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The Spirit of Family Business: Innovate, Overcome Difficulty, Inspire

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Without a sustainable approach our future is at risk. Not just the future of our businesses but, we also risk the lives and livelihoods of generations yet to come. This is why we, The International Board of the Family Business Network, are reaffi rming our promise to promote a business model that will sustain not only our own generation, but all those that follow us.

The benefi ts of a sustainable approach are apparent to us all: the responsible use of capital is a powerful force for good and with corporate stewardship comes corporate advantage. Businesses that achieve great things deliver greater fi nancial results, but these issues we face are more pressing than immediate fi nancial return.

To provide future generations with more than we have received ourselves is a deep-seated human ambition. It is found in all walks of life, but it is in family owned businesses that inter-generational thinking is intrinsic. We believe that our inherent understanding and appreciation of legacy brings an obligation to support and promote a sustainable future in all that we do. As custodians of tomorrow, we believe that it is our duty to act now by making these pledges:

A Sustainable Future

For our people:We pledge to do all that we can to create and nurture

workplaces and working cultures where our people fl ourish.

For our communities:We pledge to be responsible global citizens making positive contributions to the communities that we work and live in.

For the environment:We pledge to constantly search for ways to reduce the ecological

impact that we create and safeguard the environment that we all share.

For future generations:We pledge to share our values and long-

term aspirations with future generations.We know that these are bold promises and we do not make them lightly. But in order to protect all that we have done and create a sustainable future, where our work lives on, they are vital. We call on all family owned businesses, worldwide, to take responsibility for the future of our children and our children’s children.

Please join us in our pledge.

Thierry Lombard

Frederick Chavalit Tsao

Sophie Lammerant Velge

Arun Bharat Ram

Maurizio Sella

Samuel Maldonado Degwitz

Karl-Erivan Haub

Serife Inci Eren

Alfonso Libano Daurella

Thilo Wersborg

Peter Therman

Priscilla de Moustier

© 2014 Family Business Network International

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Program highlights

Why you and your family members should attend this year’s summit

After Singapore, London, Rio, and Dubai, we have decided to come back home, where FBN began: on the shores of Lake Geneva. We will be welcoming you and your family members in Montreux, a city where renowned artists and musicians have come to be inspired and composed in harmony. You will be inspired by the extraordinary scenery and meet with peers across generations to learn and exchange in a safe and intimate space, in the true spirit of FBN.

Exceptional line-up of speakers including :

Don’t miss this unique opportunity to meet and learn more about the Swiss family business model !

Including a private Swiss family evening at the circus with the legendary Knie family.

Learning journeys

Exclusive social events

Hear live family business cases delivered by leaders across genera-tions, which will be enriched by expert views from our experienced moderators.

More intimate and sensitive peer-focused learning, in a safe space, moderated by top family business leaders, academics and practi-tioners.

Parallel sessions

Small sessions

Randel S. Carlock Stéphane Garelli Ralph Krueger Bertrand Piccard The Brubeck Brothers

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Summit Theme

Plenary speakers

Summit @ a glance

Pre-summit activities

Program overview

Social events

Awards

People

Logistics

Accommodation

Partners

Table of content

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Welcome & Summit theme

The Spirit of Family Business: Innovate, Overcome Difficulty, Inspire

Dear Family Members,

Welcome to Montreux ! The Theme of this year’s Summit is inspired by the FBN Pledge for a Sustainable Future.

Family enterprises are distinguished by their values, entrepreneurship, invest-ment in people, long termism and social awareness. Our firms have the com-petitive advantages of quicker decision-making and greater willingness to take risks, aiming at long-term results.

Innovation is about trying new things, developing people and letting them flourish – and also about making mistakes, learning from them and overcom-ing difficulty. Professionalising family businesses can affect stability, culture, information-sharing and the pace of innovation.

The Global Summit brings together families from all over the world, across generations, with different experiences of all these aspects of business organi-sation, and different stories to tell of success, failure and perseverance.

This year’s format will enable you and your family members to listen, contribute and learn from each other in smaller, intimate and authentic sessions, inspired by the astonishing scenery of Montreux.

Summit sub-themes:

Innovate: building fertile ground and corporate and family culture that drive discovery, experimentation and new ideas

Inspire: creating and nurturing workplaces and working cultures where passions are ignited and people flourish

Overcome difficulty: learning from mistakes and external pressures – natural disasters, political upheaval etc. – on business and family

Alexis du Roy de BlicquyCEO, The Family Business Network International

Karl-Erivan W. Haub

Chairman of the Board, Germany

Karl-Erivan W. Haub, born in 1960, was awarded an MBA (LIC.OEC. hsg) from the Graduate School of Economics, Business and Public Administration in St.Gallen, Switzerland. During his studies he addition-ally was an apprentice to become a food retail salesman in his family’s company, the Tengelmann Group. After graduation he worked with Nestlé in the US and from 1986 to 1990 with McKinsey in Düsseldorf as Junior Consultant, Senior Consultant and Engagement Manager. In 1991 he reentered the Tengelmann Group being then responsi-ble for the company’s development in East-ern Germany. He was appointed deputy to the Sole Managing Partner in 1992 and Chief Operating Officer for the European business divisions in 1997. When his father handed over the responsibilities to his sons in 2000, Karl-Erivan W. Haub became Chief Executive Officer of the Tengelmann Group with the responsibility for Europe. In 2007 he was appointed president of F.B.N. Germany.

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Plenary speakers

Plenary speakers

Randel S. Carlock

Carlock has over 25 years of management and leadership experience serving as a CEO and Chairman of four companies he founded including a NASDAQ listed firm. He also trained and qualified in family therapy at the University of London’s Institute of Psychiatry.

Carlock is internationally recognised as the author or co-author of several articles, chapters, case studies and five books including When Family Businesses are Best: The Parallel Planning Process for Family Harmony and Business Success with John L. Ward (2010) and Family Business on the Couch: A Psychological Perspective with Manfred Kets de Vries (2007).

He advises global business families and corporations on strategy, leadership, psychology, family business and govern-ance in Asia, Europe, the Middle East and the Americas.

Berghmans Lhoist Chaired Professor in Entrepreneurial Leadership and first Director of the Wendel Interna-tional Centre for Family Enterprise, INSEAD, France

Stéphane Garelli

Professor of World Competitiveness at IMD business school, and Profes-sor, University of Lausanne, Switzer-land

Stéphane Garelli, a professor of World Competitiveness at IMD business school and at the University of Lausanne, is considered a leading authority on world competitiveness, having pioneered this new field of economics and founded the World Competitiveness Center. Formerly a managing director of the World Economic Forum and of the Davos Annual Meetings, Stéphane Garelli has also been an advisor to the management of several large interna-tional companies and the chairman of the FF Sandoz Financial and Banking Holding. He is a member of a number of institutes worldwide and currently the chairman of the Swiss newspaper Le Temps. He was also a member of the Constitutional Assembly of his local state in Switzerland.

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Ralph KruegerOlympic Gold Medalist and Chair-man, Southampton Football Club

Ralph Krueger was appointed Chairman of Southampton Football Club (English Pre-mier League), in January 2014 and through a re-definition of culture, stabilization of the management team and strategic guid-ance, the club has made great strides both on and off the pitch. In the 2014/15 season the club achieved its highest ever points tally in the Premier League and qualified for the European League.

A Canadian-born German and resident of Switzerland, Ralph has been a member of the World Economic Forum’s GAC councils since 2010 and is the founder of Teamlife Gmbh (est. 1995), a leadership and team consultancy company. He is the author of the bestseller, Teamlife: “Over Setbacks to Success”.

Ralph’s move into Global Football was a cross-pollination rarely seen in professional sports. He made this move after 27 years in professional ice hockey. Prior to making this adventurous and challenging move, Ralph gained experience in his original sport on multiple levels. He was an inter-national professional player for 12 years (1978-91) and coached / managed for 25 years (winning 8 League Championships and the European Champions League in 1998 as a club coach, participated in 12 World Championships and 4 Olympic Games as a national coach and 3 years as a coach in the National Hockey League). His hockey career culminated with a Gold Medal at the 2014 Winter Olympics in Sochi as part of the Coach / Management staff of Team Canada.

Plenary speakers

Bertrand Piccard

Initiator, Chairman and Pilot of Solar Impulse, Switzerland

Bertrand’s immediate forefathers were explorers and scientists who conquered the stratosphere and the ocean depths, so he seemed predestined to perpetuate one of the 20th Century’s greatest family sagas. In his various roles – as doctor, psychiatrist, aviator, public speaker, president of the humanitarian foundation “Winds of Hope”, and United Nations Goodwill Ambassador – Bertrand Piccard seeks to combine his family’s scientific heritage with his own ambition to tackle great challenges of our time. The inspiring adventure of the first non-stop round-the-world balloon flight in Breitling Orbiter 3 earned Bertrand Piccard the tag of “Inspioneer”. By initiating the So-lar Impulse project and aiming to fly round the world in a solar airplane, he is seeking to promote technologies that help conserve our planet’s natural resources.

As much an explorer of human values as of the external world, his motivations are the pioneering spirit and a drive to surpass per-sonal limits, qualities that he communicates in his lectures, books and interviews.

The Brubeck Brothers QuartetThe Brubeck Brothers Quartet is an exciting jazz group featuring two members of one of America’s most accomplished musical families, Dan Brubeck (drums,) and Chris Brubeck (bass & trombone.) Guitarist Mike DeMicco, and pianist Chuck Lamb com-plete this dynamic quartet. They have per-formed at concert series, colleges, and jazz festivals across North America and Europe including the Newport, Detroit, Ravinia, Las Vegas, Sedona, Spokane & Monterey Jazz Festivals. The group’s creativity, technique and improvisation can be heard in their uncompromising music, which reflects their dedication to melody, rhythm, culture and the spontaneous spirit of jazz. Chris Brubeck: Composer, orchestral arranger, lyricist and performer, Chris is equally at home playing jazz, rock, classical, funk and folk music, displaying his multiple talents on three instruments. Chris has been called “…a 21st Century Leonard Bernstein”. Drummer Dan Brubeck is the rhythmic force of the Quartet and has toured the international music circuit for more than two decades. He has led his own group, The Dolphins, in addition to performing with the legendary Dave Brubeck Quartet. Mike DeMicco, guitarist and composer for the Quartet, has toured extensively worldwide since 1980. He grew up in the arts colony of Woodstock, New York, immersed in blues, jazz and rock music. His musical diversity has since led him to work with celebrated artists in many genres. Chuck Lamb, pianist, composer and percussionist, co-founded the group Dry Jack that was cited in the Rolling Stone History of Music as a premiere, cutting-edge jazz fusion group. He has played with many musical greats including the Woody Herman Orchestra, Bela Fleck, Dave Holland, Eddie Jefferson, Ginger Baker, Tom Harrell, and Ernestine Anderson.

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Plenary speakers

Anne-Marie de Weck

Managing Partner, Lombard Odier Group, Switzerland

Managing Partner of the Lombard Odier Group since 2002, Anne-Marie joined Lombard Odier in 1997 as Head of the Legal and Tax Department and subsequently of the Private Clients. Since 1 January 2015 she has been Vice-Chairman of the Board of Directors of Bank Lombard Odier & Co Ltd. Lombard Odier is a 200 year-old Family Business founded in 1796, for which she represents the 6th generation.

Anne-Marie spent the early part of her career as a lawyer, in particular with the KPMG-Fides Group in Lausanne, which she joined in 1988. She later became a Partner and Vice-Chairman of the Board of Directors of KPMG in Switzerland. She had previously practised law until 1984, before going on to complete her training in the United States and Germany. She holds a law degree from the University of Geneva and is a member of the bar.

Anne-Marie represents the Firm in the As-sociation of Swiss Private Banks. She sits on the boards of a number of philanthropic organisations.

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Summit @ a glance

08:00-22:00

08:00-22:00

08:00-16:00

16:00-18:00

17:30-18:00

18:00-19:00

19:00-21:30

09:00-09:40

07:00-08:00

09:40-10:40

10:40-11:15

15:15-16:00

17:00-17:15

18:15-18:45

18:45-23:00

11:15-12:30

16:00-17:00

12:30-14:00

14:00-15:15

Learning Journeys in Geneva or Vaud/Jura Area (OPTIONAL)

Learning Journeys in Geneva or Vaud/Jura Area (OPTIONAL)

Family Visits (OPTIONAL)

New Leader Circle

Newcomers Reception

Happiness Lab – Randel Carlock

Reception & Welcome Dinner

Welcome

Extra Activities (OPTIONAL)

Plenary – Stephane Garelli

Coffee Break

Coffee Break

Closing remarks Day 1

Transfer

Swiss Family Evening with the Knie Circus

Parallel Sessions Small Groups Discussions

Plenary – Brubeck Brothers Quartet

Lunch Conversations at Lunch Stammtisch Lunches

Parallel Sessions Small Groups Discussions

Monday 12 October

Tuesday 13 October

Wednesday 14 October

Thursday 15 October

Summit @ a glance

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09:00-09:15

07:00-08:00

09:15-10:15

10:15-11:00

15:00-15:45

15:45-16:00

17:00-17:15

19:00-19:45

22:15 to 02:15

20:00-02:00

11:00-12:15

16:00-17:00

12:15-13:45

13:45-15:00

Introduction to Day 2

Extra Activities (OPTIONAL)

Plenary – Bavaria N.V.: A Global Brewer with Roots in Local Soil– The Essence of Family Business Excellence

Coffee Break

Coffee Break

Summit wrap up

Plenary – Closing and handover to 27th Global Summit

Transfer

Transfers back (every 1h)

Gala Evening at the Olympic Museum Plenary – Ralph Krueger IMD-Lombard Odier Global Family Busi-ness Award FBN NxG Award

Parallel Sessions Small Groups Discussions Polaris Circle

Plenary – Bertrand Piccard

Lunch Conversations at Lunch Stammtisch Lunches Polaris Circle

Parallel Sessions Small Groups Discussions Polaris Circle

Friday 16 October

Summit @ a glance

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Learning journeysDon’t miss this unique opportunity to meet and learn more about the Swiss family business model !

Two learning journeys, one around Geneva and one around Vaud will be organized for you to meet Swiss family business owning families, to discover the region, the local culture and traditions.

The visits’ program includes Chopard, Firmenich, Caran d’Ache and Reitzel, Audemars Piguet and Bobst.

We suggest you to plan your arrival for Sunday 11 October as the Learning Journeys will start in the morning of the Monday 12 October.

Learning Journeys will conclude on Tuesday October 13 in the evening in Montreux, where participants will be taken by bus.

Pre-summit activities (optional) OCTOBER 12-13

Geneva Learning Journey

Vaud / Jura Learning Journey

Geneva is known as both the «smallest of big cities», and the «city of peace» situated on the shores of Lac Leman. You will be invited to visit worldwide renowned family business companies, one of the greatest and most prestigious sci-ence laboratory in the world .

It is no wonder that this picture-book region has been classified Unesco world heritage –its landscapes are breath-taking! You will have the opportunity to visit world-wide renowned family business companies, be invited to a technology institute famous for its amazing innovations and get to know more about Switzerland’s excellent education system.

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Geneva learning journey

SOLD OUT

The journey will offer you an exclusive insight into renowned and prestigious Genevan family busi-nesses.

Imagine a place that brings the world together…. Geneva, a multi-faceted city of human dimensions, has all a metropolis can offer.

Geneva is known as both the «smallest of big cities», and the «city of peace» situated on the shores of Lac Leman.

You will meet and have the opportunity to interact with the owners and top executives of:

— Chopard, the renowned luxury watch and jewellery brand

— Caran d’Ache, the exclusive luxury stationary supplier

— Firmenich, the worldwide prised flagrance and flavour house

Following these business encounters, you will be invited to a deep dive in the world’s most advanced science laboratory, the CERN.


SUNDAY 11 OCTOBER

Arrival & check-in at Grand Hotel Kempinski

MONDAY 12 OCTOBER

Morning Family Business visit CHOPARD

Afternoon Family Business visit CARAN D’ACHE

Evening Dinner in Geneva

TUESDAY 13 OCTOBER

Morning Family Business visit FIRMENICH

Afternoon Visit and presentation at CERN

Evening Home Dinner hosted by FBN Switzerland’s Board Member Anne-Marie de Weck

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Vaud / Jura learning journeyThe journey will offer you an exclusive insight into renowned and prestigious Vaud and Jura family businesses.

In the heart of Europe, Lausanne, the second-largest city on Lake Geneva, com-bines a dynamic commercial town with the locality of a holiday resort.

The capital of the canton of Vaud is also a lively university and convention town. Sports and culture are given a high profile in the Olympic capital.

The village of Le Brassus in Jura hosts the headquarters of several precision-tool and, especially, high-class watchmaking industries.

You will meet and have the opportunity to interact with the owners and top executives of:

— Audemars Piguet, the renowned luxury watch brand

— Bobst, one of the world’s leading suppliers of equipment and services to packaging manufacturers in the folding carton, corrugated board and flex-ible materials industries

— Reitzel, the world-renowned food processing industria

You will be invited to a technology institute famous for its great innovations, The Rolex Learning Center at Ecole Polytechnique Federal de Lausanne, where central actors of EPFL will share insights oriented toward the intellectual and scientific richness of Switzerland and how high profile researches are allowed by the funding of family business foundations.


SUNDAY 11 OCTOBER

Arrival & check-in at Beau Rivage Palace

MONDAY 12 OCTOBER

Morning Family Business visit BOBST

Afternoon Family Business visit REITZEL

Evening Dinner in the Lavaux, World Heritage Site of UNESCO

TUESDAY 13 OCTOBER

Morning Family Business visit AUDEMARS PIGUET

Afternoon Visit and presentation at EPFL Rolex Learning Center

Evening Home Dinner hosted by FBN Switzerland’s Board Member Anne-Marie de Weck

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Family visitsA unique opportunity to meet:

Key highlights of the family visits program :

Pre-summit activities (optional)

BRILLANTMONT The 5th generation of one of the only boarding school to have been owned by the same family, since its foundation in 1882. Throughout its 133 years history the school has im-pacted the lives of thousands of young people from all four corners of the globe.

CHOPARD The 2nd generation of one of the most exclusive and prestigious Swiss-based luxury watch and jewellery company, one of the great Manufactures that firmly believe it is possible to shine outside the major luxury groups.

FONJALLAZ The 13th generation of a winegrowers family in Lavaux, the “3 suns region” named World Heritage Site by UNESCO.

GINOX The 5th generation of a Swiss industrial enterprise in the manufacturing sector involved in the construction of the highest restaurant in the world and in the largest hotel complex in the Middle East.

MORAND The 4th generation of a distillery owning family known as the international gold refer-ence in pear eau-de-vie.

ZURCHER The 5th generation of a well-known family active in the Swiss chocolate industry. You will meet the great – great granddaughter of the founder of the confiserie that proudly maintains the tradition of her ancestors while bringing a contemporary touch.

— Visits will be within easy reach of the Summit venue — Participants will meet the owners of the company they visit — Each visit will include the opportunity for interaction between participants and hosts — Participants will learn about the host company’s unique challenges and opportunities — This program will offer unique insights into the Swiss family business model

WEDNESDAY 14 OCTOBER 08:00 - 15:00

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New Leader Circle

Registration

Registration

TUESDAY 13 OCTOBER

WEDNESDAY 14 OCTOBER

Wednesday, 16:00 - 18:00

Tuesday, 14:00 - 20:00

Wednesday, 08:00 - 21:00

Program Overview

Fairmont Le Montreux Palace



Hall 1st floor

Hall 1st floor

Salon de Bridge

Please register and pick up your summit badge at the registration desk to access the Summit activities.


The strength of the NxG community lies in the unspoken bonds, mutual understanding and trust that exist between its members. By sharing experience and knowledge, NxGs support each other through both prosperous and difficult times. The New Leaders Circle has been devel-oped to further this invaluable sharing for NxGs who are embarking on leadership roles within their family businesses. Throughout this session, participants will break into circles of 8 members and form focused peer groups. These circles provide an environment in which participants can safely and confidentially raise and discuss sensitive topics that affect their lives – whether personal, family or business-related – and take inspiration from the collective wisdom of the group.

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Reception & Welcome Dinnerat the Petit Palais (opposite Fairmont Le Montreux Palace) Dress code : Smart Casual

Social Event

Social Event

Wednesday, 19:00 - 21:30

The Happiness Laboratory: Five Simple Steps for Living a More Satisfied Life

It is often repeated that money cannot make you happy or give you satisfaction. After 25 years focused on improving business perfor-mance, the family business community needs to refocus its thinking on human happiness and behaviours that create wellbeing in people’s lives.

