Overview Page 2 Speakers Page 3 Programme Conference (Day 1) Page 4-5 Programme Conference (Day 2) Page 6-7 Participants Page 8 Preview Page 9 Registration Page 10 Family Office Forum 11 - 12 November 2014, Zurich Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 Join us when over 180 English-speaking Family Offices from all over the world meet under one roof! Case Studies, Key Notes, Panel Discussions and Networking: Learn from Family Offices and Genuine Experts How to improve and optimise your operations and ease your workload with new tools and know-how plus best practice Improve your operational business Exchange ideas with many other Family Offices on practical topics such as performance measurement or Family Governance Liquid and Illiquid Asset Classes – keep your finger on the pulse Hear from other Family Offices and experts how they manage asset allocation, portfolios and assets such as Alternatives www.prestelandpartner.com Stephan Gerwert Managing Director Swiss based Single Family Office RIGI Family Office AG Daniel Goldstein Senior Managing Director Montecito Office Howard Covington Chairman Isaac Newton Institute University of Cambridge Benedict Götte Owner Compass Capital AG David Mulford Vice Chairman International Credit Suisse Deepak Lalwani OBE Founder Lalcap Ltd Technology Partners Partners Join us when 180+ Principals, Family Offices and CIO meet! Dr. Rania Azmi, Ph. D., Principal, SFO and Strategic Advisor, SWF-MENA Michael Lints Venture Partner Golden Gate Ventures Richard Nunneley SFO Tony Haddad Founder Technica Ibrahim AlHusseini Managing Member The Husseini Group Walter Zocchi University Vita-Salute San Raffaele – Milan – Italy S.H. Maximilian Graf von Maldeghem Owner Ms HUI May Yan, Anthonia Chief Executive Officer AL Wealth Partners Johannes Zwick Founder Zwick Partners Free Entry for genuine* Family Offices Marie Charles Managing General Partner Tiger Healthcare * Our definition of a genuine Principal or Family Office is at least USD 150 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 (not as a solution provider to many 3rd parties).
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Overview Page 2Speakers Page 3Programme Conference (Day 1) Page 4-5Programme Conference (Day 2) Page 6-7Participants Page 8Preview Page 9Registration Page 10
Family Office Forum11 - 12 November 2014, Zurich
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Join us when over 180 English-speaking Family Officesfrom all over the world meet under one roof!Case Studies, Key Notes, Panel Discussions and Networking:
Learn from Family Offices and Genuine ExpertsHow to improve and optimise your operations and ease yourworkload with new tools and know-how plus best practice
Improve your operational businessExchange ideas with many other Family Offices on practical topicssuch as performance measurement or Family Governance
Liquid and Illiquid Asset Classes – keep your finger on the pulseHear from other Family Offices and experts how they manageasset allocation, portfolios and assets such as Alternatives
www.prestelandpartner.com
Stephan GerwertManaging Director
Swiss based Single Family OfficeRIGI Family Office AG
Daniel GoldsteinSenior Managing Director
Montecito Office
Howard CovingtonChairman
Isaac Newton InstituteUniversity of Cambridge
Benedict GötteOwner
Compass Capital AG
David MulfordVice Chairman International
Credit Suisse
Deepak Lalwani OBEFounder
Lalcap Ltd
Technology PartnersPartners
Join us when 180+Principals, Family Offices
and CIO meet!
Dr. Rania Azmi, Ph. D.,Principal, SFO andStrategic Advisor,
SWF-MENA
Michael LintsVenture Partner
Golden Gate Ventures
Richard NunneleySFO
Tony HaddadFounderTechnica
Ibrahim AlHusseiniManaging Member
The Husseini Group
Walter ZocchiUniversity Vita-Salute San
Raffaele – Milan – Italy
S.H. Maximilian Graf von Maldeghem
Owner
Ms HUI May Yan,Anthonia
Chief Executive OfficerAL Wealth Partners
Johannes ZwickFounder
Zwick Partners
Free Entryfor genuine*
Family Offices
Marie CharlesManaging General Partner
Tiger Healthcare
* Our definition of a genuine Principal or Family Office is at least USD 150 million of assets (usually it ismuch more), these assets are from only one or few families / wealth owners, and the Family Office isworking for one or few (not as a solution provider to many 3rd parties).
