Family Office Forum - Advanced Technology Consultants Office Forum Dolder... · 2018-06-11 ·...

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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 3 - 4 November 2015, 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 160 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 John Kim Managing Partner Amasia Rakesh Chand Chairman Kaura Foundation HRH Princess Dr. Nisreen Bint Mohammed Bin King Faisal I Bin El-Sharif Hussein El-Hashemite Benedict Götte Owner Compass Capital AG Steve Balaban, CFA Private Equity Expert, Faculty University of Waterloo Deniz Misir Managing Director V22 Partners Join us when 160+ Principals, Family Offices and CIO meet! Thomas Kingreen Investment Director PPF a.s. Gordon Ommen Principal BirdDog Capital (SFO) Michael von Stumm Investments and philanthropic advisor Kurt A. Engelhorn (SFO) Dr. Katharina Sommerrock LGT Venture Philanthropy Eric Lohrer Partner, Single Family Office Loreda Holding Dr. Stephan E. Knobloch Principal SEAK (SFO) Prof. Dr. Dr. Peter Sester University St. Gallen and Advisor, Single Family Office Caroline Curtis Dolby Psychotherapist Dr Antoinette Sarasin Gianduzzo Free Entry for genuine* Family Offices Luciana De Lima Social Entrepreneurship Initiative & Foundation seif * 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).

Transcript of Family Office Forum - Advanced Technology Consultants Office Forum Dolder... · 2018-06-11 ·...

Page 1: Family Office Forum - Advanced Technology Consultants Office Forum Dolder... · 2018-06-11 · Dolder Grand, a spectacular mountain top location, overlooking the city of Zurich and

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 Forum3 - 4 November 2015, 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 160 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

John KimManaging Partner

Amasia

Rakesh ChandChairman

Kaura Foundation

HRH Princess Dr. Nisreen BintMohammed Bin King Faisal I

Bin El-Sharif Hussein El-Hashemite

Benedict GötteOwner

Compass Capital AG

Steve Balaban, CFA Private Equity Expert, Faculty

University of Waterloo

Deniz MisirManaging Director

V22

Partners

Join us when 160+Principals, Family Offices

and CIO meet!

Thomas KingreenInvestment Director

PPF a.s.

Gordon OmmenPrincipal

BirdDog Capital (SFO)

Michael von StummInvestments and

philanthropic advisorKurt A. Engelhorn (SFO)

Dr. Katharina SommerrockLGT Venture Philanthropy

Eric LohrerPartner, Single Family Office

Loreda Holding

Dr. Stephan E. Knobloch Principal

SEAK (SFO)

Prof. Dr. Dr. Peter Sester

University St. Gallen and Advisor, Single

Family Office

Caroline Curtis Dolby Psychotherapist

Dr Antoinette SarasinGianduzzo

Free Entryfor genuine*

Family Offices

Luciana De LimaSocial EntrepreneurshipInitiative & Foundation

seif

* 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).

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

Family Office ForumZurich, 3 - 4 November 2015

Overview

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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: 80 Family Offices and experts share their knowledge - among them are:

Family Office ForumZurich, 3 - 4 November 2015

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 160 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 3rd - 4th 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.

See all 90 speakers at www.prestelandpartner.com

HRH Princess Dr. Nisreen BintMohammed Bin King Faisal I

Bin El-Sharif Hussein El-Hashemite

Benedict GötteOwner

Compass Capital AG

Luciana De LimaSocial Entrepreneurship

Initiative & Foundation seif

Prof. Dr. Dr. Peter SesterUniversity St. Gallen and

Advisor, Single Family Office

Evangelia EliadouExecutive Director

Pafilia Property Developers Ltd

Dr Antoinette Sarasin GianduzzoDirector of Nutrition

& Lifestyle

Dr. Katharina SommerrockLGT Venture Philanthropy

Caroline Curtis Dolby Psychotherapist

Rolf BauerManaging Director - Head

International Family Office Services

Deutsche Bank, Zürich

Patricia SafoCEO

JCS Investments

Christian StadermannManaging DirectorLogos Patrimon

Deniz MisirManaging Director

V22

Frédéric FèveCIO

Ritossa Family Office

Dr. Alfred ScheideggerPartner & CEONextech Invest

Peter BrockLeader Family Office Services

Rakesh ChandChairman

Kaura Foundation

Gordon OmmenPrincipal

BirdDog Capital (SFO)

Steve Balaban, CFAPrivate Equity Expert, Faculty

University of Waterloo

Thomas KingreenInvestment Director

PPF a.s.

