Family Office Forum 11 - 12 November 2014, Zurich
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 08 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 09 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 10
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