The power of the workshop is that the behaviours and thinking it teaches help people move beyond the demands of their careers and daily lives to explore factors within their control to influence feelings of wellbeing.

This 60-minute happiness “laboratory” is designed to improve indi-vidual and collective satisfaction at the 2015 FBN Global Summit by enabling participants to test five simple behaviours for experiencing greater happiness.

The five behaviours require only a simple explanation and can help cre-ate an improved feeling of satisfaction almost instantly:

– Five minutes of daily Meditation to enhance self-awareness – One Anonymous Act of Kindness each day – Nightly Expressing Personal Gratitude – Daily practice of Deep Listening to strengthen interpersonal relation-ships – Regular voluntary Electronic Device Abstinence to reduce multi-tasking

This gathering is perfect for first timers!

Come mix and mingle with families from around the world, make new friends and learn more about FBN and how to enjoy fully your Summit experience! Program Committee members will be there to answer ques-tions, share experiences, have a chat and get you started.

Dr. Randel S. Carlock


Plenary session

Wednesday, 18:00 - 19:00

Petit Palais (opposite Fairmont Le Montreux Palace)


La Coupole

Léman AB

Newcomers ReceptionWednesday, 17:30 - 18:00

Petit Palais (opposite Fairmont Le Montreux Palace) La Coupole

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Welcome

THURSDAY 15 OCTOBER

Plenary session

Thursday, 09:00 - 09:40

Program overview

Morning Jogging Hatha Yoga Session

The invigorating air of the Swiss Alps will fill you with positive energy during this session of jogging on the lakeshores to the Château de Chillon. You will admire the breathtaking nature while running an 8km, completely flat, round trip. Together with your coach and your peers, you will reach the finish line revitalized and ready for a great day at the Summit.

Start your day with a morning yoga session at the Petit Palais, a jewel of Belle-Époque architecture, a heaven of peace with its unbelievable view over the lake and the Alps guided by a yoga master who will ensure all participants feel refreshed, balanced and energised for the Summit program ahead.

Thursday, 07:00 - 08:00

Extra Activities


Montreux Music & Convention Centre, 2m2c


Departure from the reception of the Willow Stream Spa

Auditorium Stravinski

La Coupole (1st floor)

RegistrationThursday, 08:00 - 18:00



Main entrance



Volatile but not Unpredictable: A Competitiveness Outlook for 2016, and Beyond

The world economy struggles through an era of fragility characterised by weaker growth, financial, monetary and price instability. Although still global, it is increasingly desynchronised and fragmented. All this volatility can be dangerous, but volatility does not mean unpredictability. Stéphane Garelli provokes us to think outside the box about how family companies can win in a new world of new players, brands, conditions and markets:

– What is the so-called “new normal” that will shape the economic and busi-ness environment in 2016, and beyond?

– What will really matter and where should family companies concentrate their efforts and expand competitive advantage?

– How do companies implement business models that are simpler, more resilient and adapted to new markets and business segments?

– Which family company management competencies and personal skills will define success in this new world?

Stéphane Garelli

Professor of World Competitiveness at IMD business school, and Profes-sor, University of Lausanne, Switzer-land

Plenary session

Thursday, 09:40 - 10:40

Overcome difficulty

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Overcoming Deeply Root-ed Issues and Conflicts

Family Social Responsibility

“Family Gravity”: Crucial for Next Gen and the Man-agement of Non-Family Talents

Connecting the Dots – Inno-vation, Stakeholder Engage-ment and Measuring Impact

Unresolved conflicts inherited from previous generations, distrust, tacit rules, judge-ment, shame, power strug-gles, as well as strict religious beliefs and principles – even at a subconscious level – can poison both business and family life over generations.

Through the personally dif-ficult and emotional journeys of the speakers we will look at not only how family relation-ships can become toxic in the context of a family business but also, more importantly, the healing process. We will explore how negativity can be transformed into positiv-ity, and how the journey of healing, self-awareness and self- acceptance can lead to unencumbered expression, inner happiness and peace.

During this session partici-pants will explore:

– When it is time to interfere – How to initiate a dialog in a closed and tense environment – How to prevent abuse – The inter- and intra-gen-erational conflict resolution mechanisms for maintaining a healthy, close and united family where members can be happy and reach inner peace – Available healing tools and processes, and whether they can be used to prevent rather than resolve such issues.

Pursuing a sustainability agenda in a large emerging market may be counterintui-tive to the dominant business priority of market domination and business growth. However, Algar’s Garcia family has a different view that has served them well. They follow a model of ‘people serving people’ in order to grow together.

The Algar Group was founded in 1929. It currently provides solutions in IT/telecom, agribusiness, and services and tourism to over 1,000 cities around Brazil and to more than 2 million custom-ers. In this session, Eliane Garcia Melgaço will share her personal story of creating the Algar Institute as part of her family business. The Institute’s initiatives have earned Algar Group awards and recogni-tion and put sustainability on the agenda of Algar Telecom.

Eliane will talk to us about:

– How to launch a high-impact and viable “sustain-ability” initiative – The importance of engaging all key stakeholders – in par-ticular non- family employees – How to leverage and transfer founder values to next generation causes – The myths and pitfalls to avoid in the “sustainability” hype

The lifespan of family busi-nesses is typically limited, with only 30% of firms lasting into a second generation, 12% surviving into a third and 3% into a fourth or beyond.

Company underperformance and the failure to survive can stem from a failure to retain the unique “family gravity” or ethos that brings success in the first place.

Often this gravitational strength derives from a central leader. Successful succession planning depends upon understanding and incorporating the family’s core values and vision.

In this session, the family CEO of a large family business will reflect on “family gravity” and how it has influenced leader-ship and succession.

Founded in 1911, Fratelli Carli is a renowned family business cham-pioning food excellence by selling top quality olive oil, traditional Mediterranean delicacies and wines to more than 1 million cus-tomers worldwide.Collaborations with selected suppliers, innova-tion in production and attention to detail have contributed to determine a very short production chain – allowing the company to guarantee product excellence, while being true to the family values of respecting nature, the ecosystem and man by promoting the diffusion of the Mediterranean culture, that has always been related to the olive tree. This focus on stakeholder engagement and innovation led Fratelli Carli to be the first Italian manufacturing company to be recognized as a B Corp – a certification that Forbes recognizes as ‘Best for the World’. Asked why a century old com-pany wanted to be a B Corp, the Carli family shared that it made sense as Fratelli Carli is a busi-ness that chooses to take part in the creation of a new social and economic development model. Join Claudia, 4th generation member of the Carli family as she shares her family story and how the B Corp tool enables Fratelli Carli to measure what matters and drive greater impact for all stakeholders – the land, people and future generations.

Sophie Cuendet du Roy Eliane Garcia Melgaço

Claudia Carli

Jörg Ritter

Felix von Nathusius

Eckart Reihlen

Pierre-Henri Cuendet

Denise H Kenyon-Rouvinez

Guido Corbetta

Grupo Algar (Brazil)

Fratelli Carli (Italy)

Sabine Rau

Arjun Chowgule

Thursday, 11:15 - 12:30

Overcome difficulty Inspire

Inspire

Innovate

Parallel sessions


Matterhorn Eiger Monte Rosa Jungfrau

10:40-11:15 Coffee break Montreux Music & Convention Centre, 2m2c Networking Lounge

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Square Pegs, Round Holes – Managing Nonconform-ist Family Members

AUDIENCE: Families with troublemakers – and all trou-blemakers!

All families have members seen by others as constantly making trouble, sometimes intentionally and sometimes not. How can families learn to engage with troublemak-ers, as well as deciding when to ignore or exclude them? How can family bonds and trust be maintained or rebuilt with nonconformist members, especially when money and power are at stake? This small group discussion aims for a frank debate.

Thursday, 11:15 - 12:30

Small Groups Discussions

Thomas Zellweger Rania Labaki

“Married to the Mob” – How Spouses Can Break In, and Keep a Distance

The Toughest of Conversa-tions – How to Challenge a Family Leader

Family Business Branding: Is it right for you?

AUDIENCE: Spouses of family members

Family members’ spouses face challenges of their own. Can they, should they or do they want to join the busi-ness? What about broader family activities, discussions and decisions? Do they have any real choice? When do they become part of the fam-ily – and when, if at all, does that involvement end? How can they live their own lives as well? In this session, the aim is to have an open discussion among spouses only, includ-ing those working operation-ally in a family business.

RESTRICTED AUDIENCE: CEOs

After losing everything during WWII, Franziska Blindow-Prettl’s father started an automotive supply business that today has 8,000 employ-ees and factories in over 25 countries. The father, her two half-brothers and Franziska had fought constantly, all see-ing a different purpose for the firm, having a different vision, different values, inspiration and motivation resulting in Franziska leaving for a career in private equity and hedge funds.

On one end of the purpose debate, there was the wish to provide security for the firm’s employees. On the other end of the purpose debate, there was the recognition that a failure to inspire wider com-munities of stakeholders could threaten the firm’s sustain-ability long-term. Franziska started the most difficult kind of debate at the top of the organization. This session, for CEOs only, will focus on how to handle such conversations.

AUDIENCE: All

Do your customers and busi-ness partners know you are a family business? Growing numbers of family-owned companies promote their fam-ily background to stakehold-ers. Family business brands have benefits for business, employees, and ultimately the family in terms of per-formance, customer trust, employee loyalty, and family cohesion. Based on findings from an extensive research project we will lead a conver-sation about how, and under which circumstances family firms benefit from family busi-ness branding as well as some of the key issues that they should consider when forming and communicating a family business brand identity.

Randel Carlock Franziska Blindow-Prettl

Joseph H Astrachan Claudia Binz Astrachan


Verbier Zermatt Gstaad Klosters

21

Gaining Credibility with the Senior Generation

AUDIENCE: NxG

Light lunch will be served dur-ing the session, please arrive promptly at 12:35.

Gaining credibility as an own-er, leader, or simply an adult family member is a challenge faced by all next generation family members. Some would like to believe that credibility is bestowed and not earned, but most of us know the differ-ence. This session will explore the critical question of how one establishes credibility with the senior generation.

Santiago will provide his own example of slowly earning credibility with a tight group of skeptical senior generation owners.

After participation you will be able to:

• Identify soft and hard fac-tors affecting the development of credibility • Spot the areas where cred-ibility gains can be made more easily • Begin developing a plan that works toward establishing credibility at a pace and in a manner consistent with your family

Thursday, 12:30 - 14:00

Stammtisch Lunches Lunches

Santiago Perry Petri Tuomela

Stammtisch : Talking the Talk: How to Improve Fam-ily Communication

Conversations at Lunch Lunch

AUDIENCE: Senior gen (found-ers, leaders, fathers, mothers)


When Petri was a child, his father was always busy and there was no time to speak. After his parents divorced the family did not communicate for ten years. Making sure you have time for your fam-ily is the backbone of good communication, in business as well as personally. Then you need to learn how to talk about the matters on your mind.

Petri will discuss his experi-ence and challenge the audi-ence with questions like:

• When was the last time you really talked with your family members, rather than assum-ing you know what they want? • Who should start a discus-sion about tough issues like succession – current or next gen? • How can senior family mem-bers build trust and keep the door open for dialogue?

Gstaad Verbier Foyer Stravinski Foyer Stravinski


22

Overcoming Conflict and Building Unity

Disruptive Innovation and Family Firms

NxG Entrepreneurial Fam-ily Cases: Meet the Final-ists of the NxG Award

Absorptive Capacity in the Innovative Family Business

One of the most common challenges facing family businesses is managing the inevitable conflicts that occur and building unity across generations.

The Vermeer Corporation, founded in 1948 by Gary Ver-meer, is a leading agricultural, construction, environmental and industrial equipment manufacturing company that sells its products in more than 60 nations. The Vermeer family will share the chal-lenges that they have had in overcoming a conflict that had split the family for several decades.

This session will explore how the second and third generation of the family used the family values and family business best practices to build relationships, unity, and establish solid family govern-ance.

Being a family business can be advantageous in respond-ing to market disruption such as technology shifts and opening up of domestic markets to foreign competi-tors. Three family businesses will share how they have addressed market disruption in their respective industries through innovation, adapta-tion of the business model and expansion overseas. Founded in 1943, Almirall is a Barcelona-headquartered global pharmaceutical company that provides medi-cines through its own R&D, agreements and alliances in over 70 countries on five continents. Robert Aebi was founded in 1881 and is cur-rently controlled by the 2nd family generation after having been part of a multicorporate enterprise for some years. It trades with and provides services around construction and agricultural machinery equipment. Established in 1989, Mitra Keluarga is a pub-licly listed leading Indonesian hospital operator, and the healthcare service arm of the Kalbe Group. It currently has 12 hospitals in Jakarta, Tegal and Surabaya.

Placed at the intersection be-tween governance, innovation and change, this session will discuss some of the following questions:

- How did you uphold innova-tion midst growing complexity of family ownership? - How did the governance structure enable innovation? - How was governance impacted by innovation and growth? - How did you decide what has to be preserved from the past / previous generation and what has to be changed in your firm? - In what way was the past / history of the firm a help or a hindrance in adapting to change? - In what way was the previ-ous generation a help or a hindrance in adapting to change? - What is the family’s role in fostering innovation and change? Especially in a large, eventually even a publicly listed, professionally-run com-pany...

For the seventh consecutive year, the NxG Award cham-pions young family business members whose entrepreneur-ial or intrapreneurial projects contributed to renewing and energizing their family busi-ness.

This year’s top finalists will inspire us by sharing the essence of their projects in a panel discussion.

You will learn about the key ingredients of their entrepre-neurial recipe, in particular their family role, project sustainability, creativity and perseverance in facing the many challenges along the way.

Research has shown that family businesses innovate differently from their non-family counter-parts. The family ownership model’s distinctive goals and power structures enhance absorptive capacity – the ability to recognise the value of new, external knowledge, assimilate it, and apply it to commercial ends. This is critical for firms to renew their competitive advantage and, ultimately, sustain performance. Kayser Italia, owned and managed by the Zolesi family, is a private independent aerospace system engineering company that has participated in 60 space mis-sions with 90 experiments on all platforms. UniCredit Group – a leading European commercial bank with an international network spanning 50 mar-kets – along with Bocconi and AldAF, are supporters of the annual AUB Monitor on mid-and large-sized Italian family-owned companies headed by Marco Gabbiani. In this session we will learn from Valfredo, David and Marco about:

– how using external knowl-edge to innovate has achieved extraordinary results – challenges faced in boosting the absorptive capacity of the firm – what factors – formal or infor-mal – drive absorptive capacity

Heidi Vermeer-Quist Joseph Angkasa Jorge Gallardo Ballart Marcel Zahner

Valfredo Zolesi

David Zolesi Robert Vermeer

Andrew Keyt Thomas Zellweger

Vermeer Corporation

Kayser Italia

UniCredit Group

Paolo Morosetti

Ronan Clancy

Marc Antoine Brochard

Timo Recker Alfredo De Massis

Thursday, 14:00 - 15:15

Overcome difficulty

Overcome difficulty

Innovate

Innovate

Parallel sessions

Marco Gabbiani


Jungfrau Monte Rosa Eiger Matterhorn

23

Women’s Multiple Roles in the Family Business

Communication Tech-niques to Build Healthy Family Relationships

RESTRICTED AUDIENCE: Women in family business

Nowadays, more and more women are taking visible lead-ership roles, as executives and board members. While doing so, they often keep less visible roles of nurturers, supporters, educators, mediators. What are the challenges associated with these multiple roles? How can they be tackled? What is really important to each of us?

AUDIENCE: NxG

In today’s complex world, the NxG faces tensions between traditions and modernity, cultural differences with older generations and overwhelm-ing information, to name just a few challenges. Meanwhile, they want to communicate ef-fectively with family members. Humble enquiry – asking questions with an open mind – and emotional communication – understanding what people are really saying, verbally and otherwise – are two concepts we will explore in this active learning session. By simulat-ing real-world conversations, the session will illustrate ways to deal with typical intergenerational situations. NxG members will learn how to ask questions humbly and communicate with emotional honesty to build sustainable relationships.

Thursday, 14:00-15:15


Christine Blondel Gonzalo Jiménez

Mariana Saavedra Espinosa

Fund Managers vs. Per-sonal Assistants – Defin-ing the Family Office

RESTRICTED AUDIENCE: Fam-ily office leaders and board members

Family offices have wide remits, from investing wealth to managing family relation-ships and providing practical assistance to family members. Is there a “right” balance between possible roles as a family resource and as a private equity-like fund manager? How much can and should activities, contacts and networks overlap between a family business and a family office?Should family members be involved in family office activities? And how should employees be identified and compensated?

Yuelin T Yang

15:15-16:00

Reinventing philanthropy: G4 of Hoffmann fam-ily, Hoffmann-La Roche, Switzerland

More details coming soon.

André Hoffmann

Julia Freifrau von Poschinger-Bray


Zermatt Verbier Klosters Gstaad

Coffee break Montreux Music & Convention Centre, 2m2c Networking Lounge

24

Growing up Brubeck


The gifted sons of legendary jazz musician Dave Brubeck aren’t simply cashing in on the Brubeck name. For Chris and Dan Brubeck, carrying on the family name means music is a way of life. It’s their choice to energize audiences with a distinctive blend of jazz and creative collaborations with chamber groups and classical orchestras.

From the stage of the great Montreux jazz festival, the brothers perform as they talk to us about growing up in one of the most accomplished musical families and why they chose to carry on the family business.

The Brubeck Brothers Quartet is an exciting jazz group featur-ing two members of one of America’s most accomplished musi-cal families, Dan Brubeck (drums,) and Chris Brubeck (bass & trombone.) Guitarist Mike DeMicco, and pianist Chuck Lamb, complete the quartet.

The Brubeck Brothers Quartet is a featured artist at many top jazz festivals and has toured the world playing music that is both relaxed and expressive, and inimitable in its inventiveness and joyful creativity.

The Quartet’s most recent CD, Life Times, is the group’s tribute to father Dave Brubeck and features many of Dave’s tunes, updated with the Quartet’s unique creative spin. Life Times was in the top 10 of all jazz CDs receiving the most radio airplay in 2012.

Dress code: casual, closed flat shoes recommended

The Brubeck Brothers

Plenary session

Plenary session

Social Event

Thursday, 16:00-17:00

Thursday, 18:45-23:00

17:00-17:15

Inspire

Closing remarks Day 1

Alexis du Roy de Blicquy CEO, The Family Business Net-work International, Switzerland

Sara Mohammadi Advisor, Family Business Network GCC, Dubai

Knie Circus, Place du Marché, Vevey





18:15-18:45 Transfer to Swiss Family Evening: See page 79 for details

25

Bavaria N.V.: A Global Brewer with Roots in Local Soil– The Essence of Family Business Excellence Presentation of the 20th edition IMD-Lombard Odier Global Family Business Award winner

Introduction to Day 2

FRIDAY 16 OCTOBER

Plenary session

Plenary session

Friday, 09:15 - 10:15

Friday, 09:00 - 09:15

10:15-11:00

Program overview

Innovate

Morning Jogging Hatha Yoga Session

The invigorating air of the Swiss Alps will fill you with positive energy during this session of jogging on the lakeshores to the Château de Chillon. You will admire the breathtaking nature while running an 8km, completely flat, round trip. Together with your coach and your peers, you will reach the finish line revitalized and ready for a great day at the Summit.

Start your day with a morning yoga session at the Petit Palais, a jewel of Belle-Époque architecture, a heaven of peace with its unbelievable view over the lake and the Alps guided by a yoga master who will ensure all participants feel refreshed, balanced and energised for the Summit program ahead.

Friday, 07:00 - 08:00

Extra Activities

Fairmont Le Montreux Palace Petit Palais (opposite Fairmont Le Montreux Palace)

Departure from the reception of the Willow Stream Spa La Coupole (1st floor)

RegistrationFriday, 08:00 - 18:00



Main entrance




A global brewer with roots in local ground: The Swinkels family of Bavaria N.V. shares the experiences and challenges of running a family business for over 240 years. It takes innovative thinking, adaptability and a strong generational vision to lead a mid-sized business over seven generations of a rapidly growing family. Bavaria operates in fiercely competitive markets and has successfully challenged multibil-lion dollar multinationals, in its home market as well as globally. As a product brand, it has capitalized on its ability to emotionally connect to its consumers. Bavaria has also leveraged its heritage and authenticity to set new standards on sustainability, creating a true legacy in the world of fast moving consumer goods. Please join us in celebrating the winner of the 20th edition IMD-Lombard Odier Global Family Busi-ness Award winner.

