10:00am

Summit Welcome

10:20am - 10:50am

Opening Keynote: A global perspective

Geopolitical and macroeconomic insights from 13D’s founder and global investment strategist, Kiril Sokoloff.

Kiril Sokoloff brings a long-range perspective on markets shaped by historical cycles, secular shifts and inflection points. Drawing on decades of research, Kiril examines how wealth is created and redistributed over time – and what today’s conditions imply for capital allocation and risk. This keynote will challenge investors and business owners to look beyond short-term media noise and look for signals to make decisions grounded in the bigger picture.

Kiril Sokoloff, Wall Street Strategist and Founder of 13D Research & Strategy

10:50am - 11:20am

From AI hype to business advantage

Dr Kellie Nuttall brings a practical, plain-English view of how business families should approach artificial intelligence – moving beyond buzzwords to real advantage. Drawing on her work with boards, governments and global enterprises, Dr Nuttall focuses on how owners and leaders can use AI securely and deliberately to strengthen decision-making, build capability and support long-term continuity. The emphasis is on being business-led, not tech-led, and avoiding “AI theatre” in favour of choices that genuinely future-proof the family enterprise.  

Dr Kellie Nuttall, Future Secure AI

11:20am-11:50am

Navigating risk in a changing world

Security expert Gordon Conroy will examine the risk environment facing business owners, family offices and high-net-worth families — from geopolitical realities and national priorities to major event risk and personal exposure. Drawing on real-world intelligence and examples, the session focuses on where risk is building, what governments are preparing for behind the scenes, and how inaction can quietly compound vulnerability.

Gordon Conroy, Founder, Unity Resources Group

12:00pm - 1.30pm

Family Office Panel: From market noise to investment discipline

Uncertainty is no longer cyclical, it is structural and will remain constant in the foreseeable future. This panel will focus on how long-term capital owners and allocators are rethinking risk, liquidity, geographic exposure and return expectations and longevity amid geopolitical tension, inflation and regime shifts. The discussion will centre on translating the key themes shared by earlier speakers into scenarios and disciplined portfolio decisions, not reacting to market noise.

Peter Edwards, Executive Chair, Victor Smorgon Group
Adam Gandel, CEO, Gandel Invest

Followed by John Quinlan, Allston Capital
Wayne Gordon & Nic Guesnon, UBS Global Investment Office

1:30pm - 2:30pm

Lunch

2:30pm - 3:50pm

Business Family Panel: Resilience and optionality

In a volatile and uncertain world, defensible market position matters more than optimisation. This session will explore how founders and business families are leveraging competitive advantage, aligning teams and capital, and building the capacity to absorb shocks while still pursuing growth. The discussion will bring together hard-earned owner perspectives alongside an M&A and private equity lens on the strategies playing out in the market,  and what they mean for business model sustainability, deal execution and valuations.

Mary-Jeanne Peabody, Director, Craggy Range Winery
Angus Harris, Co-CEO, Harris Farm Markets

Followed by a PE Perspective, with David Loi, Equion Capital & Annie Chen, Glow Capital

5:00pm

Day 1 close

6:00pm - 7:00pm

Pre-dinner activity: Wine tasting experience

Join Mary-Jeanne Peabody, Director of Craggy Range, for a guided tasting celebrating family legacy, place and craftsmanship. Founded by the Peabody family in Hawke’s Bay, New Zealand, Craggy Range reflects a long-term commitment to world-class winemaking and hospitality.

Mary-Jeanne Peabody, Craggy Range Winery

7:00pm Summit Dinner

A private fine dining experience at Hellenika, The Calile’s signature restaurant.

9:00am - 9:15am

Welcome / Reflection

9:15am - 10:45am

Workshop: Leadership in a Permacrisis, leveraging the family advantage

Facilitated by Natalie McVeigh, this interactive workshop will examine what leadership requires when crisis is no longer episodic, but enduring. Family enterprises have been the most constant source of communities and commerce even through tough times; however, this is by design and not default.

The session will explore how leaders can best balance the binaries that often feel like roadblocks to effective leadership, such as legacy and innovation, voice and vote, rights and responsibilities, and engagement vs employment. We will discuss strategies to create adaptive leadership and governance for systems experiencing change.

Natalie McVeigh, Founder, Oikonomia Advisory

10:45am - 11:15am

Morning Tea

11:15am - 12:30pm

Family Office and Business Family Panel: Leadership, governance and continuity across generations

A candid discussion with family leaders and next-gen voices on what sustains continuity and supports the necessary adaptation over time. The panel will explore how governance, decision processes and family dynamics shape outcomes under pressure, and what effective leadership looks like across generations.

Family panel featuring: Simon Herd, Myer Family Investments (NxG, 4th Gen)
Stella Green, Victor Smorgon Group (NxG, 4th Gen)
Cat Parker, Muirs Group

1:45pm - 2:45pm

Running from the police to running adidas North America

In an unfiltered keynote, Zion Armstrong will share his remarkable personal journey and global career at adidas, offering candid insights on leadership, resilience and the power of a people-first culture. Drawing on real experiences, he will explore how strong teams are built, trust is earned, and exceptional results are achieved – expanding in complex, high-pressure environments.

Zion Armstrong, CEO Jamie Kay Group NZ

2:45pm - 3:00pm

Summit closing words

3:00pm

Summit close