Join us when 180+
Principals, Family Offices
and CIO meet!
Howard Covington
Chairman
Isaac Newton Institute
University of Cambridge
Stephan Gerwert
Managing Director
Swiss based
Single Family Office
RIGI Family Office AG
Dr. Rania Azmi, Ph. D.,
Principal, SFO and
Strategic Advisor,
SWF-MENA
Family Office Forum
11 - 12 November 2014, Zurich
Benedict Götte
Owner
Compass Capital AG
Join us when over 180 English-speaking Family Offices
from all over the world meet under one roof!
Case Studies, Key Notes, Panel Discussions and Networking:
Marie Charles
Managing General Partner
Tiger Healthcare
S.H. Maximilian Graf
von Maldeghem
Owner
Learn from Family Offices and Genuine Experts
How to improve and optimise your operations and ease your
workload with new tools and know-how plus best practice
Improve your operational business
Exchange ideas with many other Family Offices on practical topics
such as performance measurement or Family Governance
Michael Lints
Venture Partner
Golden Gate Ventures
Walter Zocchi
University Vita-Salute San
Raffaele – Milan – Italy
Richard Nunneley
SFO
Johannes Zwick
Founder
Zwick Partners
Liquid and Illiquid Asset Classes – keep your finger on the pulse
Hear from other Family Offices and experts how they manage
asset allocation, portfolios and assets such as Alternatives
Overview
Speakers
Programme Conference (Day 1)
Programme Conference (Day 2)
Participants
Preview
Registration
Page 2
Page 3
Page 4-5
Page 6-7
Page 8
Page 9
Page 10
Free Entry
for genuine*
Family Offices
* Our definition of a genuine Principal or Family Office is at least USD 150 million of assets (usually it is
much more), these assets are from only one or few families / wealth owners, and the Family Office is
working for one or few (not as a solution provider to many 3rd parties).
Partners
Deepak Lalwani OBE
Founder
Lalcap Ltd
Daniel Goldstein
Senior Managing Director
Montecito Office
Ibrahim AlHusseini
Managing Member
The Husseini Group
Technology Partners
David Mulford
Vice Chairman International
Credit Suisse
Tony Haddad
Founder
Technica
Ms HUI May Yan,
Anthonia
Chief Executive Officer
AL Wealth Partners
www.prestelandpartner.com
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Overview
Family Office Forum
Zurich, 11 - 12 November 2014
The Family Office Forum Zurich is the annual meeting of more
than 180 Family Offices from all over the world, a truly global and
international gathering of genuine Family Offices held in English:
How does it work? The global Family Office Forum has
a very different formula from other events:
Hands down the best
FO event ever!
Steffi Claiden,
Family Office Review
Ratio of Investors /
Providers was very good
• More genuine* Family Officers than service providers in the audience, and as
stage speakers – by Family Offices, for Family Offices.
• Topics are relevant to Family Offices; the Forum is not a sales show and
presentations are not about products.
Philipp von Königsmarck,
Fidelity
• Only selected Partners/Sponsors who clearly add value may participate.
This creates a win/win situation: Family Offices only hear about their interests,
and Sponsors/Partners do find that specific interest within their own audience.
Terrific networking
opportunity!
The Conference is a networking event with all-day-long networking, plus
5 parallel streams to choose from. See the programme overview – with all
presentations and panel discussions – on the next pages!
Fabian Rauber, Lombard
Odier & Cie
By far the finest family
office conference I have
ever attended
Ozi Amanat, SFO
The large number of
principals was especially
impressive
Heiner Weber, SFO
Great success!
Interesting and a
rewarding exchange
Stephan Gerwert,
Rigi Family Office
Made excellent new
contacts which I will
follow-up on
Michael Hamke, SFO
Surpassed all my
expectations! Excellent
networking opportunities
The Family Office Forum Zurich on 11th - 12th November is taking place in the
Dolder Grand, a spectacular mountain top location, overlooking the city of Zurich
and its stunning lake. Just 10 minutes by car to the city center and only 20
Minutes to the airport. Expect beautiful surroundings and an exclusive venue
perfect in which to meet like-minded peers.
* Our definition of a genuine Principal or Family Office is at least US$ 150 million of assets (usually it
is much more), these assets are from only one or few families / wealth owners, and the Family Office
is working for one or few (not as a solution provider to many 3rd parties).
