Terry Alan Farris

Terry Alan Farris is a leading expert in the philanthropic and corporate social responsibility sectors with over 30 years of experience advising, managing, and leading out with charities, NGO’s, family and corporate foundations, and social enterprises around the world.

In 1998, Terry launched Farris Associates in Hong Kong advising companies on their corporate social responsibility and working with family run businesses with developing the family values and philanthropy. Farris Associates is the first fully dedicated fundraising & philanthropy advisory firms in Asia in the late 1990’s.

Terry was also the Executive Director of Hong Kong Adventist Hospital, the Associate Director of Development at Pacific Union College, and the Director of Advancement at the University of Hawaii Foundation overseeing the largest endowment campaign. Terry was the Chief Development Officer for Nanyang Technological University leading a team focused on the development of the University. While in Singapore, he managed and ran the Family Office Services for DBS Bank where he lead a team advisors focused on advising family
businesses with their governance, philanthropy, and structuring.

Terry is passionate about impact investing and capacity building of the social sector. He has been instrumental in establishing associations, organizations, family offices, and resource programs that help build community capacity throughout the Asia-Pacific region. In 2005, Terry launched and headed UBS’s Private Bank
Philanthropy Services for Asia-Pacific where he advised 225 family-owned companies and 150 non-profit
clients in 12 countries to develop their family philanthropic, corporate social responsibility and their impact investing.

Mr. Farris has a Bachelors degree in Business Administration from Pacific Union College in California.

He is the Chief Operating Officer of the Asian Institute of Management – Scientific Research Foundation. He was head of Philanthropy Services for Asia-Pacific at MeesPierson (now Fortis MeesPierson).

TOPICS:

• Integrating Philanthropy in the Business of Being a Family and Creating Legacy

Dr. Bernardo Malvar Villegas

Dr. Bernie Villegas ia a Visiting Professor of IESE Business School in Barcelona, Professor at the University of Asia and the Pacific (UA&P) and Research Director of the Center for Research and Communication, Manila. He has a Ph.D. in Economics from Harvard University (1963) and is a Certified Public Accountant, having been one of the CPA board topnotchers. He obtained Bachelor’s degrees in Commerce and the Humanities (both Summa Cum Laude) from De La Salle University where he established a record by obtaining straight A’s in the LIACOM course, a five-year program he finished in four years.

At Harvard, at the age of 21, he was one of the youngest ever to be a teaching fellow in the College of Arts and Sciences. His special fields of study are development economics, social economics, business economics and strategic management.

He is the author of several economics textbooks widely used in Philippine schools and universities. He has also written a number of management best-sellers like The Philippine Advantage, Book of Virtues and Values, Productivity: Path to Global Competitiveness, The Filipino Phenomenon, The Philippines at the Threshold of the Third Millennium, and the Positive Dimensions of Population Growth.

He has received several prestigious awards such as the Ten Outstanding Young Men (TOYM), 1972, Fulbright, Johnson Foundation, Asia Foundation and the Instituto de Cultura Hispanica. He is currently a member of the boards of directors or advisory boards of leading national and multinational firms, such as the Benguet
Corporation, Alaska Corporation, PHINMA Property Holding Corporation, AES and Transnational Diversified. He served in the boards of Bank of the Philippine Islands, Globe Telecom, Insular Life, McDonalds and IBM. He is a consultant on management development and strategic planning for numerous leading firms operating in the Philippines and Asia Pacific.

He was a member of the Constitutional Commission that drafted the Philippine Constitution under the
government of former President Corazon Aquino. He is very often on road shows briefing international
audiences on the Philippines and the Asia Pacific region. In July 1992, Dr. Villegas was appointed member of the Council of Economic Advisers of President Fidel Ramos. In July 1998, he was asked by President Joseph Estrada to help promote the Philippines among local and foreign investors. Under the Administration of
President Gloria Macapagal Arroyo, he served as a private sector representative in the boards of the National Development Corporation and the Philippine Infrastructure Corporation. Under the Administration of
President Benigno Aquino III, he helped government agencies—both at the national and local levels—to
promote investments in the Philippines. He will continue promoting investments in the Philippines under the Duterte Administration, especially in the regions outside the National Capital Region.

He served in the Pacific Board of Economics of Time Magazine and writes regularly for both local and
international newspapers, such as the International Herald Tribune and the Asian Wall Street Journal.

TOPICS:

• Economics and Its Impact on Family Business and Transition of Leadership

Anthony Pangilinan and Maricel Laxa

Anthony is married to Maricel Laxa Pangilinan and are active in the training and consulting industry with various engagements in the field of media. They have 5
children – Ella, Donny, Hannah, Benjamin and Solana. Together, they form Team Pangilinan, regular participants to fun runs, triathlons, marathons and Ironman competitions promoting a Christ-centered, balanced, and productive lifestyle.

