Implementing an asset allocation strategy that not only conserves wealth, but augments and grows the family wealth is of the highest importance to family offices. At the 9th annual Family Office Investment Summit we will continue to explore the best ways to map out their portfolios with a wide variety of investment topics including property investing, private equity, and impact investing as well as risk management and mitigation.
Following months of research and feedback from our network and advisory board we have put together an agenda that addresses both the perennial concerns of those growing and preserving family wealth as well as looking into new investment trends on the horizon and assessing their feasibility.
Through a perfect mixture of keynote addresses, panel discussions, case studies and showcases this event will provide its delegates thought-provoking insights and best practice tips in the industry, featuring a CIO roundtable with a fascinating investigation into new asset allocation strategies in the low yield environment; a panel on the role of real estate in clients' portfolio with best practice for maximising ROI; a conversation on direct investing vs fund investing with its pros and cons; cutting edge observations into the Evidence Based Investing analysis as well as expert insights into behavioural risk drivers
Family Office Intelligence Advisory Board
Meet the Family Office Intelligence Advisory Board. These industry professionals have volunteered their time and effort to help develop this Family Office Intelligence Summit. Their dedication is critical to the success of our events and ensuring high-level quality content is provided to attendees.
Christopher RossbachChief Investment Officer,
J. Stern & Co.
Riyad DaudDirector, SBG (UK)
Giles WhiteChief Investment Officer,
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Each year, the Family Office Investment Summit presents expert insights on the very latest industry developments, with an in-depth conference programme featuring a mixture of sessions and speakers, offering CPD accreditation.
We strive to create an event built upon your changing needs within such a demanding and constantly evolving industry. 2017 and beyond is set to bring greater challenges and opportunities following far-reaching changes within the financial world.
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