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Family Office ForumZurich, 11 - 12 November 2014
Overview
02
Hands down the bestFO event ever!Steffi Claiden, Family Office Review
Ratio of Investors /Providers was very good Philipp von Königsmarck,Fidelity
Terrific networkingopportunity!Fabian Rauber, LombardOdier & Cie
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 03
On stage: 90 Family Offices and experts share their knowledge - among them are:
Family Office ForumZurich, 11 - 12 November 2014
Speakers
By far the finest familyoffice conference I haveever attendedOzi Amanat, SFO
The large number ofprincipals was especiallyimpressive Heiner Weber, SFO
Great success!Interesting and arewarding exchangeStephan Gerwert, Rigi Family Office
Made excellent newcontacts which I willfollow-up onMichael Hamke, SFO
Surpassed all myexpectations! Excellentnetworking opportunitiesIda Beerhalter, MFO
The Family Office Forum Zurich is the annual meeting of morethan 180 Family Offices from all over the world, a truly global andinternational gathering of genuine Family Offices held in English:
How does it work? The global Family Office Forum hasa very different formula from other events:
• More genuine* Family Officers than service providers in the audience, and as stage speakers – by Family Offices, for Family Offices.
• Topics are relevant to Family Offices; the Forum is not a sales show and presentations are not about products.
• Only selected Partners/Sponsors who clearly add value may participate. This creates a win/win situation: Family Offices only hear about their interests, and Sponsors/Partners do find that specific interest within their own audience.
The Conference is a networking event with all-day-long networking, plus 5 parallel streams to choose from. See the programme overview – with allpresentations and panel discussions – on the next pages!
The Family Office Forum Zurich on 11th - 12th November is taking place in theDolder Grand, a spectacular mountain top location, overlooking the city of Zurichand its stunning lake. Just 10 minutes by car to the city center and only 20Minutes to the airport. Expect beautiful surroundings and an exclusive venueperfect in which to meet like-minded peers.
* Our definition of a genuine Principal or Family Office is at least US$ 150 million of assets (usually itis much more), these assets are from only one or few families / wealth owners, and the Family Officeis working for one or few (not as a solution provider to many 3rd parties).
The Family Office Forum Zurich is based on:
1. Years of research with over 100 Single and Multi Family Offices, many UHNWI,plus private banks, banks with UHNWI management, academics and partners.
2. The precise wishes and the active support of Family Offices. The agenda isbased on the requirements and challenges of Family Offices in their day-to-daybusiness.
3. The long-standing expertise of the partners at Prestel & Partner, in particularwith Family Offices. The genuine interests of Family Offices are at the core of ourForum. Please refer to our testimonials at www.prestelandpartner.com
The Family Office Forum takes a closer look. Topics are dealt with in depth toenable our participants to experience genuine progress in their work.
The Family Office Forum offers all participants a platform to exchangeexperiences, hear about the latest strategies and discuss them afterwards. It isthe ideal environment to nurture important relationships and to meet newinteresting contacts.
