family office forum - prestel and partner · family office forum london, ... * our definition of a...

Overview Page 2Speakers Page 3Programme Conference (2 days) Page 4-7Participants Page 8Upcoming Events Page 9Registration 0

Family Office ForumLondon, 21- 22 October 2014, The Dorchester

Free Entryfor genuine* and

Single Family Offices

Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0

Where 100 + genuine* Family Offices and Principals meetCase Studies, Key Notes, Panel Discussions and Networking:

Learn from many other Family Offices and selected genuine Experts

Improve the operational side of your Family Office

Understand how others use sustainable, ethical, responsible or impactinvestments

Master the principles of essentials such as Family Governance and uncoverbest practice by connecting with peers

www.prestelandpartner.com

Gaurav BurmanPrincipal

Single Family Office

Roland FaselRegional Director UK

General ManagerThe Dorchester

José María Figueres Olsenformer President

Costa Rica

Walter ZocchiProfessor in Family Business

Christopher Portman10th Viscount Portman

PrincipalSingle Family Office

Michael WardManaging Director

Harrods

Prof. Muhammad YunusNobel Peace Laureate

Howard CovingtonChairman,

Isaac Newton InstituteUniversity of Cambridge

Partners

Join us when 100+ Principals, Family Offices,CIOs and Experts meet!

* Our definition of a genuine Principal or Family Office is at least GBP 100 million of assets (usually it is much more),these assets are from only one or few families / wealth owners, and the Family Office is working for one or few (notas a solution provider to many 3rd parties).


Family Office ForumLondon, 21 - 22 October 2014, The Dorchester

Overview

02

My total respect forthe fact that youbring together theactual, genuineexperts....UHNWI

I am very impressedwith the agenda.These are indeed mypractical issuesdealt with....MD, Single Family Office

Looking forward tomeeting new peopleand learning aboutnew tools andsolutions....CIO, Single Family Office

Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 03

On stage: 48 Family Offices and experts share their knowledge - among them are:


Speakers

www.prestelandpartner.com

The Family Office Forum London deals exclusively with specific topicsfor UHNWI and Family Offices, with a focus on Family Governance, FamilyOffice Operations, and how to do good things with your money (focussustainable, ethical, responsible and impact investments).

“Hands down the best FO event ever!” Steffi Claiden, Family Office Review

“Ratio of Investors / Providers was very good.” Philipp von Königsmarck, Fidelity

“Terrific networking opportunity!” Fabian Rauber, Lombard Odier & Cie

“By far the finest family office conference I have ever attended” Ozi Amanat, SFO

“The large number of principals was especially impressive.” Heiner Weber, SFO

"Great success! Interesting and a rewarding exchange.” Stephan Gerwert, Rigi Family Office

“Made excellent new contacts which I will follow-up on.” Michael Hamke, SFO

“Surpassed all my expectations! Excellent networking opportunities.”Ida Beerhalter, MFO

What makes us different?

The audience: Our event is for Single Family Offices, Principals and Multi Family Officeswho do not offer services or products but come to network and learn. At our event allother Family Offices and Experts who act as advisors or consultants or who offer productsand/or solutions to third parties are considered to be solution providers.

The concept: More Family Officers than solution providers on stage. More Family Officersthan solution providers in the audience. Network with 80+ UK-based Family Offices.

The content: London topics: Family Governance, Family Office Operations and doinggood things with your money.

The Family Office Forum in London, 21-22 October 2014 is based on:

1. Help from UHNWI and months of research with over 80 Single and Multi Family Offices,private banks, banks with UHNWI management, academics and their partners.

2. The precise wishes and the active support of Family Offices. The agenda is based onthe requirements and challenges of Family Offices in their day-to-day business.

3. The long-standing expertise of the partners at Prestel & Partner, in particular with FamilyOffices. The genuine interests of Family Offices are at the core of our Forum. Please referto our testimonials at www.prestelandpartner.com

The Family Office Forum takes a closer look. Topics are dealt with in depth to enable ourparticipants to experience genuine progress in their work.

The Family Office Forum offers all participants a platform to exchange experiences, hearabout the latest strategies and discuss them afterwards. It is the ideal environment tonurture important relationships and to meet new interesting contacts.

No product presentations or specific pitches - topics covered are key issues of Principalsand Family Offices, such as Family Governance and Operations. These hands-on topicshave clear advantages for all participants. The clear focus on added value, trends andstrategies means that everyone stands to gain.

