10
Oct

Webinar

Demystifying Structured Giving and Investing for Impact

The first in a 3 Part series, you will hear from a panel of experts in giving and investing for impact. Part 1 will provide an informative and practical discussion on how individuals, families, corporates and foundations can give back through structured giving and/or investing

Some key notes:

  • Growing trend to give thoughtfully and invest for impact in Australia
  • Explanation of common structures used - such as PAFs, PUAFs, Trusts, philanthropy and impact investments
  • Debunk common myths and misconceptions about structured giving and impact investment

 

Not financial advice. Information only

industry knowledge

Ingrid Albert

Executive Director, Alberts

Ingrid is executive director and member of the fifth generation at Alberts, an Australian family business that has backed pioneers since 1885 to create a vibrant and sustainable future for all.

Alberts is involved in a diverse range of activities including impact investing, philanthropy, advocacy and collaboration. Ingrid leads Alberts’ philanthropic arm, The Tony Foundation, which partners with pioneers harnessing the transformative power of music to improve life outcomes of young Australians.

The Foundation embraces a responsible investment approach across its corpus through multiple investment strategies, including positive and negative screens, stewardship, impact investing, and catalytic capital. Ingrid also manages Alberts’ marketing, with a focus on leadership and advocacy initiatives, and is involved with Impact Ventures, investing in early-stage start-ups addressing equality, healthy minds, sustainable environment, and vibrant culture – four impact themes incorporated across Alberts’ operations.

Prior to Alberts, she built her strategy and marketing career working locally and internationally in Switzerland and Dubai for FMCG company CPW (a joint venture between Nestle and General Mills). An Alberts board director and Foundation investment committee member, Ingrid is a graduate of AICD and a committee member of Philanthropy Australia’s Foundations Group for Impact Investing.

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Judith Fiander

Chief Executive Officer, Australian Philanthropic Services

Judith’s career was in the law and financial services before joining Australian Philanthropic Services in 2012 as one of the organisations first employees.


Since that time Judith has become a leading authority on ancillary funds, grown and led a team of expert philanthropic advisers and was named CEO in June 2022.


In only 12 years APS has grown to be the leading independent ancillary fund services provider with over 960 clients who collectively gave away $200M to charities in FY2024.


APS works closely with financial advisers and accountants right round the country providing expert governance and giving support to their clients, freeing up financial advisers and accountants to concentrate on their clients’ overall financial affairs.


Judith believes that raising awareness and education about the benefits of structured giving is a key part to meeting the government and sector goal of doubling giving by 2030 and to growing strong culture of giving in Australia.

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Chris Read

Client Director – Senior Advisor and Representative, Pitcher Partners

Chris is a Director and Senior Advisor in the Investment Advisory Division of Pitcher Partners, a practice that manages in excess of $4 billion....>

Chris commenced at Pitcher Partners in 2018 and has over 20 years of experience in investment analysis, portfolio construction and management of investment portfolios on behalf of high net worth private clients, family groups, personal superannuation funds, not-for-profit organisations, private ancillary funds and institutional clients.

Prior to joining Pitcher Partners, Chris worked at DMP Asset Management (now part of SG Hiscock & Company) as an investment analyst, portfolio manager and ultimately as Head of DMP’s High Net Worth client division.

Chris is a CPA, CFP and currently completing the Company Directors Course with AICD

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Julianne Wilkin

Head of Impact Investment, Save the Children Australia

With over two decades of commercial transaction experience, Julianne has adeptly navigated debt and equity transactions with commercial ventures and advised on a diverse range of acquisitions and divestments. Her 16-year tenure at Macquarie Group saw her in senior roles, serving as General Counsel and Global Head of Legal & Tax for Corporate Asset Finance.

In recent years, Julianne has shifted her focus towards generating finance for social impact, commencing her journey with The Fred Hollows Foundation in 2019 and continuing her impactful work at Save the Children. Julianne is now at the forefront of pioneering the world's first commercially structured Child Lens Impact Funds. Leading a passionate team, she works with companies that not only deliver financial returns but also meaningfully enhance the lives of children. Julianne's approach seamlessly blends commercial astuteness with an unwavering commitment to driving systemic social change.

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