Montreux Music & Convention Centre, 2m2c Auditorium Stravinski

26

Holding the Mirror – Build-ing Family Awareness and Business Alignment

From Family to Business Family Business Succes-sion Challenges, Gov-ernance and Assessing Family Talent

Strengthening Family and Share-holder Passion in the Midst of Radical Change

The concept of responsible ownership has been widely scrutinised by researchers. Owners are not investors, and responsible owners do not perceive themselves only as a source of capital for a busi-ness. They serve as a resource to the family enterprise by providing other forms of capital including values, vision and a guiding hand for man-agement. They also exhibit a long term view, emotional attachment, commitment to growing their family’s wealth and a feeling of responsibility to society.

Clarks was founded in 1825 by brothers Cyrus and James in the Somerset village of Street. Today the group is a global business, selling shoes in over 35 countries around the world. Clarks is controlled by the Clark family and managed through a team of non-family managers within the framework of the enduring values shaped by the Clark family ethos.

In this session we will learn from William Pedder about:

– what elements constitute the Clark family ethos – how the family interacts with the business through a formal governance system shaped over generations – how a large family group can build the concept of sus-tainability within and beyond their business organization

Four of the co-writers in a book project about next generation experiences tell their stories and share the book project’s key learnings. The book will be a guide for all next geners joining the family business on an operative level.

This session isn’t about the academic research in the field or about the process of joining the family firm. It’s about the relationship and emotional aspects of making a decision – and maybe changing your mind.

The authors will talk about:

– their feelings joining their family businesses

– why it’s OK to feel uncom-fortable as family members become business partners

– why turbulence is normal during transitions

– what they would have done differently given the chance

When navigating a family enterprise through daily busi-ness challenges trying to pass on the legacy to the next gen-eration, three delicate topics seem to be crucial when mak-ing key leadership decisions: Which key competencies to use when assessing family/non-family leaders, how to as-sess their potential and what the decision-making process/family business governance should look like.

In this panel discussion a Chairwoman and a CEO, each in the 4th generation of their own family business, and a non-family CEO of a large family company will talk about the challenges of leadership succession, assess-ing family members and how family gravity is incorporated into decision-making; all this with the goal for family and non-family executives to col-laborate most effectively.

Sefar, founded in the early 1800s, is a global business headquartered in Switzerland with subsidiaries in 25 coun-tries on all continents. Since its beginning, the company produced technical textiles, starting with silk bolting cloth for the mills. It had a woman CEO long before it was fashionable (1842). In 1907, it became a multi-family busi-ness that has had to contend with the dynamics of several ownership groups with vary-ing ideals and goals. Sefar not only manages ownership complexity but also constant product innovation to supply (and sometimes create) the demands of the textile sector’s ever- changing structure.

Christoph Tobler, Sefar’s CEO and 5th generation family leader, talks to us about:

– developing and maintaining shareholder unity over many generations

– how Sefar manages the pressures for globalization and technological change

– constant innovation and renewal in both the busi-ness and its management practices

Stefanie Brandt-Tallqvist

Petri Tuomela

Teemu Vaistila Christoph Tobler William Pedder

Paolo Morosetti Tamás Kürti

Sefar Group

Andreas Zehnder

Joseph H Astrachan

Friday, 11:00 - 12:15

Innovate Overcome difficulty

Inspire

Innovate

Parallel sessions

Carole Hübscher-Clements

Hans-Kristian Hoejsgaard

Walter Zweifel


Jungfrau Eiger Monte Rosa Matterhorn

27

Communication Tech-niques to Build Healthy Family Relationships

A NxG guide to creatively destroying the family business

In-laws or Out-laws: Bal-ancing Life and Business Partnerships

Finding Self, Family and Strength by Starting Anew

AUDIENCE: NxG

In today’s complex world, the NxG faces tensions between traditions and modernity, cultural differences with older generations and overwhelm-ing information, to name just a few challenges. Meanwhile, they want to communicate ef-fectively with family members. Humble enquiry – asking questions with an open mind – and emotional communication – understanding what people are really saying, verbally and otherwise – are two concepts we will explore in this active learning session. By simulat-ing real-world conversations, the session will illustrate ways to deal with typical intergenerational situations. NxG members will learn how to ask questions humbly and communicate with emotional honesty to build sustainable relationships.

AUDIENCE: NxG Intrapreneurs

Business is part of the sus-tainability and prosperity in a big family - just as eco-nomic relationships between countries like France and Germany make wars less likely. Thanks to family values and incentives, Julien Derville is creating a new business that one day will help keep the family united - a data mutualisation company that could give back to his family companies deeper informa-tion than they share. Julien’s first reason for becoming an entrepreneur, he says, is “to be free”. Second is to build new economic relationships for his family’s future. Third, he sees disruption ahead and wants to pivot from the retail sector to technology, just as his grandfather changed direction from industrial to retail. Julien will host a lively exchange of ideas, experi-ences and solutions around how family businesses foster entrepreneurship, and why entrepreneurship should be at the root of the family business model, creating long-term value, in both new ventures and established companies.

AUDIENCE: Family, in-laws

Marriage can be considered the union of the lives of two people. Therefore, one person’s “business” becomes that of the other. However, many family businesses either do not know how to include in-laws or choose to limit their influence and involvement. Families in business have to continuously deal with this issue. Some have had good experiences with in-laws and some bad, but in the end they will always have a profound impact on the lives and development of the future generations.

AUDIENCE: Family members and those who want to take part in the similar journey

A few years ago, the Edlers decided to live and work in East Africa – a drastic contrast with their experience in Sweden, where their family business, Bratt International, is the largest academic pub-lisher. In Africa they ventured into hotels, retail and food (cashew nuts). Micael and his wife have three kids who also had to make the transition. Micael will start this discus-sion by sharing how their move affected the family, their work, their relationship, and their children and then host a lively exchange among the group of ideas, experiences and solutions around: how business changes can change the family; what happens to family ties when members are living on different continents; how to integrate next genera-tion members during a time of flux.

Friday, 11:00 - 12:15


Gonzalo Jiménez

Gijs Pelt Julien Derville Samuel Maldonado Sara Mohammadi

Micael Edler


Verbier Gstaad Zermatt Klosters

28

Polaris Circle: Capitalising on a Sustainability Opportunity (Part 1/2)

Family businesses are increasingly leading the way in addressing some of the world’s biggest social and environmental challenges. Not because it makes them look good or be-cause of corporate social responsibility, but because great business opportunities can be found in the solutions to these challenges.

Bavaria, the second largest brewery and second oldest family-owned company in the Netherlands, is demonstrating that profit does not need to exist in tension with positive impact. In this special in-depth extended workshop, we will hear the story of its ‘Not For Sale Ale’ - how it started, its purpose - and work with Stijn Swinkels, David Batstone and the Polaris team on ways to develop the product and scale distribution that are both a force for good and generate significant business returns.

In this interactive and collaborative work-shop, join a group of creative and passionate people who will:

- Use their collective know-how and business acumen to co-develop an innovative and one-of-a kind new business

- Gain practical skills for designing, leading and managing their own 21st century busi-nesses

- Learn how new business models and ideas can both address and capitalise on the world’s sustainability challenges

THIS WORKSHOP RUNS FROM 11:00 TO 15:00. LUNCH WILL BE SERVED IN THE WORKSHOP ROOM

Friday, 11:00 - 12:15

Polaris Circle

Ulf Stenerhag

Olivier Rieu

Caroline Seow

Dennis T Jaffe

Andrew Bryson

David Batstone

Stijn Swinkels


Salle des Fêtes

29

Stammtisch : Family business, a force for the common good

Stammtisch : Cain and Abel: Avoiding Sibling Conflicts in Family Firms

AUDIENCE: All


Christopher was a 3rd gen-eration owner and executive of E&C, a global family group active in material science / metallurgy with sales of over SFR700m. In the 1990s he ex-ecuted a management buyout of the original business and formed his current company, TeroLab Surface, now a lead-ing player in surface engineer-ing in Europe. Christopher is proving that family businesses can bring long term sustain-able value and achieve sus-tainable business success by redefining business purpose, stimulating entrepreneur-ship, servant leadership and statesmanship. He will provide some examples from his own company and from the Zer-matt Summit, a Foundation he started in 2009.

After participation in this ses-sion, you will be able to:

• Have more awareness and identify opportunities to revisit company purpose and personal responsibility

• Explore solutions how to combine strong short term performance and long term sustainability

• Meet and exchange with other family business leaders with similar challenges

AUDIENCE: Anyone with par-ents, brothers, sisters or kids


Sabine Rau’s father and her grandmother sued each other in more than 30 court trials. Two generations later, her own children are more aware of being loved, but differently, without fighting. Sabine and her brothers didn’t go to court, either. Parents always love their kids in different ways, not the same. Recognized and addressed constructively, that need not mean bad blood between them. In this session, Sabine will lead a discussion based on her own experience about:

• What families can learn from earlier generations’ sibling rivalries

• How parents can recognize the different ways they love their children

• What parents - and more importantly, the siblings themselves - can do to ensure grudges don’t become de-structive

Christopher Wasserman Sabine Rau

Conversations at Lunch Lunch

Stammtisch Lunches Lunches

Gstaad Verbier Foyer Stravinski Foyer Stravinski


Friday, 12:15 - 13:45

30

Innovating for the Future – Sustainability is the Key Driver of Innovation

Tales of Emotional Dy-namics Across Continents: An Inside Look

A New, New World of Wine: From 19th Century Mon-treux to Modern Odessa

Founded in 1916, Van Wijhe Verf has evolved from its hum-ble roots as wholesale traders to become the third largest Dutch producer of decorative architectural paints, protec-tive coating, and do-it-your-self (DIY) paints. Currently its most well known brands are Ralston in the international paint market and Wijzonol in the Dutch paint market. From the outset the Van Wijhe family has considered innova-tion to be synonymous with progress. When Marlies van Wijhe, 4th generation, suc-ceeded her father as CEO, she soon realized that the industry should make significant steps to find more sustainable components for oil-based resins. The family business was already one of the first to develop water- based paints and is now one of the first to develop starch-based paints. In this session Marlies van Wijhe shares her experiences in leading the family business on the sustainability path and how the business is able to maintain and enlarge a culture of innovation.

This session explores the fol-lowing themes: – Building a culture of innova-tion grounded in the values of the family – Why the family and the business care for a sustain-able future. And how they make it work – How to overcome the roadblocks to a sustainable future in a highly competitive industry

The odds of a family business surviving the third generation are poor. Over time, fewer children have parents who work in the company and their own lives and careers become distant. Effective business and family governance play a role in keeping family members engaged in the business but building trust and turning them all into active sharehold-ers and decision-makers is critical. Founded in 1937, Alco-pa Holding has around 2,000 employees across six business units including automotive import and distribution, motorcycle distribution, office furniture, real estate and new business development. In 2009 the company established a board of family shareholders that acts as a representative of all shareholders and allows them to contribute while ultimately speaking with one voice when it comes to the family business.

Join Frédéric and Pénélope in this highly interactive session about: – how to engage every share-holder – in and outside the business and across genera-tions – how to give everyone an opportunity to be involved, “the right shareholder in the right place” – the process of defining roles for all – what worked and what didn’t!

Running a business is chal-lenging. How about managing the emotional dynamics of two systems, the business and the family, at the same time?

That’s what our speakers from Asia, Europe and America have struggled with. Adver-sity, ranging from disabil-ity to illness and addiction, demanded that they redefine their roles.

After feeling anger, sadness and guilt, they’re savoring the revival of happiness and love as well as family harmony and business continuity.

Additional insights from an exclusive study by the Family Business International Foun-dation will inform a conversa-tion with the speakers that will inspire audience members to address the emotional dynamics of their own families and businesses.

Shabo in the Ukraine was settled in the early 19th cen-tury by winemakers from the Swiss Canton of Vaud. War, devastation and economic crisis eventually forced their descendants out, and the government took over. When winemaking was privatized in 2003, the Iukuridze family es-tablished their business on the former state-owned property. Giorgi Iukuridze, a second-generation family member, has been involved from a young age. His father, origi-nally from Georgia, started as a blue-collar worker on a grape producing farm and his passion for winemaking eventually lead him to become the head of one of Ukraine’s leading wine companies. His mother, engineer and archi-tect by trade, was responsible for bringing the much-needed aspect of social responsibility to the sectors by founding the Shabo Wine Culture Center in 2009. The center educates and promotes the culture of wine consumption, as well as their family motto: “Wine is Culture”. As well as building the business with his family, Giorgi also carries out func-tions as a political advisor to the Member of the European Parliament. Giorgi will talk to us about the family business advantage of: - managing risk in an unstable economy and profiting from the opportunities that change creates - maintaining family and busi-ness integrity in the face of corruption and upheaval - pursuing entrepreneurial opportunities to ensure the business remains competitive and integrates the NxG

Marlies van Wijhe

Frédéric Heymans

Pénélope Moorkens

Giorgi Iukuridze

Albert Jan Thomassen

Santiago Perry Shabo Industrial and Trading company

Alcopa Group

Sachin Chamaria Rahul Chamaria Tamás Kürti Samuel Maldonado Rania Labaki

Caroline Bailey

Friday, 13:45 - 15:00

Innovate

Innovate

Inspire Overcome difficulty

Parallel sessions

A Role for All: Keeping All Shareholders Engaged as the Family Tree Gets Bigger


Jungfrau Monte Rosa Matterhorn Eiger

31

Managing and Resolving Conflicts Within Families

Breaking the Traditional Succession Patterns – a Challenge for Family Relationships?

Bringing Outside Directors Inside the Family Business

AUDIENCE: Family members with past or current experi-ence of conflict

Families and businesses both generate and suffer from con-flicts between individuals. Put the two together and it can be worse still. Emotions are powerful, but for business at least it is helpful to separate emotional reactions from substantive disagreements that arise within or between generations. The aim of this discussion is to learn from one another ways to deal with these issues, identify the real conflicts, create distance and perspective, and develop systems within families and businesses to discuss and resolve conflicts.

AUDIENCE: All

Whilst the tradition of older sons automatically succeed-ing their fathers still exists, succession patterns are changing dramatically: for instance, some “older sons” prefer to pursue different dreams, while “younger sons”, daughters, in-laws, non-family members etc. assume leader-ship roles. Do these changes occur naturally? Do they have consequences for family relationships (inside genera-tions, between generations, in couples)? What can be done to: encourage family members to pursue their professional callings; have the best talents in the business; foster healthy family relationships?

RESTRICTED AUDIENCE: Board members, controlling owners and CEOs

For decades, family business consultants have been advis-ing clients to add outside di-rectors to their boards. But too often the result is merely win-dow dressing – directors who don’t question management and don’t have real authority. How can family businesses find and empower directors who will add value and share accountability? How should they be positioned to interact with family members? And how can outside directors be removed if they don’t work out?

Friday, 13:45 - 15:00


Joseph H Astrachan Christine Blondel

Marie-Christine von Pezold

Andrew Keyt

Planning the Right Road-map to Retirement

AUDIENCE: Retired family leaders

FBN often focuses on the next generation and succession. The older generation, though, also needs to adjust. How can a senior family member prepare to let go of an active business role, and who can help? What does letting go look like and how long does it take? How can frustrations across the generations be recognized and handled? What kind of transition roles can help – if any? How does a hardworking leader find a new direction? And how can he or she, and their spouse and family, adapt to a new work-life balance?

Sara Mohammadi


Gstaad Zermatt Verbier Klosters

32

Polaris Circle: Capitalising on a Sustainability Opportunity (Part 2/2)

Family businesses are increasingly leading the way in addressing some of the world’s biggest social and environmental challenges. Not because it makes them look good or be-cause of corporate social responsibility, but because great business opportunities can be found in the solutions to these challenges.

Bavaria, the second largest brewery and second oldest family-owned company in the Netherlands, is demonstrating that profit does not need to exist in tension with positive impact. In this special in-depth extended workshop, we will hear the story of its ‘Not For Sale Ale’ - how it started, its purpose - and work with Stijn Swinkels, David Batstone and the Polaris team on ways to develop the product and scale distribution that are both a force for good and generate significant business returns.

In this interactive and collaborative work-shop, join a group of creative and passionate people who will:

- Use their collective know-how and business acumen to co-develop an innovative and one-of-a kind new business

- Gain practical skills for designing, leading and managing their own 21st century busi-nesses

- Learn how new business models and ideas can both address and capitalise on the world’s sustainability challenges

Friday, 13:45 - 15:00

Polaris Circle

15:00-15:45

Ulf Stenerhag

Olivier Rieu

Caroline Seow

Dennis T Jaffe

Andrew Bryson

David Batstone

Stijn Swinkels


Salle des Fêtes

THIS WORKSHOP RUNS FROM 11:00 TO 15:00. LUNCH WILL BE SERVED IN THE WORKSHOP ROOM


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Changing Altitude: An “Inspioneer’s” Guide to Better Quality of Life

As a hot-air balloon is hostage to the direction and speed of the wind, so people can think they are trapped as prisoners of circumstance.

A balloon alters altitude and shifts direction. In life we must change our psychological and philosophical altitude, gain height metaphorically, to use our skills and inner resources to best effect and adjust ourselves to the unpredictability of exist-ence.

Bertrand Piccard is third generation in a family of innovators and explorers who have tackled challenges that others consid-ered impossible.

Taking his world-renowned balloon and airplane flights as a metaphor for life, he examines motivation, the spirit of adven-ture, the psychology of communication and team-working, and how to deal with crises, stress and the unpredictable.

Bertrand Piccard Initiator, Chairman and Pilot of Solar Impulse, Switzerland

Ralph Krueger Olympic Gold Medalist and Chairman, Southampton Football Club

Plenary session

Plenary session

Plenary session

Friday, 16:00-17:00

17:00-17:15

19:00-19:40

Inspire

Closing and handover to 27th Global Summit

Gala Evening at the Olympic MuseumPlenary – Ralph KruegerIMD-Lombard Odier Global Family Business AwardFBN NxG Award

Dress code: cocktail attire

Winning isn’t about prizes, it’s about realizing the potential that transforms good to enduring excellence in self, family and business. Exemplary coach and athlete, Ralph Krueger speaks from his heart about the role that values, principles, discipline, dreams and above all respect have played in his personal jour-ney through four Olympic games to the pinnacle of Gold. His vital lessons we can apply to life, enterprise and legacy.

Social Event

Friday, 20:00-02:00

15:45-16:00 Summit wrap up

Transfer to Gala Evening: See page 79 for details




Olympic Museum




22:15-02:15 Transfer back to the hotels: See page 79 for details

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Small group discussionsIn response to demand for deeper, peer-focused learning, we are pleased to introduce to the programme Small Group discussions of up to 25 participants each.

Top family business leaders, academics and practitioners have been carefully selected for their expertise in specific topics, around which they will guide a more intimate and sensitive discussion among peers.

Topics will include:

Balancing life and business as in-laws and spouses, working with retired family leaders, re-inventing philanthropy, breaking the traditional succession patterns, solving conflicts, dealing with outside direc-tors, dealing with trouble makers in the family, leveraging the talent of women in family businesses, asking instead of telling through humble enquiry, etc

Moderators will include:

Joe Astrachan, Christine Blondel, Gonzalo Jiménez, Andrew Keyt, randel Carlock, Thomas Zellweger, Yuelin Yang, etc

Program overview

Stammtisch lunchesThe ‘Stammtisch’ or ‘regulars’ table is an informal and intimate gathering for common interest groups to share private conversation.

This year’s Summit programme includes two lunchtime ‘Stammtisch’ sessions, each limited to 15 partici-pants. These discussions are truly ‘by families, for families.’

Family business members have been chosen to moderate a lively exchange of knowledge and ideas, and stimulate deep conversation around a topic of importance.

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Social events

Social events

Location: the Petit Palais is across the road from the Fairmont Le Montreux Palace, on the left of the gardens when facing the lake

Dress code: smart casual

WEDNESDAY 14 OCTOBER

THURSDAY 15 OCTOBER

FRIDAY 16 OCTOBER


Gala Evening followed by farewell party Plenary – Ralph KruegerIMD-Lombard Odier Global Family Business AwardFBN NxG Award

Reception & Welcome Dinnerat the Petit Palais (opposite Fairmont Le Montreux Palace)

Location: Place du Marché, Vevey

Dress code: casual, closed flat shoes recommended

Location: Olympic Museum, Quai d’Ouchy 1, Lausanne

Dress code: cocktail attire

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Extra Activities

Extra Activities

Morning Jogging

Hatha Yoga Session

The invigorating air of the Swiss Alps will fill you with positive energy during this session of jogging on the lakeshores to the Château de Chillon.

