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AGENDA
Join us on 22 May for SFi's Asian Family Impact Summit 2024.
With the theme "How Capital Meets Purpose," the second Summit will reconvene Asia's leading family offices and wealth owners in the impact investing movement, one of the first of its kind in APAC. This unconventional gathering is invite-only and highly interactive, designed to share candid stories and concrete examples among purpose-driven leaders. In 2024, we will illuminate HOW Asian impact investors navigate the winding journey to create scalable impact across Investment, Business and Philanthropy, to inspire bold action in uncertain times.
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MAY
FULL DAY
Asia Society, Hong Kong
The Summit
One day live event for Asia’s Impact Leaders with showcases, panels discussions, and breakout groups. Intimate, relaxed, authentic.
Networking
Lunch, Sunset Lounge Summit Drinks
Who?
Invitation only. Asia's leading family offices and modern wealth owners in the impact space.
22
9:00
-Reception-
9:30
Opening: How Capital Meets Purpose
It’s time to ramp up Asia’s role in transformative shifts for people and planet. What role will you play? We kick off by propelling you to an imagined future. This surprise storyteller invites you to imagine that world, full of crises & solutions, while we challenge you to envision your path to 2030. Join us in an immersive day guided by our host Junice Yeo, Eco-Business, as we navigate HOW Capital Meets Purpose, delving deeper than SFi’s first Summit in 2023.
Junice Yeo
Executive Director & Head of ESG Intelligence
Eco-Business
Katy Yung
Managing Partner
Sustainable Finance Initiative
9:55
Tale of Purpose & Risk
Our Opening tale takes us across China, the US, Hong Kong & Singapore - a story of market creation by a carbon markets pioneer & seasoned finance professional. How can we redesign the intersection of verified carbon markets with traditional systems, while incentivising real-world impact? Now building one of Asia’s first blockchain-powered carbon registries, Jeff Huang draws on decades of M&A, futures & JV experience, including the early days of climate exchanges in Chicago, Tianjin and elsewhere. Let’s set our level of ambition: How will we dedicate 10+ years to mobilising systemic shifts with new models? What role can Asian families play?
Jeff Huang
Founder and CEO
AEX Markets
10:05
Icebreaker: Outrage & Optimism
Let’s warm up the room. In the words of a popular climate podcast, we need “Outrage & Optimism” every day, a dose more than yesterday. Each of us represents a personal vision, a family legacy, an evolving business or purpose-led platform. Why are you here? Which themes are you investing in, what are your drivers, your challenges? SFi dynamic duo Christine & Francesco lead a pulse check to meet your peers, survey common interests and share a bit about SFi’s community.
Christine Yu
Head of Innovation
Sustainable Finance Initiative
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Francesco Stadler
Director of Funds & Ventures
Sustainable Finance Initiative
10:15
APAC Landscape Trends
For a quick snapshot of sustainable investing trends in the region, we hear from Summit Co-host UBS on the latest data, trends and market observations.
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Tasos Zavitsanakis
Co-Head Sustainable Finance APAC
UBS
10:25
Panel: How to Navigate Your Journey to Action
Most of us are clear on the why of impact investing, but the tougher question is how to navigate your first years of exploration, toward intentional and measurable impact over time. It typically takes several years to move from learning and exploring options to first investments or incubating projects
Hear two journeys - a pioneering international platform and mid-stage Asian investor - in defining personal focus, weighing opportunities and refining what works for them. How have they activated their impact across the capital spectrum and across ecosystems? How do we go from opportunistic to strategic? How to decide which asset classes and approaches are right for us at our stage - across funds, ventures, projects, platforms - and evolve along the way?
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Robert Kim
Managing Director
JLIN LLC
James Lindsay
Director - Investments
Builders Vision
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Jamie Lee
Associate
Happiness Capital
11:05
-Break-
11:15
Panel: How to Invest Boldly in Uncertain Times
In today’s macro environment of uncertainty, Asian families are rightly cautious, leaning toward diversification and safer choices. Yet the climate crisis and other social issues demand our urgent & bold investment now. How do we balance our long-term ambition for impact with short-term needs?
Hear from three diverse perspectives: A seasoned sustainable investment group that has weathered market cycles and now seeds impact asset managers. A Next Gen principal’s story of evolving from VC investments to diversified portfolio to field-building. And a third-gen journey from an international gems family business to healthcare and education portfolios in Southeast Asia.
Junice Yeo
Executive Director & Head of ESG Intelligence
Eco-Business
Michaela Edwards
Partner
Capricorn Sustainable Investors Fund
Hanson Gong
Partner
Oogway Capital
Sophie Khau
Managing Director
Mastery Holdings
12:00
Moonshot Ideas
Time for a rapid-fire mind stretch. We present two big ideas for any serious impact investor’s agenda - forward-looking and systemic shifts already at play. First, how can AI be used to amplify social impact, in specific, scalable ways? Hear from one of Hong Kong’s brightest purpose-led data scientists & founders. Second, how can behaviour-oriented circular solutions lead to systemic change? Let’s reimagine with this startup founder how we design sustainable closed loops with tech & incentives.
