.
Speaker
Borja Raventos SaenzHe combines this activity with that of a shareholder (17th generation) of Raventós Codorniu, a company with over 460 years and considered the oldest family business in Spain and one of the oldest in the world. He was a member of its Board of Directors for over 8 years.
Borja has also been a member of the Board of Directors of the FFI.
In addition he is an international lecturer in subjects relating to leadership and conflict management within family businesses. He has done conferences in various countries in Europe, Asia, South America and USA (FBN).
Prior to this, he worked for more than 15 years in multinationals such as Sara Lee and Ferrero, occupying management positions and leading international teams.
Day 1 - June 25 | 4:15 PM - 4:50 PM
Topic: Emotional Leadership in a Long-lived Family Firm
In this session, get to know the importance of emotional leadership and how it contributes to a long-lived family firm from a 16th generation shareholder of one of the oldest family businesses in the world! Learn about the value and dynamics of emotional leadership in the experience of a long-lived family firm,the emotional and family patterns that influence relationships and how this contributes to the longevity of your family firm and the value of assertive communication in a family and business setting and how this contributes to the sustainability of your family firm.
16th Generation Shareholder, Raventós Codorniu Executive Coach, IESE Business School
5:00 PM - 5:15 PM (UTC +8)
C L O S I N G R E M A R K S
June 26, 2021
DAY 2
9:15 AM - 9:45 AM (UTC +8)
Scientific Breakthroughs in COVID-19 Response
Learn about the recent scientific breakthrough for Covid 19 (i.e. vaccine, cure, epidemiology) and how strategic family decisions can be made through science-based understanding and data.
Speaker
Gwendolyn PangGwen assumed as Interim IFRC Deputy Regional Director for Asia Pacific on October 1, 2020 in addition to her role as the IFRC Head of East Asia. She is also a Steering Committee Member of the IFRC Asia Pacific Disaster Resilience Center in Seoul, Republic of Korea, and Adviser of the International Academy of Red Cross and Red Crescent in Suzhou, China.
Prior to joining the IFRC, Gwen served as the Secretary General of the Philippine Red Cross from 2009 to 2016. She was also the IFRC Interim Head of Country Office in the Democratic People’s Republic of Korea from October 2017 to March 2018.
Gwen developed her passion toward the areas of public health, disaster preparedness and response, partnership and resource development, organizational development.
Gwen is from the Philippines and her humanitarian actions can be traced back to when she was a Red Cross Youth Volunteer during her student life. In 2012, Gwen was conferred with an Honorary Degree of Doctor of Humanities by the Lyceum of Northwestern University in the Philippines. In 2015, Gwen received the Florence Nightingale Award, which is the highest International distinction for a professional nurse to recognize great courage and devotion to victims of armed conflict or natural disasters.
DAY 2 - June 26 | 9:00 AM - 9:45 AM
Topic: Scientific breakthroughs in COVID-19 Response
Learn about the recent scientific breakthrough for Covid 19 (i.e. vaccine, cure, epidemiology) and how strategic family decisions can be made through science-based understanding and data.
Deputy Regional Director for Asia Pacific and Head of East Asia, International Federation of Red Cross and Red Crescent (IFRC)
Panelist
Lucien C. Dy TiocoPresident, Philippine Marketing Association Executive Vice President, Philstar Media Group
9:45 AM - 10:30 AM (UTC +8)
The Impact of Community Involvement in a Sustainable Family Firm
Learn how family business leaders can effectively create sustainable and resilient communities in the midst of the pandemic.
Speaker
Amaya Cristina Aboitiz-FanslerAmaya is deeply passionate about education and has been involved in the education sector in the Philippines for over 20 years. She has had experience as an early childhood teacher and currently works in school administration in Taguig, Philippines.
She also serves as a member of the Aboitiz Family Council, working to organize activities to foster closer family ties, understand the family history and expose members of the family-to-family business.
DAY 2 - June 26 | 9:45 AM - 10:20 AM
Topic: The Impact of Community Involvement in a Sustainable Family Firm
Learn how family business leaders can effectively create sustainable and resilient communities in the midst of the pandemic.
President and CEO, Ramon Aboitiz Foundation Inc.
Panelist
Arch. Romolo V. Nati
Executive Chairman & CEO
Italpinas Development Corporation
Panelist
Dr. Glenda Antonio
Founder, President and CEO, Spring Rain Global
10:40 AM - 11:15 AM (UTC +8)
Tapping the Wisdom of 100-Yr Global Family Enterprises
Reporting from interviews with 100 global family enterprises that succeeded as a family and in business beyond the third generation, these generative families invested in their core values, building a great family, developing skills and values of rising generations, and continually adapted through an alliance across generations and with advisors.