The Family Office Forum Zurich is based on:
1. Years of research with over 100 Single and Multi Family Offices, many UHNWI,
plus private banks, banks with UHNWI management, academics and partners.
2. The precise wishes and the active support of Family Offices. The agenda is
based on the requirements and challenges of Family Offices in their day-to-day
business.
3. The long-standing expertise of the partners at Prestel & Partner, in particular
with Family Offices. The genuine interests of Family Offices are at the core of our
Forum. Please refer to our testimonials at www.prestelandpartner.com
The Family Office Forum takes a closer look. Topics are dealt with in depth to
enable our participants to experience genuine progress in their work.
The Family Office Forum offers all participants a platform to exchange
experiences, hear about the latest strategies and discuss them afterwards. It is
the ideal environment to nurture important relationships and to meet new
interesting contacts.
Ida Beerhalter, MFO
02
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Family Office Forum
Speakers
Zurich, 11 - 12 November 2014
On stage: 90 Family Offices and experts share their knowledge - among them are:
Howard Covington
Chairman,
Isaac Newton Institute
University of Cambridge
Dr. Rania Azmi, Ph. D. ,
Principal, SFO and Strategic
Advisor, SWF-MENA
Stephan Gerwert
Managing Director
Swiss based Single Family Office
RIGI Family Office AG
Benedict Götte
Owner
Compass Capital AG
Deepak Lalwani OBE
Founder
Lalcap Ltd
David Mulford
Vice Chairman International
Credit Suisse
Daniel Goldstein
Senior Managing Director
Montecito Office
Tony Haddad
Founder and General Manager
Technica
Marie Charles
Managing General Partner
Tiger Healthcare
Private Equity
Ms HUI May Yan, Anthonia
Chief Executive Officer
AL Wealth Partners
Ibrahim AlHusseini
Managing Member
The Husseini Group
S.H. Maximilian Graf
von Maldeghem
Owner
Michael Lints
Venture Partner
Golden Gate Ventures
Richard Nunneley
Advisor, SFO
Walter Zocchi
University Vita-Salute San
Raffaele – Milan – Italy
Johannes Zwick
Founder and Managing Partner
Zwick Partners
Ida Beerhalter
Head of
IOME Family Office
Rufo Quintavalle
Principal
Rolf Bauer
Managing Director - Head
International Family Office
Services
Deutsche Bank, Zürich
Walter O'Brien
Futurist and Founder
ConciergeUp.com
Laurel Herman
Managing Director
Positive Presence
Dr. Marc Herzog
Founder and managing partner
Frontiers Management
Consulting Ltd
Family Office Consulting Ltd
Dr. Konstantin
Mettenheimer
Chairman
Edmond de Rothschild
Jörg Sperling
Founder & CEO
Altos Advisors
Christian Stadermann
Managing Director
Logos Patrimon
Christian Hammes
Chairman
Silvius Dornier
Unternehmensgruppe
Prof. Muhammad Yunus
Chairman
Yunus Social Business
Alexander von Bismarck
Executive Director
EIA, Washington, DC
Prof. Dr. Peter Sester
University St. Gallen and
Advisor
SFO Brazil
Dr. Gero Bauknecht
President
Bauknecht Capital
See all 90 speakers at www.prestelandpartner.com
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
03
Programme
Family Office Forum Zurich 2014
Tuesday
11th November
04
Geographic: Local Heroes
Operations, Internal
Investments, Money Matters
Liquid Assets Financial Markets
Illiquid Assets Direct Investment
Garden Salon 3
The Gallery
Garden Salon 1
The Ballroom
Garden Salon 2
Registration and welcome with coffee, tea and breakfast snacks
07:30-08:30
08:30-09:00
08:30-09:00
Opening address by the organisers Katja Mülheim and Tobias Prestel
09:00-09:30
Welcome address: Solving the challenges of increasingly international families, business‘ and investments, Dr. Konstantin Mettenheimer, Chairman Germany, Edmond de Rothschild
09:30-10:00
Opening address: An outlook at the international situation and geopolitical influences on investment decisions, David Mulford, Vice Chairman International, Credit Suisse, former US Ambassador to India
10:00-11:00
Morning break in the Ballroom Foyer
Geographic: Local Heroes
Family Governance
Portfolio building
Asset Management
Real Estate
11:00-11:30
Asia: Reading into the Minds of Asian Wealth Owners
– What Exactly Do They Want?
• Asian Family Office, a nascent industry
• Eastern vs western wealth creators - how different are
they?
