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08.20 Registration and refreshments
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08.50 Chairman’s welcoming address: Ian Morley, Chairman, WENTWORTH HALL
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09.10 KEYNOTE ADDRESS: Evaluating the global and regional economies and the outlook for wealthy investors
- The global economy - where are we now and where are we heading?
- Where do the opportunities for wealthy investors exist? Eastern promise/ western decline
- What kind of advice reduces the risks of recent years?
- Do perceptions of families reflect reality?
- How is the current economic climate affecting the short and long term investment decisions of family offices?
Lord David Triesman, Chairman of the Board of Advisors, TEMPLEWOOD
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09.40 Chief Investment Officer roundtable: Choosing your managers
- Policies/ procedures for choosing a manager
- What qualities do a single family office and multi-family office look for in a manger and fund? How do they differ in the selection process?
- Evaluating the importance of brand name, investment style, research rating and staff credentials
- Deciding what is best for your family office
Moderator: Paul Reynolds, Chief Executive, THAMESIS LTD
Jean-Bernard Tanqueray, Chief Investment Officer, FLUKTUAT SAS
Daniel de Fernando, Founding and Managing Partner, MDF FAMILY PARTNERS
Ian Prideaux, Chief Investment Officer, GROSVENOR ESTATE
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10.30 Morning coffee and networking break
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11.00 Expert Presentation: The importance of operational due diligence
- Outlining the important areas of due diligence - which areas should customarily be evaluated prior to making an investment?
- Evaluating and quantifying each funds unique operational risk
- Ensuring transparency of fund operations
- How to interpret a fund's marketing materials
Nathanaël Benzaken, Managing Director - Head of Managed Account Platform Development, LYXOR ASSET MANAGEMENT
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11.30 Investment opportunity showcase: Four quick fire product pitches from leading investment managers followed by discussion and Q&A
- Uri Landesman, President and Managing General Partner, PLATINUM PARTNERS
- Donald Amstad, Director, ABERDEEN ASSET MANAGEMENT
- Clive Ward, Managing Director, TANGERINE INTERNATIONAL LTD
- Juan Nevado, Fund Manager, M&G INVESTMENTS
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12.30 Lunch and opportunity to network
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13.40 Asset Allocation: Quick fire presentations
A practical, comparative insight into the opportunities for a variety of investment classes
Unlisted Infrastructure - Infrastructure, an attractive asset class which demonstrates resilience to economic cycles
Philippe Taillardat, Co-Head Infrastructure Investments, Europe, FIRST STATE INVESTMEMTS
Going back to basics - Cash, bonds, equities
Nabil Hamadeh, Chief Executive Officer, CAPITAL GROWTH MANAGEMENT
Real Estate - one of the few remaining certainties in an challenging world
Taco van Heusden, Managing Director, Real Estate, HANSON FAMILY HOLDINGS
Precious Metals - Gold as a foundation asset class
Marcus Grubb, Managing Director, Investment, WORLD GOLD COUNCIL
Q&A involving all speakers
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14.45 Investment opportunity showcase: Four quick fire product pitches from leading investment managers followed by discussion and Q&A
- Christine Hurtsellers, Chief Investment Officer, Fixed Income & Proprietary Investments, ING INVESTMENT MANAGEMENT
- Nicholas Paine, General Partner, Investor Relations, HENLEY INVESTMENTS
- Marc Bataillon, Portfolio Manager, LOMBARD ODIER INVESTMENT MANAGEMENT
- Oliver Hare, Managing Director, COMMERCIAL INTELLIGENCE
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15.45 Afternoon coffee and networking break
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16.10 SINGLE FAMILY OFFICE CASE STUDY: Crossing the Chasm: Transferring more than wealth to the next generation
- What is the DNA of a Family Office?
- Should family values be an inheritance?
- Like Father like Son?
- What Warren Buffet did not mean by Value Investing
- Technology or Real Estate - That is the Question!
Daniel Goldman, Managing Partner, GOLDROCK CAPITAL
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16.50 Chairman's closing remarks: Ian Morley, Chairman, WENTWORTH HALL
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17.00 Champagne Roundtables
Roundtable 1: Managed accounts or how to optimize your overall allocation into hedge funds
Host: Vincent Lauwick, Sales Director, LYXOR ASSET MANAGEMENT
Roundtable 2: Opportunities in unlisted infrastructure: what to expect?
Host: Philippe Taillardat, Co-Head Infrastructure Investments, Europe, FIRST STATE INVESTMEMTS
Roundtable 3: Gold as a foundation asset class
Host: Marcus Grubb, Managing Director, Investment, WORLD GOLD COUNCIL
Roundtable 4: Creating Alpha in 2012
Host: Uri Landesman, President and Managing General Partner, PLATINUM PARTNERS
Roundtable 5: Investing in litigation cases
Host: Tim Schools, Chief Executive Officer, TANGERINE INVESTMENT MANAGEMENT LTD
Roundtable 6: Asset investing and behavioral finance
Host: Tony Finding, Fund Manager, M&G INVESTMENTS
Roundtable 7: Why Asian bonds should be a core holding
Host: Donald Amstad, Director, ABERDEEN ASSET MANAGEMENT
Roundtable 8: Capturing alpha from the structured mortgage market
Host: Christine Hurtsellers, Chief Investment Officer, Fixed Income & Proprietary Investments, ING INVESTMENT MANAGEMENT
Roundtable 9: Finding Top Value In today's UK commercial real estate markets
Host: Ian Rickwood, General Partner, CEO, HENLEY INVESTMENTS
Roundtable 10: Investing in emerging market distressed debt
Host: Oliver Hare, Managing Director, COMMERCIAL INTELLIGENCE
Roundtable 11: Why Europe is a great area to invest
Host: Marc Bataillon, Portfolio Manager, LOMBARD ODIER INVESTMENT MANAGEMENT
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17.45 Cocktail Reception
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19.00 PRIVATE FAMILY OFFICE DINNER
Guest Speaker: Uri Landesman, President, PLATINUM PARTNERS
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