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08.20 Registration and refreshments
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08.50 Chairman's welcoming address: Ian Morley, Chairman,
Corazon Capital
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09.00 Keynote address: The evolution of the family office
- Adapting to change over time
- Initiating the move to a multi-family office
- Family office outlook
Richard Fitzalan Howard, Chairman, FF&P ASSET MANAGEMENT
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09.30 2010 Family Office Leadership Debate:
Prominent CEOs discuss effective management to maintain the optimum
family office structure
- What is the vision for growth for the family office model over the next 5 –
10 years?
- Developing a cohesive family office through family values, structure and
strategic planning
- Creating benchmarks to measure family office management and maintain trust
- Addressing conflicts in multi-generational families
- Risk considerations for the family office
Moderator: Ian Morley, Chairman, CORAZON CAPITAL
Paul Ross, CEO, IVEAGH PRIVATE INVESMENT HOUSE
James Mahon, CEO, CHURCH HOUSE TRUST PLC
Sandip Jobanputra, Managing Partner, OLD HALL LANE
Pascale Erseel, CEO, EAGLES VENTURES
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10.20 Morning coffee and networking break
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10.50 Investment opportunity showcase: Four quick
fire product pitches followed by Q & A with leading asset managers
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11.50 Panel: The case for a strategic allocation: Investing in
commodities
- Why invest now? A recovery geared towards commodity demand
- Generating diversification to reduce portfolio risk
- Commodity alpha, beta and everything in between
- The separation between commodity beta and commodity alpha – helping
investors focus on what is important to them
- Evaluating the commodity outlook for the next 5 years
Sabine Schels, Senior Director & Global Commodity Strategist,
BANK OF AMERICA MERRILL LYNCH
Other panelists to be confirmed
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12.30 Guided discussion: Are family offices
under-allocated to hedge funds?
One manager at a single family office will present his arguments as to
why he believes they are and welcomes counter-arguments from colleagues
- Key contentions
- Pros & cons
- Evaluating strategies
John Moore-Stanley, Head of Investments, CARDONA LLOYD
LIMITED
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13.00 Lunch
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14.00 Expert view: Changing attitudes towards risk management for
family offices
- Risk vs Return: Setting an appropriate risk appetite for your family office
- Evaluating how family offices are currently managing risk
- Assessing the different approaches to risk management
- Ensuring you can evaluate the risk
John Veale, CIO, STONEHAGE INVESTMENT PARTNERS
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14.30 Investment opportunity showcase: Four quick fire product
pitches followed by Q & A with leading asset managers
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15.30 Afternoon coffee and networking break
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16.00 European focus: Coming into money: How to prepare the next
generation
Principals of the Guidato Family Office will present exclusive research
conducted to determine the critical success factors in sustaining wealth across
multiple generations
- Communication within the family
- Financial knowledge
- Level of commitment with respect to the wealth
Marijke Kuijpers, Partner, GUIDATO FAMILY OFFICE
Raimund Kamp, Partner, GUIDATO FAMILY OFFICE
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16.30 Interactive case study discussion:
Three global perspectives delving into the differences between
international family offices - Join the discussion which follows three
insightful presentations
- Case study 1: family office from the US
- Case study 2: family office from Europe
- Case study 3: family office from Middle East
Moderator: Christopher Battifarano, Portfolio Strategist, GENSPRING
FAMILY OFFICES
Maarten van Hengel, Partner, HIGHMOUNT CAPITAL, NEW YORK
Nikos Latsos, Head of Alternative Investments, ALPHEUS ADVISORS, GREECE
Final panelist to be confirmed
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17.10 Champagne Roundtables
Participate in one of our exclusive champagne roundtables to discover:
- Sound investment strategies
- Effective risk management
- Robust governance solutions
Further details to follow shortly
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18.00 Cocktail reception
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Book now