• What exactly do Asian wealth owners want? And how
to meet their expectations?
• Going beyond the investment sphere to outline the key
solutions that Asian wealth owners are demanding
Ms HUI May Yan, Anthonia, Chief Executive Officer,
AL Wealth Partners
Walter Zocchi, University Vita-Salute San Raffaele
– Milan – Italy
Management of Family Wealth: Market Liquidity The
Underestimated Risk
• Hidden liquidity risk in portfolios of investors
• Implications for portfolio and risk management
Alexander Pick, Head of Family Office, Allianz Global
Investors
Climate change as an investment criterion
Howard Covington, Chairman, Isaac
Newton Institute, University of Cambridge
Panel discussion: Current developments
Stefan Boehme, CIO, SFO, MD, MFO s.boehme & co.
11:40-12:10
Asia: Access to Southeast Asia as a hub of new
technology and innovation
Michael Lints, Venture Partner, Golden Gate
Ventures
An outlook on developments in Family Governance and
NextGen – lessons learnt, golden rules plus proven
concepts
Rolf Bauer, Managing Director, Head International
Family Office Services, Deutsche Bank
Low correlations within portfolio building
Stephan Gerwert, Rigi (SFO)
Christian Hammes, Do Investment AG (SFO)
An analysis of the global macro environment and
investment behaviour
Benedict Götte, Compass Capital, (Advisor, SFO)
Why sustainable business models can be
worthwhile for investors and how investors get
confused with sustainability
Oliver N. Hagedorn, CEO, avesco
12:20-12:50
Asia Panel discussion: Is it a good time to invest in
Asia?
Geoffroy Wallier, Partner, OrfiCapital
Ricky Husaini, United Sustainable Developments
Limited
Moderator: Deepak Lalwani, OBE
Panel discussion: Family Governance
Walter Zocchi, University Vita-Salute San Raffaele –
Milan – Italy
Managing Director, Single Family Office
Managing Director, Single Family Office
Nötzli, Mai & Partner Family Office AG (MFO)
Panel discussion: Geopolitical shifts Noise or potential game changer for Investors?
Benedict Götte, Compass Capital, (Advisor, SFO)
Jon Matonis, Bitcoin Foundation
Alan Wheatley, Economics writer and editor
An update on resources such as Forestry
Alexander von Bismarck, MD, EIA
Investing with an ethical mindset
Commodities
Finding Value
Finding Value with Global Equities
• Benefits of investing globally
• Value of proprietary research and fundamental analysis
• Why an active approach offers opportunities
Charles Payne, Investment Director, Fidelity Worldwide
Investment
Lunch break in the Gallery
13:00-14:00
Asset Management
Commodities
Panel discussion: Manager selection
J. Christian Stadermann, Logos Patrimon (MFO)
Stephan Gerwert, Rigi (SFO)
Christian Hammes, Do Investment AG (SFO)
Mr. Frederic Feve, CIO, RITOSSA Family Office (SFO)
Liquid Alternatives: A solution in periods of low
interest rates?
• Liquid Alternatives witness the highest growth rate of
any AM segment
• These strategies hit a spot with investors facing low
interest rates
• Risk & return characteristics of liquid alternatives
depend on the strategy
• Robust portfolio-construction by intelligently combined
liquid alternative strategies
Dr. Jan Viebig, CEO, Head of Alternative Investments,
Harcourt, part of Vontobel Asset Management
Eugen Weinberg, Commodities Analyst, Commerzbank
Equities and related portfolio construction
Melwin Mehta, Investments, El Oro (SFO)
Panel discussion: Asset Management strategic trends
• Asset bubbles in combination with high leverage
• Uncertainty about inflation
• The absence of interest which has to be replaced with
other sources of income
• Is an early or easy return to higher interest rates is in sight
Dr.Konstantin Mettenheimer, Chairman, Edmond de Rothschild
Dr. Rania Azmi, Ph. D., SFO and advisor
Charles Payne, Investment Director, Fidelity
Panel discussion:
Maximilian Graf von Maldeghem, Latifundium (SFO)
Eugen Weinberg, Commodities Analyst,
Commerzbank
Alexander von Bismarck, EIA
Family Wellbeing and Education
14:10-14:40
Brazil: Current challenges and opportunities
Prof. Dr. Dr. Peter Sester, University St. Gallen and
Advisor, SFO, Brazil
14:50-15:20
USA: The recent situation seen as an SFO
Daniel Goldstein, Managing Director,
Manchester Capital Management (SFO)
Presentation: The protection of your most prized
asset (Your Family)
• Are you a target for criminals?