Dr. Stephan E. Knobloch Principal

SEAK (SFO)

Astrid von SoostenEuropean Molecular Biology

Laboratory (EMBL)

John KimManaging Partner

Amasia

Eric LohrerPartner, Single Family Office

Loreda Holding

Michael von StummInvestments and philanthropic advisor

Kurt A. Engelhorn (SFO)

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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 3rd November

11:00-11:30

11:40-12:10

12:20-12:50

Next Generation: Raising children with skills,knowledge and motivationRolf Bauer, Managing Director, Head InternationalFamily Office Services, Deutsche Bank

Panel discussion: Family GovernanceFrancesco D'Amico, Managing Director, Quilvest´s SFOLenka Beinhoff, CEO, BEINHOFF & CO. AGProf. Dr. Dr. Peter Sester, University St. Gallen andAdvisor, SFO, BrazilModeration: Rolf Bauer, Managing Director, DB

Family Structuring and Operations: Case Study - Mastering the challenges from managinga family in it´s 7th generation, globally spanning 5continentsFrancesco D'Amico, Managing Director, Quilvest´s SFO

Russia and C.I.S. - from investors’ perspective• Risk and opportunities investing in Micro Credits • Mikro Kapital approach to Micro Credit • Video interviews to entrepreneurs financed by Mikro

Kapital • How to exploit Micro Credit investment opportunities

with Mikro KapitalVincenzo Trani, Mikro Capital

West Africa from an investor´s perspectivePatricia Safo, CEO, JCS Investments

14:10-14:40

14:50-15:20

16:00-16:30

16:40-17:10

Illiquid Assets Direct InvestmentGarden Salon 2

Geographic: Local HeroesThe Gallery

Operations, InternalGarden Salon 3

Investment Ops Money MattersGarden Salon 1

Liquid Assets Financial MarketsThe Ballroom

Welcome address: Now is a good time for action and to get involved in change! Her Royal Highness Princess Nisreen El-Hashemite, BSc MSc MD PhD, Executive Director, Royal Academy of Science International Trust (RASIT)

Keynote: Technology, money and true values - From Gold to digital currency to trust, J. Bradley Hall, Chairman & CEO, ICON

Morning break in the Ballroom Foyer

Lunch break in the Gallery

Afternoon break in the Ballroom Foyer

Drinks Reception in the Ballroom Foyer - "music apero" by Aleksandra & Alexander Grychtolik (Harpsichord improvisation) Sponsored by PS Plus

08:30-09:00

10:00-11:00

Registration and welcome with coffee, tea and breakfast08:00-09:00

13:00-14:00

15:30-16:00

The philanthropic investment scene • Changes and diverse and complicated choices for

family offices• Empowering the financing of philanthropic investments• Choosing and managing investments into social

impact opportunities across the complete spectrumJulian Eagles, Chief Philanthropy Officer, SharedImpact

09:40-10:00

Panel Discussion: Real Estate in Emerging MarketsPatricia Safo, CEO, JCS InvestmentsLucio Frigo, Founder and Managing Director, Materiareal estate development

Offshore - Shipping - Oil & Gas as an alternativeasset classRolf Zapffe, Paretosec

Real Estate: How to deal with and manage this assetclass as a family office - case study GermanyDr. Lutz Aengevelt, Aengevelt Immobilien

Agriculture: Technology in Farming, Land Stewardship, and Land as a Legacy AssetGordon Ommen, Principal, BirdDog Capital (SFO)

Forestry and Agricultural Investments - The experience ofcenturies: Land as an important part of a long-term wealthstrategy• Legal certainty and strong property rights• Natural growth and professional management• Clear and obvious global trends: growing population and

growing demands Constantin Freiherr von Wendt, General Manager, SalmBoscor GmbH & Co KG Erste Landwirtschaftsgesellschaft

17:20-17:50

09:00-09:20

Keynote: Technology, perils and prospects - How technology disruption affects business families, John Kim, Managing Partner, Amasia09:20-09.40

“Healthy Correction or has the Bear just woken up?”A macro-behavioral market outlookBenedict Götte, Partner, Crossbow Partners AG

Family Governance & NextGen Asset ManagementCapital Cycles: Finding investment opportunities inunlikely places• Approach based on analysing capital cycles • Aims to avoid high valuations and mitigate downside

risk by investing at the bottom of the cycle• Potential for long-term capital appreciation • Can help overcome behavioural biases – and take

advantage of others’Keith White, Portfolio Manager and Global IndustryAnalyst, Wellington Management

