the brochure for the Family Office Leadership Summit here.

Sound investment, risk management
and governance solutions for the evolving
family office
Keynote
Speakers:
Sir John Madejski
OBE, DL
Complimentary attendance
for family offices
21 & 22 September 2010
Jumeirah Carlton Tower, London
Richard Fitzalan
Howard
Chairman, FF&P
Asset Management
‘This was the best family office conference we have ever attended.
Congratulations’
Christophe Reech, Chairman and CEO, Reech AIM Group
familyofficesummit.com
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21 & 22 September 2010
Jumeirah Carlton Tower,
London
Dear Executive,
Over the past year, family offices have had to make investment decisions amidst uncertainty and extreme levels of
volatility. In addition, the family office model has evolved with many becoming multi-family offices or setting up their own
investment vehicles. In our 4th Family Office Leadership Summit we will provide you with insight into how different
family offices across Europe have tackled these challenges.
During these two days, you will hear directly from the heads of the family office, discussing what their outlook for the future is,
and how the family office business model is evolving. For the first time, we will bring a global perspective with a panel of family
offices from around the world. Furthermore, you will discover some of the most innovative funds in the industry. By the end of
the two days, you will have made new business contacts, and had unique exposure to innovative investment opportunities.
You’ll find that, many of the UK and Europe’s leading family offices make up our outstanding speaker line up, sharing their
thoughts and expertise on current issues. Particular highlights include:
■A keynote address from Sir John Madejski OBE, DL. Knighted for his charitable services, he will share his experiences of
successful wealth creation, preservation and philanthropy
■A CEO roundtable session involving Iveagh Private Investment House, Eagles Ventures, Old Hall Lane and Church
House Trust Plc, join the debate with the fantastic line up of CEOs who will be discussing best practice and the future of
the family office model
■John Redwood, Chairman at Evercore Pan-Asset Management and Jonathan Bell, CIO at Stanhope Capital joined
by other industry experts will once again come together to discuss current investment opportunities, performing asset
classes and the outlook for 2011
■A dynamic discussion of the family office as a viable business with insight from Richard Fitzalan Howard, Chairman
of FF&P Asset Management Rico Baumgartner, CEO of the Baumgartner Frey Family Office amongst other leaders of
family offices from across Europe
■An exploration of the results of the recent study, conducted among wealthy heirs, into successful wealth transfer by the
Guidato Family Office. Marijke Kuijpers, Partner and Raimund Kamp, Partner will share their insights for the critical
success factors in sustaining wealth across multiple generations
■The opportunity to participate in an exclusive Champagne Roundtables, discover sound investment strategies, effective
risk management and robust governance solutions specific to your family office needs
Beyond the comprehensive programme of panel discussions and presentations, the summit also provides an exclusive forum
in which representatives from leading family offices can come together to share ideas on how best to meet the challenges
facing their firms.
I very much look forward to welcoming you to the event in September,
With best wishes,
Jonathan Greene
Publisher
Hedge Funds Review
familyofficesummit.com
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21 & 22 September 2010
Jumeirah Carlton Tower,
London
Speaker’s gallery
Sir John Madejski, OBE, DL
Sir John Madejski OBE, DL is Chairman and Director of 18 companies worldwide. His most high-profile position is as Chairman
of Reading Football Club. He is a well-known philanthropist and in 2009 was knighted for his charitable services. He is a
significant benefactor to the Royal Academy of Arts in London and has funded the John Madejski Academy in Reading. He
was on the Board of Governors at Henley Management College for 10 years up until 2007 when he was made an Honorary
Fellow for his contributions to the college. In December 2007, he was made an honorary doctorate of literature at University of
Reading and installed as their Chancellor.
Richard Fitzalan Howard, Chairman, FF&P ASSET MANAGEMENT
After completing his degree at Oxford, Richard joined Robert Fleming in 1975 where he worked for 25 years as an investment
analyst and fund manager, both in London and New York. He was head of the Charities Division for five years before moving
to the newly formed Fleming Family & Partners in 2000 as CEO of FF&P Asset Management Ltd, becoming Chairman in 2010.
He is a Director of JPMorgan Smaller Companies Investment Trust and of CCLA; a Trustee of The Dulverton Trust, The College
of Arms Trust, the Orders of St John Care Trust and the COIF Charities Funds; and a member of the Investment Committees of
Corpus Christi College, Oxford, and of The Sovereign Military Order of Malta.
Paul Ross, CEO, IVEAGH PRIVATE INVESTMENT HOUSE
Paul started his career in 1985 as a derivatives trader on the London Metal Exchange with Mocatta Commercial. From 1991
to 1997 he worked for a Paris-based placement agency, IFD et Associes, focusing on emerging market fund management.
Between 1988 and 1990, Paul worked as a CTA analyst and allocater with Arbuthnot Stolter, a London based merchant
bank. In 1998 he founded fund of hedge funds firm Arundel Partners and oversaw its merger with Iveagh of which he was
appointed CEO in 2006.