• Manage your families profile
• Educate your children
John Davidson, CEO and Founder, Rubeus
Afternoon break in the Ballroom Foyer
15:30-16:00
Next Generation
Finding Value
Infrastructure
Investing with an ethical mindset
16:00-16:30
USA: Accessing the US Energy Revolution
• Macro overview and outlook of global and US energy
markets
• How the US shale oil & gas boom is driving new
demand for energy infrastructure
• What are MLPs and how they enable energy
infrastructure growth
• How MLPs fit into a portfolio
Bernhard Wenger, ETF Securities (UK) Ltd
Educating the next generation about money:
The step by step process towards investing literacy
Melwin Mehta, Investments, El Oro (SFO)
Investing in great companies
• The basics of a great business
• Determining the “right price”
• The psychology of money
• Identifying attractive opportunities
Johannes Zwick, Principal, Zwick Partners (SFO)
Benfits of investing in infrastructure
• The different segments of the asset class
• The effects of infrastructure in a portfolioValue creation
in infrastructure
• Deal sourcing
• Operational improvements: efficiency enhancements
and de-risking
• ESG considerations
Markus Hottenrott, Chief Investment Officer, Morgan
Stanley Investment Management
An opinion on the right mindset and approach
within investment decisions
Dr. Joe Zammit-Lucia (Advisor, Principal, SFO)
16:40-17:10
USA: Panel Discussion: Investing in the USA
Daniel Goldstein, Managing Director,
Manchester Capital Management (SFO)
Moderator: Katherine Tersago
Passing on the leadership to a woman:
Lessons learnt
Ursina Schneider-Bodmer
Franziska Blindow
Franziska Tschudi Sauber, CEO, WICOR Holding AG
Best practice in choosing companies
Jan Budden, Managing Partner, ACP Axos Capital (SFO)
Jörg Sperling, Altos Advisors, Principal, SFO
17:20-17:50
Entrepreneurship in emerging markets: Disruptive
technological innovation and its resultant impact on
economic development. Case study: China.
Darren Fogelman, FTC Gobal
Optimising others perception of you, your family
office .... and your next generation
Laurel Herman
Does Value investing work ?
• History
• Academic Studies
• Research process
• A practical Example
Nicolas Scheuermann, Scheuermann & Co. AG
How everybody can capitalise space infrastructure
• Space is all about huge infrastructure. Based on
supporting 100 start-ups per year in this field, an
overview on
• How the constellations navigation, earth observations
or telecommunication satellites are big investments
and driven by commercial interest
• How more and more companies make use of this
infrastructure, bringing the business back to earth and
providing an outlook to the future
Frank M. Salzgeber, Head of Technology Transfer,
European Space Agency (ESA)
Panel discussion: Investing with conciousness
• Mission related and Social Impact Investing defined
• Experiences and what has to be considered in a practical
approach
Dr. Stahl, Managing Director, BonVenture
Rakesh Chand, Chairman, Kaura Foundation (SFO)
Andreas Renker, Managing Director, Green Energy 3000
Oliver N. Hagedorn, CEO, avesco (MFO)
Moderation: Karen Hitschke, Director of Funds &
Investments, Yunus Social Business Global Initiatives
18:00-18:30
Drinks Reception in the Ballroom Foyer
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
05
Programme
Wednesday
12th November
Geographic: Local Heroes
Operations, Internal
Investments, Money Matters
Liquid Assets Financial Markets
Illiquid Assets Direct Investment
Garden Salon 3
The Gallery
Garden Salon 1
The Ballroom
Garden Salon 2
Registration and welcome with coffee, tea and breakfast snacks
07:30-08:30
08:30-09:00
09:00-09:30
Welcome address by the organisers Katja Mülheim and Tobias Prestel
09:30-10:00
Keynote: Creating value from values – the privilege of choice, Klaus Tischhauser, Co-Founder & CEO, responsAbility Investments AG
Morning break in the Ballroom Foyer
Family Office Forum Zurich 2014
10:00-11:00
06
Operations
Monitoring & Reporting
Private Equity, M&A and Venture Capital
Principal challenges – How a global think tank of
geniuses executes any funded wish
Walter O'Brien, Futurist, Founder ConciergeUp.com
Technology tools: What 200+ Family Office Software
customers taught me about technology
Dr. Peter Dobler, Managing Director, PS Plus
PE’s are from Mars and Strategics are from Venus – A nonjudgmental comparison of IP-centric acquisitions
• IP as a business strategy vs. IP as an exit driven business
model
• Competitive positioning for buyers and seller
• Confirmatory diligence vs. exploratory diligence
• Deal Killers and How to avert or mitigate them
• Special issues for global acquisitions
Harry Rubin, co-chair of Ropes & Gray’s International Practice
11:00-11:30
