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Purpose-driven leaders tap into what really motivates both themselves and others, and as a result they inspire their teams to achieve extraordinary results. Leading with purpose is particularly important to millennials and rising generation leaders. We’ll talk about the purpose economy, and participants will have an opportunity to discover their own Purpose ProfileTM using an online assessment.

The Rising Generation has been called “The Generation of Impact,” as we operate not only with a value-centric mindset but are insistent upon contributing to and seeing change. But how do we influence family leadership to think differently, and give us a seat at the table? In this interactive discussion, we will hear stories from peers who have been successful and explore how we can influence to make an impact.

Since the end of the Global Financial Crisis, abundant Central Bank liquidity has created a global rising tide for financial assets. Stocks, bonds, and real estate have been locked into a relentless, low volatility “melt-up” in valuation over the past nine years, culminating in the extraordinarily low volatility of 2017. This year has ushered in a new volatility regime as global Central Banks move toward a more restrictive monetary policy framework.

This session will share the perspective of a private equity entrepreneur and a significant institutional investor as he works with his son to develop their family’s long-term investment approach. The family will share how their investment program has evolved from concentrated private equity holdings within their single-family office to a systematic, global, factor-based multi-asset approach for themselves and other families.

In this session, we will discuss where we are in the credit cycle and how to consider opportunities in private credit, focusing on direct lending and distressed debt. Cambridge's Head of Private Credit Research will moderate the discussion and portfolio managers from Angelo, Gordon & Co. and Ares Management will discuss credit strategies broadly, with a focus on their direct lending and distressed strategies, as well as other timely opportunities.

As interest in direct investing among ultra-wealthy families continues to grow, so do the challenges. How do investors maintain the discipline and risk controls of their overall investment program while allowing for the greater flexibility needed to take advantage of the opportunities in this space - while managing the many risks specific to direct investments. In this session, we will explore different structures and approaches used by families to meet these challenges.

Many family members and family offices are attracted to the idea of aligning their values with their investing. Yet many are confused or frustrated by the lack of straightforward methods and metrics to define an “impact investment,” particularly how to contrast these to more traditional investments. This session will discuss the significant evolution of analytics to determine whether investment returns on an “impact” investment are concessionary, and also new metrics to help quantify the social or environmental contribution of an investment.