Win-win-win…at scale.

That is the message behind Episode 63 of the For Love & Money podcast, featuring Geoff Wilson AO, Chairman and Chief Investment Officer of Wilson Asset Management and Founder of Future Generation and Caroline Gurney, Chief Executive Officer of Future Generation.

Geoff has over 42 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. He founded Wilson Asset Management in 1997 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and Future Generation Global Investment Company Limited

Caroline has more than 25 years’ experience in the financial services sector focused on marketing, corporate affairs and corporate social responsibility. She has held senior roles at UBS and Citibank and has worked in London, across Asia-Pacific and Australia during her career. She is a member of Ascham School Council and the Centennial Park and Moore Park Foundation, an ambassador for the Australian Indigenous Education Foundation (AIEF), a director of Our Watch, an organisation focused on preventing violence against women and children and set up and was a director of the UBS Australia Foundation. Caroline has also previously served as a director of Future Generation Australia and as a Council Member of Chief Executive Women, and is currently an active member.

The Future Generation companies are Australia’s first listed investment companies to deliver investment and social returns. Shareholders pay zero management performance fees for access to leading pro bono Australian and global fund managers. This allows the Future Generation companies to donate 1% of assets each year to Australian not-for-profits.

Future Generation Australia (ASX: FGX) provides investors with diversified exposure to Australian equities while supporting children and youth at risk. Future Generation Global (ASX: FGG) provides investors with diversified international equities exposure while supporting not-for-profits promoting wellbeing and preventing mental ill-health in young Australians.

Geoff and Caroline share the story of the creation of Future Generation and how the model behind it works, delivering value for all stakeholders. They highlight the eye-watering scale of the impact that this model and organisation has created – $75.8 million donated so far, with a 2030 goal to increase their philanthropy to $130 million

The win-win-win?

❤️ Shareholders win, with exposure to leading fund managers without paying management or performance fees.

❤️ Social impact partners win, with a stream of annual investments.

❤️ Fund managers win, with a unique opportunity to make a positive difference to Australia’s future generations.

CONNECT WITH FUTURE GENERATION

Future Generation's Website

Caroline Gurney's LinkedIn

Future Generation Founder and Director, Geoff Wilson AO’s X/Twitter

Future Generation's Linkedin page