Tony HaddadFounder and General ManagerTechnica
Walter ZocchiUniversity Vita-Salute SanRaffaele – Milan – Italy
Howard CovingtonChairman, Isaac Newton InstituteUniversity of Cambridge
Dr. Rania Azmi, Ph. D. ,Principal, SFO and StrategicAdvisor, SWF-MENA
Benedict GötteOwnerCompass Capital AG
David MulfordVice Chairman InternationalCredit Suisse
Dr. Marc HerzogFounder and managing partnerFrontiers ManagementConsulting LtdFamily Office Consulting Ltd
Richard NunneleyAdvisor, SFO
Ms HUI May Yan, AnthoniaChief Executive OfficerAL Wealth Partners
Ida BeerhalterHead ofIOME Family Office
Walter O'BrienFuturist and FounderConciergeUp.com
Daniel GoldsteinSenior Managing DirectorMontecito Office
Dr. KonstantinMettenheimerChairmanEdmond de Rothschild
Jörg SperlingFounder & CEOAltos Advisors
Deepak Lalwani OBEFounderLalcap Ltd
Rufo QuintavallePrincipal
Christian StadermannManaging DirectorLogos Patrimon
Johannes ZwickFounder and Managing PartnerZwick Partners
Ibrahim AlHusseiniManaging MemberThe Husseini Group
Marie CharlesManaging General PartnerTiger Healthcare Private Equity
S.H. Maximilian Graf von MaldeghemOwner
Michael LintsVenture PartnerGolden Gate Ventures
Prof. Muhammad YunusChairmanYunus Social Business
Christian HammesChairmanSilvius DornierUnternehmensgruppe
Laurel HermanManaging DirectorPositive Presence
Rolf BauerManaging Director - HeadInternational Family OfficeServicesDeutsche Bank, Zürich
Alexander von BismarckExecutive DirectorEIA, Washington, DC
Prof. Dr. Peter Sester University St. Gallen andAdvisorSFO Brazil
Dr. Gero BauknechtPresidentBauknecht Capital
See all 90 speakers at www.prestelandpartner.com
Stephan GerwertManaging DirectorSwiss based Single Family OfficeRIGI Family Office AG
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Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 004 Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 05
Programme
Tuesday 11th November
11:00-11:30
11:40-12:10
12:20-12:50
An outlook on developments in Family Governance andNextGen – lessons learnt, golden rules plus provenconceptsRolf Bauer, Managing Director, Head InternationalFamily Office Services, Deutsche Bank
Panel discussion: Family GovernanceWalter Zocchi, University Vita-Salute San Raffaele –Milan – ItalyManaging Director, Single Family OfficeManaging Director, Single Family OfficeNötzli, Mai & Partner Family Office AG (MFO)
Walter Zocchi, University Vita-Salute San Raffaele– Milan – Italy
An update on resources such as ForestryAlexander von Bismarck, MD, EIA
Asia: Access to Southeast Asia as a hub of newtechnology and innovationMichael Lints, Venture Partner, Golden GateVentures
Brazil: Current challenges and opportunitiesProf. Dr. Dr. Peter Sester, University St. Gallen andAdvisor, SFO, Brazil
14:10-14:40
USA: The recent situation seen as an SFODaniel Goldstein, Managing Director,Manchester Capital Management (SFO)
14:50-15:20
Passing on the leadership to a woman: Lessons learntUrsina Schneider-BodmerFranziska BlindowFranziska Tschudi Sauber, CEO, WICOR Holding AG
16:00-16:30
16:40-17:10
Illiquid Assets Direct InvestmentGarden Salon 2
Geographic: Local HeroesGarden Salon 3
Operations, InternalThe Gallery
Investments, Money MattersGarden Salon 1
Liquid Assets Financial MarketsThe Ballroom
Opening address by the organisers Katja Mu ̈lheim and Tobias Prestel
Opening address: An outlook at the international situation and geopolitical influences on investment decisions, David Mulford, Vice Chairman International, Credit Suisse, former US Ambassador to India
Morning break in the Ballroom Foyer
Lunch break in the Gallery
Afternoon break in the Ballroom Foyer
Drinks Reception in the Ballroom Foyer
08:30-09:00
10:00-11:00
Registration and welcome with coffee, tea and breakfast snacks07:30-08:30
13:00-14:00
15:30-16:00
Panel discussion: Manager selectionJ. Christian Stadermann, Logos Patrimon (MFO)Stephan Gerwert, Rigi (SFO)Christian Hammes, Do Investment AG (SFO)Mr. Frederic Feve, CIO, RITOSSA Family Office (SFO)
09:30-10:00
USA: Panel Discussion: Investing in the USADaniel Goldstein, Managing Director,Manchester Capital Management (SFO)Moderator: Katherine Tersago
Why sustainable business models can beworthwhile for investors and how investors getconfused with sustainabilityOliver N. Hagedorn, CEO, avesco
Panel discussion: Current developmentsStefan Boehme, CIO, SFO, MD, MFO s.boehme & co.
