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Conference Day 1: Monday, 5 March 2012 |
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| 9:00 |
Exhibit Setup |
| 10:30 |
Registration Opens |
| 10:45 |
Co-Chair Opening Remarks
CEO, SAINT LEONARD FAMILY OFFICE |
| 10:55 |
International Private Wealth Discussion: The Family Office - Advantages, Disadvantages and its Role in Sustaining Family Wealth
Moderator:
Managing Partner, MDF ACHIEVERS FAMILY OFFICE
Panelists:
Principal, MAJLIS INVESTMENT MANAGEMENT
Managing Director, LOEB PARTNERS
President, GENSPRING FAMILY OFFICES INTERNATIONAL
Managing Partner, IMMOBILIS GMBH (FAMILY OFFICE) |
| 11:55 |
Welcome Champagne Brunch |
| 13:15 |
Meet the Manager Showcase
In this session five investment managers will present their individual investment strategies to the congregation. Each manager will have ten minutes to speak about their background, strategy, methodology and performance of their funds. It is suggested that they present for eight minutes and have a Q&A session from the audience for the following five minutes. The manager is not allowed to use PowerPoint or any other interactive presentations.
Moderator:
Trustee Director, MOTOR INDUSTRY PENSION PLAN
Panelist:
Chief Executive Officer, DOMAIN DEVELOPERS FUND
Managing Partner, NORTH SEA CAPITAL
Managing Partner, BREAKWATER INVESTMENT MANAGEMENT
Portfolio Manager, GLYNN CAPITAL MANAGEMENT
Managing Director And Founder, RESSCAPITAL AB
Global Sales Director, GLOBAL GREEN FUND |
| 14:15 |
Investment Styles and Strategies
- Should a FO make its Style or Strategy known to potential managers?
- How can style be mathematically measured?
- How important is style in selecting a manager?
- How flexible should be style and strategy?
- Should strategic and tactical be split? To whom?
Moderator:
Chief Investment Officer and Director, P&C GLOBAL WEALTH MANAGERS SA ZURICH
Panelists:
Chief Operating Officer, PRINCIPALIS ASSET MANAGEMENT LLP
CEO, COMSTOCK ADVISORS LLC
Principal, SAINT-DONAT & CO
Founder, CYGNA NEGRA |
| 15:00 |
Traditional Asset classes- Fixed Income and Equities
Moderator:
CEO, SAINT LEONARD FAMILY OFFICE
Panelists:
Founding Partner & Portfolio Manager, BLACK ANT INVESTMENT MANAGEMENT
Managing Director, ZUCKER & CO INVESTMENT ADVISORS LTD
Chairman, SPARK VENTURES |
| 15:45 |
Afternoon Refreshment Break |
| 16:15 |
Credit Leveraging - Gone Forever?
- Who lends, who borrows
- A new niche market for a life without banks?
- Are SWFs and FOs the new lenders of last resort?
- The dawn of new Spartanism - saving our spending your way out of the dilemma
Moderator:
Co-Founder, ANTHONY & CIE (MFO)
Panelist:
Managing Director, SILVER CREEK CAPITAL
Partner, COX & VERHOEVEN FAMILY OFFICE
CIO, ELANUS CAPITAL MANAGEMENT |
| 17:00 |
Best Practices for Family Office Asset Allocation
- Global assets allocation: handling systemic risk in banking and in insurance, splitting across assets classes and time horizons
- Financial assets allocation: best tools and methodologies, currencies and debts issues
- Non financial assets: handling price cycles in art and real estate, splitting risks in private equity
Moderator:
Partner, INTUITAE FAMILY OFFICE
Panelist:
Private Wealth Director, FRY FAMILY OFFICE, JONATHAN FRY PLC
Director, Wealth Management, SAND AIRE
Managing Partner, CONSULTIVA |
| 17:45 |
Regulatory & Tax Issues Within the International Investment Portfolio
- US Patriot Act, FATCA rules and US Tax reporting obligations
- Major Issues involving Swiss Banks
- What to expect from your Financial Institution
- Persevering your Families Wealth for Generations to come
Moderator:
CEO, ANGLO CAPITAL LIMITIED
Panelists:
Chief Executive Officer, TY DANJUMA FAMILY OFFICE LIMITIED
Partner, WITHERS LLP
Managing Partner, FAMILY OFFICE RECRUITMENT |
| 18:30 |
Welcoming Cocktail Reception |
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Conference Day 2: Tuesday, 6 March 2012 |
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| 8:30 |
Continental Breakfast |
| 9:00 |
Co-Chairpersons' Welcoming Remarks
CEO, SHEPPERD INVESTORS AG |
| 9:15 |
Trends of UHWI donors, "new" vs "old" philanthropy
- Is there a contradiction between indulgent and strategic giving.