Speaker
Dennis T. Jaffe, Ph.D.His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report.
He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.
Topic: Tapping the Wisdom of 100-Year Global Family Enterprises
DAY 2 - June 26 | 10:30 AM - 11:15 AM
Reporting from interviews with 100 global family enterprises that succeeded as a family and in business beyond the third generation, these generative families invested in their core values, building a great family, developing skills and values of rising generations, and continually adapted through an alliance across generations and with advisors.
Founding member, Family Firm Institute Founder, Change Works Global Emeritus Professor at Saybrook University
11:15 AM - 12:00 PM (UTC +8)
Case of a Transgenerational Entrepreneurship in the Cousin Consortium
This talk showcases a cousin family business in consortium stage who has a diversified portfolio through their younger generation efforts and new business incubation methods. It highlights the importance of transgenerational entrepreneurship defined as the family’s ability to use and develop entrepreneurial mindsets and family influenced resources and capabilities to create new streams of entrepreneurial, financial, and social value across generations.
Speaker
Guillermo SalazarAuthor of the books “Triunfa con tu empresa familiar” (Amazon best seller) and “Empresas Familiares: Herramientas para gestionar el amor y el dinero“.
Lecturer and educator in the field of the family business in Latin America. Fellow member of the Family Firm Institute (FFI) in Boston, USA. He has degrees in Architecture, a Master's in Family Business Management, and a diploma in Systemic Family Therapy.
He is the recipient of the 2015 International Achievement Award of the Family Firm Institute
Mr. Salazar will be bringing in Andrés Bruna and Antonio Bruna (3rd generation of the Bruna family, brunacr.com) to showcase a cousin family business in consortium stage
DAY 2 - June 26 | 11:15 AM - 12:00 NN
Topic: Case of a Transgenerational Entrepreneurship in the Cousin Consortium
This talk showcases a cousin family business in consortium stage who has a diversified portfolio through their younger generation efforts and new business incubation methods. It highlights the importance of transgenerational entrepreneurship defined as the family’s ability to use and develop entrepreneurial mindsets and family influenced resources and capabilities to create new streams of entrepreneurial, financia, and social value across generations.
Founder & Managing Director, Exaudi Family Business Consulting
Speaker
Andrés Bruna Serrano
Day 2 - June 26 | 11:15 AM - 12:00 NN
Topic: Case of a Transgenerational Entrepreneurship in the Cousin Consortium with Guillermo Salazar and Antonio Bruna Dobles
This talk showcases a cousin family business in consortium stage who has a diversified portfolio through their younger generation efforts and new business incubation methods. It highlights the importance of transgenerational entrepreneurship defined as the family’s ability to use and develop entrepreneurial mindsets and family influenced resources and capabilities to create new streams of entrepreneurial, financia, and social value across generations.
3rd Generation Leader, Bruna Group
Speaker
Antonio Bruna Dobles
Day 2 - June 26 | 11:15 AM - 12:00 NN
Topic: Case of a Transgenerational Entrepreneurship in the Cousin Consortium with Guillermo Salazar and Antonio Bruna Dobles
This talk showcases a cousin family business in consortium stage who has a diversified portfolio through their younger generation efforts and new business incubation methods. It highlights the importance of transgenerational entrepreneurship defined as the family’s ability to use and develop entrepreneurial mindsets and family influenced resources and capabilities to create new streams of entrepreneurial, financia, and social value across generations.
3rd Generation Leader, Bruna Group
12:00 NN - 1:00 PM (UTC +8)
L U N C H B R E A K
1:00 PM - 1:20 PM (UTC +8)
A Case of an Asian Family Office
Discover the dynamics of the culture and the Family Office, the keys to sustaining a family office, and the key advantages and the challenges in setting up a family office.
Speaker
Asher NoorAsher is a fellow chartered accountant, qualified trust & estate practitioner, holds an advanced certificate in family business advising, is a former faculty member at Family Firm Institute, and a member of public finance accountancy bodies in UK and Pakistan.
Asher has written for various publications including co-authoring a chapter in the ‘Family Office Handbook’ published in 2019 in the UK and in 2020 authored a chapter in the book titled ‘Advising the Wealthy Client: A Handbook for working with the ultra-wealthy’.
Asher has been interviewed on BBC World’s Middle East Business Report and has spoken at 50+ conferences worldwide, on topics relating to finance and family enterprises.
