Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees.

Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors and can help investors achieve their long-term goals. Lawrence also shares his enthusiasm about partnering with Netwealth to bring these opportunities to Australia, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, as well as its educational program and operational support.

Listen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world.

20 years on Jean recounts what drew her from telcos into the impact sphere, how she observed and had a few ‘’light bulb’’ moments whilst incubating groups of great leaders, like Nelson Mandella, which became the inspiration to write her book on Partnering. Jean shares stories of people and companies who have connected with purpose and the rituals they maintain for success. She highlights the opportunity for businesses to change the world, how this impacts the bottom line, and shares advice for smaller businesses starting their journey

Hear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations.

Shachar and Bernard outline the challenges and limitations of traditional risk profiling methods. They break down the innovations and applications of Capital Preferences' tools in areas such as risk aversion, loss aversion, ambiguity aversion, multi-dimensional social preferences, and how to go about advising the modern couple. They also discuss the trends and opportunities for utilising these tools in financial advice and wealth management, especially in the context of personalisation, inter-generational client engagement, and enabling clients to achieve greater financial wellbeing.

Learn more about Capital Preferences