Alternatives within your portfolioMatt Bass, Chief Operating Officer Alternatives, AB

Manager Selection• Foward-looking asset manager selection im comparision

to backward selection based on past data.• Investing in people/talents and not only in products.• Selection of managers at various stages of financial

market cycle.• Strategic investment review of leading bond

managers in the eye of the turnaround in interest ratesMartin P. Bürki, Managing Partner, Marmot InvestmentOffice AG

Investment Criteria

Investing with an ethical mindset

Asset Management

Physical Gold - latest trends in terms of demandand supply plus buying and storing goldJoshua Rotbart, Malca-Amit Precious Metals

Offshore, Oil & Gas, Ships

18:00-18:30

Empower Yourself and Future Generations! ProtectHealth, Energy & Strength through BiomolecularRestoration• Address individual needs to vitalize family businesses • Restore metabolic deficiencies and boost energy to

remain united and successful as a family • Innovative, unique practice to maximize the potential of

body and mind over generationsDr Antoinette Sarasin, The Kusnacht Practice

Family Wellbeing

Citizenship by Investment & International ResidenceSolutions• Global citizens and world traveller´s lives• The global situation for safeguarding UHNWI families• Caribbean vs. Europe - a comparison• Immigration, citizenship, and residence - Criteria how to

chooseMicha Emmett, Group Managing Director, CS GlobalPartners

The imperative of considering climate change in long-term wealth creation: practical family office case studies• Climate change and its impact on wealth creation• Incorporating climate change considerations in the

investment process• Finding solutions across all asset classes• Lessons learnt, current challengesPeter Wüthrich, Management, onValues Ltd.

How can philanthropy help to achieve public health objectives?• Supporting public health policy as a sound investment

for all types of donors• Going beyond the public health agenda for the public good• Investment in anti-tobacco policy is a case in pointDesiree Kogevinas, Consultant to theWorld Health Organisation

Panel discussion: “Saving the planet” throughinvesting - How to make impact investments Luciana De Lima Social EntrepreneurshipInitiative & Foundation seifAntje Biber, Managing Partner, FERI Family OfficePeter Wüthrich, Management, onValues Ltd.

Panel discussion: PhilanthropyManjula Lee, Head of Philanthropy, Habitat forHumanity Great BritainDr. Katharina Sommerrock, LGT Venture PhilanthropyJulian Eagles, Chief Philanthropy Officer, SharedImpact

Investible Custom IndicesCriteria for constructing an investible custom indexPeter Panholzer, DynexCorp

Currencies and FX: How to make the best out of it as aFamily OfficeThomas Suter, CEO, Quaesta Capital

The case for timber• Timber as an investable asset class – past, present &

future• Investing in timber as part of a balanced portfolio• Using timber to address the current low yield environment• Key investment risks and mitigantsDuncan Caldwell, General Manager, TFS Corporation Ltd

New Media - Technology - InternetIntellectual Property as a Real Asset• What is IP (Facts and Know how)• IP as a Real Asset• IP analytics: Market Size and Funds• Implementing IP into ones Portfolio - Added ValueDennis Reckling, Ph.D. at University of St. Gallen

New Technology: High tech investments - new bubbleor the greatest opportunity ever?Eran Davidson, Davidson Capital

Real Estate

European Citizenship for Non-European UHNWI• Advantages of a full EU citizenship such as visa free

travel and freedom to live in any European country• Considering the time factor - completion in only 3

months• Assuring a secure investment through prime real estate• Case study: Cyprus as an all-round solution for

citizenship and tax planning for UHNWIEvangelia Eliadou, Executive Director, Pafilia

Geographic: Local Heroes

Geographic: Local Heroes Philanthropy

Agriculture, Forestry, Infrastructure

Brazil: Current challenges and opportunitiesProf. Dr. Dr. Peter Sester, University St. Gallen andAdvisor, SFO, Brazil

Building and supporting strong family growth - Howaddiction and trauma compromises family stability and wealth- Panel DiscussionKathleen O'Hara, International Specialist Counselling ServicesCaroline Curtis Dolby, Multi-cultural Psychotherapist, ownerof Belgravia therapyDavid Smallwood, Clinical Director, Kusnacht practicetreatment centre, ZurichJaclyn Hughes, Head of business development, KusnachtPractice

The art market in general with an emphasis on its pitfalls- and how to protect yourself against loosing a fortuneMichael von Stumm, Single Family Office

Cars as an Investment - The RealityPierre-Yves Augsburger, Classic Car Enthusiast