You will admire the breathtaking nature while running an 8km, completely flat, round trip. Together with your coach and your peers, you will reach the finish line revitalized and ready for a great day at the Summit.

This optional activity is included in the Summit fees. Number of participants is limited to 20 people and registrations are on a first-come first-served basis.

Thursday 15 and Friday 16 October

07.00 to 08.00

Departure from the reception of the Willow Stream Spa at Fairmont Le Montreux Palace.

Thursday 15 and Friday 16 October

07.00 to 08.00

Petit Palais (opposite Fair-mont Le Montreux Palace), Room “La Coupole”.

Start your day with a morning yoga session at the Petit Palais, a jewel of Belle-Époque architecture, a heaven of peace with its unbelievable view over the lake and the Alps guided by a yoga master who will ensure all participants feel re-freshed, balanced and energised for the Summit program ahead.

This optional activity is included in the Summit fees Number of participants is limited to 20 people and registrations are on a first-come first-served basis.

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IMD-Lombard Odier Global Family Business AwardThe Global Summit in Montreux will be a landmark event for FBN and its members as it will also host the 20th anniversary of the IMD-Lombard Odier Global Family Business Award.

Since 1996, the IMD-Lombard Odier Global Family Business Award has distinguished prestigious family businesses around the world from a variety of sectors on an annual basis.

Awarded by IMD, one of the world’s leading business schools, and Lombard Odier & Cie, one of the main private banking firms in Europe, the award provides a unique opportunity to promote the indispensable role family business-es play in the global economy.

The award, which is regarded by many as the most prestigious distinction for successful family businesses, also serves as a platform for family businesses to exchange best practices and analyze the economic backdrop.

www.globalfamilybusinessaward.com

Awards

Award Trophy, crafted by Chopard

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Past Award recipients

2014 - Ayala Corporation, Philippines 2013 - J. M. Huber Corporation, USA 2012 - The Bel Group, France 2011 - The Firmenich Group, Switzerland 2010 - The Odebrecht Organization, Brazil 2009 - The Merck Group, Germany 2008 - Roca Corporacion Empresarial, Spain

2007 - Yazaki Corporation, Japan 2006 - The Lopez Group Foundation, Philippines - The Ivey Foundation, Canada - The Fundacio Lluis Carulla, Brazil 2005 - The Votorantim Group, Brazil 2004 - The Barilla Group, Italy 2003 - The Bonnier Group, Sweden

2002 - The S.C. Johnson Family Ets, USA 2001 - The Murugappa Group, India 2000 - The Zegna Group, Italy 1999 - The Henkel Group, Germany 1998 - Corporacion Puig, Spain 1997 - Hermes SA, France 1996 - The Lego Group, Denmark

This year, we are partnering with SDA Bocconi School of Management who generously offers:

To the winner:a complementary participation at one of the elective courses within the Global EMBA program as well as an academic tutorship to fine-tune its own business plan.

To the 3 finalists:an academic tutorship to help them prepare their speeches for the FBN-I Summit taking place in Montreux – 14-17 October 2015.

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FBN NxG AwardFor the seventh consecutive year, the NxG Award champions young family business members who initi-ate entrepreneurial or intrapreneurial projects that contribute to renewing and energizing their family business.

How are projects evaluated ?

Awards

A panel of senior representatives of family businesses, young entrepreneurs and academics will evaluate projects against the following criteria:

— Family business orientation: how far the project contributes to the renewal or perpetuation of the family business

— Sustainability: outlook for the project’s long-term success and impact on the fam-ily, the business, and the wider environment and society

— Level and intensity of innovation

— Quality and clarity of the project

— Profile of the NxG member: vision, enthusiasm, and perseverance

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2014

2012

2010

2013

2011

2009

Riccardo Ocleppo, Italy Partner: Insead

Caroline Abdon, Sweden Partner: London Business School

Simon Torres, Colombia Partner: Loyola

Antonio Ermirio de Moraes Neto, Brazil Laura Horstmann and Ingo Wersborg, USA Partner: Insper Education and Research Center

Tanguy Du Monceau, Belgium Partner: Insead

Roberto Sirotsky, Brazil Edouard Thijssen, Edouard Janssen, Belgium Partner: IMD

Previous Award Winners

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People

Speakers

Joseph Angkasa David Batstone Stefanie Brandt-Tallqvist

Bio coming soon. David Batstone is co-founder and president of global anti-slavery organization Not For Sale, and co-founder and managing partner of Just Business, an international investment group that incubates social enterprises.

He is currently a business professor at the University of San Francisco, and was previ-ously an investment banker in the technol-ogy industry.

David has authored five books, is the recipi-ent of two national journalist awards, and was named National Endowment for the Humanities Chair at the University of San Francisco for his work in technology and ethics.

Stefanie Brandt-Tallqvist is the fifth generation in the Otto Brandt group, a leisure vehicle company founded in 1905 in Finland. Today the group manufactures leisure boats, is the Finnish distributor for world renown power sport brands and owns the largest boat, motorcycle and ATV retail business in Finland.

Stefanie has a Masters degree in econom-ics and a foundation degree in events management. She has also completed courses in strategic management, corpo-rate governance and sales. Stefanie is a jack-of-all-trades in the business, refusing to take on a specific title. She has worked as a Creative Director for the company’s in house ad agency, within HR and strategic planning. Her latest project was to map the company’s values together with her 200-person staff and create the mission and family vision for the company. She has been a Member of the Board of the group’s four companies since 2010 and is the Chair-man of the Board of the retail business Bike & Boat World. Stefanie is active in the Finnish chapter of FBN and is currently the coordinator and the “brain” behind a book written by next generation family business leaders.

Stefanie is mother to a six-month old baby and spends her free time in her vacation home in the Finnish archipelago. True to her family’s tradition she is a petrol head, loves to ride snowmobiles and boats.

Co-Founder and Managing Partner, Just Business; Co-Founder and CEO, Not For Sale, USA

Chairman, PT Mitra Keluarga Karya Sehat, Indonesia (2nd generation)

Oy Otto Brandt Ab, Finland (5th generation)

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Claudia Carli Rahul Chamaria

Claudia attended Languages High School and studied at the International University of Monaco, graduating in 2003-2004 in Science of Business Administration. Her thesis “New openings for a family business: Fratelli Carli SpA” analyzed the family busi-ness and its possible future opportunities.

In September 2005, following family tradi-tion, Claudia started her work experience in the family business, a Ligurian olive oil pro-ducer that since 1911 has sold its products directly to clients in Italy and abroad. Clau-dia is CEO Gian Franco’s daughter, niece of Carlo, the company President, and great-granddaughter of the founder, Giovanni. Together with her older brother Carlo, who is in charge of the Italian and International Food Division, she represents the fourth generation of the family, three of which are currently working in the company.

After spending the first few months understanding how the business and the company really works (from packaging to shipping, from call-centers to accounting), in early 2006 Claudia entered the market-ing division. Since the beginning of 2013 she has been the company’s Marketing and Communication Manager.

Claudia is part of the company’s internal panel for olive oil tasting and a member of the Comitato di Sostenibilità (Sustainable Innovation Committee). She is also a sports addict – a ski- instructor and passionate climber!

Rahul is a 3rd generation entrepreneur and member of India’s Chamaria Group that has diversified business interests in cement, power, tea, pre-stressed railway concrete sleepers and infrastructure. He is Executive Director of Cement Manufacturing Co. Ltd., the Group’s flagship company that has the highest selling cement brand in the North-Eastern States of India, Star Cement

Rahul joined the business in 2008 right af-ter completing his mechanical engineering qualification at R.V. College of Engineering, Bangalore. Whilst at college he and some friends formed a racing team by the name of ‘Ashwa Racing’. The team made F1 proto-type racing cars and competed in Formula SAE competitions each year either in Italy, Germany or Australia. This racing team still continues and has become the legacy of the college. Since he joined the cement business, Rahul has been instrumental in major expansion plans, contributing to growing the business capacity three times in just four years. He is currently responsi-ble for the business development activities of his family group and trying to diversify into newer verticals.

Executive Director, Cement Manu-facturing Co. Ltd., Chamaria Group, India (3rd generation)

Marketing and Communication Manager, Fratelli Carli SpA, Italy (4th generation)

People - Speakers

Marc Antoine Brochard

Project: Stimul – a mobile health and wellness company that aims to inspire em-ployees to change their lifestyles in order to successfully and sustainably improve their health.

Marc Antoine graduated with a Bachelor in Law (Paris, Panthéon-Sorbonne University) and Bachelor in Management (EM Lyon Business School). He also has an MSt in In-ternational relations and political sciences from Selwyn College, Cambridge Univer-sity, UK. He has worked in Chicago, US (UbiFrance, French Embassy Trade Office), London, UK (Napa Technology, startup in information technology), Sydney, Australia (Airbus Helicopters, global aeronautic company) and Saint Georges de Montaigu, France (Sodebo, food industry).

Marc Antoine enjoys basketball, raid/trails, snowboarding, surfing, wakeboarding, art (painting) and philosophy

Sodebo, France (3rd generation)

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Pierre-Henri CuendetRonan Clancy

Pierre-Henri is the eldest of four children. After graduating from St-Gall, Switzerland he married Sylvaine and they spent a year in California where he studied computer science. On their return to Switzerland he worked as a computer analyst in a non-family company and at the end of 1971 joined his family’s business. Pierre-Henri started as a computer project leader, analysing and programming the company’s marketing systems and went on to set up a human resources department for the group. By the end of the 1980s he became business administration manager in charge of human resources, organisation and technology, bookkeeping and budgeting. Then in 1998 he was “invited” by his cousins to leave the family business, and did.

At this point in his mid 50s, aware of how difficult it would be to find a new job in spite of a great 27-year track record in managing and directing his family’s busi-ness, he and his wife started their own company. They rebuilt an old farmhouse in the Jura Mountains and created a center for self-development education and a B&B. In 2001, Pierre-Henri was hired by Richard Moss (an American teacher for conscious relationship – http://richardmoss.com/) as his seminar-convener for the French speak-ing area in Europe.

Pierre-Henri retired in 2009 and now does volunteer work in his community and enjoys his time with family. He is full of gratitude for what life has brought him, especially for his wife, children and grandchildren.

Project: Super HS (or Super-Hydrophobic Solutions) – is an innovative water-repellent product that provides low-cost waterproof-ing to physical assets such as buildings and infrastructure, helping them last for longer.

Ronan graduated with a BA from Trinity College, University of Dublin, Ireland and has an MBA from Imperial College Business School, London with a focus on entrepre-neurship, operations and strategy. After graduating Ronan worked for IMG Media and Aston Villa Football Club on sponsor-ship, account management and TV rights in the football sports sector. In 2009 he joined the family business, The Clancy Group, as a senior project manager responsible for implementing cost savings across the group and in 2014 became Group Business Development Manager, assessing new busi-ness opportunities and developing market strategy.

Ronan is an IFB ‘NxG’ committee mem-ber, Lighthouse Club charity committee member, Duke of Edinburgh Gold Award, and enjoys sport (football, tennis, rugby, running) and travel (visited all continents but one).

Cuendet family, Switzerland (4th generation)

The Clancy Group, United Kingdom (3rd generation)

People - Speakers

Sachin Chamaria

Sachin is a 3rd generation entrepreneur and member of India’s Chamaria Group that has diversified business interests in ce-ment, power, tea, pre-stressed railway con-crete sleepers and infrastructure. Sachin is Executive Director of Cement Manufactur-ing Co. Ltd., the Group’s flagship company that has the highest selling cement brand in the North-Eastern States of India, Star Cement

On 8th June, 2008 his life took a complete U-turn, when he met with a tragic road traffic accident and broke his neck (cervical bones), becoming a quadriplegic, para-lysed from chest down. This devastating injury made him completely immobile from completely mobile. But Sachin didn’t allow this devastating injury to hold him back. He passed his Higher Secondary Board examinations with the help of a scribe and completed his graduation in Bachelor of Commerce with honours degree at SRCC, one of India’s best colleges. He joined the family business in 2012, and has since been actively associated with his elder brother and father in managing the cement manu-facturing business, and contributed in the ambitious expansion plans of the cement capacity.

He regularly pursues his physical therapy session of 5 to 6 hours a day, which is a must for not allowing his devastating injury to take a toll on his physical fitness. While the researchers and scientists are busy in finding a cure for spinal cord injury with a positive hope, he is now busy in expand-ing the business towards taking it to new horizons.

Executive Director, Cement Manu-facturing Co. Ltd., Chamaria Group, India (3rd generation)

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People - Speakers

Jorge Gallardo Ballart

Jorge Gallardo has been the President of Almirall since 2011 (from 2001 to 2011 he was Chairman and Chief Executive Officer).

He joined the company in 1965 and since then he has held a variety of director-ship positions. He is currently: Member of the Board of EFPIA (European Federation of Pharmaceutical Industries and Asso-ciations). He was President between 1998 and 2000, VP from 1966-1998 and from 2000-2002; VP of Farmaindustria (Spanish Association of Pharmaceutical Industries).

He was also President of Farmaindustria between 1993 and 1995 and between 2002 and 2004; Member of the Board of IFPMA (International Federation of Pharmaceutical Manufacturers & Associations) since 2004; Academic Member of the Royal Academy of Pharmacy in Catalonia since 1992 and of the Royal Academy of Spain since April 2013.

Jorge Gallardo holds a PhD in Industrial Engineering from the Barcelona Higher Technical School of Industrial Engineering.

President, Almirall, Spain (2nd gen-eration)

Marco Gabbiani

Since 2003 Marco Gabbiani has been responsible for private equity, M&A and family business for UniCredit Private Bank-ing and is a Senior Vice President of the UniCredit Group.

After graduating in Business Administra-tion from Bocconi University (Milan) in 1991, he worked for Arthur Andersen and in Corporate Finance for KPMG. In January 1999 Marco joined UniCredit Group, in the M&A and Business Development depart-ment, responsible for most of the UniCredit Group’s acquisitions in Central and Eastern Europe. Since 2009 he has also been in charge of the annual AUB Monitor (sup-ported by AIdAF – the Italian Association on Family Owned Companies – UniCredit and Bocconi) on mid- and large-sized Italian family-owned companies.

Marco delivers workshops and seminars on specific family business topics. He actively cooperates with the Italian Young Entrepre-neurs Association, contributes to research, articles and academic books on family business and is invited to give lectures at major Italian Universities, and for AIPB (the Italian Association of Private Banks).

Marco has been a member of the Board of Directors of Cordusio SIM Advisory and Family Office, UniCredit Group’s family office.

Head of Family Business, UniCredit Group, Italy

Sophie Cuendet du Roy

Sophie Cuendet du Roy is a trained attorney-at-law and holds an MBA. She has worked as a business lawyer at the bars of Lausanne and Brussels, as well as in senior positions for international corpora-tions. Sophie is from the 5th generation of two family businesses. One of them, active in the agro-business sector, was sold in 2002. In the aftermath of the sale, Sophie’s father - who had dedicated his entire career to the family business and has been its CEO for more than a decade - commit-ted suicide.

The combination of this traumatic death with her own lack of inner fulfillment led So-phie to embark on a radical inner transfor-mational journey back to her soul, healing emotionally and spiritually and establishing herself in her truth.

After having accompanied other women to engage on a similar journey, Sophie is now developing educational programs for business leaders/owners to enhance their (secular) spiritual intelligence. Spiritually intelligent leaders generate a caring culture that allows their people and organizations to holistically flourish and prosper, and their businesses to positively impact the world.

Cuendet family, Switzerland (5th generation)

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People - Speakers

Frédéric HeymansFelicia Heng

From 1990 to 2011 Frédéric worked at De Smet Ballestra, an export oriented Belgian engineering company active in the food industry. He held various positions in the company, including time in Asia, starting as a project manager in 1990 and finishing as Group IT Manager.

In 2011, Frédéric left the world of engineer-ing and turned his focus to the governance systems controlling the gradual succession from 2nd to 3rd generation of the Alcopa Group, a medium-sized family company of which he is a shareholder. He served on various Group boards, including the audit and remuneration committees. During this period, he closed down the 120-em-ployee furniture distribution company GDB International. Frédéric then became CEO of Moteo, the Alcopa Group’s motorcycle distribution branch with a 200 m€ turnover and 500 employees Europe-wide. In this position he executed various company restructurings. Today, Frédéric still sits on some of the Group’s boards and also holds the chairmanship of the Family Council.

Felicia’s background is in organizational psychology, executive coaching, succes-sion planning and business management. Over the last 17 years, she held senior global, regional and country roles in blue-chip MNCs spanning banking, logistics, and pharmaceuticals.

Felicia is a member of the Family Firm Institute, where she received her certifica-tion in Family Wealth Advising. She is also a certified executive coach with postgraduate degrees in Occupational Psychology from the University of Sheffield and Technol-ogy Management from the University of Queensland.

Felicia lives in Singapore with her husband and two daughters.

Chairman of Family Shareholders Council, Alcopa Group, Belgium

Executive Director, FBN Asia

Eliane Garcia Melgaço

Eliane is currently Algar’s Corporate Vice President of Marketing and Sustainability, Member and Secretary of Algar’s Board of Directors and President of the committees on Audit and Risk, Human Talent and Cor-porate Governance. She is also responsible for creating Instituto Algar de Responsa-bilidade Social (Algar Institute for Social Responsibility).

Previously Eliane worked in the commercial and marketing areas of Banco Nacional, Cartão Unibanco, ATL (Algar Telecom Leste) and Image Telecom. She has a degree in Business Administration from Pontifícia Uni-versidade Católica (PUC) in Minas Gerais, Brazil; an MBA from Catholic University in Washington DC, USA and has completed the following management programs – LFB (Leading the Family Business) from IMD in Lausanne, Switzerland; and PGA (Programa de Gestão Avançada (Advanced Manage-ment Programme) from the Fundação Dom Cabral / INSEAD in Fontainebleau, France. Eliane is the founder of the Brazilian chap-ter of the Family Business Network.

Member and Secretary, Board of Directors, Algar Group, Brazil (3rd generation)

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Carole Hübscher-Clements

Carole Hübscher holds a PMD from Har-vard Business School. After her graduate degree from the Hotel School of Geneva, she led the department of International Sales of Caran d’Ache in Geneva until 1997, holding various responsibilities in the commercial and marketing departments of the company in Switzerland and the USA. Subsequently, she held the position of International Marketing Manager within the Swatch Group for Calvin Klein and con-sulted with a branding agency. In 2003 she became Partner of Brandstorm, a company active in the premium and luxury brand-ing architecture area. Carole Hübscher has served on the Board of Caran d’Ache since 2002 and took over the presidency as Chairwoman in 2012. She is married and mother of three children.

Chairwoman, Caran D’Ache SA, Swit-zerland (4th generation)

People - Speakers

Hans-Kristian Hoejsgaard

Since 2011 Hans-Kristian Hoejsgaard has been CEO and Board Member (since 2014) of family-owned Oettinger Davidoff AG in Switzerland. He is a global CEO and brand equity specialist with 25 years of experience in consumer goods and retail, including 15 years’ senior leadership posi-tions in luxury goods. He has run USD100m to USD1.5bn P&Ls. Experience across family held, publicly listed and private equity owned companies. Senior Executive, as well as non-executive, on-the-ground experience in Asia, India, Europe and the US. Fluent in English, French, German and Danish (mother tongue).

Member of the Boards of publicly listed Calida Group in Switzerland, and non-prof-it organization Art in General in New York.

Education: HD, Diplom Kaufmann (BA equivalent) from Southern Denmark Busi-ness School. Political Science Studies at the University of Copenhagen, Denmark. Executive Education at Harvard Business School, INSEAD and The Wharton School of Business (University of Pennsylvania).

Personal: Born in Denmark. Married to Amanda Warshaw, British citizen. Two chil-dren, Alice (born 1984) and Maxime (born 1988), both children are living in London.

CEO and Board Member, Oettinger Davidoff AG, Switzerland (non-family)

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People - Speakers

Samuel Maldonado

Samuel is an active member of the GEM Family Council. He is also the acting presi-dent of FBN’s NxG International Committee. Samuel has a BA in Psychology and a BS in Business Administration from The Citadel Military College of South Carolina and is currently pursuing a Masters in Family Entrepreneurship at Zeppelin University in Friedrichshafen Germany.