Asher’s current/former board positions, in personal capacity, include the following:
• Director, Family Firm Institute (USA)
• Member, Editorial board of the STEP Journal (UK)
• Former chair, Society for Trust & Estate Practitioners special interest group on business families (UK)
• Former Director, EDHEC Business School global alumni board (France)
Some of his recent awards include:
• Profiled as top 100 influencer worldwide in the family enterprise world by FamCap – 2020
• ICAEW Middle East award, for advancing the accountancy profession in business – 2017
• Profiled as top 30 global family office investor by Trusted Insight USA – 2016
• Middle East CFO of the year award – 2014
Asher is based in Riyadh and has worked for PwC and Banque Saudi Fransi in the past. His last position was CFO for Morgan Stanley in Saudi Arabia.
DAY 2 - June 26 | 1:00 PM - 1:20 PM
A Case of an Asian Family Office
Learn the trends in Asia for establishing and sustaining a family office; key advantages and what to look out for in a family office.
Chief Investment Officer, AlTouq Group
Panelist
Cynthia LeeRegional Head, Wealth Planning and Advisory Asia, HSBC Private Banking
1:20 PM - 2:00 PM (UTC +8)
The Value of Family Meeting in times of Pandemic
Learn about family learning, an effective meeting process, the importance of trust and fair process, and the value of communication and decision-making in the context of the ongoing pandemic.
Speaker
Christian StewartHe facilitates family meetings and helps families to form and implement family councils, family constitutions and family policies, often in the context of transition planning. His philosophy is that such structures work best when based on understanding the unique culture and relationships within the family. He also acts as the Chief Learning Officer for two different families.
Christian originally qualified and practiced as a solicitor in South Australia from 1990 to 1994. He moved to Hong Kong in late 1994 joining PricewaterhouseCoopers and became a partner and head of their Trust & Private Client Group. In July 2002 he joined JPMorgan Private Bank to head the bank’s Wealth Advisory team for Asia.
He left JPMorgan and founded Family Legacy Asia in July 2008 to provide Asian families with independent advice on family governance & succession.
In June 2017, Christian received the award for Leading Individual (Advisor) at the WealthBriefingAsia 2017 Awards, Singapore.
He is a regular contributor to The International Family Offices Journal. His most recent publication in that Journal was “Family Meetings – Theory, Practice & Facilitation” in March 2021. He is the author of the chapter on Leadership Succession in family firms in the special report, “Life Cycle of a Family Business”, edited by Barbara R Hauser and Alon Kaplan, published by Globe Law and Business, 2020.
Day 2 - June 26 | 1:20 PM - 2:00 PM
Topic: The Value of Family Meetings in times of Pandemic
Learn about family learning, an effective meeting process, the importance of trust and fair process, and the value of communication and decision-making in the context of the ongoing pandemic.
Managing Director, Family Legacy Asia (HK) Limited
Panelist
Cynthia LeeRegional Head, Wealth Planning and Advisory Asia, HSBC Private Banking
2:10 PM - 2:50 PM (UTC +8)
Technological Disruptors to Asian Family Businesses
Learn about Asia’s disruptive technology landscape, how next-generation leadership can tackle disruptive challenges, the impact of technological disruption on next-generation career intentions, and how creating a boundaryless career for the next generation can help the success of the business.
Speaker
Professor Roger KingDr. King was a former US Naval Officer; Member of Technical Staff of Bell Telephone Laboratories (USA); the Chief Operating Officer of Orient Overseas (Holdings) Limited, listed on SEHK; Chairman and founder of ODS System-Pro Computers Limited; Chairman of Euro-Asia Shipyard Limited; Chairman of Pacific Coffee Limited; President and Chief Executive Officer of Sa Sa International Holdings Limited, listed on the SEHK; Board Director of Arrow Electronics Corporation, listed on the NYSE; Independent Non-executive Director, Sincere Watch (Hong Kong) Limited, listed on the SEHK; Supervisory Board member of TNT Express, listed on Amsterdam Exchange; Non-Executive Director of Orient Overseas (International), listed on the SEHK; President of Harvard Business School Association of Hong Kong; Chairman of the Association of Honorary Consuls in Hong Kong and Macau; Honorary Consul for the Republic of Latvia in HKSAR; Standing Committee Member of the Zhejiang Province People’s Political Consultative Conference; and Council Members of the Baptist University of Hong Kong and Hong Kong University of Science and Technology.
Dr. King currently is a Member of the Editorial Board of Journal of Family Business Strategy; Honorary Court Member of Hong Kong University of Science and Technology; member of the Board of Governors of Tel Aviv University; Chairman of the Case Committee, Association of Asia-Pacific Business Schools; Member of SKOLKOVO (Moscow School of Management) Academic Council; Member of Israel-Asia Center Advisory Council.