Collectables

Collectables

Vietnam's accelerated integration into the globaleconomy - an insight for Family Office Investors• Vietnam is weathering the emerging markets storm on

top of the asset class• Privatization and deeper financial-sector developmentMarco Martinelli, Dragon Capital, Vietnam

Sub-Saharan Africa Real Estate Development:Focussing on big things that matter - the case foraffordable housing in Africa• Pressing social challenge & unexplored scalable

opportunity• Design & technological innovations bridging the

affordability gap• Novel partnerships with African GovernmentsLucio Frigo, Founder and Managing Director, Materiareal estate development

How to measure the J-Curve - Integration of IlliquidAsset Classes in a Global Risk ManagementFramework• Cash flow and P&L projections of illiquid investments

(e.g. Private Equity)• Benchmarking of Private Equity investments and

portfolios • Integration of illiquid asset classes like Private Equity in

a global risk management framework • Systematic portfolio construction including illiquid asset

classes (e.g. Private Equity)Ivan Popovic, Managing Partner, Tolomeo Capital

Hospitality impact investing in frontier markets: Lessons to be learned from a project in Bhutan• Establishing a for profit project while maintaining

highest ethical standards• Creating jobs and education through hospitality• Risks and how to deal with them• Benefits for investors and the local societyDr. Rieki Crins

International Operations

Philanthropy

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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 4th November

11:00-11:30

11:40-12:10

12:20-12:50 Philanthropy as a tool for succession planning andfamily governanceAstrid von Soosten, European Molecular BiologyLaboratory (EMBL)

Account Aggregation or Aggravation? The Pros andCons of simplicity to gain an overview:Using international true transaction details, to get the fullpicture and do a serious analysisDr. Stefan Kolb, Deutsche Asset und WealthManagement

Hospitality and Tourism a viable Real EstateInvestment Choice • Investing in Hotels– a lifestyle or for profit decision• An ideal tool for wealth preservation• Vast choice of stable and new growth markets• Ability to add value through strategic plan and visionAradhana Khowala, Managing Partner, bridge.overGroup

International investments – Some insights from Germanfamily offices• Asset classes • Regional focus • Benchmarks Dr. Marc Herzog, MD, Family Office Consulting GmbH

14:10-14:40

14:50-15:20

Illiquid Assets Direct InvestmentGarden Salon 2

Geographic: Local HeroesThe Gallery

Operations, InternalGarden Salon 3

Investments, Money MattersGarden Salon 1

Liquid Assets Financial MarketsThe Ballroom

Welcome address by the organisers Katja Mu ̈lheim and Tobias Prestel

Opening address: Opportunities & Challenges with Investing in Emerging Markets – Insights from the Real Estate, Retail and Hotel Sector, Olaf Schmidt, IFC – World Bank

Morning break in the Ballroom Foyer

Lunch break in the Gallery

Afternoon Networking in the Ballroom Foyer and Closing remarks in the Ballroom

08:30-09:00

10:00-11:00

Registration and welcome with coffee, tea and breakfast08:00-09:00

13:00-14:00

09:30-10:00

How Family Offices Can Invest Directly in PrivateEquity - methods to pursue, evaluate and create valuethrough the purchase of private companiesSteve Balaban, University of Waterloo (Canada)

Transforming our World: Investing in achieving theSDG’s (focus on #6-Water)• Moving from a donor model to an investment model -

moving from project based thinking towards a sector wide approach

• Case Study Hospitality - An Innovative Investment Product: Blended Finance, A Global Water Fund, Development monies, RBF, DIB’s, RO

• Sector specific plus universal measurement mechanisms

Karena Albers, Founder/Executive Producer,kontentreal

Panel Discussion: Private Versus Public Equity in theHealth Care IndustryAlfred Scheidegger, Partner & CEO, Nextech InvestAndreas Emmenegger, CFO, Molecular Partners AGMichael Sjöström, Co-Founder and CIO, Sectoral AssetManagementDr. Ilka Wicke, Boehringer Ingelheim GmbH VentureFundEric Lohrer, Family Office Hansjörg Wyss

09:00-09:30

OperationsGeographic: Local HeroesAsset Allocation as a Single Family OfficeAn exchange of views on the current geopoliticalsituation and the next steps to takeFrederic Feve, CIO, Ritossa Single Family Office

US Stock Market Bubble• Spotting a Financial Bubble Before It Bursts • State of the Current US Stock Market• A Look Into the Future – Different Scenarios• Possible Safeguards Johannes Zwick, Principal, Zwick Partners