Offshore: Global outlook on establishing a family office
in global hubs or offshore locations – Factors to
consider and Jersey as a case study
• Practical matters and Staff
• Stable legal and political system structures
• Family office regulation and legal
• Tax implications
Ian Slack, Director, Bedell Trust
11:40-12:10
Middle East: Current state of wealth management
Dr. Rania Azmi, Ph.D., Principal, SFO and Strategic
Advisor, SWF-MENA
VistaJet Networking Break
Ian Moore, VistaJet
Case Study: A bespoke Family Office reporting solution
• Strategic milestones
• Problems and solutions
• Key success factors
• A real life implementation
Ian ledzion, AXIDIA
Capitalising on Credit Disintermediation
• Bank disintermediation is a longer term secular tend
creating new investment opportunities
• Opportunities span multiple asset classes
• Investors can improve absolute and risk adjusted returns by
allocating to private credit
Matt Bass, Chief Operating Officer Alternatives,
AllianceBernstein
Private Equity – Safe haven for Family Offices?
• Asset Allocation
• Investment Criteria
• Industries & Regional Focus
• Case Study Germany vs. Switzerland
Dr. Marc Herzog, Managing Director, Family Office
Consulting
12:20-12:50
Middle East: An entrepreneurial Family Business´ view
• How Technica was transformed from local family business
to a global company with family culture
• Servant leadership concept and succession planning in
Middle East family business
• Overall climate of investment in MENA region and possible
ways for FB from elsewhere to get engaged in MENA region
Tony Haddad, GM, Technica International (SFO)
Panel discussion: Private Aviation & Yachts To Own or Charter?
Ian Moore, CCO, VistaJet
Trevor Lambarth, VP Sales EMEA, Bombardier
Jamie Edmiston, CEO, Edmiston Yachts
Monitoring & Reporting:
• Anytime
• Anywhere
• Tailor-made
• Compliant
Andreas Oehninger, Managing Director,
vwd PortfolioNet Service AG
Panel discussion: Alternatives
Matt Bass, Chief Operating Officer Alternatives,
AllianceBernstein
Dr. Jörg Goschin, Co-Founder, ALSTIN (SFO)
Max Seyer, MD, Seyer & Partner (MFO)
Moderator: Deepak Lalwani, OBE
Investor panel discussion: Successful ways to access
and deal with Venture Capital investments
Christopher Stone (SFO)
Jörg “George” Sperling, Principal
Jan Budden, Principal
Daniel Ross, CrowdBnK
BioTech and HealthCare
Media, Digital and Internet
Professor Sir Martin Evans, Medicine Nobel prize holder
Opportunities based on the global change in media
consumption
Jak Severson, Co-Gounder and CEO, Thoughful Media Group
Panel discussion: BioTech Healthcare
Scott Johnson, CEO, Myelin Repair Foundation
Bob Johal, Biochemist, Advisor (Institutional & SFO)
Dr.Alfred Scheidegger, Managaing Director, Nextech
Dr. Marie Charles, Managing General Partner,
Tiger Healthcare Private Equity (Closed fund, SFO)
An Investors Insight into the Status Quo of Smartphone
Technology – Case Study: Empowering Blind Women and
the Ageing Population through Smartphones
Abhi Naha, Founder and CEO, Zone V
High impact, high yield impact investing
Dr. Marie Charles, Managing General Partner,
Tiger Healthcare Private Equity (Closed fund, SFO)
Panel discussion: Film and Media as an asset class
• Film investment correctly done, can be a secure,
uncorrelated and lucrative investment
Marcel Strobl, MFO
Ibrahim AlHusseini, Principal, SFO
Dr.Gero Bauknecht, SFO
Christian Becker, Managing Director, RatPack Film
Matthias Rosenberger, CEO, Malao Film
Moderator: Jo Sawicki
Aviation
Alternatives
Lunch break in the Gallery
13:00-14:00
Women in Wealth
14:10-14:40
India Rising: Opportunity Knocks
• Structural changes repositioning India as global
investment destination
• Where Foreign Direct Investment goes
• The New Modi Government: Top 10 Game Changing
Initiatives so far
• Indian Real Estate and Investment Case Study Bangalore
Ricky Husaini, United Sustainable Developments Limited
Women & Wealth: Her Role in Innovation, Investment,
and Ecosystem Support: Getting Comfortable with
Uncomfortable
• How behavior and design shifts in groups can lead to
more robust levels of inclusion
• How access to business networks, expertise and capital
play out across gender lines
• Why women are central to innovation, yet
underrepresented in the innovation economy
• What leaders can do to influence and change both
Sharon J. Vosmek, CEO, Astia
14:50-15:20
Indian Ocean: India, Arabia, Africa, Mauritius and their
link
Suzanne Gujadhur Bell, Managing Director, International
Proximity
Ricky Husaini, United Sustainable Developments
Moderator: Deepak Lalwani OBE
Presentation: Shedding a light on correlations between
gender, leadership and ownership
• Why ownership requires leadership
• Change in gender – liability or opportunity?