Asia Panel discussion: Is it a good time to invest inAsia?Geoffroy Wallier, Partner, OrfiCapitalRicky Husaini, United Sustainable DevelopmentsLimitedModerator: Deepak Lalwani, OBE
USA: Accessing the US Energy Revolution• Macro overview and outlook of global and US energy
markets• How the US shale oil & gas boom is driving new
demand for energy infrastructure• What are MLPs and how they enable energy
infrastructure growth• How MLPs fit into a portfolioBernhard Wenger, ETF Securities (UK) Ltd
17:20-17:50 Entrepreneurship in emerging markets: Disruptivetechnological innovation and its resultant impact oneconomic development. Case study: China.Darren Fogelman, FTC Gobal
Panel discussion: Investing with conciousness • Mission related and Social Impact Investing defined• Experiences and what has to be considered in a practical
approachDr. Stahl, Managing Director, BonVentureRakesh Chand, Chairman, Kaura Foundation (SFO)Andreas Renker, Managing Director, Green Energy 3000Oliver N. Hagedorn, CEO, avesco (MFO)Moderation: Karen Hitschke, Director of Funds &Investments, Yunus Social Business Global Initiatives
08:30-09:00
Welcome address: Solving the challenges of increasingly international families, business‘ and investments, Dr. Konstantin Mettenheimer, Chairman Germany, Edmond de Rothschild09:00-09:30
An analysis of the global macro environment andinvestment behaviourBenedict Götte, Compass Capital, (Advisor, SFO)
Family Governance Asset ManagementClimate change as an investment criterionHoward Covington, Chairman, IsaacNewton Institute, University of Cambridge
Asia: Reading into the Minds of Asian Wealth Owners– What Exactly Do They Want?• Asian Family Office, a nascent industry• Eastern vs western wealth creators - how different are
they?• What exactly do Asian wealth owners want? And how
to meet their expectations?• Going beyond the investment sphere to outline the key
solutions that Asian wealth owners are demandingMs HUI May Yan, Anthonia, Chief Executive Officer,AL Wealth Partners
Geographic: Local Heroes
Panel discussion: Geopolitical shifts -Noise or potential game changer for Investors?Benedict Götte, Compass Capital, (Advisor, SFO)Jon Matonis, Bitcoin FoundationAlan Wheatley, Economics writer and editor
Low correlations within portfolio buildingStephan Gerwert, Rigi (SFO)Christian Hammes, Do Investment AG (SFO)
Portfolio building
Finding Value
Asset ManagementLiquid Alternatives: A solution in periods of lowinterest rates?• Liquid Alternatives witness the highest growth rate of
any AM segment• These strategies hit a spot with investors facing low
interest rates• Risk & return characteristics of liquid alternatives
depend on the strategy• Robust portfolio-construction by intelligently combined
liquid alternative strategiesDr. Jan Viebig, CEO, Head of Alternative Investments,Harcourt, part of Vontobel Asset Management
Infrastructure
Investing with an ethical mindset
An opinion on the right mindset and approachwithin investment decisionsDr. Joe Zammit-Lucia (Advisor, Principal, SFO)
18:00-18:30
Presentation: The protection of your most prizedasset (Your Family)• Are you a target for criminals?• Manage your families profile• Educate your childrenJohn Davidson, CEO and Founder, Rubeus
Family Wellbeing and Education
Educating the next generation about money:The step by step process towards investing literacyMelwin Mehta, Investments, El Oro (SFO)
Next GenerationInvesting in great companies• The basics of a great business• Determining the “right price”• The psychology of money• Identifying attractive opportunitiesJohannes Zwick, Principal, Zwick Partners (SFO)
Finding Value with Global Equities• Benefits of investing globally• Value of proprietary research and fundamental analysis• Why an active approach offers opportunitiesCharles Payne, Investment Director, Fidelity WorldwideInvestment
Best practice in choosing companiesJan Budden, Managing Partner, ACP Axos Capital (SFO)Jörg Sperling, Altos Advisors, Principal, SFO
Does Value investing work ? • History• Academic Studies• Research process • A practical ExampleNicolas Scheuermann, Scheuermann & Co. AG
Equities and related portfolio constructionMelwin Mehta, Investments, El Oro (SFO)
Finding Value
Benfits of investing in infrastructure• The different segments of the asset class• The effects of infrastructure in a portfolioValue creation