President of NxG Committee; Grupo Económico Maldonado (GEM), Ven-ezuela (4th generation)

Tamás Kürti

As a NextGen at a high-tech family enter-prise, Tamás grew up seeing outstanding performance, accomplishments, humility, creativity and power around him.

After a journey in online corporate strate-gies in Hungary and the US, he joined the family business where he founded and led its research and development centre for five years, ending in a professional succession.

By working at the board level for 7 years and organizing the family forum for 10 years, Tamás realized how deep is his love for learning by sharing experiences. This is why he founded FBN Hungary and felt blessed to shape NLC.

He holds an MSc. in Engineering Manage-ment degree in Organizational Develop-ment and Supervision.

Member of the Board, KÜRT Informa-tion Security Group, Hungary (2nd generation)

Giorgi Iukuridze

Giorgi received his BA in Politics and International Relations from University of Reading (UK) and a Masters Degree in the same discipline from Instituto de Empresa (Spain). His education in enology was main-ly received through working in the field, internships in Bordeaux and Burgundy and enologist courses in the region of Langue-doc-Roussillon. He worked for multiple years in international organisations such as the Council of Europe (France) and European Parliament (Belgium). In parallel to his work in politics, he was always involved in the family business, managing marketing and export departments, and representing the company on an EU and global scale.

Giorgi is also a President of the Association for Culture and Tourism Exchange (ACT-E). The Association, in cooperation with the Council of Europe, the European Commis-sion and other national and international organisations, develops resources which will enable local communities to conceive, implement and manage their own cross-frontier projects in the field of wine, culture and tourism. The Association in conjunction with Microsoft developed an interactive European Wine Community Map.

Co-founder, Shabo Wine Company; Shabo Industrial and Trading com-pany, Ukraine (2nd generation)

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People - Speakers

Timo Recker

Project: ‘LikeMeat’ – a plant-based alterna-tive to meat that aims to provide the nutri-tion and taste satisfaction that appeals to meat-eaters while also requiring fewer natural resources to produce.

Timo holds a BA (Hons) in International Busi-ness from the European Business School in London. This included two study-abroad semesters at Universidad Argentina de la Empresa, UADE, Buenos Aires, Argentina and Tecnologico de Monterrey, ITESM, Guadalajara, Mexico. From 2009 to 2011 Timo worked in Girona, Spain (Industrias Cárnicas Vilaró S.A.), in New York, U.S. (Toc-queville Asset Management LP – $12bn man-aged) and Shanghai, China (Franz Haniel & Cie. – a €26bn German conglomerate). In November 2011 Timo started working in his family business, Recker Convenience GmbH in Germany, deeply involved in the turnaround of the business and developing and spinning off ‘LikeMeat’ as an independ-ent company.

Timo is: Winner of the Seitz-Stiftung Schol-arship for young outstanding entrepreneurs • German Kart Champion 2006, Top 10 World Finals, Lonato, Italy

• Successfully climbed Mt. Kilimanjaro, Af-rica. He enjoys jogging, windsurfing, trave-ling, technology, trading, current affairs.

Recker Convenience, Germany (3rd generation)

William Pedder

Through his mother’s side of the family William Pedder is a 6th generation family member and significant shareholder of Clarks shoes. Both his father and grandfa-ther were instrumental in the development of the company you see today. Along with the majority of his generation William has not worked at a significant level within the business although he is very close to its family governance side, being a former member of the NxG steering committee, brother of the current Family Shareholder Council Chair and son of a founding Fam-ily Shareholder Council member.

William’s professional experience includes eight years working in the travel industry, founding a number of start-ups within the licensed brands sector. At present William is employed full-time as the Membership Director for the Institute for Family Business (FBN UK) where his family business history, professional work experience and busi-ness education is of genuine benefit to the organisation and its members. The Clarks Family Shareholder council members value William’s position and knowledge of the family business sector, and often seek his expertise.

Through an MBA from Cass Business School in the City of London William has gained a detailed knowledge base in the academic disciplines associated with all aspects of business process and practice, and special-isms including fostering innovation and entrepreneurship.

Non-executive Clarks family member, Clarks Shoes, United Kingdom (6th generation)

Pénélope Moorkens

Pénélope is married with three sons and is in the 3rd generation of the Alcopa Group. Since 2010 Pénélope has served on the Group’s Family Board, where she concen-trates on reinforcing the ‘affectio societatis’ between family shareholders (communica-tion, training, human resources).

Pénélope started as a recruitment consult-ant for Russell Reynolds Associates. She then joined the NGO Médecins Sans Frontières where she managed human and financial resources of humanitarian projects in Africa. She holds a Masters in Psychology, and also graduated in Busi-ness Administration and Coaching.

Member of the Family Shareholders Council, Alcopa Group, Belgium

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People - Speakers

Stijn Swinkels

Bio coming soon !

Member of Board of Directors, Ba-varia Brewery, Netherlands

Jörg Ritter

Dr Jörg Ritter is global Co-Leader of Family Business Advisory at Egon Zehnder Interna-tional. He advises medium-sized firms and large corporations, with a particular focus on family-owned companies, providing support in evaluating and filling positions in executive and supervisory boards.

The core of his advisory activities, which include succession planning, centres on engineering, automotive, energy and chem-istry companies, and firms from the electro-technical and electronic industries. Dr Ritter has worked in executive consulting since 1994, and coordinated the Global Industry Practice for over ten years. Before coming to Egon Zehnder International, he was Senior Associate at McKinsey & Company, a consultant and Assistant to the Executive Board at Treuhandanstalt Berlin, and Head of the Competition Policy Department at the Ministry of Economy.

Global Co-Leader of Family Business Advisory, Egon Zehnder International, Germany

Eckart Reihlen

After graduating, Eckart Reihlen joined Robert Bosch GmbH and held various senior positions such as: department head of electronics manufacturing in Reutlingen, Germany; GSM cell phone plant manager in Aalborg, Denmark; CEO of Robert Bosch Electronics in Tomioka, Japan; head of quality management and chief engineer powertrain sensors for Bosch Gasoline Systems in Stuttgart, Germany; President of Bosch Gasoline Systems Russia and CIS, CEO Robert Bosch Saratov, and CEO Evroradiators, in Russia.

Eckart Reihlen graduated in Electrical Engi-neering from the Berlin Institute of Technol-ogy. He earned a Fulbright scholarship to the University of Utah from which he holds a Masters and PhD in Electrical Engineer-ing. Eckart is married with two children. He has interest in family, sports, preservation of classic houses and sociology, and is flu-ent in English, German, Russian, Japanese, Spanish, Danish and French.

COO/CTO, IFA Rotorion Holding, Germany (non-family)

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People - Speakers

Teemu Vaistila

Teemu is a 3rd generation family member of Amak, a manufacturing company founded in 1965 in Helsinki, Finland. Amak special-izes in precision mechanics products and is a sub-contractor to various Finnish export companies.

Teemu has been the CEO of Amak since 2010 and now co-owns the company together with his younger brother Santtu. The company has gone through two suc-cessions that are very different from each other. These experiences convinced Teemu to take part in a book project written by next generation family business leaders about next geners joining the family busi-ness on an operative level.

Teemu has a Bachelor’s degree in Business Administration and in Engineering.

CEO, Amak, Finland (3rd generation)

Petri Tuomela

Petri is a Founder of me2we, a co-working platform for companies and universities that currently works with 35 business universities in eight countries. Through the service, companies can integrate their pro-jects and crowd-source them from students around Europe.

In 2011 Petri joined one of his family’s busi-nesses and turned around a company that was going bankrupt. Fifteen months later, after some disagreements with his father, he left the family business. In 2012 Petri finished his Master’s thesis about succes-sion planning, using his own case as an example. From 2012-2014 Petri worked for FBN Finland where he visited 150 family businesses and encouraged Finnish Next Gens to join NxG activities. In 2014 Petri left FBN Finland and founded me2we. This year, 2015, he cofounded Wood Innovations Ltd and started building wooden bikes. Petri is also co-writing an NxG handbook with other Finnish Next Gens.

Petri has a Master’s degree in international business from University of Vaasa.

CEO, me2we; Osmatic Oy, Finland (2nd generation)

Christoph Tobler

The Sefar Group is a leading manufacturer of monofilament precision fabrics for a wide variety of industries. Christoph has held the position of CEO since 2005 and has been a member of the Board of Direc-tors since 1995.

Christoph started his career as a test engineer at Brown Boveri AG in 1985. From 1988 to 1994 he worked for McKinsey & Company, Switzerland as a Management Consultant and Engagement Manager. In 1994 he was called into the position of Business Unit Manager Customer Support of Adtranz, Switzerland. In his time with the Sika Group, from 1998 to 2004 he led the Corporate Industry Division as a member of Group Management.

Christoph graduated in 1985 with a Master of Science in Electrical Engineering from the “Ecole Polytechnique Fédérale de Lausanne” (EPFL) and earned an MBA from the University of California in Berkeley, USA in 1988.

Christoph Tobler is a Member of the Board of Directors and of the Audit Committee of Sika AG, Baar and Chairman of the Board of Directors of AG Cilander, Herisau. He is also a Member of Board Committee of “economiesuisse”, Zurich and a Member of the Regional Advisory Board of the Swiss National Bank.

CEO and Member of the Board, Sefar Group, Switzerland (5th generation)

51

People - Speakers

Heidi Vermeer-Quist

Heidi Vermeer-Quist is a third genera-tion member of the Vermeer Corporation family. She deeply values the principles that founded Vermeer Corporation and the people who work there. She worked at Vermeer during her college years (1993-1995) and explored the possibility of a career in Human Resources. A passion for people and psychology drove Heidi to pursue her doctorate in clinical psychol-ogy. She is a Licensed Clinical Psychologist and, in 2002, Heidi started an outpatient clinic for Pine Rest Christian Mental Health Services in Des Moines, where she still works and which now serves thousands of people annually. She has specialized train-ing in the treatment of Marriage & Family problems, Mental Health Disorders, and most recently Family Business Consulting. In 2009, Heidi spearheaded initiatives to engage all branches of the Vermeer family who owned company stock by publish-ing the quarterly Vermeer Communicator, organizing an annual Vermeer Family Camp, and establishing the Ownership Council (OC). Since 2011, Heidi has served as the OC Chair, facilitating meetings and encouraging the Vermeer Family to grow in healthy communication and to develop policies and procedures for effective family business governance. The Vermeer shareholder group has done tremendous work, establishing the Vermeer Constitution, Shareholder Policies, a Shareholder Buy/Sell Agreement, and the development of a Family Office. Heidi continues to encourage all shareholders to learn and live out best practices. She also currently serves as a Director on the Vermeer Board. Heidi and her husband Chad founded Vermeer Quist Consulting. They are working with family businesses to assess and improve family, business, and ownership dynamics. In her personal life, Heidi enjoys sharing life with Chad and their three children, engaging in musical and outdoor activities, and participating in the joy of each God given moment (though she is still learning how to do this).

Ownership Council Director & Chair, Vermeer Board Member, Vermeer Cor-poration, USA (3rd generation)

Robert Vermeer

Bob Vermeer represents Vermeer Corpora-tion in various functions and venues, serv-ing as an ambassador and communicator on behalf of the company and its industry. From 1989 to 2014 he served as Chair-man of the Vermeer Board of Directors, involved in all aspects of the business and strategy in support of the long-term health and growth of the company. He served as Vermeer’s Chief Executive Officer beginning in 1989, and later as Co-Chief Executive Officer in 2003, providing leadership and involvement in the day-to-day business decisions and goals impacting the busi-ness. Previously, as Executive Vice President & Secretary-Treasurer, and Vice President of Finance he managed the company’s financial details. Bob’s valuable manufac-turing, business and financial experience has resulted in several board roles, past and present, including membership on the Central College Board of Trustees, Dordt College Board, Guide One Insurance Co. Board, Marion County State Bank Vice Pres-ident and Board of Directors, Calvin Theo-logical Seminary Board of Trustees, Pella National Bank Board, Pella Community Hospital Board, Pella Opera House, Hilltop Manor Board, Pella Chamber of Commerce, Pella Planning & Zoning Committee and Vital Men Ministries. Bob has also served as Chair of both the Association of Equipment Manufacturers (AEM), and the Iowa Busi-ness Council. Bob has committed himself to countless philanthropic endeavors as Trus-tee of the Vermeer Charitable Foundation. The Foundation’s efforts have improved the lives of people throughout local communi-ties, the State of Iowa, and worldwide. Bob has also served as elder and is a member of Faith Christian Reformed Church. Today, Bob lives in Pella with his wife, Lois Vermeer, who serves as Executive Secretary of the Vermeer Charitable Foundation. The couple has three grown children and nine grand-children. A graduate of Central College, Bob earned an Economics and Business Administration degree, also attending Pella Christian Schools and Dordt College.

Retired CEO & Chairman of the Board, Currently Chair Emeritus, Vermeer Corporation, USA (2nd gen-eration)

Marlies van Wijhe

In 1989, after completing her degree in Business Studies at the University of Groningen, Marlies moved to Maastricht to work at the chemical company DSM. In 1994 she returned to Zwolle to work in the family company, Van wijhe Verf, the largest independent paint manufacturer in the Netherlands that exports its ‘Ralston’ brand to 25 countries. Marlies started in the export department evaluating the market for the company’s colorant system for decora-tive paints and in 2000 took over from her father as CEO. In 2010 she won the Prix Veuve Clicquot, also known as the business woman of the year award.

Together with her sister Marijke, who is an active manager of design and iden-tity in the Marketing department, Marlies hopes to build a future for the family’s 5th generation who will hopefully continue the company’s expansion.

CEO, Van Wijhe Verf, Netherlands (4th generation)

52

People - Speakers

Valfredo Zolesi

Valfredo Zolesi is Chairman of Kayser Italia, a private independent aerospace system engineering company. After working for some American aerospace companies, in 1986 Valfredo founded Kayser of Monaco and Kayser Italy in Livorno. In 1995 the Zolesi family bought the shares in the remaining German operation, acquiring full ownership of Kayser.

Valfredo is a graduate of the Electronics Industrial Technical Institute of Livorno and is a Doctor of Electronic Engineering from the University of Pisa. Until 1986, among other things he lectured in Naval Automa-tion at the Nautical Institute. He specialized in Technical Magnetic’s Registration to B & H in Pasadena, California, and Electronics Countermeasures at George Washington University.

Valfredo Zolesi was a “pioneer” in relations with Russia, one of the first westerners invited to the launch bases and space industries of the then former USSR. He is the author of scientific and technical publica-tions, and frequently holds seminars on space technology and exploration pros-pects. Zolesi is a member of the American Committee of the American Institute of Life Sciences Aeronautics and Astronautics.

Chairman, Kayser Italia, Italy (1st generation)

Marcel Zahner

After completing a degree in business stud-ies at the University of St. Gallen, Marcel Zahner began his professional career at Fidelity Investments, where he worked both in London and Luxembourg.

Marcel Zahner joined the family business of Robert Aebi in spring 2007 as part of a suc-cession plan, initially as CFO, then COO before taking over the overall management of the Robert Aebi Group from his father as CEO in 2011.

The Robert Aebi Group employs a workforce of some 600, 10% of whom are trainees. The long-standing enterprise, with a history dating back 135 years, supplies the markets in Switzerland and Southern Germany with machines, equipment and vehicles from re-nowned brands, including Volvo Construc-tion Equipment and John Deere Agriculture Equipment. In 1956, Robert Aebi was ap-pointed as sole distributor for John Deere in Switzerland, becoming the first John Deere distribution partner outside the USA.

Under Marcel Zahner’s leadership, Robert Aebi has boosted sales by 50% since 2011. At the same time, it has expanded into new sales areas, acquired 11 companies and opened eight new distribution centres.

Marcel Zahner and his wife Alexandra have two sons. He is a keen cross-country skier, hiker and golfer. Marcel Zahner is also passionate about business literature and cultural travel.

CEO, Robert Aebi, Switzerland

Felix von Nathusius

In July 2014 Felix von Nathusius took over the chairmanship of the Board of Manage-ment of IFA Rotorion Group, as its new CEO. He succeeded his father Heinrich von Nathusius.

Felix von Nathusius was born in 1974 in Düsseldorf. Directly after his A-Level and military service, he studied business ad-ministration at the Technical University in Dresden. He gained his first international experiences within his three-year Master’s program in Oxford, Paris, Madrid and Berlin at the transnational business school EAP-ESCP Europe, from which he success-fully graduated with a Diplôme de Grande Ecole (diploma businessman) in 2001. His professional career started as the Execu-tive Assistant of the Board of Management at Neumeyer Holding GmbH in Hausach, Baden Württemberg, a specialist in forged parts and market leader in Germany.

In 2003, he joined the newly founded Tekfor Cologne GmbH in Cologne, a joint venture between Neumeyer GmbH and Ford, working as the head of the purchasing department. Tekfor Cologne’s main prod-ucts are forged parts for transmission and driveline. Just one year later, he joined the IFA-Maschinenbau Verwaltungsgesellschaft mbH, and in 2006 he took over the manage-ment of IFC Composites GmbH in Hal-densleben. Since 2010, Felix von Nathusius had managed IFA Rotorion−North America LLC in Charleston (USA) as President and CEO of US operations. Henceforth, Felix von Nathusius will use his manifold international management experiences to make the IFA Rotorion Group fit for global competition.

CEO and Owner, IFA Rotorion Hold-ing, Germany (2nd generation)

53

Walter Zweifel

After his studies at the ETH in Zurich with a degree as Dipl. Ing. Agr. with specialization on Viticulture and Oenology, Walter Zweifel did various practical stints in the US, New Zealand and Australia. In the early 1990s he joined the family business, first as Assistant to the CEO and Assistant to the acting Chairman Paul Zweifel (his father).

In 1993 he became CEO of Zweifel & Co. AG which included Wine Production and Real Estate. In addition, he assumed the CEO position of the restaurants “Wine & Dine” in 2001. Since 2007 Walter Zweifel is CEO of Zweifel Vinarium GD AG and since 2009 Board Member of all operational entities of Zweifel as well as of the Zweifel Hold-ing Board until today. In addition, he also acts as Chairman of the Board of Schaller Vinarium AG.

CEO, Zweifel Vinarium GD AG, Swit-zerland (4th generation)

People - Speakers

David Zolesi

After completing his Master’s degree in Computer Science at the University of Pisa, David began working in Kayser Italia as a project engineer and went on to become an R&D Project manager. David then com-pleted a Master’s in Corporate Governance and Strategies at the University of Pisa, and assumed the role of Executive Officer in charge of managing the company’s international relations.

David has held roles, both at the provincial and national level, in Confindustria – the main association representing manufactur-ing and service companies in Italy. From 2007 to 2010 he was President of the Young Entrepreneurs of Livorno; from 2009 to 2011 a member of the National Seniors Council; and from 2011 to 2014 a Member of the Na-tional Council of Young Entrepreneurs.

Executive Officer, International Relations, Kayser Italia, Italy (2nd generation)

54

People

Moderators

Joseph H Astrachan Caroline Bailey Claudia Binz Astrachan

Joe Astrachan is Wells Fargo Eminent Scholar Chair of Family Business Kenne-saw State University, and a founder of the internationally accredited Executive MBA for Families in Business at the Coles Col-lege of Business, Kennesaw State University near Atlanta, Georgia, USA. In addition he is Distinguished Research Chair of Family Business at Loyola University Chicago’s Business School. Astrachan is editor of the scientific publication the Journal of Family Business Strategy (an Elsevier title) and past editor Family Business Review. He is also editor of the Family Business Case-book Annual, which publishes the best in teaching and educational family business cases. Astrachan has received multiple awards for his research and service from family business, entrepreneurship, manage-ment, and research oriented associations. He is author or coauthor of more than ten books including the much acclaimed Com-munication and Conflict in Family Business (with McMillan) and Mechanisms to Assure Family Business Cohesion: Guidelines for Family Business Leaders and Their Families (with Pieper). Astrachan has been active in the development of the field, having been a founder of several recognised programmes including the International Family Enter-prise Research Academy. He was founding Chairman of Family Enterprises USA. In addition to his non-profit board service, he serves on the boards of six privately-owned family businesses globally and comes from a family business background. His extended family has owned businesses ranging from container and tanker shipping to pharma-ceuticals. Astrachan earned his BA, MA, M Phil, and PhD degrees at Yale University.