• Myths and facts on a women heading the family business
• How family owned businesses pave(d) the way for
women business leaders
Ida Beerhalter, Co-Head, IOME
Panel discussion: Monitoring & Reporting
Bernd von Staa, Strategic Advisor, SOBACO Solutions AG
Andreas Oehninger, Managing Director,
vwd PortfolioNet Service AG
Ian ledzion, AXIDIA
Dr. Peter Dobler, Managing Director, PS Plus
Cybersecurity
Cybersecurity: the essentials - Understanding cyber
risks - Cyber security market trends - State of the art
in threats & defences- Best practices in cyber security
Alex van Someren, Royal Society CyberSecurity
Research Steering Group and Managing Partner,
Amadeus Capital Partners
Afternoon break in the Ballroom Foyer
15:30-16:00
Women in Wealth
16:00-16:30
Kingdom of Saudi Arabia: Investment through Knowledge
Transfer
• Accessing investment opportunities in KSA
• Surprisingly Social and Sustainable
• Cultural musings and mis-steps of an Englishman Abroad
Silash Ruparell, CEO Armacom
Panel discussion: Women in Wealth
• The wealth of women – an untapped economical force
• The influence of gender on investment decisions
• A global review of gender in ownership
• Does Gender parity warrant more sustainable success?
Dr. Luna Glucksberg, Goldsmiths University, London
Laurel Herman
Moderator: Steffi Claiden
16:40-17:10
East Europe and CIS: A Family office approach to
investing in direct private equity deals
• Overview of Talis Capital
• Presentation on the Agricultural Investment in the
Ukraine – expansion on successful exit and re-investment
• Presentation on niche shipping strategy operating small
handysize dry bulk vessels in the Black, Mediterranean
and Azov seas
• Presentation on other Digital Investments
Vasile Foca, Matus Maar Co-founders Talis Capital
Presentation: Women Leadership and Family Governance
• The difference between the genders – a stereotype
repeated too often and questioned not often enough?
• Why and when does gender matter?
• Is the holy grail of gender diversity impersonalisation of
gender?
• Does women leadership contribute to the quality of
governance?
Dr. Rania Azmi, Ph.D., Principal, SFO and Strategic
Advisor, SWF-MENA
17:20-17:50
18:00-18:30
Panel discussion: Internet and New Media
Frederic Haitz, CEO, ezeep
Simon Schäfer, CEO, Google Factory Berlin
Moderation: Joachim Paech, CEO, P.A.M.
Panel discussion: Next generation as leaders –
Gender issues
• How gender impacts leadership: determinant, trap or crap?
• Gender differences in leadership and ownership
• How to get beyond the gender myths to true leadership
Ida Beerhalter, Co-Head, IOME
Alexis Ostrobrod, ZELA Fashion
Closing remarks in the Ballroom and Ballroom Foyer
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
07
Participants
Family Office Forum
Zurich, 11 - 12 November 2014
Participants
Family Office Forum
Registration
Register now
Media Partners
More Family Offices on stage than service providers. More Family Offices in the audience than
service providers. For further information on the composition of our audience please see:
www.prestelandpartner.com
London, 21 - 22 October 2014
The high quality and relevance of our delegates is ensured because of
1. Our in-depth research and individual contacts
2. The personal and individual invitations to the Family Office Forum
100 England based Family Offices and UHNWI
are expected – unique here is our definition of a
Family Office, please see below!