Anthony and his wife Maricel manage The Master’s Lighthouse Foundation, Inc., the giving arm of their training and media business. It has for its vision “A transformed Nation through Education.” Together with Maricel, he also speaks in various events and conferences on Parenting, Family and Marriage.

Anthony is the Chairman and Chief Disturber of BusinessWorks Inc, a key player in the management training and consulting industry in the country today. Anthony also serves as Philippine OIC of Called to Rescue, an
anti-human trafficking organization committed to helping prevent human trafficking, rescue those in bondage and help them recover and regain meaningful lives.

Anthony hosts the weekly CNN Philippines’ The Boardroom and holds an Executive MBA degree in both INSEAD (IN-SI-YAD) University in France and Tsinghua University in Beijing. Financial Times ranked his EMBA program top 3 in a field of 100 worldwide.

Maricel is a Homemaker, Multi-awarded Actress, Columnist, Award-winning Author. She holds a Bachelor of Science Major in Behavioral Science at the UP Manila. Maricel has earned her Master’s Degree in Family Life and Child Development at UP Diliman. Maricel has authored 6 books and her children’s book Super Benj, was cited as best children’s book by the Catholic Mass Media Awards in 2006 and her most recent book is one she co-wrote with her husband, Anthony called Sabi ni Mister, Sabi ni Misis. Maricel conducts parenting and work-life balance seminars thru BusinessWorks, Inc. and regularly speaks in Christian churches on parenting and relationships in coordination with The Master’s Workhouse Foundation. She is Brent International School Manila‘s Consultant for Community Relations.

Both of them are health and wellness advocate. Together, they have joined hundreds of multisport races combined. Maricel and husband, Anthony were official Philippine Delegates to 4 of the 6 World Marathon Majors in New York, London, Berlin and Tokyo.

TOPICS:

• Parenting the Next “CEO”

Espina-Garcia Cousins

Established by their grandfather Jose E. Garcia, JEG Development Corporation (JDC) initially started as a holdings company for business ventures that had their roots three generations earlier with their great-great grandparents Don Fernando and Doña Augustina of the Visayan Escaño clan. After the passing of Jose Garcia, inspired by his memory, the family, while maintaining its investment in the power industry, decided to make JDC operational by aspiring to become a major player in real estate development. With this newest generation active in the family business, JDC strengthening with the visionary prospect of becoming a bigger and more diverse family enterprise.

JEG Tower is their most recent and most ambitious project, an ecologically-innovative and technology-driven office building at the forefront of the newest generation of Cebu building developments. With this flagship undertaking, the family business aims to create a brand known for sustainably efficient and collaborative solutions. JEG Tower will provide a working environment that is a healthy and beneficial space that improves productivity and the wellbeing of its users.

Marko Sarmiento is the COO of JDC, Stefan Garcia handles business development and estate management, while Ayla Gomez heads its marketing efforts. None of them are siblings but are first-degree cousins; other cousins are also involved in the family business at different levels and capacities. Essentially, the family business is already led and driven by the third generation, with the support and guidance of the second. While most family businesses fade in the second generation, their family business is experiencing renewed energy and dynamism with the grandchildren – a moment of rebirth.

TOPICS:

• The Challenges and Rewards of the Cousin Consortium Stage: Overcoming the Third Generation “Curse”

Architect Felino Palafox

Arch. Felino “Jun” Palafox is a world-renowned architect who runs the family business Palafox Associates together with his daughter Karima “Karmi” Palafox, Urban Planner. Palafox Associates has done over 16 Billion square meters land and design architecture and some 12 million of building floor area across 38 countries.

Arch. Jun Palafox and Karmi, have received no less than 200 awards and recognitions over the past 25 years since the firm began. Palafox Associates is also ranked in the Top 500 Architectural Firms in the world by London-based World Architecture Magazine. Arch. Jun exemplifies what it is to create a better world through Green Urban Planning taking into consideration humans first and foremost.

In 2012, Palafox Associates was ranked 89th in the world’s largest practices and ranked Top 8 in Leisure projects. Today Palafox Associates is one of the nation’s pride in terms of being the Top Filipino family-owned architectural business in the world, a benchmark for emerging architectural firms across the archipelago.

TOPICS:

• Establishing a Globally Competitive Family Business: The Unique Power of a Father and Daughter Tandem – Challenging Stereotypes and Gender Roles

Jonathan Yabut

Jonathan Yabut is the season 1 winner of the hit reality TV show, “The Apprentice Asia”, who bested 11 other Asian business executives vying to become the apprentice of Tony Fernandes. Jonathan has inspired thousands of young Asians and OFWs through his achievements to chase and pursue dreams. He presently the founder of his own consultancy company, JY Consultancy & Ventures. A graduate of the University of the Philippines, he climbed his way up in the marketing departments of Globe Telecom, GlaxoSmithKline and AirAsia. He was the 2012 Mansmith Young Market Master Awardee and Fiipino Ambassador to the 2012 London Olympics.