Sophiya Chiang
Founder, CTO, deploy.
Incoming Curator, WEF Global Shapers HK Hub
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Tim Parker
Founder & Chief Solutioneer
Circular City
12:30
-Lunch-
13:45
Debate: Approaches to Competitive Return
Can impact investing generate risk-adjusted market rate returns? Hear two perspectives from impact investors with different approaches, using proof points from their own portfolios. You will decide who is more persuasive.
At the nexus of “impact” and “market” return, we explore this classic conundrum by unpacking more nuanced angles around investor intent, time horizon, impact trade-offs, mixing asset classes to achieve portfolio target - plus your spontaneous questions to the debaters.
Jian Li Yew
CEO
Citrine Capital
Ramanan Raghavendran
Managing Partner
Amasia
14:25
Thematic Clusters : Regions and Issues
Back by popular demand, we will break out into 12 table discussions - each exploring one theme or region. Choose from clusters such as Biodiversity, Sustainable Food, Oceans; spotlights on China or Southeast Asia; or delve into Active Ownership, Tackling Greenwashing or Operational Impact in family business. Hosted by subject experts, this is your time to share challenges, trade experiences and meet collaborators for your journey.
Investing in Nature & Biodiversity
Ronie Mak
Managing Director
RS Group
Scalable Mental Well-being Solutions
Christine Deschemin
CEO
UpNow Health
The Future of Food is Asian
Sonalie Figueiras
Founder & Editor-in-Chief
Green Queen
Exploring Investable Ocean Systems
James Lindsay
Director - Investments
Builders Vision
Social Innovation in Southeast Asia
Jeongtae Kim
CEO
Merry Year Social Company
Tackling Greenwashing with FinTech
Elsa Pau
Founder & CEO
BlueOnion
China's Climate Tech Frontier
Yijing Wang
Founder & CEO
2060 Advisory
India's Next Half Billion
Sugandhi Matta
Chief Impact Officer
ABC Impact
India's Next Half Billion
Guneet Banga
Founder and Managing Partner
Parinama
Intentional Impact with Portfolio Approach
Stephanie Choi
Sustainable & Impact Investing Strategist
UBS
Operational Impact in Family Business
June Nagao
Director, Paulownia Group
Board Director, The ImPact
Navigating Cross-Gen Family Dialogue
Ann Tan
Managing Director
Centre for Sustainable Finance & Private Wealth (CSP)
Active Ownership in Listed Markets
Marie-Laure Schaufelberger
Head of Sustainability
Pictet Group
15:30
-Break-
15:45
Spotlight: SFi Community
​Each of you have the power to influence across many realms; All of us together are Asia’s impact investing community. Let’s hear quickly from voices in the room about your experience, the importance of peer learning and network resources such as Sustainable Finance Initiative. How can we expedite the movement together? Let’s welcome back Christine Yu & Francesco Stadler from SFi to facilitate a conversation with some SFi members.
Christine Yu
Head of Innovation
Sustainable Finance Initiative
Francesco Stadler
Director of Funds & Ventures
Sustainable Finance Initiative
16:00
Thematic Clusters: Regions & Issues (Round 2)
In this second round of breakouts, get a chance to explore another theme of interest. After registration, you will be invited to choose your two Thematic Cluster themes from 12 tables above. First come, first served. At the end of this round, we challenge each table to share a group commitment to action and hold each other accountable to small steps and ongoing exchange.
17:00
-Break-
17:15
Closing: Tale of Ambition & Collaboration
​We only have a few years left to shift gears within the planetary boundaries and Sustainable Development Goals. Hear from two of Asia’s most passionate movement builders on their ambitions and approaches to cross-border collaboration and radical transformation. How can Asian families model the transition to a Well-Being & Happiness Economy? How will we catalyse exponential partnerships between public, private & philanthropic sectors, from Asia to the global community?
Poman Lo
Founding Managing Partner,
AlphaTrio Capital
Chavalit Frederick Tsao
Chairman
TPC (Tsao Pao Chee) Group
17:35
Closing : Your Commitments, Our Community
​Reflecting on our collective journeys, SFi presents our bold and optimistic vision of how Asian families will continue to mainstream sustainable finance and impact investing as a compelling means for long-term change. What role will you play and what story will you bring back next year?
Katy Yung
Managing Partner
Sustainable Finance Initiative
18:00 - 19:30
-Networking Drinks-
Join us downstairs at AMMO for a drink, where we can continue the energy and inspiration of the day. Drinks are included.
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