Dr. King is a graduate of the University of Michigan, BSEE; New York University, MSEE; Harvard Business School, AMP; and the Hong Kong University of Science and Technology, PhD (Finance); 2011 recipient of the Hong Kong University of Science and Technology Honorary Fellowship; member of Eta Kappa Nu and Beta Gamma Sigma, honorary society for electric engineers and business scholars, respectively.
DAY 2 - June 26 | 2:10 PM - 2:50 PM
Technological Disruptors to Asian Family Businesses
Learn about Asia’s disruptive technology landscape, how next-generation leadership can tackle disruptive challenges, the impact of technological disruption on next-generation career intentions, and how creating a boundaryless career for the next generation can help the success of the business.
Founding Director & Professor, Hong Kong University of Science and Technology
Panelist
Rey LugtuFounder & CEO, Hungry Workhose
2:50 PM - 3:30 PM (UTC +8)
Professionalizing the Family Business
Learn how to prepare for successful transitions by professionalizing the family owners. The keynote speaker shall share using their family case on the value and dynamics of professionalizing the family business through an Asian perspective.
Speaker
Ibu Shanti PoesposoetjiptoShanti was awarded the “Woman Inspire Award of 2002” in the Information Technology Sector in the Asia Pacific region by Singapore Women Business Connection (WBC), and named as “2009 Woman Entrepreneur of The Year” at the Asia Pacific Entrepreneurship Award. In 2016, she was conferred “Officer Order of Leopold” by the Kingdom of Belgium for her services in developing the business cooperation between Belgium and Indonesia.
Currently, she holds a number of concurrent positions, among others Chairman of the Board of Commissioners of PT Asuransi Bintang Tbk, Chief Executive Officer of PT Ngrumat Bondo Utomo, Chief Executive Officer of PT NBU Indonesia Utama, Member of the Board of Commissioners of PT Inter Pariwara Global and Senior Business Advisor to PT Praweda Ciptakarsa Informatika.
DAY 2 - June 26 | 2:50 PM - 3:30 PM
Topic: Professionalizing The Family Business
Learn how to prepare for successful transitions by professionalizing the family owners.
Chairwoman, PT Samudera Indonesia Tbk
Ambassadors’ Circle, FBN Asia
Speaker
Bani Maulana MuliaAs Managing Director he oversees the overall group strategy and has been leading the business development and expansion.
He serves as Vice Chairman of the Permanent Committee of Sea Transportation in the Indonesian Chamber of Commerce & Industry (KADIN Indonesia) and active in the Transportation & Energy Department of the Indonesian Employer’s Association (APINDO). He is also active in the Young Presidents’ Organization (YPO) and servedas Chapter Chair of YPO Pan Indonesia Chapter 2015-2017 period.
He studied in the University of Indonesia, Faculty of Economics, majoring in Management, and Deakin University, Australia majoring in Finance.
President Director, PT Samudera Indonesia Tbk
2nd Gen. Family Leader
Speaker
Ken Narotama HidayatullahThroughout his career, Ken has been working in and with various sectors such as Shipping, Land Transport, Warehousing & Logistics, Information Technology, Internet, Banking and Oil & Gas including Government Institutions. Early in his career, Ken catered services to United States Internet companies, and then spent the rest of his career in Indonesia while working with local and global companies in a national setting. Ken is currently taking a role as an non-executive director in his family’s investment company. Alongside his professional activity, since 2018 Ken was heavy on studies and practices on centuries old science of human virtues, human capability archetypes and its development, civilization advancement and Islamic metaphysics. He did these through work project engagements, meetings, attending classes and personal discussions with subject matter experts locally as well as in Northern Europe, France, Saudi Arabia, Australia, Japan and Malaysia.
Director - PT Ngrumat Bondo Utomo
2nd Gen. Family Leader
Panelist
Marvin Tiu Lim
Chief Growth & Development Officer
Mega Global Corporation
3:50 PM - 4:20 PM (UTC +8)
Global Family Business Report on How Family Businesses are Triumphing Over Covid - 19
Learn how family businesses across the world are mastering a comeback in their businesses and triumphing over COVID-19, to help lead a global economic recovery.
Speaker
Luis Diaz-MatajiraHe holds a BA in Economics, a MSc in Development Studies and a PhD in Management. He did a postdoctoral research at Audencia Business School. He serves on STEP's Regional Council and Global Board. FERC Academic Co-chair 2018-2020.
DAY 2 - June 26 | 3:50 PM - 4:20 PM
Global Family Business Report on How Family Businesses are Triumphing Over Covid - 19
Learn how family businesses across the world are mastering a comeback in their businesses and triumphing over COVID-19, to help lead a global economic recovery.