Jonathan is the author of the best-selling motivational book, “From Grit to Great”. In 2014, Mega Magazine recognized him as among the 7 selected Global Pinoy Pride Awardees for his excellence in business.

For his passion and dedication to serve youth and the millennial workforce, Jonathan emerged as one of the most sought motivational and leadership speakers in Asia. He is the first Filipino and youngest Asian in history to be represented by the world-renowned agency, The London Speaker Bureau.

TOPICS:

• The Millennial Brand of Leadership: Can the millennial next-generation lead the family business to sustained success and growth?

Jeremy Cheng, ACFBA, CFWA (FFI)

Jeremy Cheng is Center Manager of the Tanoto Center of Asian Family Business and Entrepreneurship Studies at the Hong Kong University of Science and Technology (HKUST). Before joining HKUST, Jeremy established the Center for Family Business at the Chinese University of Hong Kong (CUHK). He is affiliated with the Successful Transgenerational Entrepreneurship Practices (STEP) Project and is serving its research subcommittee. He is a faculty member of the Global Education Network of the Family Firm Institute, and leads GEN501 “Myths, Realities, and Trends in the Field of Family Enterprise”. His research in transgenerational entrepreneurship cover topics such as governance, philanthropy, career development, gender issues and political ties. Jeremy advises few businesses in the Asia-Pacific context. He initiated the FFI Asian Circle as its founding chair and is doing committee work in organizing the Second International Conference on Bowen Family Systems Theory.

TOPICS:

• Transgenerational Entrepreneurship: Practices Redefining Success of Asian Families in Business
• Integrating the Rising Female Power in Asian Family Businesses

Professor Roger King

Roger King is an Adjunct Professor of Finance and Founding Director of the Tanoto Center for Asian Family Business and Entrepreneurship Studies and the Thompson Center for Business Case Studies at The Hong Kong University of Science and Technology (HKUST). His teaching and research interests include family business, entrepreneurship, and corporate and family governance.

Professor King is currently a Non-Executive Director of Orient Overseas (International) Limited; Honorary Court Member of HKUST; member of the Board of Governors of Tel Aviv University (TAU); member of the International Advisory Board of Coller School of Management at TAU; member of the Academic Council of Moscow School of Management SKOLKOVO; Chairman of the Case Committee, Association of Asia-Pacific Business Schools; member of the Advisory Council of the Israel-Asia Center; and member of the Editorial Board of the Journal of Family Business Strategy. Professor King is a graduate of the University of Michigan, BSEE; New York University, MSEE; Harvard Business School, AMP; and HKUST, PhD (Finance). He is the 2011 recipient of the HKUST Honorary Fellowship and a member of Eta Kappa Nu and Beta Gamma Sigma, the honorary societies for electric engineers and business scholars respectively

TOPICS:

• Family Business: An Asian / Chinese Perspective
• Monetizing a Family-owned Business

Professor Toshio Goto

Prof. Toshio Goto is Research Professor at the Graduate School of Management, Japan University of Economics with seasoned background in both academia and business management in various capacities worldwide. He is concurrently Chairperson of the Research Institute for Family Business Succession, Director of Shibunkai (Research Institute for Confucianism), and Executive Director of the Japanese Civilization Institute.

Professor Goto holds a Bachelor in Economics from the University of Tokyo and an MBA from Harvard University. His background is in business strategies and his research focuses on strategies for sustainable growth, specializing in family businesses. With rich and balanced expertise, Professor Goto has pioneered family business research in Japan and has actively participated in the International Family Enterprise Research Academy (IFERA), with a special focus on family business longevity and succession. One of Professor Goto’s latest books is titled “Secrets for the longevity of family businesses: fostering longevity over three generations”.

TOPICS:

• Learning from a Great Economic Nation: The Family Business Impact and Advantage in Japan
• Why Japan is the Center of Centuries Old Family Firms in the World: Key Factors for Longevity among Japanese Family Business

Borja Raventos, CFBA

Borja is an 18th generation member of the oldest family-owned company in Spain and the 17th oldest company in the world, the Codorniu Raventos. Borja’s family has been in the wine industry since 1551. He has been a member of the board of his family business for eight years.

His passion for family business sustainability has led him to be a family business consultant and coach to family businesses in Barcelona, Spain. He is an executive coach in the IESE Business School. He is also an independent director in several family-owned companies. He is presently a board member of the Family Firm Institute (FFI, USA).

TOPICS:

• Understanding the Family Business Client: Global Best Practices in Serving Family Businesses
• Lessons from a 16th Generation Family Business Shareholder (The Oldest Family Business in Spain)