Overview 

Join us at the next Family Foundations Peer Network meeting for a candid, practical conversation on the opportunities and challenges in aligning investments with mission. 

You’ll hear real examples of how families are maximising financial returns while staying true to their purpose, and gain insights into the strategies and practices that have helped them succeed. 

 

Hear from: 

  • Kylie Charlton, Managing Director at Australian Impact Investments, on practical ways families can approach their foundation’s investments and embed values within investment strategies that complement their philanthropic mission. 

  • Ingrid Albert, Head of the Tony Foundation and Executive Director at Alberts, on her family’s journey to develop a Responsible Investment Approach, the framework that guides their investment decision-making. 

You’ll leave with: 

  • Practical insights and frameworks to consider in your own context 

  • A real-life example from peers on the journey 

  • There will be an opportunity to ask candid questions alongside other family foundations and to share your own learnings. 

When

Tuesday 14 October 2025

2:00pm - 3:00pm AEDT (ACT, NSW, TAS, VIC) 
1:30pm - 2:30pm ACDT (SA)
1:00pm - 2:00pm AEST (QLD)
12:30pm - 1:30pm ACST (NT)
11:00am - 12:00pm AWST (WA)

Online event

A Zoom link will be provided after registration.

Audience

This peer network session is staff, trustees or family members that represent a Family Foundation with membership with Philanthropy Australia (Engage/Impact membership level) or Foundations Group for Impact Investing (FGII). 

For those interested to join the Family Foundations Peer Network:

  • If you have not yet signed up to this peer network and you are part of a family foundation which is a Philanthropy Australia Engage or Impact member, we welcome you to register to this session or reach out to programs@philanthropy.org.au to join the mailing list.
  • Not yet a member or right membership level? Please reach out to membership@philanthropy.org.au. Learn more about Philanthropy Australia membership.

For those interested to join the FGII:

  • FGII membership is free and open to foundations and charitable funders with their own investible assets. Find out how to become a FGII member here.
  • Philanthropy Australia (PA) membership is not required to join FGII.

Speakers

 Headshot of Kylie Charlton

 

Kylie Charlton - Managing Director, Australian Impact Investments (AII)

Kylie Charlton is a leading figure in the impact investment sector, bringing over two decades of experience to her role as Managing Director of Australian Impact Investments (Aii). Co-founding Aii in 2014, Kylie's vision has been pivotal in establishing the organisation as Australia’s leading impact asset consultant, as well as shaping the impact investment landscape in Australia and beyond.

 

 

Kylie's journey began in commercial and investment banking, where she spent 11 years in Australia and the United States honing her expertise in capital markets and investment. Her transition into impact investing in 2004 was driven by a desire to align financial returns with positive social and environmental outcomes.

 

Ingrid Albert - Executive Director, Alberts/The Tony Foundation

Ingrid is executive director and member of the fifth generation at Alberts, a 139-year old family business backing pioneers to create a vibrant and sustainable future for all. She leads Alberts philanthropic arm, The Tony Foundation, which partners with pioneers harnessing the transformative power of music to improve life outcomes of young Australians. 

 Peer Network Chairs 

 

Jess Perrin - Foundation Director, Eureka Benevolent Foundation

Jess Perrin is the inaugural Foundation Director of the Eureka Benevolent Foundation (EBF), a family foundation established in 2007 by Belinda Hutchinson and Roger Massy-Greene. EBF focuses on early childhood and education, and on disadvantage in the developing world, seeking to influence and empower lasting change. The foundation’s strategy is to give a small number of larger, long-term grants to support catalytic change in our focus areas. 

 

 

Jess is a seasoned partnerships and philanthropy executive, with over 18 years’ experience delivering social impact programs globally. Her career has spanned for purpose organisations, the private sector and the United Nations. Most recently, as Head of Social Innovation and Digital Inclusion at Infoxchange, and prior to that as Head of Global Programs at the Thomson Reuters Foundation in London. She holds a Masters of International Communications and Development from the City University of London and is a graduate of the Australian Institute of Company Directors.

 

 

 

 

Ingrid Albert - Executive Director, Alberts/The Tony Foundation

Ingrid is executive director and member of the fifth generation at Alberts, a 139-year old family business backing pioneers to create a vibrant and sustainable future for all. She 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.

 

Peer Network Lead

Headshot of Bella Conyngham

 

Bella Conyngham - Director, Engagement (NSW/ACT), Philanthropy Australia

Originally from Aotearoa New Zealand, Bella Conyngham joined Philanthropy Australia at the beginning of 2023, bringing with her experience in engagement and partnership building within the social impact and sustainability sectors. As the Director of Engagement for NSW and ACT, Bella leads strategic engagement efforts with members, fostering collaboration across the region. She is deeply passionate about the philanthropic and not-for-profit sectors and serves as a Board Observer for the Australian Endometriosis Foundation (formerly known as Endo Articles). 

 

 

Bella is also an active member of NEXUS, a global community of emerging philanthropists, social entrepreneurs, impact investors, and allies from over 70 countries, dedicated to enhancing philanthropy and social change. 

 

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