Prof. Muhammad YunusChairmanYunus Social Business

Ida BeerhalterCo-HeadIOME Family Office

Michael WardManaging DirectorHarrods

Alexander von BismarckExecutive DirectorEIA, Washington, DC

José María Figueres Olsenformer PresidentCosta Rica

Paul GJA SimonManaging Director and CIOLord Fink´s Single Family Office

Richard NunneleyAdvisor, SFO

Toby AykroydDirectorChairman and Trustee in several charitableorganisations

Roland FaselRegional Director UK and General ManagerThe Dorchester

Christopher Portman10th Viscount PortmanPrincipalSingle Family Office

Gaurav BurmanPrincipalSingle Family Office

Howard CovingtonChairman, Isaac Newton InstituteUniversity of Cambridge

Ibrahim AlHusseiniManaging MemberThe Husseini Group

Aradhana KhowalaManaging PartnerBridge.Over Group

Sascha Klamp, Principal, Cite Investments;formerly Lord Rothschild’s Family Office.Lecturer Cass Business SchoolLecturer Henley Business School

Walter ZocchiProfessor in Family Business

Rufo QuintavallePrincipal

Sanjeev KanoriaChairmanAdvinia Health Care UKSuasth Hospitals India

Zoe TryonFounderOne of the Tribe

Rolf BauerManaging Director - Head InternationalFamily Office ServicesDeutsche Bank, Zürich


Programme Conference (Day 1)





Ballroom, The Dorchester:Presentations and panel discussions

Adjoining rooms (Chrystal and Opal Suites, Silver and Gold Room, Crush Hall):All day networking with refreshments

First Day, morning of 21st October 201408:00 Crush Hall (access via main entrance): Registration and Reception with breakfast08:50 Family Office Forum opening address by the organisers Katja Mülheim and Tobias Prestel

Family Office Operations (part 1)09:00 Welcome address: Dealing with UHNWI clients – Insights from The Dorchester

Roland Fasel, General Manager, The Dorchester

09:30 Presentation: An insight into Harrods experience of providing solutions to UHNW families, individuals and Family Offices• Overcoming complexities such as extreme discretion and privacy requirements• Achieving flexibility to align with different individual´s unique circumstancesMichael Ward, Managing Director, Harrods

10:00 Showcase: Principal challenges – How a global think tank of geniuses executes any funded wish Walter O'Brien, Futurist and Founder, ConciergeUp.com

10:30 Networking and Refreshments - Meet other Family Offices, principals and experts

11:20 Presentation: Make or buy; What to do yourself and what to outsource in Family Office Operations• Understanding your core business• Flexibility vs standardisation• Maintaining confidentiality• Overall costs – not always what you thinkIan Ledzion, Founder and Managing Director, Axidia Wealth Management Solutions

11:50 Panel discussion: Family Office Operations – What is essential and what is optional - the choicesRichard Nunneley, Head Of Charities, Dalton Strategic Partnership; Advisor, Single Family OfficeIan Ledzion, Founder and Managing Director, Axidia Wealth Management SolutionsManaging Director, Single Family OfficeMatthew Norman, SFO advisor, Multi Family OfficeModerator: Philippe Kjellgren, www.hotelinsider.com

12:30 Lunch and networking - Meet other Family Offices, principals and experts



First Day, afternoon of 21st October 2014

Combining doing good and profit as a Family Office (part 1)13:40 Keynote: Achieving both sustainability and profit in areas such as technology or agribusiness

José Maria Figueres, former President, Costa Rica

14:10 Keynote: Lessons learned while creating millions of jobs• How to create one million enterprises and ten million jobs• Why women are superior to men as entrepreneurs of small firms• How to spread the job creation model to all developing countries• How to promote education, health, computer literacy and environmental projects - how you make

impact investments to lift the poor.Percy Barnevik, former CEO, Chairman, Board Member, ABB, Sandvik, General Motors, DuPont

14:40 Panel discussion: The right way of making money while considering the planet we live on, too• Successful Investing seen from a 360 perspective• How investing in climate smart agriculture projects can generate superior investment performance and

help transform agricultural production to the benefit of smallholder farmers and the environment• The mind set basics regardless of expertise, be it technology, agriculture or investment banking• How new technology, new media and “digital” is a game changer Rufo Quintavalle, Principal, Agriculture Investor, Single Family OfficeOliver Hanke, Managing Director, GSAFPaul Lister, Principal, Environmentalist, The European Nature Trust & Alladale Wilderness ReserveIbrahim AlHusseini, Technology Investor, Principal, Single Family OfficeModerator: Toby Aykroyd, Economist plus Director, Chairman and Trustee in several organisations


16:00 Presentation: Real Estate as an example - Hospitality as valuable impact investing medium• Innovating to fulfil inadequacies of traditional philanthropy• Testing the hypothesis of hospitality as an asset class to achieve desirable social outcome• Catalytic effect on tourism, infrastructure, jobs, education and economic diversification• Success stories from around the world Aradhana Khowala, Managing Director, bridge-over

