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08.30 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 TWO KEYNOTE ADDRESS: When a family decides it's time for a change
- The story of Robert Fleming + Co
- Why the family decided to sell
- Managing the sale process and keeping the family together
- Setting up the new business: why the family opted for the MFO model
- Lessons from the first ten years
Matthew Fleming, Director, FLEMING FAMILY AND PARTNERS
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09.45 Resolving family conflict
- The three reasons why all families experience conflict; delusion, self-righteousness and reactive patterns.
- What can be done on a practical level to positively transform family conflict?
- Case studies: Father-son, sibling rivalry, estate division conflicts
- Educating families to proactively resolve disputes
Martin Jenkins, Founder and CEO, OXFORD PLACE
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10.15 Coffee and networking break
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10.45 The evolution of the private investment office: Managing the investment function for your family
- In-house or outsourcing?
- The pros and cons of in-house and outsourced investment teams
- The evolution of the private investment office
- From family office to fund manager
William Drake, Co-Founder, LORD NORTH STREET
Chris Wyllie, CIO, IVEAGH
Carol Pepper, CEO and Founder, PEPPER INTERNATIONAL LLC
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11.25 Panel Discussion: Family Offices and co-investing: Opportunities and lessons learned
- Family offices share their own stories and lessons learned from successful and less successful co-investment deals
- What asset classes suited to co-investment?
- Where will the next co-investment opportunities be?
- The pitfalls of family offices co-investing alongside each other
Patrick Teroerde, Head of Private Equity, HANSON FAMILY HOLDINGS
Solomon Soquar, Head of the Strategic Solutions Group, BARCLAYS WEALTH
Simon Foster, CFO, TY DANJUMA FAMILY OFFICE
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12.05 Investment opportunity showcase: Quick fire product pitches followed by Q&A with leading asset managers
Jason Huemer, President, VISIUM ASSET MANAGEMENT
Petra Salesny, Partner and COO, ALPHA ASSOCIATES
Speaker TBC, THE EDEN CLUB RESIDENCES
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12.50 Lunch and opportunity to network
13.00 Roundtable discussions:
Please select your preferred choice of roundtable from the "Roundtables - Day 2" option on the left
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13.50 One-to-one interview: with John Bender, Special Adviser to THE PRINCE'S CHARITIES
Led by Ian Morley, Chairman, WENTWORTH HALL
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14.20 Managing talent within your family office
- Finding and retaining talented managers
- Do you need managers that will fit the family culture?
- Recruiting family members into the family office?
- Managing the families involvement in the family office
- How involved should family members be in their family office?
Dominic Gibbs, Director, CAYZER TRUST
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14.50 Panel Discussion: Globalisation and meeting the demands of multi- jurisdictional families
- The internationalization of the Family office
- Will family offices move towards internationalization and have international brands as banks do?
- International families and fiduciary structures
- Is splitting of the family and running as separate businesses a viable alternative to having different fiduciary structures that are costly and complex for families?
Simon Foster, CFO, TY DANJUMA FAMILY OFFICE
Bérangère Hassenforder, Managing Director, ANTHONY AND CO UK
Khaled Said, Managing Partner, CAPITAL GENERATION PARTNERS
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15.30 Chairman's closing remarks: Ian Morley, Chairman, WENTWORTH HALL
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15.40 Afternoon coffee and networking break
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16.00 Close of conference
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