Regional Chair, STEP Project
Assistant Professor, Universidad de los Andes
Speaker
Yeny Esperanza RodriguezShe has been a member of the STEP network since 2015, and she was Research Champion for Latin America in this network for two years. Her research interests are focused on electricity markets and family businesses, and recently in emergency remote learning. In electricity markets, include derivative pricing and efficient portfolio allocation. In family businesses, analyze the effect on the financial and non-financial performance of issues as corporate governance, risk taking orientation, diversity, and social responsibility.
DAY 2 - June 26 | 3:50 PM - 4:20 PM
Topic: Global Family Business Report on How Family Businesses are Triumphing Over Covid - 19
Learn how family businesses across the world are mastering a comeback in their businesses and triumphing over COVID-19, to help lead a global economic recovery.
Researcher, STEP Project
Associate Professor, Universidad Icesi
4:20 PM - 5:05 PM (UTC +8)
Keys to Lasting Family Business Success: A Case of Japanese Long-lived Family Firm
Witness an interview with a Japanese long-lived family firm. Discover how governance, resiliency, next generation engagements and psychological glue play into being towards a lasting family business.
Speaker
Toshio GotoHe holds a Bachelor (Economics) degree from the University of Tokyo and an MBA from Harvard University. His background is in business strategies and his research focuses on strategies for sustainable growth, specializing in family businesses. In April 2011, he was invited to Japan University of Economics Shibuya Campus Tokyo, and assigned as the first Dean of the Faculty of Management. His business background includes marketing, sales, corporate entrepreneurship and strategic management both in Japan and the United States.
With rich and balanced expertise, he pioneered family business research in Japan and actively participated IFERA (International family Enterprise Research Academy), with special focus on the family business longevity and succession. He has been invited to deliver keynote speeches in Singapore, Amsterdam and other major cities worldwide. In China, His major contributions include keynote presentations at major conferences hosted by Zhejiang University and Nankai University respectively.
One of Professor Goto’s latest books is titled as “Secrets for the longevity of family businesses: fostering longevity over three generations''. Nihon Keizai Shinbun (日本経済新聞), the leading economic newspaper, carried his big article on the current status of family business and its challenges, in 2009. His articles are often featured on Nikkan Kogyo Shimbun (日刊工業新聞). He’s also appeared in major television and newspapers in Korea (KBS) & Colombia (El Tiempo).
Professor Goto currently serves as a visiting researcher at China Academy of Corporate Governance, Nankai University (南開大学), and advisory board member of Private Enterprise Governance and Development Research Center (PEGDC) of Business School, Renmin University of China (中国人民大学).
DAY 2 - June 26 | 4:20 PM - 5:05 PM
Topic: Keys to Lasting Family Business Success: A Case of Japanese Long-lived Family Firms
Witness an interview with a Japanese long-lived family firm. Discover how governance, resiliency, next generation engagements and psychological glue play into being towards a lasting family business.
Mr. Goto will be interviewing Yoshiaki Matsumura, CEO of Japan Flower Corporation, a long-lived family firm in Japan.
Research Professor, Graduate School at Japan University of Economics
Speaker
Yoshiaki MatsumuraAt the outbreak of CVID-19 in 2020, he initiated the "2020 Smile Flower Project" to save flower farmers.
He successfully sold 3 million roses and contributed to solve the global "flower loss" problem. His company and his personal leadership were often televised in Japan, and NHK broadcasted "2020 Smile Flower Project" worldwide.
Japan Flower Corporation
Founded in 1874, the company is a fresh flower distributor, quite active in its efforts to reform the distribution system of the flower industry and to reduce costs by directly importing from overseas. Its activities are often televised by NHK and other major broadcasters.
The major awards the company received include "High Service Japan 300 Selections" by the"High Service Japan 300 Selections."
The company initiated the "2020 Smile Flower Project" in April 2020 to support fresh flower growers under the outbreak of the new coronavirus. In total, more than 12,000 orders have been placed and 3 million roses are on the market. This project has received a great deal of attention from NHK, which broadcasted overseas the project as a successful endeavor to solve the global problem of flower loss.
DAY 2 - June 26 | 4:20 PM - 5:05 PM
Topic: Keys to Lasting Family Business Success: A Case of Japanese Long-lived Family Firm
Witness an interview with a Japanese long-lived family firm. Discover how governance, resiliency, next generation engagements and psychological glue play into being towards a lasting family business.
President, Japan Flower Corporation CEO, Japan Flower Group Chairman, Flower Life Promotion Council
5:05 PM - 5:20 PM (UTC +8)
C L O S I N G R E M A R K S