16:30 Showcase: Health care as an example – Investing for financial returns with a moral compassVarun Sahni, Founding Partner, Impact Investment Partners

17:00 Panel discussion: The historical conflict between making profit and doing good – how to bridge it?Christopher Portman, 10th Viscount Portman, Principal, Single Family OfficeHoward Covington, Chairman, Isaac Newton Institute, University of CambridgeVarun Sahni, Founding Partner, Impact Investment Partners; Advisor, Single Family Office Moderator: Robert Rubinstein, CEO, TBLI GROUP

17:50 Disclosure of exact location of private cocktail reception at Harrods; departure to Harrods

18:30 Family Office and Principal Cocktail reception at Harrods





Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 006 Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 07



Second Day, morning of 22nd October 201408:00 Crush Hall (access via main entrance): Registration and Reception with breakfast08:50 Family Office Forum opening address by the organisers Katja Mülheim and Tobias Prestel

Combining doing good and profit as a Family Office (part 2)09:00 Opening address: Seen through Family Office glasses - Notes on the state of the global economy

Lord Desai, Writer, Economist, Politician, Professor of Economics Emeritus at LSE

09:30 Presentation: Environmental Impact InvestingAlexander von Bismarck, MD, EIA

10:00 Showcase: Creating and empowering social businesses to solve social problems around the worldProf. Muhammad Yunus, Nobel Peace Prize Holder, Chairman Yunus Social BusinessSaskia Bruysten, Co-Founder and CEO, Yunus Social Business Global Initiatives


11:10 Presentation: Of Men and Molecules - Opportunities in promoting science and progressAstrid von Soosten, Resource Development, European Molecular Biology Laboratory (EMBL)

11:40 Presentation: Investing Ethical, Sustainable, Responsible, ESG, Social and with ImpactCIO, Single Family Office

12:10 Panel discussion: Ethical, Sustainable, Responsible, ESG, Social & Impact Investments – Quo vadis?• How to think about ‘impact investing’ from a family office portfolio construction perspective• Impact is typically illiquid and long duration: how to create yield and liquidity in an ‘impact’ portfolio• Public versus private markets: how to best achieve impact and make money• How to integrate impact/sustainable investing strategies in charity endowment portfolio - challenges and

opportunitiesProf. Muhammad Yunus, Nobel Peace Prize Laureate, Chairman Yunus Social Business Ruby Sandhu, Facilitator & Mediator on CSR & SustainabilityDavid Arnaud, Head Single Family Office, c/o SGFCPaul Simon, Managing Director and CIO, Lord Fink´s Single Family OfficeModerator: Kristiane Backer

12:50 Private Family Office Forum Lunch at China Tang - Meet other Family Offices, principals and experts



Second Day, afternoon of 22nd October 2014Family Governance13:50 Keynote: Breathing life into the hollow notion of Good Governance

Ida Beerhalter, Co-Head, IOME Family Office

14:20 Presentation: An outlook on developments in Family Governance and NextGen - lessons learnt, golden rules plus proven conceptsRolf Bauer, Managing Director, Head International Family Office Services, Deutsche Bank (Switzerland) Ltd.

14:50 Panel discussion: First hand advice on having – and safeguarding – a Family CharterDr. Sanjeev Kanoria, Principal, Single Family OfficeWalter Zocchi, Professor in Family Business, University of PisaGaurav V. Burman, Director, Dabur International; 5th generation member, Single Family OfficeIda Beerhalter, Co-Head, IOME Family OfficeModerator: Deepak Lalwani OBE, Founder, Lalcap Ltd


Family Office Operations (part 2)16:00 Dialogue: Digging deep into Investment due diligence and monitoring; Adding hidden value

• Due Diligence - What is it? - Perception and Reality• Examples and Red Flags• Lessons learned - How we refine and improveRosemary Norris, Advisor, Single Family OfficeSascha Klamp, Principal, Cite Investments; formerly Lord Rothschild’s Family Office

16:30 Showcase: Perception is others reality – Control your Family Office reputation and your influenceLaurel Herman, Founder, Positive Presence

17:00 Presentation: The protection of your most prized asset (Your Family)• Are you a target for criminals?• Manage your families profile• Educate your childrenJohn Davidson, CEO and Founder, Rubeus

17:30 Panel discussion: Family Office Operations – Sharing decades of best practice• The importance of being ready to separate the investment function from the family services function• Pre-nups, no-nups, divorce and everything in between – how best to protect your family assets• A closer look at common traps - how to avoid unwanted situationsReto Jauch, CEO, Jauch AssociatesDeborah Jeff, Head of Family, SeddonsChristopher Stone, Head of Investment Committee, Single Family OfficeJohn Davidson, CEO and Founder, RubeusModerator: Howard Lewis, Director, The Schorr Collection (Art)

18:00 Chairman´s remarks and end of the Family Office Forum, London 2014


Registration

Family Office ForumRegister now

Your Registration: Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected] phone: Please dial ++ 44(0) 20 339 71390

200 international Family Offices and UHNWI areexpected in November, coming from all over the globe.