Free participation is exclusive to genuine* Family Offices. And only relevant partners of Family
Offices are able to purchase a delegate pass. In addition the number of delegate passes is
strictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.
Zurich, 11 - 12 November 2014
* Our definition of a genuine Principal or Family Office is at least 100 Mio. GBP of assets (usually it is much
more), these assets are from only one or few families / wealth owners, and the Family Office is working for one
or few (not as a solution provider to many 3rd parties).
200 international Family Offices are expected in
November, coming from all over the globe.
Who is a Partner / Sponsor
Sponsors are experts in their respective fields and work with or for Single and Multi Family
Offices. The Family Office Forum is not a sales show: partners and sponsors do not present
financial products but assist Family Offices in the optimisation of their processes and workload.
If you want to become a partner / sponsor please contact [email protected]
Wiesbaden, 27 - 29 April 2015
Partners
Join us when 200+ (!) German speaking genuine*
Family Offices meet.
Dubai, 16 - 17 February 2016
The Middle Eastern Family Office Forum for
Principals and genuine Family Offices. Providers
such as Private Banks will be in drastic Minority.
Mumbai, 23 - 24 February 2016
Where 100+ Indian Principals and genuine
Family Offices meet to connect with Peers.
*
Are you a Family Office, or UHNWI? Then you enjoy free entry! Our definition of a Family Office is minimum USD 150
million of assets from only one or few families / wealth owners, and the Family Office is working for one or few (not as a
solution provider to many 3rd parties). Please contact [email protected]
Technology Partners
Do you work with Family Offices? The Family Office Forum is not a sales show, places for service providers are strictly
limited! To register please visit www.prestelandpartner.com
Your Registration:
Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected]
By phone: Please dial ++ 44(0) 20 339 71390
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Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
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Family Office Forum
Registration
Zurich, 11 - 12 November 2014
Your place at the Family Office Forum Zurich
11th - 12th November 2014 at the Hotel Dolder Grand Zurich
Register Now
Until
1 February 2014
Both Days:
11th and 12th
November 2014
One Day Only:
11th or 12th
November 2014
Until
Until
From
Number
30 May 2014 11 September 2014 12 September 2014
€ 2490 + VAT
€ 2690 + VAT
€ 2890 + VAT
Save € 600
Save € 400
Save € 200
€ 1990 + VAT
€ 2190 + VAT
€ 2390 + VAT
Save € 600
Save € 400
Save € 200
€ 3090 + VAT
€ 2590 + VAT
Total
Registration fee includes refreshments, coffee breaks, snacks, buffet lunch, drinks and conference
documentation. Accommodation is not included. VAT subject to government change.
Free Admission for Family Offices
Are you a genuine* Family Office? You have the privilege of free admission. Please
contact [email protected]
Your contact details
Delegate name:
Title:
Privacy
Company:
Tick here if you do not wish
to receive information from
Prestel and Partner Ltd.
Address:
Country:
Telephone:
Cancellation policy
Email:
Permission granted by (name and signature):
How to register
Payment Details
In writing: Post this form to us, or fax it to
+44 (0) 20 3397139 1
Bank transfer: Prestel and Partner Ltd
Account: 46223368, Sort code 30-99-93,
BIC LOYD GB21132,
IBAN GB43 LOYD 3099 9346 2233 68,
Lloyds TSB Bank
Online: www.prestelandpartner.com in the
section "Become a Delegate" or email
[email protected]
By phone: +44 (0) 20 339 7139 0
Payments due within 10 days of invoice date, and in
advance of the Family Office Forum. For terms and
conditions see www.prestelandpartner.com
1. If you are unable to attend your
place is transferable.
2. Invoiced amounts are due in
full. Prestel and Partner will not
issue refunds.
3. If you register but can not
attend Prestel and Partner will
provide you with conference
documentation.
4. Prestel and Partner reserves
the right to amend the
conference programme and
schedule without notice.
5. Prestel and Partner is not
responsible for any costs
occurring due to any changes
or cancellations.
*Our definition of a Family Office is minimum USD 150 million of assets from only one or few families / wealth
owners, and the Family Office is working for one or few (not as a solution provider to many 3rd parties).
Join us! Register online at www.prestelandpartner.com, by email [email protected] or phone 0044 (0) 20 339 7139 0
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