CLEARVIEWFAMILYWEALTH
TUESDAY 28 JUNE 2016Chaired by: Ian Morley, Chairman - Wentworth Hall
09:30-10:00 Registration, Refreshments and Networking
10:00-10:10 Chairman’s Welcome •IanMorley,Chairman,WentworthHall
10:10-10:30 KEYNOTE: Recognizing the Signals to Reveal the State of the World Economy With the UK’s European Referendum having just taken place and the US’s Republican and Democrat parties in the run-up to their Conventions this timely keynote will consider how individuals should learn to read everyday signals which explain the real state of the economy and even hint at risks which may be beyond the vision of experts. •PippaMalmgren,Author,Economist, Co-FounderHRobotics
10:30-11:15 PANEL: Investment Strategies and Asset Allocation: Liquidity; Appetite for Risk; Capital Preservation or Wealth Creation? What are families strategies for 2016 and beyond? WhataffectwiththerecentUKEuropeanReferendum on families investment strategies for preserving and growing wealth? What is their appetite for risk? •NainishBapna,CIO,VeddisSFO •AlexandraCaminer,JAGCapital •Moderator:DrWolfgangSeidel
11:15-11:45 NetworkingBreak
11:45-12:30 PANEL: How do families identify the real opportunities - Alternative Investment Strategies Why families are particularly well suited to investing in alternatives? What role can private equity, venture capital and commodities play in a family’s investment strategy? Are families moving away from private equity and taking matters into their own hands and getting involved in direct investments? •AnselmAdams,PortfolioManager, PECAFamilyOffice •RodrigoJesus,4UPar •Dr.DorneSowerby,Principal,SIHoldings FamilyOffice •Moderator:RichardNunneley,ViceChairman, Floreat
12:30-13:15 PANEL: Passive -v- Active Investment Management What place is there for Hedge Funds in today’s family office?Howcanfamiliesbestusefundsorshould they be looking for opportunities to invest directly? •BernadinoBranca,CIO,BrancaFamilyOffice •FredericFeve,CIO,RitossaFamilyOffice
•NajyNasser,HeadstartAdvisers •TusharPatel,ManagingDirector-CIO,HRIM/ DhandsaFamilyOffice
13:15-14:30 NetworkingLunch
14:30-14:35 Chairman’sWelcomeBack •IanMorley,Chairman,WentworthHall
14:35-15:20 PANEL: Philanthropy - Securing the Family Legacy •VanessaFaktor •Moderator:JuliaFreifrauvonPoschinger-Bray, TheWendelInternationalCentreforFamily Enterprise,INSEAD”
15:20-16:20 INTERACTIVE SESSION – Communications to Get the BestfromOthers–PreventingConflict This session will be led by Helen Fisher and Sally Ann Jones and will, in light of the work they have done with successful families and family business members, consider how families can tackle important issues withoutgivingrisetoconflict 16:20-16:45 Networkingbreak
16:45-17:30 PANEL: Next Generation –Shaping their Own Path Being a next generation member of a wealthy and important family is a great privilege but is also a great burden. How can Next Generation family members be encouraged to be engaged and take responsibility? Or, converservely,howcantheyfindtheirownpathinlife? • PrincessTheresevonandauLiechtenstein • SharonFoulston,SFOPrincipal,Chairman, AladdinVentures • FredericGarcin,Principal,EuphrasiePartners • StuartMusgrave,5thGeneration,MusgraveFamily •Moderator:JeremyHazlehurst,Founder, BusinessFamily
17:30-17:35 Chairman’s Closing Remarks •IanMorley,Chairman,WentworthHall
17:35-18:45 DrinksReception
18:45-21:00 PrivateDinners
28 & 29 June 2016 - Simpson’s in the Strand, London
THE EUROPEAN FAMILY WEALTH FORUM
©Copyright2016ClearViewFamilyWealth,Heathman’sHouse,19Heathman’sRoad,London,SW64TJ,UK Tel:+44(0)2071480188/[email protected]/www.clearviewfamilywealth.com
Our 2nd European Family Wealth Forum follows the success of our inaugural event last October and brings together UHNW families and their senior family office executives
in a discrete and private environment. We have met and listened to dozens of families to design a programme of in-depth panel discussions covering issues that they are keen to explore.
This forum offers a unique opportunity to network and discuss openly and frankly issues of concern and benchmark with other families tackling similar issues.
TO REGISTER:http://www.clearviewfamilywealth.com/forums/or email [email protected]@clearviewpublishing.comPhone us on: +44 (0)207 148 0188
CLEARVIEWFAMILYWEALTH
WEDNESDAY 29 JUNE 2016Chaired by: Ian Morley, Chairman - Wentworth Hall
09:30-10:00 Refreshments and Networking
10:00-10:05 Chairman’sRecapandDay2WelcomingRemarks •IanMorley,Chairman,WentworthHall
10:05-11:00 PANEL: Art and Passion Investing Is there a role within your family’s portfolio for such investments or should they best be seen as a hobby? •FrancescoBaldanza,privatecollectorofclassic cars & race cars •PhilipBlackwell,Principal,TheUltimateLibrary •HowardLewis,Principal,OFFLINE,SchorrCollection •Eddiejr.Sahakian,NextGenOwner,Davidoff •Moderator:MichaelvonStumm,SpecialAdvisorto KurtAEngelhorn
11:00-11:50 PANEL:Investingtomakeadifference How can investment techniques further your philanthropic aims? What is the role of sustainability infamilyinvesting?Isthereaconflictbetween makingprofitanddoinggood? •Mark Brook, HILTS Global •AndreasLange,CIO,ArgenthalPrivateCapital •RufoQuintavalle,Director,Agro EcologicalInvestment
11:50-12:10 NetworkingBreak
12:10-13:00 PANEL: Real Estate – Where are the Opportunities and Where are the Bubbles?
Are the opportunities in London and Europe’s major Cities over? Should families be considering secondary cities in Europe and is so where? • GaryMartin,MartinGroup
13:00-13:10 Chairman’sRound-upandClosingRemarks
13:10-14:15 NetworkingLunch
14:15-15:15 (Optional): Co-Investment Session This closed door meeting is strictly for principals, familymembersandtheirseniorfamilyoffice executives to meet and discuss with their peer group business propositions and opportunities to co-invest.
THE EUROPEAN FAMILY WEALTH FORUM
©Copyright2016ClearViewFamilyWealth,Heathman’sHouse,19Heathman’sRoad,London,SW64TJ,UK Tel:+44(0)2071480188/[email protected]/www.clearviewfamilywealth.com
28 & 29 June 2016 - Simpson’s in the Strand, London
TO REGISTER:
http://www.clearviewfamilywealth.com/forums/
or email [email protected]
Phone us on: +44 (0)207 148 0188
THE EVENT FOLLOWS THE GREAT SUCCESS OUR INAUGURAL EUROPEAN FAMILY WEALTH FORUM LAST YEAR WHICH WAS DEEMED A GREAT SUCCESS BY THOSE ATTENDING:
“Top quality panellists coupled with a very interesting audience full of real FO’s”-SFOPrincipal
“It was worth coming across the pond to interact with European families, especially next gens, around engaging topics such as impact investing. Good crowd, good insights...”-FamilyOfficeSeniorExecutive
“It was a pleasure to attend. I thought the quality of the attendees and speakers was excellent.”-SFOPrincipal
“Just a note to tell you what a great success I thought the Family Wealth Forum was this week. There were a great slate of speakers and panellists and the topics were relevant and engaging. I’m so pleased that I was
able to attend.”-SFOPrincipal