Caroline Bailey is a third generation Gallo family member with 18 years of experience in sales, marketing, communications and public relations in her family’s business. During that time, she lived and worked internationally and served as the lead spokesperson for her family appearing on national and international television, print and radio. After leaving her career in the wine industry, she began to research and explore best practices of families worldwide to understand what made them successful. She applied and adapted what she learned and organized the Gallo Family Council in 2006. She has served as Chairman of the Council since its inception and has played a key role in establishing family governance as a way of bridging the generations. Her steadfast leadership and guidance has extended beyond her family contributing to the health, strength and forward direc-tion of the entire family network. In 2010, she founded the consulting firm Premier Growth, marking the culmination of her years of experience, both personally and professionally, bridging family and busi-ness. Her life journey has become the roots of her work within Premier Growth. Caroline is certified as an executive coach, master coach of neuro-linguistic programming and Certified Core Energetics Practitioner (CCEP). Caroline has taught university-level courses, lectured and conducted workshops for private and Fortune 500 companies. She was a founder of WOW, a social venture investing in women-owned businesses in West Africa and holds vari-ous leadership positions including Board member of Family Business Network (FBN) for North America, Executive Advisory Board President of Sonoma State University’s Wine Business Institute, National Advisory Board Member and past president of Women for Wine Sense. She is a University of Southern California graduate where she received a Bachelor of Arts in Communications.

Claudia teaches seminars on family business and entrepreneurship and runs an annual programme for family busi-ness owners. She is also affiliated with the Institute for Management Development (IMD) in Lausanne (Switzerland), where she contributes to the Advanced Global Family Business Research Series as an external research associate. She earned her Ph.D. at the Witten Institute for Family Business at Witten/Herdecke University (Germany).

Founder and Chief Emotional Officer, Premier Growth; Gallo Family (3rd generation) and Family Council Chair; FBN North America Board Member, USA

Lecturer and research assistant, Lu-cerne University of Applied Sciences and Arts, Switzerland

Wells Fargo Eminent Scholar Chair of Family Business Kennesaw State Uni-versity, USA; Chair, 26th FBNi Global Summit, Montreux, Switzerland

55

Andrew Bryson

As a member of FBN’s Polaris Committee, Andrew is working across the Network to support the key role that family business has in shaping the future of sustainable business. He is also currently a business humanizer at Innate Motion where he works with clients to design, brand, and scale purpose-led businesses.

Andrew has a long history of creating posi-tive change in both the for-profit and non-profit spheres. Most recently, he headed up the ‘Saatchi & Saatchi S’ consulting division in both North America and Asia, where he created comprehensive sustainability solutions for clients ranging from social en-terprises to Fortune 100 companies. He also spent a number of years as the Executive Director of the Beastie Boys’ nonprofit, The Milarepa Fund, where he led the innovation of various strategies focused on activating youth globally.

Member, Polaris Committee, Family Business Network, USA

People - Moderators

Christine Blondel

Christine co-directs the one-week program for business families, The Family Enterprise Challenge, at INSEAD, the global business school with campuses in France, Singapore and Abu Dhabi. She coordinated INSEAD’s family enterprise activities from their crea-tion in January 1997 until December 2007 and was the first Executive Director of the Wendel International Centre for Family Enterprise. In her own advisory practice, FamilyGovernance, she uses “Fair Process” principles to advise family businesses in France and abroad on issues of family gov-ernance and generational transitions. Her teaching, speaking and publications focus on large multi-generational family firms, succession, women’s roles, family govern-ance and Fair Process.

She is a board member of the INSEAD Foun-dation (which manages part of the INSEAD Endowment) and D’Ieteren, a 200+ year-old family company traded on Brussels stock market. She is actively involved in several family business associations as: IFERA Fellow and co-founder; FFI Fellow; former board member of FBN International.

A graduate of INSEAD (MBA 1981) and École polytechnique (France, graduated 1977) she worked three years as a management consultant before joining Procter & Gamble, where she had positions in marketing (Brand Manager) and finance (Associate Finance Director) from 1984 to 1993.

Christine is a mother of four children. Her interest in family business finds its roots in her own family: both her grandfathers were owner-managers of such companies.

Adjunct Professor of Family Business, INSEAD, France

Franziska Blindow-Prettl

Since 1988 Franziska is active for her fam-ily’s business, the Prettl Group, an automo-tive supplier with production sites in over 25 countries and over 8,000 employees, first in the operational business and now with the family’s impact investments.

Besides this, in 2006 Franziska has joined LGT Capital Partners, one of the largest Private Equity and alternative investment firms globally and owned by the princely family of Liechtenstein. Franziska has been a Partner at LGT Capital Partners, as well as heading up LGT Family Office for LGT Group until 2015.

Before joining LGT, Franziska has been with EIM from 2001 to 2006; EIM was a pioneer in the hedge fund industry and one of the largest hedge fund specialists globally. At EIM, Franziska was Global Head of New Product Development.

Franziska holds a PhD from the University of St. Gallen (HSG), with a dissertation on innovation management and the valuation of high technology start-ups and an MBA in finance and accounting from the same institution.

Franziska has authored over 200 working papers and articles on the subject of inno-vation management and finance as well as being a frequent speaker at conferences.

In her spare time she is passionate about impact investing, cognitive science, flying and her family.

Prettl Group, Switzerland (2nd gen-eration)

56

People - Moderators

Guido Corbetta

Guido Corbetta is full Professor of Strategic Management and the AIdAF-EY Chair of Strategic Management in Family Business in memory of Alberto Falck at Bocconi University. In addition he is a fellow of the CRIOS research center and a senior faculty member of the SDA Bocconi Strategic and Entrepreneurial Management Department. From 2005-2010 Guido was the Dean of the Bocconi Graduate School.

Guido has been working in the family busi-ness field since 1988, as a researcher and consultant to more than 130 companies. He serves on the board of some listed and unlisted family companies in Italy. He is the scientific director of the AUB Observa-tory (AIdAF-Unicredit Bank-Chamber of Commerce of Milan-Bocconi University) which possesses detailed and up-to-date information about Italian family enterprises with revenues over 20 million Euros.

Guido is a member of the Editorial Board of Entrepreneurship Theory and Practice and Family Business Review, and is a fellow of IFERA (International Family Enterprise Research Academy). With Carlo Salvato, he recently co-authored the book Strategies for Longevity in Family Firms: A European Perspective (Palgrave, 2012). With Danny Miller and Alessandro Minichilli he also published the article Is Family Leadership Always Beneficial? (Strategic Management Journal, 2012)

Guido was raised in a family where parents and uncles owned businesses ranging from retail to fasteners. Guido and his wife Rossella live in Milan, Italy, with their four children.

Professor of Strategic Management in Family Business, Bocconi University, Italy

Arjun Chowgule

Arjun is a 4th generation member of his family’s business Chowgule & Company – a group that is headquartered in India with global operations in commodities, logistics, engineering and trading. He manages the group finance operations and parts of the engineering business.

Arjun is associated with a number of industry initiatives and currently co-chairs the skill development initiative of the Confederation of Indian Industry (Western Region). He was also on the drafting com-mittee for the education vision document of the present Indian government. He is a volunteer with the Art of Living Foundation and teaches their yoga and meditation programs aimed at youths.

Arjun completed his BA in Economics from the University of Durham and his MA in Organisation Studies from the University of Warwick.

Executive Director, Chowgule and Company, India

Randel S. Carlock

Carlock has over 25 years of management and leadership experience serving as a CEO and Chairman of four companies he founded including a NASDAQ listed firm. He also trained and qualified in family therapy at the University of London’s Institute of Psychiatry.

Carlock is internationally recognised as the author or co-author of several articles, chapters, case studies and five books including When Family Businesses are Best: The Parallel Planning Process for Family Harmony and Business Success with John L. Ward (2010) and Family Business on the Couch: A Psychological Perspective with Manfred Kets de Vries (2007).

He advises global business families and corporations on strategy, leadership, psychology, family business and govern-ance in Asia, Europe, the Middle East and the Americas.


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People - Moderators

Micael EdlerJulien Derville

In 1990, after finishing his degree in Engi-neering at the Institute of Technology in Lund, Micael started his career as a trainee at ABB. He held several management positions within ABB, both technical and commercial, before becoming the external CEO of a manufacturing and service com-pany geared towards the pulp, paper and steel industry. In 1997 Bertil Bratt, father of Micael’s wife Tina and founder of Bratt International AB passed away and Micael has since then been deeply involved in the family business, first as a board member and from 2000 as the CEO of Bratt Interna-tional AB.

Micael moved together with his family in 2007 to Tanzania in order to create new adventures, new enterprises and with the aim to make a good deed where it is most needed.

Julien Derville is 24 years old and part of northern France’s fast-growing Mulliez Fam-ily Association which today represents more than 1,200 members. Julien is studying at IÉSEG School of Management. Although he hasn’t yet graduated he’s been lucky enough to work in Canada, Spain and China, and spent a year abroad in Mexico and six months in South Korea.

Julien loves technology, business and sport:

- Technology, because it has totally changed the way we live our every day lives, accelerates innovation and will hope-fully make the world a better more diverse place in years to come!

- The business trend of collaboration, be-cause it’s changed the traditional relation-ship of ‘Company to Customer’, into every-body being both company and customer, making entrepreneurs of us all!

- Sport, because to be good in your head, you need to be good in your body.

CEO, Bratt International AB, Sweden (non-family, 2nd generation)

Founder, TDC Data; member, Mulliez Family Association, France

Alfredo De Massis

As a tenured Full Professor, Alfredo De Massis holds the Chair in Entrepreneurship and Family Business at Lancaster University Management School (UK) and is Director of the School’s Centre for Family Business. He co-founded and was Deputy Director of the Center for Young and Family Enterprise (CYFE) at the University of Bergamo. He served as Global Board Member and Chair-man of the European Leadership Council of the Global STEP Project for Family Enter-prising founded by Babson College (USA). He serves as member of the Academic Advisory Board of the Institute for Family Business (IFB) Research Foundation and as Programme Chair-Elect of the Special Interest Group on Family Business Research at the European Academy of Management (EURAM). Alfredo is also Research Scholar at the Family Owned Business Institute. Alfredo is one of the leading scholars in the emerging stream of research at the inter-section of innovation and family business, and his research interests include innova-tion management in family firms and stra-tegic goal setting in enterprising families. On these topics, he has published widely in leading academic and professional journals. He serves on the Editorial Boards of Entrepreneurship Theory and Practice, Strategic Entrepreneurship Journal, Family Business Review and Journal of Family Busi-ness Strategy, and has been Editor of seven special issues on family business research in journals like California Management Review, Global Strategy Journal, Journal of Product Innovation Management and Small Business Economics. His most recent book (co-authored with Pramodita Sharma, Jess H. Chua and James J. Chrisman) entitled Family Business Studies: An Annotated Bibli-ography, was published by Edward Elgar in October 2012. Alfredo teaches about family business and innovation management at undergraduate, master and doctoral levels at Lancaster and elsewhere. He also teach-es in executive education programmes and serves as Director of the Executive Programme on Entrepreneurship and Family Business launched by the School of Management of Politecnico di Milano (Italy). Alfredo is member of several aca-demic and professional family business as-sociations and prior to his academic career was Manager in SCS Consulting, senior consultant in the Strategy service line of Ac-centure and financial analyst at the Italian Stock Exchange (London Stock Exchange Group). In these roles he provided strategy advice to corporate clients in a wide variety of industries, as well as innovation and succession management advice to family firms, helping them maintain competitive advantage across generations.

Chair Professor of Entrepreneurship and Family Business, Lancaster Uni-versity Management School, UK

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People - Moderators

Gonzalo Jiménez

Gonzalo Jiménez is the Said Chair Profes-sor of Corporate Strategy, Corporate Governance & Family Business, and Direc-tor of the Centre of Corporate Governance & Enterprising Families at Universidad del Desarrollo (UDD) –the top business school in innovation & entrepreneurship of Latin America, based in Chile. Previously, he held for 10 years the von Appen Chair in Family Business at Adolfo Ibáñez University, and was director and consultant of telecom-munications companies in Chile, France and the UK. Gonzalo is Founding Partner at PROTEUS, a 20-professionals strategy & governance consulting firm (est. 1995) advising leading family business groups in Latin America. He is also Chapter Director of The Family Business Network. He is an independent board member of 3 diversified family business groups, a mentor to CEOs and presidents and a trusted counselor to boards on strategy, governance, and succession issues. Gonzalo received an MBA from one of France´s top Grandes Ecoles, Ponts & Chaussées – Paris Tech, including a stint at London Business School MBA programme, and a M.Sc. in Finance from Universidad de Chile. He was the first Chilean Rockefeller Scholar at Harvard University; he is completing his doctor-ate at the University of Liverpool (UK). He holds the unmatched record of having been selected 10 times best professor by MBA students; and was identified as one of the ten “Chilean Superstar Professors”. He has authored and edited several books and articles on strategy and family busi-ness that have been acknowledged in the Economist, Strategic Management Review, Harvard Business Review, Family Business Review, Families in Business, Tharawat, and Corporate Governance: An International Review. He is a frequent speaker at global family business conferences and is widely cited by the business press.

Chair Professor of Strategy, Corpo-rate Governance & Family Business, Director of the Centre of Enterprising Families - Universidad del Desarrollo, Chile

Dennis T Jaffe

Dr Jaffe, a San Francisco-based advisor to families about family business, governance, wealth and philanthropy, recently com-pleted the study Good Fortune: Building a Hundred Year Family Enterprise, published by Wise Counsel Research. This research project is entering its third phase this year.

He is author of Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations and Work-ing With the Ones You Love: Building a Successful Family Business, as well as man-agement books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It. He has also writ-ten more than a hundred management and psychology articles. In 2005 he received the Beckhard Award for service to the field from the Family Firm Institute.

He has a BA degree in Philosophy, MA in Management, and PhD in sociology, all from Yale University, and is a licensed psy-chologist. Dr Jaffe is Professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.

Professor emeritus, Saybrook Univer-sity, San Francisco, USA

André Hoffmann

Full bio coming soon !

Vice-President of the Boards, Roche Holding Ltd. and WWF International

59

People - Moderators

Tamás Kürti

As a NextGen at a high-tech family enter-prise, Tamás grew up seeing outstanding performance, accomplishments, humility, creativity and power around him.

After a journey in online corporate strate-gies in Hungary and the US, he joined the family business where he founded and led its research and development centre for five years, ending in a professional succession.

By working at the board level for 7 years and organizing the family forum for 10 years, Tamás realized how deep is his love for learning by sharing experiences. This is why he founded FBN Hungary and felt blessed to shape NLC.

He holds an MSc. in Engineering Manage-ment degree in Organizational Develop-ment and Supervision.

Member of the Board, KÜRT Informa-tion Security Group, Hungary (2nd generation)

Andrew Keyt

Andrew is an internationally known busi-ness strategist and succession-planning expert for family owned businesses. He has established a reputation globally for his exceptional ability to advise large family owned businesses, resolve family con-flict and restore communication. Andrew specializes in succession planning, and leadership development, strategic planning, family governance and business govern-ance. In July 2015, Andrew will share a compilation of family stories and his own unique perspective in his new book, Myths and Mortals – Family Leadership and Succession Planning. Having served as a manager in two family-owned firms, and as member of his own family partnership, he has experienced the challenges of family business firsthand.

As a leader in the field of family business, Andrew has been published in magazines and journals, including Family Business and Family Business Review. Keyt is frequently quoted by news outlets, such as the Chicago Tribune, The Economist, The Wall Street Journal, Entrepreneur magazine, National Public Radio, ABC World News, CNBC.com, Smart Money magazine, and Business Newsmakers with Jack Taylor. A cum laude graduate of Kenyon College (BA), he completed a Master’s in Family Sys-tems Theory from Northwestern University with a concentration on family business. Outside of the family business world, he currently serves on the Alumni Council of Kenyon College. An active volunteer with the Leukemia Society of America, Andrew has completed six marathons, while raising money for leukemia research. Andrew is an avid singer, and has performed in classical choirs, jazz clubs, and popular settings.

Executive Director of the Loyola University Chicago Family Business Center and President, FBN North America, USA


Denise is Professor of Family Business and co-Director of the IMD Global Family Business Center. She is an international speaker, consultant and educator in the field of family business. For nearly 20 years Denise has worked extensively with very large family businesses in Asia, the Middle East, Europe, and North and South America and is used to dealing with complex govern-ance and wealth situations. She is author and co-author of the books: Governance in Family Enterprises–Maximizing Economic & Emotional Success (Palgrave MacMillan, 2014); Family Business–Key Issues (Palgrave Macmillan, 2005); Sharing Wisdom, Build-ing Values–Letters From Family Business Owners To Their Successors (Palgrave Macmillan, 2002); A Woman’s Place. The Crucial Roles of Women in Family Busi-nesses (Palgrave Macmillan, 2008); and the cartoon illustrated books Why Me? Wealth: Creating, Having and Passing it on (2007) and Who, Me? Family Business Succession. A Practical Guide for the Next Generation (2005). In recent years she has also pub-lished articles on succession, competence, growth, IPOs, governance issues and on serial business families. Founder and former president of the Family Business Network (FBN) chapter in French speaking Switzer-land, Denise received several international awards for her research work. In addition, Denise is a certified coach working with the Solution Focused Coaching “SFC” ap-proach (based on brief therapies). She is an accredited Lifo® Licensee – a personal style survey which helps individuals reach their potential and improve their performance. Denise is the founder, CEO and Chairman of Gen10 SA, an independent company providing high quality VIP Boutique services to HNW & UHNW entrepreneurial families and families of wealth around the globe in mediation, coaching and education pro-grammes around succession, governance, business, ownership, wealth, family office and family philanthropy. Prior to specialis-ing in family business, Denise worked for fifteen years in international industrial companies where she developed an exper-tise in strategy, accounting, M&A, as well as financial and business analysis.

The Wild Group Professor and co-Director of the IMD Global Family Business Center, IMD, Switzerland

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People - Moderators

Samuel Maldonado

Samuel is an active member of the GEM Family Council. He is also the acting presi-dent of FBN’s NxG International Committee. Samuel has a BA in Psychology and a BS in Business Administration from The Citadel Military College of South Carolina and is currently pursuing a Masters in Family Entrepreneurship at Zeppelin University in Friedrichshafen Germany.

President of NxG Committee; Grupo Económico Maldonado (GEM), Ven-ezuela (4th generation)

Sara Mohammadi

Sara has experience in management consulting with PwC and Monitor Deloitte, where she engaged clients in the private and public sector on strategy, policy, business development, and organisational challenges across various sectors includ-ing real estate, hospitality and clusters. As a member of the Strategy and Business Development team at Dubai Holding and its subsidiaries, Sara had the chance to be a part of some of the iconic brands and pro-jects in Dubai, including Jumeirah Hotels and Resorts, Dubai Internet City and the Dubai Creek Revitalization initiative.

Sara holds an MSc in International Politi-cal Economy from the London School of Economics, an MA in Economics and a BA (Summa Cum Laude) in Economics and International from Tufts University. She enjoys traveling, high-altitude hiking, and reading Rumi.

Advisor, Family Business Network GCC, Dubai

Rania Labaki

Professor and researcher at the University of Bordeaux, Rania teaches and conducts research at the intersection of the fields of finance and family business.

Her main research interests include the role of family relationships and emotions in financial decision-making and governance. She is a former Visiting Scholar at Baruch College – The City University of New York where she was involved in research projects and guest lectures on family businesses. She is a recipient of several international awards recognizing her contribution to research in the family business field. Rania served as Chair of the International Family Enterprise Research Academy’s Conference in 2012 and as Guest Editor of the Entrepre-neurship Research Journal’s Special Issue on the Emotional Dimension of Organiza-tions in 2013. She is a member of editorial and reviewing boards for several academic journals in management and family busi-ness and a member of the scientific board of FBN France.

She holds the Family Firm Institute Certifi-cates in Family Business and Family Wealth Advising. Since 2009, she is the academic expert of FBN International – Next Gen-eration Committee where she contributes to program content development for the international conferences and to strategic activities focused on education, research, networking, and entrepreneurial initiatives on an international level. She also serves as the academic director of the Family Business International Foundation which supports the creation and dissemination of family business knowledge that is practical-ly-based and scientifically-oriented.

Associate Professor of Management Sciences, University of Bordeaux, France; Academic Expert of NxG Committee

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People - Moderators

Santiago PerryGijs Pelt

Santiago Perry is a fourth generation member of the Espinosa Group from Bo-gota, Colombia. He is a founding member of Perry Espinosa Consultores, one of the leading consulting firms for families in busi-ness in Colombia.