in infrastructure• Deal sourcing• Operational improvements: efficiency enhancements
and de-risking• ESG considerationsMarkus Hottenrott, Chief Investment Officer, MorganStanley Investment Management
Panel discussion: Asset Management strategic trends• Asset bubbles in combination with high leverage• Uncertainty about inflation• The absence of interest which has to be replaced with
other sources of income• Is an early or easy return to higher interest rates is in sightDr.Konstantin Mettenheimer, Chairman, Edmond de RothschildDr. Rania Azmi, Ph. D., SFO and advisorCharles Payne, Investment Director, Fidelity
Management of Family Wealth: Market Liquidity TheUnderestimated Risk• Hidden liquidity risk in portfolios of investors• Implications for portfolio and risk managementAlexander Pick, Head of Family Office, Allianz GlobalInvestors
How everybody can capitalise space infrastructure• Space is all about huge infrastructure. Based on
supporting 100 start-ups per year in this field, an overview on
• How the constellations navigation, earth observations or telecommunication satellites are big investments and driven by commercial interest
• How more and more companies make use of this infrastructure, bringing the business back to earth and providing an outlook to the future
Frank M. Salzgeber, Head of Technology Transfer,European Space Agency (ESA)
Optimising others perception of you, your familyoffice .... and your next generation Laurel Herman
CommoditiesEugen Weinberg, Commodities Analyst, Commerzbank
Panel discussion:Maximilian Graf von Maldeghem, Latifundium (SFO)Eugen Weinberg, Commodities Analyst,CommerzbankAlexander von Bismarck, EIA
Real Estate
Commodities
Investing with an ethical mindset
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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
Programme
Wednesday 12th November
11:00-11:30
11:40-12:10
12:20-12:50
Aviation
Panel discussion: Private Aviation & Yachts - To Own or Charter?Ian Moore, CCO, VistaJetTrevor Lambarth, VP Sales EMEA, BombardierJamie Edmiston, CEO, Edmiston Yachts
Principal challenges – How a global think tank ofgeniuses executes any funded wishWalter O'Brien, Futurist, Founder ConciergeUp.com
Middle East: Current state of wealth managementDr. Rania Azmi, Ph.D., Principal, SFO and StrategicAdvisor, SWF-MENA
Monitoring & Reporting:• Anytime• Anywhere• Tailor-made• CompliantAndreas Oehninger, Managing Director,vwd PortfolioNet Service AG
14:10-14:40
Kingdom of Saudi Arabia: Investment through KnowledgeTransfer• Accessing investment opportunities in KSA• Surprisingly Social and Sustainable• Cultural musings and mis-steps of an Englishman AbroadSilash Ruparell, CEO Armacom
14:50-15:20
16:00-16:30
16:40-17:10
Illiquid Assets Direct InvestmentGarden Salon 2
Geographic: Local HeroesGarden Salon 3
Operations, InternalThe Gallery
Investments, Money MattersGarden Salon 1
Liquid Assets Financial MarketsThe Ballroom
Welcome address by the organisers Katja Mu ̈lheim and Tobias Prestel
Keynote: Creating value from values – the privilege of choice, Klaus Tischhauser, Co-Founder & CEO, responsAbility Investments AG
Morning break in the Ballroom Foyer
Lunch break in the Gallery
Afternoon break in the Ballroom Foyer
Closing remarks in the Ballroom and Ballroom Foyer
08:30-09:00
10:00-11:00
Registration and welcome with coffee, tea and breakfast snacks07:30-08:30
13:00-14:00
15:30-16:00
09:30-10:00
East Europe and CIS: A Family office approach toinvesting in direct private equity deals• Overview of Talis Capital• Presentation on the Agricultural Investment in the
Ukraine – expansion on successful exit and re-investment• Presentation on niche shipping strategy operating small
handysize dry bulk vessels in the Black, Mediterranean and Azov seas
• Presentation on other Digital InvestmentsVasile Foca, Matus Maar Co-founders Talis Capital
Panel discussion: Film and Media as an asset class• Film investment correctly done, can be a secure,
uncorrelated and lucrative investmentMarcel Strobl, MFOIbrahim AlHusseini, Principal, SFODr.Gero Bauknecht, SFOChristian Becker, Managing Director, RatPack FilmMatthias Rosenberger, CEO, Malao FilmModerator: Jo Sawicki