The Middle Eastern Family Office Forum forPrincipals and genuine Family Offices. Providerssuch as Private Banks will be in drastic Minority.

Where 100+ Indian Principals and genuineFamily Offices meet to connect with Peers.

Are you a Family Office, or UHNWI? Then you enjoy free entry! Our definition of a Family Office is minimum USD 150million of assets from only one or few families / wealth owners, and the Family Office is working for one or few (not as asolution provider to many 3rd parties). Please contact [email protected]

Do you work with Family Offices? The Family Office Forum is not a sales show, places for service providers are strictlylimited! To register please visit www.prestelandpartner.com

Background of Participants

More Family Offices on stage than service providers. More Family Offices in the audience than service providers. For furtherinformation on the composition of our audience please see: www.prestelandpartner.com

The high quality and relevance of our delegates is ensured because of1. Our in-depth research and individual contacts2. The personal and individual invitations to the Family Office Forum

Free participation is exclusive to Family Offices. And only genuinely relevant partners of Family Offices will be able to purchasea delegate pass. In addition the number of delegate passes is strictly limited. This ensures that the participating Family Officesenjoy a meeting among peers.

* Our definition of a genuine Principal or Family Office is at least 100 Mio. GBP of assets (usually it is much more), these assets are from only one orfew families / wealth owners, and the Family Office is working for one or few (not as a solution provider to many 3rd parties).

Who is a Sponsor

Sponsors are experts in their respective fields and work with or for Single and Multi Family Offices. The Family Office Forum isnot a sales show: partners and sponsors do not present financial products but assist Family Offices in the optimisation of theirprocesses and ease their workload.

If you want to become a sponsor please contact [email protected]

Partners

Participants


08 Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 09

Zurich, 11 - 12 November 2014

*

100 England based Family Offices and UHNWIare expected - unique here is our definition of aFamily Office, please see below!

London, 21 - 22 October 2014

Dubai, 17 - 18 February 2015

Mumbai, 24 - 25 February 2015

Join us when 200+ (!) German speaking genuine*Family Offices meet.

Wiesbaden, 27 - 29 April 2015

Your place at the Family Office Forum London21 - 22 October 2014, The Dorchester

Until 30 March 2014

Until 14 May 2014

Until 31 July 2014

From 1 August 2014 Number

Both Days:

21st and 22ndOctober 2014

£ 2490 + VATSave £ 600

£ 2690 + VATSave £ 400

£ 2890 + VATSave £ 200

£ 3090 + VAT

One Day Only:

21st or 22ndOctober 2014

£ 1990 + VATSave £ 600

£ 2190 + VATSave £ 400

£ 2390 + VATSave £ 200

£ 2590 + VAT

Total

Registration fee includes refreshments, coffee breaks, snacks, buffet lunch, drinks and conferencedocumentation. Accommodation is not included. VAT subject to government change.

Privacy

Tick here if you do not wishto receive information fromPrestel and Partner Ltd.

Cancellation policy

1. If you are unable to attend yourplace is transferable.

2. Invoiced amounts are due in full. Prestel and Partner will notissue refunds.

3. If you register but can not attend Prestel and Partner will provide you with conference documentation.

4. Prestel and Partner reserves the right to amend the conference programme and schedule without notice.

5. Prestel and Partner is not responsible for any costs occurring due to any changes or cancellations.

Your contact detailsDelegate name:

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Payment Details

Bank transfer: Prestel and Partner LtdAccount: 46223368, Sort code 30-99-93,BIC LOYD GB21132,IBAN GB43 LOYD 3099 9346 2233 68,Lloyds TSB Bank

Payments due within 10 days of invoice date, and inadvance of the Family Office Forum. For terms andconditions see www.prestelandpartner.com

Free Admission for Family OfficesAre you a genuine* Family Office? You have the privilege of free admission. Pleasecontact [email protected]

Register Now

How to register

In writing: Post us this form, or fax it to ++44 (0) 20 3397139 1

Online: www.prestelandpartner.com in thesection "Become a Delegate" or [email protected]

By phone: ++44 (0) 20 339 7139 0

Registration



*Our definition of a Family Office is minimum USD 150 million of assets from only one or few families / wealthowners, and the Family Office is working for one or few (not as a solution provider to many 3rd parties).

family office forum - prestel and partner · family office forum london, ... * our definition of a...

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