Santiago has a BA in history and Latin American Studies from the University of San Francisco and an MBA for families in Business from Kennesaw State University. In the Espinosa Group he is a member of the board of advisors.

Santiago is a member of the board of directors of FBN Colombia. He is a constant collaborator with entities like Campden Wealth, UBS and different chapters of FBN around the world.

Gijs Pelt is a 26 year-old active business member of the family that, in 1926, founded De Stiho Groep. The Netherlands-based company operates in the wholesale build-ing materials sector.

In his daily life Gijs works as a strategy consultant for Roland Berger. In the spare time he has left, he likes to go travelling, snowboarding and cycling (like everyone else in the Netherlands)!, Gijs really enjoys being at FBN events. He has attended the Global Summit a few times before and is really looking forward to Montreux!

Member, Board of Advisors, Grupo Espinosa, Colombia

NxG, De Stiho Groep, The Nether-lands

Paolo Morosetti

Paolo teaches courses in different executive and masters programmes and develops customised application-oriented learning initiatives for families in business committed to last for centuries. His areas of expertise in applied research are corporate strategy, family strategy and governance, and suc-cession planning.

Paolo serves as non-executive director on the boards of multi-generational family businesses and chairs the board of an eighth generation family business with a fragmented ownership structure. Since 2005 he has advised family businesses about succession planning and govern-ance.

For more than 10 years Paolo has been ac-tively involved with FBN. He had managerial responsibilities within the Italian Associa-tion, co-chaired the Programme Commit-tee of the 24th Global Summit in Rio de Janeiro, and helped develop initiatives to make FBN a global and vibrant community.

Director, Strategic and Entrepreneur-ial Management Department, SDA Bocconi School of Management, Italy

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People - Moderators

Mariana Saavedra

Mariana Saavedra Espinosa is a fourth generation member of the Espinosa Group from Bogota, Colombia. She is a PhD can-didate in the department of Anthropology at Cornell University in the United States. Her dissertation focuses on the subject of family businesses in Colombia, in particular on the emergence of a cadre of experts and consultants that has taken place in the country since the 1990s. She holds a BA in Philosophy from Macalester College and a Master’s Degree in Anthropology from Cor-nell. She has worked in education for her entire career as an admissions counselor, high school teacher and now, as a profes-sional academic. In the Espinosa Group she has been a member of the Family Council.

Fourth generation Member of Espi-nosa Family Group

Olivier Rieu

Olivier is a seasoned finance professional with international operational experience in the FMCG industry and in the wealth management sector. A financial invest-ment advisor to private individuals and business owners, his professional experi-ence includes a strong field experience in international business development roles at Procter & Gamble followed by wealth man-agement functions at French independent advisory firm Equance Private Banking. Olivier is also a private investor and holds board member roles in early stage private companies in the E-commerce, aeronautics, digital media, and retail sectors. He speaks, French, English and Swedish. Degree in En-trepreneurship from Grenoble Management School and Master of private banking from Bordeaux Graduate School of Business.

CFO, Not For Sale Ale, France

Sabine Rau

Before going back to academia again, Dr Rau founded her own business before join-ing her family’s business. She re-started her academic career as a Research Fellow at INSEAD in 2001. In 2003 Professor Rau took over the presidency of the international family research academy, ifera (www.ifera.org), which she led until 2007. She serves as independent director on several boards such as the Aufsichtsrat of Steuler (www.steuler.de), a hidden champion from Germany.

Professor Rau has published in various journals such as the Strategic Management Journal, Journal of Business Venturing, Family Business Review, Journal of Business Research, Entrepreneurship, Theory & Prac-tice, Small Business Economics, Entrepre-neurship and Regional Development and others. She wrote one of the first textbooks on family business now published in the 3rd edition. She serves on the board of several academic journals.

Her research focus is the influence of family on the business and vice versa. Topics such as succession, governance, and family specific resources and their influence on performance are central to her research.

Professor of Entrepreneurship and Family Business, King’s College Lon-don, United Kingdom

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People - Moderators

Albert Jan Thomassen

Albert Jan is the Executive Director of FBNed (FBN Netherlands), a member asso-ciation with 150 family businesses and over 500 individuals. FBNed facilities members’ exchange, peer learning and education through its own FBNed Academy. Within FBNed Albert Jan is also active in advocacy and promoting the interests of business owning families. Albert Jan serves on the management committee of European Family Businesses (EFB) and is a member of FBN International’s Polaris committee. Within the family business field he is known as a specialist on governance and succes-sion issues in family businesses.

Executive Director of FBN Netherlands (FBNed)

Ulf Stenerhag

Ulf is CEO of Not For Sale Ale, a social impact business enterprise.

Born in 1967 he holds a Masters degree in Business Management and Engineering from the Royal Institute of Technology, Stockholm, Sweden.

Ulf has also a background in music and earlier worked as a freelance music com-poser. Ulf has many years of management experience within industrial sales organiza-tion and is currently CEO of Thurne Teknik AB, a Nordic technical trade company.

Ulf has been leading several cultural change projects and has extensive experi-ence of growing culturally diverse organi-zations in challenging global business environments.

CEO, Not For Sale Ale, Sweden

Caroline Seow

Caroline’s recognition of the importance of cross sector collaboration led her to venture into the family business and non-profit space after nearly two decades in MNCs. Starting work life as a systems engineer with IBM, her last ‘corporate’ role was Head of Marketing, Apple Asia Pacific.

At FBN International she is a passionate advocate of conscious capitalism and shared value; building trust between sec-tors, encouraging cross-pollination of ideas and catalysing for-profit and non-profit partnerships. Caroline believes that family businesses are uniquely positioned to be transformative agents in driving the sus-tainability agenda – their long term vision, willingness and ability to align their values and practices with the greater community allow them to meet present day challenges while projecting for generations to come.

Caroline’s community work includes time spent in Myanmar and Zimbabwe. She has a BA in Economics & Sociology from the National University of Singapore, a Masters in Education from Monash in Australia and in 2011 completed the Executive Program for Non-Profit Leaders at the Stanford Gradu-ate School of Business.

Director, Sustainability, The Fam-ily Business Network International, Singapore

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People - Moderators

Julia Freifrauvon Poschinger-Bray

Julia Freifrau von Poschinger-Bray is an affiliate and former director of INSEAD’s Wendel International Centre for Family Enterprise, an academic platform exclu-sively funded by families with the vision to globally promote the sustainability of family businesses.

For more than 10 years Julia has been actively involved with the Family Business Network. She was a member of the Global Summit Programme Committees in Berlin 2007, Delhi 2008, Amsterdam 2009 and Dubai 2014, and has helped build the FBN NxG Community. Since 2007, she has estab-lished and run the ‘Social Entrepreneurship Day’ (2008 – 2013) as part of the annual Summits and was instrumental in bringing the global Ashoka-FBN alliance partnership to life. Currently, Julia is a member of the recently established FBN Polaris Committee for Sustainability.

Julia is also a supporter of Ashoka; a freelancer at PwC; an advisor to the Forum for Active Philanthropy; and founder/director of her own company supporting social enterprises. She is a graduate of the University of Oxford (BA (Hons) Geogra-phy), the University of Cambridge (MPhil International Studies) and SciencesPo Paris (DEA International Relations). In 2011, she completed her Executive MBA for Families in Business with Prof. Joseph Astrachan. Julia loves to spend time with her family and friends, enjoys nature, exercise, traveling and exploring the world.

INSEAD Wendel International Centre for Family Enterprise, France

Christopher Wasserman

Christopher Wasserman has an MBA from New York University and began his career in the Eutectic Castolin family group, as a member of the Board. This multinational company was one of the first in the world to adopt the concept of sustainable develop-ment.

Christopher is now President and Founder of the Swiss based TeroLab Surface Group, a European company offering services and manufacturing expertise in the technology of surface protection by thermal spraying.

He is convinced that it is possible to suc-cessfully create sustainable business through partnerships with all key stakehold-ers (employees, suppliers and customers). In the context of the current economic cri-sis, he began to develop some of the most progressive and visionary HR strategies in the sector. These strategies are aimed at transforming management practices so that employees feel more responsible in their work and act accordingly. In addition to his core business, Christopher co-found-ed the Zermatt Summit in 2009, an annual event run by the Zermatt Summit Founda-tion. Held for the first time in 2010, Its role is to inspire, connect and empower high pro-file entrepreneurs, economists, political and spiritual leaders and NGO representatives who strive to be catalysts of a more inclu-sive and human globalization. The purpose of the enterprise is not only economic but also social, societal and environmental.

He is also President and co- founder of the Ecophilos foundation, a Think Tank which works on the social doctrine of the church applied to businesses. The Foundation or-ganizes a summer school in Fribourg (CH), which annually brings together young professionals, as well as circles of reflection for business leaders.

President and Founder of TeroLab Surface Group, President of the Eco-philos and Zermatt Summit Founda-tions, Switzerland

Marie-Christine von Pezold

Marie-Christine has acted as the Director of FBN Suisse Romande and later FBN Switzer-land since 2008.

She has completed her legal studies in Austria with a Master of Law, which she complemented with a post-graduate degree in International Relations (MSc) from the London School of Economics and Political Science.

Marie-Christine von Pezold is an independ-ent Family Business consultant, accompa-nying Families in succession processes and the establishment of their Family Charter. She collaborates with several Family Busi-ness specialists in French and German speaking countries.

Before becoming independent, Marie-Christine worked for 10 years for the Family owned Swiss Private Bank Lombard Odier, in the Family Business Services department where she initiated and co-created the Lom-bard Odier Family Program and the Next Generation Leaders Program.

Marie-Christine started her career at the International Committee of the Red Cross (ICRC) where she was for four years re-sponsible for the raising of funds from large donors, foundations and estates worldwide.

Since she left the International Committee of the Red Cross (ICRC) in Marie-Christine has been Board member of the largest charity supporting children and adoles-cents facing challenges in Geneva. She is passionate about developing an under-standing of foreign cultures and enjoys listening to classical music.

Director of FBN Switzerland

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Thomas Zellweger

Thomas Zellweger holds the family busi-ness chair at the University of St Gallen (Switzerland) where he also directs the school’s Center for Family Business. He holds an MBA from the University of St Gal-len and studied at Université Catholique de Louvain (Belgium). After two years in investment banking he received his PhD at the University of St Gallen in 2006. He was a research fellow at Babson College (USA), visiting professor at the University of Brit-ish Columbia, Sauder School of Business (Canada), and at the University of Witten/Herdecke (Germany).

Thomas is founding associate editor of the Journal of Family Business Strategy and serves on the editorial boards of Entrepre-neurship Theory & Practice and Family Business Review. His research has been published in leading academic journals such as Strategic Management Journal, Organization Science, Journal of Man-agement Studies and Journal of Business Venturing, amongst others. His research has received several international awards.

Thomas is a member of three supervisory boards of family firms in Switzerland and advises family firm owners on governance and strategic questions. Thomas is married and with his wife Nathalie has two boys, Nicolas and Leo.

Chair of Family Business, University of St Gallen, Switzerland

Andreas Zehnder

Andreas Zehnder is Partner of Egon Zehnder based in Zurich. In 2001 he joined the firm which was founded by his father in 1964. He was elected Partner in 2006. He works across the firm`s Financial Services, Industrial, and Consumer Practices. As Leader of the Swiss Family Advisory Group and Core Member of the Family Business Practice (incl. Governance, Succession planning, family offices, appraisals, etc.).

Prior to joining Egon Zehnder, Andreas worked in strategy consulting with McKin-sey & Company in Zurich and Paris as an Engagement Manager. His earlier career was in advertising at Young & Rubicam Switzerland. While studying for his PhD in Law, Andreas worked with Citibank in the area of legal and investment management.

He got his Masters in Law and a PhD in con-tractual law, from the University of Zurich. He completed a two-year MBA at The Kel-logg School of Management, Northwestern University, in the US.

Partner, Egon Zehnder, Switzerland

People - Moderators

Yuelin T Yang

Yuelin T Yang is the Managing Director of the Asset Management unit of IMC Industrial Group, which forms an integral part of the Group’s industrial supply chain strategy. He oversees investments in the Group’s shipping and other marine assets. He is a Member of the Boards of IMC’s joint ventures with Chevron and GATX.

Mr Yang has been with IMC since 1995 and has held various senior appointments, in-cluding Director of Finance and Corporate Affairs. Prior to joining IMC, Mr Yang was a member of Office of the Chairman Stan Shih and Associate General Counsel at Acer Computers in San Jose, California and Taipei, Taiwan. He started his career prac-ticing law in Silicon Valley at the Cooley Godward and Brobeck Phleger law firms.

Mr Yang is on the World Economic Forum’s Global Agenda Council for ASEAN and the Family Business Advisory Commit-tees of Family Firm Institute and INSEAD, respectively. He is a member of the Pacific Pension Institute (San Francisco), the Asian Corporate Governance Association (Hong Kong), and the Industry Advisory Council of National University of Singapore’s Business School’s Centre for Governance, Institutions & Organizations.

Mr Yang received a Bachelor of Science in Industrial Engineering from Stanford Univer-sity and a JD from Stanford Law School.

Managing Director, Asset Manage-ment, IMC Industrial Group, Singa-pore

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People - Host Families

Host FamiliesAudemars Piguet is not just a company. It’s still an independent family business estab-lished in and continually operating from Le Brassus, in the Vallée de Joux, the cradle of fine watchmaking.

In 1875 Jules Louis Audemars, decided to join forces with Edward Auguste Piguet, in order to develop and craft watches equipped with complex mechanisms. They shared a passion for watchmaking and a mastery of the art of precision that still characterizes the company today.

Today, Audemars Piguet is still the oldest fine watch-making manufacturer never to have left the hands of its founding families. This gives the company an independent streak that allows it to go its own way and follow its own unique vision.

Over 135 years ago Jules Louis Audemars and Edward Auguste Piguet showed the world that their unmatched dedication to excellence would stand apart, even in a valley filled with the finest watchmakers in the world. Today the enduring strength of the firm lies on the six fundamental values established by the founders: Respect, Integrity, Exclusivity, Inspiration, Passion, and Sophistication. Together these values are perfected and revealed through the Savoir-Faire that is truly unique to Audemars Piguet.

www.audemarspiguet.com

BOBST is the world’s leading supplier of machinery and services to packaging manufactur-ers in the folding carton, corrugated board and flexible materials industries.

Founded in 1890 by Joseph Bobst (1862-1935) in Lausanne, Switzerland, as a supplier to the graphic arts industry, the company began to specialize, under the leadership of Henri Bobst (1897-1975), in the development, manufacturing, sale and service of machines dedicated to the printing, die-cutting, folding and gluing of flat and corrugated board. The company has been able to grow based on the original solutions of its engineers. Each generation has applied the founders’ will in a constant search for products adapted to the needs of the market, and achieved according to strict quality requirements, without techni-cal compromises.

For 125 years, BOBST has created the highly customized machines, needed by the folding carton, corrugated board and flexible materials industries, for their increasingly complex packaging processes.

From the beginnings back in 1890s, when Joseph Bobst opened a shop in Lausanne, to today’s global brand covering over 50% of the packaging industry, BOBST has relied on its people and their knowledge: knowledge that has been built up through generations.

Over the years, many remarkable men have successfully driven the company from the top spot.

Aspiring to match their achievements is today’s CEO, Jean-Pascal Bobst, great-grandson of the founder, who runs a company that is present in more than 50 countries, has 11 produc-tion facilities in 8 countries, and employs over 4 800 people around the world.

The headquarters of BOBST is in Mex, Switzerland. The Group recorded a consolidated turnover of CHF 1.3 billion for the year ended December 31st, 2014.

www.bobst.com

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In the increasingly globalised private education sector, Brillantmont International School in Lausanne is an exception. The second oldest boarding school in Switzerland is the only one to have been owned by the same family since its foundation in 1882. Throughout its 133 years history the school has impacted the lives of thousands of young people from all four corners of the globe.

Whilst the learning that takes place within its walls today would be unrecognisable to the school’s founders, their vision and commitment to providing a challenging, internationally recognised education has never faltered. The school constantly evolves, incorporating the latest technology into the varied teaching styles. The challenges of how best to prepare children aged 10-18, many of whom will themselves inherit family businesses, for tomorrow’s society, is under the responsibility of the fifth generation, the Frei family.

Family values not only permeate the everyday life of the school’s 150-strong student com-munity, but also lie at the heart of the governance and leadership of an SME with over 80 employees, whose identity is very much linked to the city of Lausanne yet whose reputation is worldwide since students and alumni come from every continent.

www.brillantmont.ch

Established in 1915, Caran d’Ache is one of the leading writing instrument and luxury stationary suppliers in the world. For a century, the family-owned business has been at the forefront of innovation in its industry and has uniquely offered its international customer base the colourful options needed to experience the joys of writing.

Located in Geneva since its inception, the Maison is committed to creating and devel-oping writing and drawing instruments combining the finest materials with the most advanced, innovative technique.

A jewel in the crown of Swiss manufacturing tradition, the Maison has always been a human-sized, environmentally responsible family business. A symbol of the Swiss Made label of quality, the name of Caran d’Ache enjoys an international reputation.

www.carandache.com


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Independent family firm since 1860

Chopard is a Swiss-based luxury watch and jewellery company founded in 1860 by Louis-Ulysse Chopard, from whom the company takes its name.

Taken over in 1963 by the Scheufele family, Chopard has never been anything other than an independent family firm. Nonetheless, running and developing a company such as Chopard could not be done without a precise and rigorous ethical approach. Over the years, six corporate values based on the family spirit have emerged: independence, quality and excellence, creativity, heritage, respect and audacity. These run like a thread through its own code of ethics and is rooted in common sense and loyalty. Chopard has forged its success steadily and serenely to become one of the great Manufactures that firmly believe it is possible to shine outside the major luxury groups.

Entirely independent, Chopard is pursuing a time-honoured family tradition. Karl Scheufele and his wife Karin have orchestrated the company’s international expansion for more than 50 years and are still active in the firm. Their two children are its current co-presidents: Caroline Scheufele is responsible for the ladies’ collections and high jewellery, while her brother Karl-Friedrich Scheufele manages the gents’ collections and the Chopard Manu-facture in Fleurier, the production site of L.U.C movements.

www.chopard.com

Swiss and family-owned for the last 120 years.

Firmenich is not just the name of a Fragrance and Flavor House. It is also the name of a Family that has been personally committed to its Colleagues, Clients, Communities and Creativity for 120 years.

Firmenich is the world’s largest privately-owned company in the fragrance and flavor business. It was founded in Geneva, Switzerland, in 1895 and has remained independent, building on an original entrepreneurial and pioneering spirit. It has created many of the world’s best-known perfumes and flavors that billions of consumers enjoy each day. Its pas-sion for smell and taste is at the heart of its success. It is renowned for its creativity and in-novation, as well as its exceptional understanding of consumer trends. Each year, it invests around 10% of its turnover in R&D, reflecting its continuous desire to understand, share and sublimate the best that nature has to offer. Firmenich had an annual turnover of 2.95 billion Swiss Francs at end June 2014.

www.firmenich.com

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The Fonjallaz family– has been rooted in the village of Epesses since 1552.

Originally from France, the family settled in Switzerland after its ancestor Henry walked over to the northern shore of Lake Geneva to accompany his son Pierre, who had found work as an unskilled vineyard worker. The Fonjallaz were granted the Epesses citizenship in 1630 after succeeding in purchasing an initial piece of land. The legend had started. Twelve generations on, many of Henry’s descendants pursue the family tradition related to the noble work of the vineyards and wine. Having taken over the estate from his father Gustave in 1984, Patrick Fonjallaz is no exception to this rule, enforced with each new generation. His estate currently covers an area of thirty hectares spread between the prestigious appellations of Epesses, Villette, St-Saphorin, Calamin and Dézaley, without forgetting the vineyards, which enshrine the imposing Château du Châtelard, on the commune of Montreux. Proud of this age-old heritage and grateful to his forebears for having built it up, Patrick Fonjallaz is in honour bound to make the estate grow while strictly observing its exacting traditions.

www.fonjallaz.info

SINCE 1875 Ginox SA is a family business with Mr. Jerome Hofer as its CEO, representing the 5th gen-eration. Originally, dealing in the hardware and boiler business, the company has grown steadily across generations to become a leading company in the industrial tailor made kitchens world with an international set up and reputation.

