Legacy of Purpose: The Transformative Force of Impact Investing

Professor Winnie Qian Peng is Director of Roger King Center for Asian Family Business and Family Office, Director of Thompson Center for Business Case Studies, and Adjunct Associate Professor of Finance at The Hong Kong University of Science and Technology (HKUST). She is also Board Member of International Family Enterprise Research Academy (IFERA, the largest membership association of family business scholars in the world), Founding Committee Member of the Case Center of Association of Asia-Pacific Business Schools, and Instructor for PEVC training program of the Hong Kong Venture Capital Association. Her research and teaching interests include family business, family office, family wealth management, family philanthropy, entrepreneurship, private equity and venture capital, etc.

Dr. Barnaby Marsh is the co-founder of Saint Partners, a philanthropy services company that helps the world’s most dedicated philanthropists channel their wealth, influence and desire for meaning towards social good. He is regarded as one of the world’s most original philanthropy strategists, known for his skill in structuring projects to generate cascades of downstream results and engagement, including strategic follow-up funding. Since 2002, Barnaby has advised on over 200 philanthropic projects at academic and cultural institutions, including the Smithsonian, Royal Society, Santa Fe Institute, 92nd Y, CalTech, Harvard, Yale, Princeton, Stanford, University of Chicago, Oxford, and many others. Barnaby has also advised many of the world’s most generous individuals on their private foundations. For many years, he worked with the late investing pioneer Sir John Templeton to develop novel approaches to philanthropy, including competition-based methods and prizes, and was a key early leader in the development of the $3.5 billion John Templeton Foundation.

Barnaby’s technical background is in decision sciences, complexity, and risk. He has held postdoctoral academic appointments at Oxford, Harvard, the Max Planck Institute, Berlin, Hebrew University, Jerusalem, and the Institute for Advanced Study, Princeton. In 2018, he co-authored the popular book, How Luck Happens (Dutton Penguin Random House), that has since been translated into 6 languages. Barnaby grew up in the Alaskan wilderness and was mostly self-taught before college. He holds an AB Summa cum laude from Cornell University, where he was a College Scholar, and a doctorate from Oxford University, where he was a Rhodes Scholar. Based in New York City, he currently serves several national organizations as a board member or consulting advisor, including Revive and Restore, Children and Screens, Solutions Journalism Network, the Center for Mind Body Medicine, the United States Office of American Possibilities, and Ashoka.

Eric setup Happiness Capital, the global venture capital arm of the Lee Kum Kee Group with the mission to create global impact and make the world a happier place. The investment portfolio covers US, UK, Europe, Israel, Japan, mainland China and Hong Kong, from seed to growth stage. Environment (both Earth and Space), Sustainable Food, Health and Trust are the main investment areas. Happiness Capital is a Certified B Corp. He is also a member of the Policy Research Committee of the Financial Services Development Council HK.

Prior to joining the Lee Kum Kee Group, Eric co-founded AGENDA in 2000 and grew it to the largest independent digital marketing agency in Asia, which was acquired by WPP in 2008. Stayed with WPP after the acquisition as the Chief Client Officer (Asia Pacific) of the WPP Wunderman network. Eric’s first venture was an AI cancer diagnostic and treatment planning startup in the UK and US in 1994, which was acquired. He was with Cap Gemini US, a global consulting group, as Director of e-Business in 1997-2000 to help Fortune 500 companies on digital innovations. Eric was an AI research scientist and university lecturer in the UK in early 90s

Daryl Heald is an impact investor, board advisor and philanthropist. In 1997 Daryl joined the Maclellan Foundation serving on the executive committee and helping to lead its global grant-making strategy. Beginning in 2000, while at Maclellan, Daryl helped to launch several organizations: Generous Giving, Giving Wisely, Generosity Path. The majority of his time now is spent with Generosity Path operating in over 70 countries and 30 languages.

Daryl is also active in the global family office space encouraging families to collaborate particularly around philanthropy. Some of his favorite pastimes include golfing, fly fishing and barbecuing. Daryl holds a BS degree in economics from Westmont College and he and his wife, Cathy, reside in Lookout Mountain, Georgia,USA and have nine children. The four youngest children were adopted from China.