Initiative to provide family business owners with practical insights on growth, succession, capital raising and long-term wealth creation
CFA Society Sri Lanka, under its Learnings sub-brand, will host “Wealth Maximizing Options for Family Businesses,” an exclusive one-day programme designed for owners and principal shareholders of family-owned businesses considering the next phase of growth, succession, ownership transition and wealth creation.
The programme will be held on Thursday, September 17, 2026, from 9.00 a.m. to 3.00 p.m. at Courtyard by Marriott, Colombo City Centre, with participation limited to 25 attendees.
The initiative reflects CFA Society Sri Lanka’s broader commitment to promoting financial education, professional excellence and the development of Sri Lanka’s investment and capital market ecosystem. Through its Learnings platform, the Society seeks to bring relevant financial and investment expertise closer to the wider business community and create opportunities for decision-makers to engage with experienced practitioners.
Family-owned businesses often reach critical stages where shareholders must evaluate whether to continue investing in the business, bring in strategic or financial investors, pursue an IPO, undertake mergers and acquisitions, or unlock part of the wealth they have created.
Rashmi Peiris Paranavitane, CFA, President of CFA Society Sri Lanka, said: “Family-owned businesses are an important part of Sri Lanka’s economy, and as they grow, decisions around ownership, succession, capital and long-term value creation become increasingly important.”
The programme will focus on three key areas: developing wealth-maximising strategic options; evaluating exit pathways, including IPOs, strategic investors and private equity; and using transformational M&A to preserve and accelerate business value.
The programme will be conducted by a multidisciplinary group of senior professionals comprising Chanakya Dissanayake, CFA, Head of Corporate Consulting at LYNEAR Advisors; Yaveen Jayasekara, PhD, Group Chief Strategy Officer at HNB Investment Bank; Ruvini Fernando, Head of Financial Advisory at Deloitte; and Punyamali Saparamadu, CFA, Senior Vice President – Commercial at the Colombo Stock Exchange.
It will also feature business perspectives from Shayam Sathasivam, Group Chief Executive Officer of Sunshine Holdings PLC, and Oshadhini Jayasundara, Group Managing Director of AJRJ Group, enabling participants to complement technical discussions with experiences and insights from business leaders.
Aruna Alwis, Chief Executive Officer of CFA Society Sri Lanka, said: “Through our Learnings initiatives, we aim to connect the expertise of the investment profession with real-world business challenges. For family businesses, strategic decisions are often about more than financial returns; they also involve ownership, control, succession and preserving wealth for future generations.”
More information can be obtained from, www.cfasocietysrilanka.org
Source: Hirunews