Fixed income and credit as investment theme• How to choose according to ones risk appetite• From high liquid / low-yield to illiquid / high premium• One size doesn´t fit all - the beauty of the right mix• Criteria to implement within one´s portfolioMarcel Strobl, Convestro AG

Private Equity, M&A and Venture Capital

Private Equity, M&A and Venture Capital

Family Office goes Lead Investor in Start-up- andTurn-Around Projects• Entrepreneurial/family DNA and next gen involvement• Methodology, infrastructure and pitfalls of direct vs PE

fund investments• Active (lead / majority investor) vs passive (minority)

direct investments• Co-investments and club dealsDr. Stephan E. Knobloch, Principal, SEAK (SFO)

Investing with an ethical mindset Asset Allocation

Authenticity and Credibility as a win-win: How toremain one´s identity while expanding commercially -case study Austria Country ClubRichard Alois Hauser

BioTech and HealthCareKeynote: Investing in Healthcare – The Long TermPerspective• Market Size and Risk Return Characteristics • Long Term Growth Drivers• Successful Healthcare InvestingMichael Sjöström, Co-Founder and CIO, Sectoral AssetManagement

15:30-16:00

Venture Capital quo vadis?• How does VC today differ from the dotcom-bubble?• How do smartphones and bandwidth empower startups

to become global businesses? • Why does Europe have chances to build it's own Silicon

Valley ecosystem?Christian Miele and Christian Leybold, eventure

Family Wellbeing and Education Hospitality and Tourism as Investment

Family Security: Hackers for hire… how to hack yourbank, your Family Office, your entire lifePeter Connolly, Founder, Toro Risk SolutionsJames Hinton, Ethical Hacker, CHECK Team Leaderand TigerScheme Senior Tester, UK Government

Making the most out of charitable giving: Methodologies and Best Practise for Wealth OwnersMyriam Vander Elst, MD, Epic Foundation

Real Asset Investing Panel Discussion: How real assetscan provide diversification and effective sources of returns ina portfolio• What are real assets and why invest in them? • Advantages and challenges of real assets• Real Assets within a portfolio – case studies• Managing and operating real asset investmentsJon Cantouris, Managing Partner, Advisors & Partners LLP

Panel discussion: Joy and Pain of PE InvestingDr. Stephan E. Knobloch, Principal, SEAK (SFO)Thomas Kingreen, Investment Director, PPF (SFO)Daniel Ross, crowdbnkJohnny El Hachem, CEO, Edmond de RothschildPrivate EquityPeter Brock, Family Office Services, EY

Impact investments with an Institutional Investormindset – Know-How from Family Offices andentrepreneurs• Definitions of Impact Investing and Responsible Investing• How to Approach Responsible Investing and Impact

Investing• The Development and Current Situation of Responsible

Investing and Impact Investing• The Next Step – Integral InvestingAntje Biber, Managing Partner, FERI Family Office

Family Well-Being: Wealth and Addiction - providing Recovery and Individual Purpose to UHNW.Caroline Curtis Dolby, Multi-Cultural Psychotherapist

Family business and investing in luxury resorts andislands - The different governance models betweenfamily wealth investors and worldwide brandmanagement• To be owner of a top luxury resort: Dream or a

nightmare? • Case study a resort in Maldives• Cultural, enviroment, logistic and management topicsProf. Walter Zocchi, Owners representative

Hospitality and Tourism as Investment

PE’s are from Mars and Corporates are from Venus - anon-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 acquisitions Harry Rubin, co-chair of Ropes & Gray’s InternationalPractice

A piece about TURKEY: An insight on Turkish wealth owners, investmentopportunities and appetite Deniz Misir, V22

Family Wellbeing and Education

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Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 008

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

Media Partners

Family Office ForumZurich, 3 - 4 November 2015

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

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

*

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

The Middle Eastern Family Office Forum for100+Principals and genuine Family Offices. Providerssuch as Private Banks will be in drastic Minority.

Zurich, 8 - 9 November 2016

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

London, 4 - 5 October 2016

Dubai, 16 - 17 February 2016

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

Wiesbaden, 25 - 27 April 2016

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Your place at the Family Office Forum Zurich3rd - 4th November 2015 at the Hotel Dolder Grand Zurich

Until 31 January 2015

Until 30 April 2015

Until 5 August 2015

From 6 August 2015 Number

Both Days:

3rd and 4thNovember 2015

€ 2490 + VATSave € 600

€ 2690 + VATSave € 400

€ 2890 + VATSave € 200

€ 3090 + VAT

One Day Only:

3rd or 4thNovember 2015

€ 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.

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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 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, 3 - 4 November 2015

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).