- Dynamic philanthropy: going beyond traditional charity – revenue generation programmes, social enterprise, social business and social investment.
- Vision, education and processes – the core aspects for effective philanthropy.
Moderator:
Philanthropy advisor, KING BAUDOUIN FOUNDATION
Panelists:
CEO, THE SOCIAL INVESTMENT CONSULTANCY
Senior Advisory Manager, Global Philanthropy, CHARITIES AID FOUNDATION
Founder, THE SOCIAL STOCK EXCHANGE
Program Manager, WISE PHILANTHROPY ADVISORS |
| 10:00 |
Empowered by Creativity: from Technological to Social Innovation
Director of Business Development, CRYTE INVESTMENTS |
| 10:25 |
Founder, VEERGOUSE VODA HAITI |
| 10:45 |
Morning Refreshment Break |
| 11:15 |
Opportunities within European Real Estate Market
- Dept Financing across Europe
- Using Real Estate as a hedge against any monetary reform
- Performing within a time of crisis
- Commercial Real Estate Sector
Moderator:
CEO, SHEPPERD INVESTORS AG
Panelists:
Principal, RAIRE FAMILY OFFICE
Managing Director, VICTORIA CAPITAL PARTNERS (SFO)
The Duke of Westminster Family Office, GROSVENOR LIMITED – FAMILY OFFICE
Head of Real Estate, CHAYTON CAPITAL |
| 12:15 |
Keynote Presentation:
Managing Partner, THE WESTLY GROUP
Former California State Controller & Chief Fiscal Officer
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| 12:40 |
Luncheon |
| 14:00 |
Creating a Sustainable Framework for Hedge Fund Returns
- Risk exposure or risk avoidance
- What have hedge fund returns been relative to traditional strategies
- How to avoid correlation
- What asset classes will outperform
Moderator:
Managing Director, FERGUSON PARTNERS FAMILY OFFICE
Panelists:
Investment Manager, LH WARD
INDEPENDENT ADVISOR
Principal, PETSHEK FAMILY OFFICE |
| 14:45 |
"Private equity, Public markets or Direct Private Investments - What should wealth management and family offices be focused on in order to build their businesses?"
Moderator:
Managing Director, FERGUSON PARTNERS FAMILY OFFICE
Panelists:
Partner, EDGAR BRANDT ADVISORY SA
Principal, RDS CAPITAL
Partner, CAPITAL GENERATION PARTNERS LLP
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| 15:50 |
Gold as a Strategic Asset Class
- Current gold market dynamics
- Gold's attributes as a currency and investment
- The fundamentals of the gold market
- Where next for gold?
Managing Director, Investment, WORLD GOLD COUNCIL |
| 16:15 |
Afternoon Refreshment Break
Wine and Refreshments Served |
| 16:30 |
Emerged or Emerging
- Is China an emerged market
- How does India compare as an Investment destination
- Single or multi Strategy
- Does geography matter
- Discussing Disappointments
Moderator:
Chairman, Q&A CONSULTING
Panelists:
Partner, ALPHA CAPITAL
Managing Director, KROLL
Investment Manager, BALKAN EMERGING FRONTIERS FUND, SP |
| 17:15 |
Family Office Wrap-Up
nvestment Environment- Current economic environment and outlook for family office investing, addressing macro, charting and sentiment.
Moderator:
CEO, SAINT LEONARD FAMILY OFFICE
Panelists:
Group Chief Investment Officer, MARCUARD HERITAGE AG
Managing Director, SB CAPITAL PARTNERS
Director, POSEIDON SA |
| 18:00 |
Closing Cocktail Reception |
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Untitled Document
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