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08.15 Registration and refreshments
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09.00 Chairman's welcome address: Ian Morley, Chairman, WENTWORTH HALL
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09.15 DAY ONE KEYNOTE ADDRESS: A macro economic overview: The current, the future and the opportunities for families and their advisers
- An overview of current market conditions and short and long term projections
- Managing wealth in real terms
- Making sense of macro-economic cycles to meet investment and wealth creation and preservation roles
- Geo- politics and risk management
Stephen Thomas, Professor of Finance, CASS BUSINESS SCHOOL, CITY UNIVERSITY LONDON
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09.45 The leadership debate
Prominent CEOs discuss effective management to maintain the optimum family office service for your families
- Defining the optimum family office structure: Satisfying the stakeholders
- The MFO vs. SFO debate - where are we now?
- How does the mission of a family influence the way a family office is/ was set up?
- For the single family office and multi family office, what strengths need to take priority
- Managing risk, the big picture:
- Understanding costs and risks when structuring a family office
- How are family offices mitigating their overall business and investment risk?
- Identifying the best practices in benchmarking
- Effective marketing to HNWI's - creating awareness of the family office
Geoffroy Dedieu, CEO, TY DANJUMA FAMILY OFFICE
Paul Reynolds, Chief Executive, THAMESIS LTD
Daniel Shakhani, Principal, GLENDEVON KING ASSET MANAGEMENT
Melvin Glapion, Head of Business Intelligence Practice, EMEA, KROLL
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10.35 Morning coffee and networking break
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11.05 Investment opportunity showcase: quick fire product pitches followed by Q&A with leading asset managers
Anders Hallberg, Managing Director, HEALTHINVEST PARTNERS AB
Duncan Reid, Director, INGENIOUS INVESTMENTS
Oliver Hemsley, CEO NUMIS SECURITIES LIMITED
Greg Bortz, CIO, CREO SELECT OPPORTUNITIES FUND, L.P
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12.05 Tax, non-domiciliaries and residence
- Residency issues
- Which countries are most favourable to HNWI's and where should the chose to be resident for tax purposes?
- How attractive is London to wealthy families and HNWI's
- London vs. Switzerland
- The relationships between tax authorities and tax payer - hostile vs. Friendly
Gary Telford, Tax Partner, PRICEWATERHOUSECOOPERS
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12.35 Lunch and opportunity to network
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13.35 Interactive discussion: Creating and maintaining a strong alignment of interests between funds and their investors
- How to get value for money from your investment managers
- From fee structure to key-man clauses - the role of good governance in due diligence and negotiations
- Points of best practice to ensure investors are treated fairly
- Are the interests of the industry competing with the interests of the investors?
Nabil Hamadeh, Chief Executive Officer, CAPITAL GROWTH MANAGEMENT
Craig Baker, Global Head of Research, TOWERS WATSON INVESTMENT
Matteo Dante Perruccio, Chief Executive and Founding Partner, HERMES BPK PARTNERS
Ian Morley, Chairman, WENTWORTH HALL
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14.15 Investment opportunity showcase: Quick fire product pitches followed by Q&A with leading asset managers
David Taft, President, IBS CAPITAL
Ernesto Prado, Chief Investment Officer, AYALTIS AG
James Kenney, Fund Manager, AVIVA INVESTORS
Steven O'Hanlon, CIO - Fixed Income, ACPI INVESTMENTS LTD
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15.15 Afternoon coffee and networking break
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15.45 Interactive Discussion: Gold as a strategic asset for long-term wealth preservation
- How is gold part of the commodity super cycle?
- How will the demand and supply picture for gold unfold in 2011 and beyond?
- Will Chinese demand for gold eclipse India?
- What are the likely macro scenarios and risks relevant to asset management in 2011 and beyond?
- How does gold add value in a portfolio context?
- How might the role of gold change in the future with regard to a new financial and regulatory architecture?
- How is the dynamic within the central bank sector changing with respect to gold?
Marcus Grubb, Managing Director, Investment, THE WORLD GOLD COUNCIL
Jonathan Fry, Private Wealth Director, JONATHANFRY PLC
Further panellists to be confirmed
Kjeld Thygesen, Director, LION RESOURCE ADVISORS
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16.25 Chief Investment Officer roundtable: Asset allocation
Putting the fund pitches into context - asset allocation, where the funds fit in, where to invest
- Case study examples of different family office's asset allocation strategies; where to invest, which fund? (using an automated audience voting system)
- What do family offices thinks about their current asset allocation?
- Which investment class should you be considering?
- Property, gold, private equity, hedge funds
- Emerging vs. developed markets - emerging strategies for dynamic markets?, return/risk of emerging investment strategies
- Asset allocation in a low growth, high volatility environment
- Different asset classes and justifying high fees in the current low return environment
Jonathan Bell, CIO, STANHOPE CAPITAL LLP
Tushar Patel, CIO, HFIM
Gero Bauknecht, President, BAUKNECHT CAPITAL AG
Christopher Battifarano, Senior Investment Partner, GENSPRING FAMILY OFFICES
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17.05 Chairman's closing remarks: Ian Morley, Chairman, WENTWORTH HALL
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17.10 Champagne Roundtables: A selection of roundtables hosted by experts on a specific topic area
Please select your preferred choice of roundtable from the "Champagne Roundtables - Day 1" option on the left
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18.00 Cocktail reception
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19.30 PRIVATE FAMILY OFFICE DINNER:
A private dinner for family offices - only qualified family offices are invited to attend
Dinner Guest Speaker: Sir Gerry Robinson, Founding Partner, ANCALA PARTNERS
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