SWISSNESS Each generation of the family business has established over the years strong partner relationship with the major players of the hospitality business. Its Research and Develop-ment team is in a constant search for innovation and developing products to meet the fast moving market trend demand and consumer’s expectations.

INTERNATIONAL In order to maintain its dynamic growth, Ginox SA naturally evolved by spreading its com-petencies on an international level. Ginox has now been active in the Middle East market for over 8 years with a manufacturing plant in the United Arab Emirates. The 5th generation is proud to have acquired in such short time a leading position in the market. Spurred but this recent success, the family company is now undergoing the opening of a showroom in Bangkok to expand its activities in the Asian market.

www.ginoxgroup.com

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Reitzel is a family-owned company that was successively managed by Hugo Reitzel, the founder, Franz and Charles Reitzel, his sons, and then Joseph Poupon until 1986. Since then, the company has been run by Bernard Poupon.

The Reitzel and Poupon families are majority shareholders. Pierre B. Darmon joined Ber-nard Poupon It all began here in 1909 with a colonial foodstuff business that was called Hugo Reitzel & Cie. Then, when the sons took over the business in 1945, it became Reitzel Frères SA. In 1986, when Bernard Poupon become the company’s new director and started expanding it abroad, he first founded Reitzel (France) and Reitzel Frères inevitably became Reitzel (Suisse) SA. Then came Reitzel (India) and now Reitzel International manage the company in 1987.

www.groupe-reitzel.com


In 1889, Louis Morand founds the Morand Distillery. He creates the Grand-St-Bernard, a liqueur made from the plants and honey of the Alps. He distils an absinthe that quickly wins him acclaim and fame. He also creates syrups and lemonades. In 1953 André Morand, Louis’ son, has a stroke of genius: drawing from the extraordinary quality of the Valais Williams pears, he creates an eau de vie and gives it its own brand. The Williamine is born. 1958 Louis Morand takes over from his father, André. Leading the family business for over 50 years, he establishes and ensures a culture of rigorous quality that underpins the reputa-tion of all its products. Thanks to his efforts, the Williamine becomes the international gold standard in pear eau de vie.

In the 2000s, Julien Morand and Bruno Vocat, Louis Morand’s son and nephew, respec-tively, join the company. Louis Morand is Chairman of the Board. Since 2008, Didier Fischer is the company CEO, and sits on the board of directors together with Jean-Pierre Morand and Olivier Vocat. The distillery launches an innovation program to meet the needs of a changing market. It modernises its production processes. It launches new products, in particular its new Douce de® line, as well as new syrups. It offers new ways to consume its products under the brands Swiss cocktails and Swiss rock.

www.morand.ch

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It’s at the end of the 19th century, in the middle of the tourist boom, that Arnold Zurcher set-tled in Montreux on the Vaud Riviera, to open a patisserie and a tea room. At the beginning of the 20th century, Arnold Zurcher being a passionate entrepreneur, began an industrial production of fine chocolates. After a period of prosperity, the first world war undermined the planned projects the family had in mind. The blockade of raw materials and their pro-hibitive prices threatened the Swiss chocolate industry.

Arnold Zurcher Snr. in the meanwhile joined by his son Arnold chose to gamble on the future and got into debt in order to expand the chocolate factory. But the industrial venture of the chocolate factory ended in 1927, during the economic crisis. Only the patisserie and the tea room remained in the hands of the family.

Arnold Zurcher Jnr. and his son Edouard were mobilized during the second world war. Mady, the second wife of Arnold Jnr. ran the family business for a few years.

After the war, Edouard and his wife Dora took over the business.

As early as 1945, confectionery was experiencing unprecedented development.

International clientele were back in Montreux. The Zurcher family hired a small orchestra to perform in their grand salon; the street terrace had three rows of tables. Robert, Edouard’s brother was responsible for the tea room which was very fashionable at the time, thus enabling him to collect some autographs from prestigious guests.

In 1969 through hard work and good business planning, Edouard and Dora were able to complete the remodeling of the entire premises.

In 1982, Confiserie Zurcher is handed over to Antoinette, Edouard’s daughter. She is the fourth generation of the family to be the head of the company. Antoinette has two children, Nicolas and Anne. Anne, the great-great granddaughter of the founder, inherited the Confiserie in 2009. She proudly maintains the tradition of her ancestors while bringing a contemporary touch evidenced by the new decor, which is proving to be as welcoming as in the past.

www.confiserie-zurcher.ch

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People

Program Committee

Joseph H Astrachan

Alexis du Roy de Blicquy

Alexandra JequierWells Fargo Eminent Scholar Chair of Family Business Kennesaw State Uni-versity, USA; Chair, 26th FBNi Global Summit, Montreux, Switzerland

CEO, The Family Business Network International, Switzerland

Content and Communication Director, The Family Business Network Interna-tional, Switzerland


Sara Mohammadi Caroline Seow

The Wild Group Professor and co-Director of the IMD Global Family Busi-ness Center, IMD, Switzerland

Advisor, Family Business Network GCC, Dubai

Director, Sustainability, The Fam-ily Business Network International, Singapore

Petri Tuomela

Marie-Christine von Pezold Yuelin T Yang

CEO, me2we; Osmatic Oy, Finland (2nd generation)

Director of FBN Switzerland Managing Director, Asset Manage-ment, IMC Industrial Group, Singapore

Thomas ZellwegerChair of Family Business, University of St Gallen, Switzerland

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Priscilla de MoustierFrance

Farhad ForbesVice-Chairman of the Board India

Eliane Garcia MelgaçoBrasil

Karl-Erivan W. HaubChairman of the Board Germany

Serife Inci ErenTurkey

Alfonso Libano DaurellaTreasurer Spain

Samuel MaldonadoVenezuela

Peter ThermanFinland

Martine ReynaersBelgium

Chavalit Frederick TsaoSingapore

People - Board members

Maya FaerchDenmark

Alexis du Roy de BlicquyFBN International

Board members

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Simon TorresColombia

Onur ErenTurkey

NxG Committee

Tamas KurtiHungary

Samuel MaldonadoPresident

Rupa Patel

Julia Puig

Christine Gaucher

Spain

UK

Rania LabakiMaya FaerchAcademic Expert

Arjun Chowgule

Next Generation Coordinator

India

Vice-President

People - NxG Committee

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Summit venue

The 26th Family Business Network Glob-al Summit will take place in Montreux, Switzerland.

The city of Montreux (25’000 inhabitants) is located on the shores of the Leman Lake (Geneva Lake), at the foot of the Alps and is surrounded by the beautiful vine-yards of Lavaux, a UNESCO world heritage.

The city is also famous for its Jazz Festival which has been tak-ing place for 49 years at the Montreux Music and Convention Centre where the FBN Global Summit will be held!

Montreux Music and Convention Centre

Avenue Claude Nobs 5 1820 Montreux - Switzerland www.2m2c.ch

Logistics

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How to get there ?

Fly to Switzerland :

From Geneva airport to Montreux :

The FBN team recommends participants to land in Geneva.

— Geneva airport is 90 Km from Montreux – 1h10 to 1h25 by train

— Zurich airport is 210 km from Montreux – 2h50 by train

The FBN team recommends participants to take the train from Geneva Airport to Montreux.

Taxi are very expensive in Switzerland (around 300 CHF, one way Geneva-Montreux). Train is the safest, most reliable and convenient mean of transport to reach Montreux.

From Geneva Airport to Montreux train station:

— Exit customs hall and turn left. At the far end of the hall, pass through the rotating doors into the train station. The ticket office is on your right. Ticket machines are also available in the hall.

— The journey to Montreux takes approximately 1h10 with direct trains and 1h25 with 1 change

— Direct trains are departing every 30 minutes

— The one way trip costs CHF 35.- in 2nd class and CHF 62.- in 1st class.

— Take only a one way ticket as the return ticket is valid only on the same day !

Transportation from and to the airport must be arranged individually and will not be reimbursed.

Logistics

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From Montreux train station to the official hotels :

The Grand Hôtel Suisse Majestic is located in front of the station.

The Fairmont Le Montreux Palace is 5 minutes by foot from the station:

— Exit the station and turn right

— Walk until the roundabout and take the small street which goes down

— At the end of the street, turn right and walk 500 meters, the Palace is on your right

Logistics

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Visa

Participants may enter Swiss territory without a visa if they are a citizen of the European Union (EU) or the European Free Trade Association (EFTA) and in possession of a valid recognised identity document.

Participants should contact the nearest Swiss embassy or consulate to determine the appropriate timing of their visa ap-plication should they need one to enter Switzerland.

Participants requiring an official Letter of Invitation should contact FBN International ([email protected]) by 10 August 2015.

For more information about visa for Swit-zerland: www.eda.admin.ch

Phones

Switzerland uses the GSM standards, 3G and 4G is available in cities.

It is also possible to buy Local prepaid SIM Cards in Swisscom shops which work with most unlock GSM International phones.

Country code is +41 followed by (0) for local calls.

Banks and shopping

Banks and shops are usually open from 09:00 am to 07:00 pm during week days and from 09:00 am to 6:00 pm on Satur-days.

All shops are closed on Sunday !

Electricity

230 volts/50 hz. Plugs are with 3 sticks (Type J)

Weather

The average temperature in Switzerland in mid-October is between 10°C and 15°C.

It can be pretty cloudy with a bit of rain during a short period of the day.

More info on : www.meteoswiss.ch

Trains

Taxis are very expensive but trains are very safe, efficient and connections around the country are really good.

SBB (national train company) website: www.sbb.ch

Golden Pass Panoramic Train (leaving from Montreux): www.goldenpass.ch

Glacier Express, mountains train (leaving from Brig): www.glacierexpress.ch

Tourism office

Montreux Riviera Tourism provides key information about what to see and what to do in the area:

Montreux-Vevey Tourism Rue du Théâtre 5 1820 Montreux www.montreuxriviera.com

Car rental

All main rental cars agencies have an of-fice at Geneva Airport (Avis, Europcar, Sixt, Budget, Hertz…)

In Montreux, the following agencies are available:

Europcar Avenue Claude Nobs 2 1820 Montreux

Avis Grand Rue 97 Hotel Royal Plaza 1820 Montreux

Dress code

The following dress code is highly recom-mended:

During the Summit: smart casual

Welcome Reception on 14 October: smart casual

Special Swiss Family Evening on 15 Octo-ber: casual

Gala Evening on 16 October: cocktail attire

Emergency numbers

Police: 117

Fire: 118

Ambulance: 144

Useful information

Logistics

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Transport

The Family Business Network is pleased to collaborate with a Swiss family business, Lathion Voyages et Transport SA (4th generation), for the organization of transportation during the summit.


Family Visits

Please note that transfers from and to Geneva airport must be arranged individually and are not covered by FBN.

Please make sure to register for family visits in advance and arrive at least 30 minutes before departure at the Fairmont Le Montreux Palace to pick up your badge (as a matter of respect from the host families, the bus will not wait!).

Logistics - Transport

Family VisitALL departures from Fairmont Le Montreux Palace

Estimated time back to the hotel

Chopard 08.30 15.00 – 15.30

Morand 09.00 15.00 – 15.30

Zurcher 09.00 (on foot) 11.30 – 12.00

Fonjallaz 09.45 15.00 – 15.30

Brillanmont 10.00 15.00 – 15.30

Ginox 10.15 15.00 – 15.30

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Shuttle Majestic < > Fairmont Le Montreux Palace

Shuttle Service between Grand Hotel Suisse Majestic and Fairmont Le Montreux Palace, Petit Palais (for Newcomers Recep-tion, Happiness Lab and Welcome Reception):

Should you prefer to walk, Fairmont Le Montreux Palace, Petit Palais is 5 minutes from the Grand Hotel Suisse Majestic.

There is no shuttle between Fairmont the Montreux Palace and the Petit Palais which is across the road from the hotel.

Departure from Grand Hotel Suisse Majestic (in front of the hotel)

Departure from Petit Palais (opposite Fairmont le Montreux Palace)

Transfer time

Ongoing from 17.00 to 21.40Ongoing from 17.05 to 21.45 LAST DEPARTURE AT 21.45

5 minutes


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Thursday 15 October

Shuttle Majestic < > 2m2c

Swiss Family Evening

Shuttle Service between Grand Hotel Suisse Majestic and Montreux Music and Convention Centre :

Transfer to Swiss Family Evening – Please bring your badge, you will be asked for it to take the bus!

Should you prefer to walk, the Montreux Music and Convention Centre is 10 minutes from the Grand Hotel Suisse Majestic.

There is no shuttle between Fairmont the Montreux Palace and the Montreux Music and Convention Centre which is across the road from the hotel.


Departure from Montreux Music and Convention Centre (in front of the building)

Transfer time

Ongoing from 08.30 to 09.00 Ongoing from 17.15 to 17.30 5 minutes

Departure from Grand Hotel Suisse Majestic (in front of the hotel) AND Fairmont Le Montreux Palace (in front of the hotel)

Return from Swiss Family Evening (in front of the Circus)

Transfer time

18.15 23.00 20 minutes


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Friday 16 October

Shuttle Majestic < > 2m2c

Gala Evening

Shuttle Service between Grand Hotel Suisse Majestic and Montreux Music and Convention Centre :

Transfer to Swiss Family Evening – Please bring your badge, you will be asked for it to take the bus!

Should you prefer to walk, the Montreux Music and Convention Centre is 10 minutes from the Grand Hotel Suisse Majestic.

There is no shuttle between Fairmont the Montreux Palace and the Montreux Music and Convention Centre which is across the road from the hotel.


Departure from Montreux Music and Convention Centre (in front of the building)

Transfer time

Ongoing from 08.30 to 09.00 Ongoing from 17.15 to 17.30 5 minutes

Departure from Grand Hotel Suisse Majestic (in front of the hotel) AND Fairmont Le Montreux Palace (in front of the hotel)

Return from Gala Evening (at the bottom of the stairs, in front of the fountain)

Transfer time

19.00

22.15 23.15 00.15 01.15 Last departure at 02.15

40 minutes


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Fairmont Le Montreux Palace *****Fairmont Le Montreux Palace is 200 meters from the Montreux Music & Convention Centre and is one of the most beautiful hotels in the area.

Built in 1906, this Jewel of Belle-Époque architecture offers a traditional and elegant atmosphere, and personalized and attentive service in true Swiss style. Fairmont Le Montreux Palace is a unique five-star luxury hotel; mem-

ber of Leading Hotels of the World and Suisse Deluxe Hotels.

The Montreux Palace has 236 rooms and suites, 2 restaurants, 1 lounge and a bar. The hotel is also equipped with a Spa including a fitness centre, a wellness area and 2 swimming pools.

All room rates include a complimentary access to the spa of the hotel. www.fairmont.com/montreux

Accommodation

(SOLD OUT)

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Grand Hôtel Suisse Majestic ****

It has 155 rooms, an awarded restaurant as well as a great lounge bar with a stunning terrace.

www.suisse-majestic.com

Royal Plaza

5* hotel located on the lakeside a few steps from Montreux Music and Convention Centre

www.royalplaza.ch

Hotel Villa Toscane

4* hotel located a few steps from Montreux Music and Convention Centre

www.villatoscane.ch

Eurotel Montreux

4* hotel located on the lakeside, 5 min walking distance from Montreux Music and Convention Centre

www.eurotel-montreux.ch

Fairmont Le Montreux Palace and the Grand Hotel Suisse Majestic are both fully booked. Hotel bookings via the booking platform cannot be considered anymore. Should participants require a hotel room in Montreux, FBN recommends the following hotels. Participants are kindly requested to contact these hotels directly:

Accommodation

The Grand Hôtel Suisse Majestic is a magnificent four stars hotel with view over the lake and the alps.

(SOLD OUT)

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Donor FamiliesFBN benefits from direct support of member families. This allows us to continuously fund essential projects, in particular for the Next Generation and Polaris, while protecting FBN’s unique safe space.

— Chopard, Scheufele Family

— Helga & Erivan Haub Family

— Banque Lombard Odier & Cie SA

— Anne Marie de Weck, Partner & Chairwoman of FBN Switzerland

— Thierry Lombard, Former Chairman of FBN International

— Anonymous

— Forbes Marshall

— Antonio Gallardo Ballart

— Alfonso Libano Daurella, Cobega

Several families have already committed to join two funding programs supporting FBN and its activi-ties. We would like to recognize and thank them for their invaluable contribution and dedication to the FBN community.

Partners

Family Partners

Circle of Friends

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Partners

We are trusted advisor to many of the world’s most respect-ed organizations and a leading Executive Search firm, with more than 420 consultants and 68 offices in 41 countries spanning Europe, the Americas, Asia Pacific, the Middle East and Africa.

Egon Zehnder’s Family Business Advisory assists families, owners, and managers in navigating the challenges of leadership, succession, and governance across generations. Based on decades of experience serving many of the world’s finest family companies, we know that the critical first step in this journey is to build alignment amongst family mem-bers around the family’s philosophy and approach to busi-ness and ownership. With this in mind, our Family Business Advisors work closely with family members and owners to create an environment conducive to driving the best people decisions in their specific context.

We are the exclusive global alliance partner of the prestig-ious Family Business Network International for the fields of Board Consulting, Succession, Leadership and Organiza-tional Development.

www.egonzehnder.com

Content PartnersFBN seeks to partner with leading content organizations who dem-onstrate long term support for families in business and to develop jointly with them cutting edge content and learning activities for its members.

We would like to recognize these partners who have shown continuous commitment to the FBN and its members.

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IMD in Lausanne, Switzerland, offers the longest-running family-business program in the world: Leading the Family Business (LFB). IMD knows how families learn best, individu-ally and as a group. We help families and their key manag-ers construct effective platforms for a sustainable future. LFB is an opportunity for a family in business to:

Understand family business challenges and how to manage critical issues

Probe critical issues facing family businesses: growth, gov-ernance, succession and culture

Benchmark best practices and network to improve under-standing of what makes family businesses successful

IMD is recognised as one of the world leaders in executive education. For over 60 years IMD has worked with leading global companies to develop and retain management tal-ent. IMD is the “global meeting place”: the most internation-al of business schools worldwide. IMD offers learning based on innovative and highly relevant research: learning that can be applied to business challenges – immediately. This is IMD’s “Real World. Real Learning” approach.

www.imd.ch

Founded in 1860, Chopard is renowned in the luxury watch and jewelry industry. It is also one of the last remaining family-held companies in this field. Chopard is owned by the Scheufele family, whose third and fourth generations all actively work in the firm.

www.chopard.com

Partners

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Trust & Openness

The Network is founded on the principles of open communication and trust

Participation

Active participation by members is the vital ingredient that makes the Network valuable

Confidentiality

Members are committed to sharing experi-ences and insights in an atmosphere of confidentiality

Respect & Professionalism

Discussions and debates are always conducted in a respectful and professional manner

Non-Solicitation

The Network is not a place to sell products or services to other members. It is a forum to learn from the exchange of ideas, experi-ences and information

Appropriate behaviour

Appropriate behaviour is expected from our participation at all times. To report bad conduct, please email [email protected]

To maintain the privacy and exclusivity of the FBN Global Summit, participation is restricted to family members and their non-family executives and board members.

Non-family executives, board members and FBN affiliated members can attend on invi-tation by Family Owners and FBN only.

The only participants not required to meet the above criteria are limited to representa-tives from FBN’s Partner Alliances as well as

speakers and moderators designated by the FBN Program Committee.

Press is not admitted. This formula of priva-cy and exclusivity is applied in FBN’s spirit: ‘by Families, for Families’ while respecting FBN’s Code of Conduct.

All best endeavors will be made to present the 25th FBN Global Summit Program as advertised.

However, the organizers reserve the right to alter or cancel, without prior notice, any of the arrangements, plans or items relating directly or indirectly to the program due to any reason beyond their reasonable control.

The organizers are not liable for any loss or inconvenience caused as a result of such alteration. Swiss law rules the legal relation-ship in connection with the organization and the participation in the 26th FBN Global Summit.

Code of conduct

Privacy

Who attends ?

About

FBN International board Host Committee

Non-Family Executives Global Talent Partner, Preferred Partner & Family Partner

Family Business Family Office Family Business Speakers

Program Committee Moderators Speakers

NxG

Organisation FBN Association Executives

www.fbnsummit.org

Summit Organisation

FBN International 23 Chemin de Bellerive CH – 1001 Lausanne [email protected]

Global Talent Partner

Preferred partner Family partner

The Spirit of Family Business - FBN International · worldwide, to take ... The Spirit of Family...

Documents

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