Private Equity – Safe haven for Family Offices?• Asset Allocation• Investment Criteria• Industries & Regional Focus• Case Study Germany vs. SwitzerlandDr. Marc Herzog, Managing Director, Family OfficeConsulting
Middle East: An entrepreneurial Family Business´ view• How Technica was transformed from local family business
to a global company with family culture• Servant leadership concept and succession planning in
Middle East family business• Overall climate of investment in MENA region and possible
ways for FB from elsewhere to get engaged in MENA regionTony Haddad, GM, Technica International (SFO)
Case Study: A bespoke Family Office reporting solution• Strategic milestones• Problems and solutions• Key success factors• A real life implementationIan ledzion, AXIDIA
17:20-17:50
Panel discussion: Internet and New MediaFrederic Haitz, CEO, ezeepSimon Schäfer, CEO, Google Factory BerlinModeration: Joachim Paech, CEO, P.A.M.
Panel discussion: BioTech HealthcareScott Johnson, CEO, Myelin Repair FoundationBob Johal, Biochemist, Advisor (Institutional & SFO)Dr.Alfred Scheidegger, Managaing Director, NextechDr. Marie Charles, Managing General Partner,Tiger Healthcare Private Equity (Closed fund, SFO)
09:00-09:30
OperationsOffshore: Global outlook on establishing a family officein global hubs or offshore locations – Factors toconsider and Jersey as a case study• Practical matters and Staff• Stable legal and political system structures• Family office regulation and legal• Tax implicationsIan Slack, Director, Bedell Trust
Panel discussion: AlternativesMatt Bass, Chief Operating Officer Alternatives,AllianceBernsteinDr. Jörg Goschin, Co-Founder, ALSTIN (SFO)Max Seyer, MD, Seyer & Partner (MFO)Moderator: Deepak Lalwani, OBE
Private Equity, M&A and Venture CapitalPE’s are from Mars and Strategics are from Venus – A non-judgmental comparison of IP-centric acquisitions• IP as a business strategy vs. IP as an exit driven business
model• Competitive positioning for buyers and seller• Confirmatory diligence vs. exploratory diligence• Deal Killers and How to avert or mitigate them • Special issues for global acquisitionsHarry Rubin, co-chair of Ropes & Gray’s International Practice
Monitoring & Reporting
Panel discussion: Monitoring & ReportingBernd von Staa, Strategic Advisor, SOBACO Solutions AGAndreas Oehninger, Managing Director,vwd PortfolioNet Service AGIan ledzion, AXIDIADr. Peter Dobler, Managing Director, PS Plus
BioTech and HealthCareProfessor Sir Martin Evans, Medicine Nobel prize holder
Media, Digital and Internet
An Investors Insight into the Status Quo of SmartphoneTechnology – Case Study: Empowering Blind Women andthe Ageing Population through SmartphonesAbhi Naha, Founder and CEO, Zone V
18:00-18:30
Investor panel discussion: Successful ways to accessand deal with Venture Capital investmentsChristopher Stone (SFO)Jörg “George” Sperling, PrincipalJan Budden, PrincipalDaniel Ross, CrowdBnK
Panel discussion: Women in Wealth• The wealth of women – an untapped economical force• The influence of gender on investment decisions• A global review of gender in ownership• Does Gender parity warrant more sustainable success?Dr. Luna Glucksberg, Goldsmiths University, LondonLaurel HermanModerator: Steffi Claiden
Women in Wealth
Women in Wealth
Presentation: Shedding a light on correlations betweengender, leadership and ownership• Why ownership requires leadership• Change in gender – liability or opportunity?• Myths and facts on a women heading the family business • How family owned businesses pave(d) the way for
women business leadersIda Beerhalter, Co-Head, IOME
VistaJet Networking BreakIan Moore, VistaJet
Presentation: Women Leadership and Family Governance• The difference between the genders – a stereotype
repeated too often and questioned not often enough?• Why and when does gender matter?• Is the holy grail of gender diversity impersonalisation of
gender?• Does women leadership contribute to the quality of
governance?Dr. Rania Azmi, Ph.D., Principal, SFO and StrategicAdvisor, SWF-MENA
AlternativesCapitalising on Credit Disintermediation• Bank disintermediation is a longer term secular tend
creating new investment opportunities• Opportunities span multiple asset classes • Investors can improve absolute and risk adjusted returns by
allocating to private credit Matt Bass, Chief Operating Officer Alternatives,AllianceBernstein
Panel discussion: Next generation as leaders –Gender issues• How gender impacts leadership: determinant, trap or crap? • Gender differences in leadership and ownership• How to get beyond the gender myths to true leadershipIda Beerhalter, Co-Head, IOMEAlexis Ostrobrod, ZELA Fashion
High impact, high yield impact investingDr. Marie Charles, Managing General Partner,Tiger Healthcare Private Equity (Closed fund, SFO)
Opportunities based on the global change in mediaconsumptionJak Severson, Co-Gounder and CEO, Thoughful Media Group
Technology tools: What 200+ Family Office Softwarecustomers taught me about technologyDr. Peter Dobler, Managing Director, PS Plus
Women & Wealth: Her Role in Innovation, Investment,and Ecosystem Support: Getting Comfortable withUncomfortable• How behavior and design shifts in groups can lead to
more robust levels of inclusion• How access to business networks, expertise and capital
play out across gender lines• Why women are central to innovation, yet
underrepresented in the innovation economy• What leaders can do to influence and change bothSharon J. Vosmek, CEO, Astia
India Rising: Opportunity Knocks• Structural changes repositioning India as global
investment destination • Where Foreign Direct Investment goes• The New Modi Government: Top 10 Game Changing
Initiatives so far • Indian Real Estate and Investment Case Study BangaloreRicky Husaini, United Sustainable Developments Limited
Indian Ocean: India, Arabia, Africa, Mauritius and theirlinkSuzanne Gujadhur Bell, Managing Director, InternationalProximityRicky Husaini, United Sustainable DevelopmentsModerator: Deepak Lalwani OBE
Cybersecurity: the essentials - Understanding cyberrisks - Cyber security market trends - State of the artin threats & defences- Best practices in cyber securityAlex van Someren, Royal Society CyberSecurityResearch Steering Group and Managing Partner,Amadeus Capital Partners
Cybersecurity
Participants
More Family Offices on stage than service providers. More Family Offices in the audience thanservice providers. For further information 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 genuine* Family Offices. And only relevant partners of FamilyOffices are able to purchase a delegate pass. In addition the number of delegate passes isstrictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.
* Our definition of a genuine Principal or Family Office is at least 100 Mio. GBP of assets (usually it is muchmore), these assets are from only one or few families / wealth owners, and the Family Office is working for oneor few (not as a solution provider to many 3rd parties).
Who is a Partner / Sponsor
Sponsors are experts in their respective fields and work with or for Single and Multi FamilyOffices. The Family Office Forum is not a sales show: partners and sponsors do not presentfinancial products but assist Family Offices in the optimisation of their processes and workload.
If you want to become a partner / sponsor please contact [email protected]
Participants
Partners
Technology Partners
Media Partners
Family Office ForumZurich, 11 - 12 November 2014
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 008 Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
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 are expected inNovember, 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
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, 16 - 17 February 2016
Mumbai, 23 - 24 February 2016
Join us when 200+ (!) German speaking genuine*Family Offices meet.
Wiesbaden, 27 - 29 April 2015
Your place at the Family Office Forum Zurich11th - 12th November 2014 at the Hotel Dolder Grand Zurich
Until 1 February 2014
Until 30 May 2014
Until 11 September 2014
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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:
Title:
Company:
Address:
Country:
Telephone:
Email:
Permission granted by (name and signature):
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 this form to us, 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
Family Office ForumZurich, 11 - 12 November 2014
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0 10
*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).
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