John Redwood, Chairman, EVERCORE PAN-ASSET CAPITAL MANAGEMENT LIMITED
John held senior investment roles at Robert Fleming and NM Rothschild in the 1970s and 1980s. Since, he has been a Pension
trustee, Investment Committee member for an Oxford College, Chairman of an investment company and a non-executive
Director of a hedge fund and an Investment Trust. An early advocate of tracker funds, he has written extensively on economics
and investment. He is currently a Distinguished Fellow of All Souls College, Oxford and a lecturer and commentator on economic
and investment matters. He holds a doctorate from Oxford University and the IMC Investment Management qualification.
Nathalie Dauriac-Stoebe, CEO, SIGNIA WEALTH
Nathalie joined Signia Wealth as CEO from Coutts & Co where she was a former Senior Client Partner. She was one of the
four founding members of the Coutts Private Office. In 2008 and 2009, she was elected one of the 40 Rising Stars by the
European Wealth Management Bulletin. Prior to joining the private banking industry, Nathalie worked at Lazard & Co in
their M&A Corporate Finance division. Nathalie read Finance at Cambridge University, and is from Sain Emilion in France
and is still actively involved in running her family’s vineyards in France and South Africa.
John Moore-Stanley, Head of Investments, CARDONA LLOYD LIMITED
John advises an UHNW family on passive investment strategy, having initiated the function in 2007. Prior to this role, he was
manager of several Event Related Hedge Funds for HSBC New York and managed proprietary capital focused upon Merger
Arbitrage. Prior to that, he held numerous corporate finance functions on behalf of Swiss Bank and Chase Manhattan Bank,
both in London and New York. He was educated at Oriel College, Oxford, Harvard University, Columbia University and New
York University.
Maarten van Hengel, Partner, HIGHMOUNT CAPITAL, NEW YORK
Maarten co-founded and serves as general manager of Highmount Capital. Prior to forming Highmount Capital, Maarten was
a Managing Director at Trainer Wortham & Company, where he established the Family Wealth Management Team. Previously
he had been Principal, Senior Investment Strategist and Portfolio Manager at Bankers Trust Private Bank. At Bankers Trust, he
shared responsibility for directing asset allocation decisions on more than $15 billion of assets under management. He has
been involved with various non-profits and is currently a Director of the Netherland America Foundation and on the board of
Metalized Carbon Corporation.
John Veale, CIO, STONEHAGE INVESTMENT PARTNERS
John is the Chief Investment Officer of Stonehage Investment Partners where he leads investment research and strategy.
John joined the Stonehage Group in 2001 working initially as a Portfolio Manager and Analyst at TriAlpha Investment Advisors
Limited, the Group’s asset management business. Prior to that John spent eight years in the engineering industry, John is
a Chartered Engineer and obtained a Master of Science in Engineering for research in numerical modelling in 1992 and a
Bachelor of Science in Engineering (First Class Honours) in 1990 from the University of Cape Town.
hedgefundsreview.com/familyoffice
familyofficesummit.com
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21 & 22 September 2010
Jumeirah Carlton Tower,
London
Programme
Day one – Tuesday 21 September 2010
08:30
Registration
09:00
Chairman’s welcoming address: Ian Morley, Chairman, CORAZON CAPITAL
09:10
Keynote Address: The evolution of the family office
■ Adapting to change over time
■ Initiating the move to a multi-family office
■ Family office outlook
Richard Fitzalan Howard, Chairman, FF&P ASSET MANAGEMENT
09:40
CEO Roundtable: Effective leadership and maintaining the optimum family office structure
■ What is the vision for growth for the family office model over the next 5 – 10 years?
■ Developing a cohesive family office through family values, structure and strategic planning
■ Creating benchmarks to measure family office management and maintain trust
■ Addressing conflicts in multi-generational families
■ Risk considerations for the family office
Moderator: Ian Morley, Chairman, CORAZON CAPITAL
Paul Ross, CEO, IVEAGH PRIVATE INVESMENT HOUSE
James Mahon, CEO, CHURCH HOUSE TRUST PLC
Sandip Jobanputra, Managing Partner, OLD HALL LANE
Pascale Erseel, CEO, EAGLES VENTURES
10:30
Morning coffee and networking break
11:00
Four 12 minute presentations on the latest strategies and best performing products presented by leading alternative asset managers
11:50
Presentation: In search of sustainable returns: Investing in developing economies
■ Will the emerging markets play an increasing role in family office investments?
■ Understanding the opportunities found in emerging markets
■ How to access emerging markets
■ The role of index funds in gaining exposure to emerging markets
■ Beyond the BRIC economies
■ Evaluating the risk of investing in emerging markets
Speaker to be confirmed, please visit websites for updates
12:20
Are family offices under-allocated to hedge funds? ‘One manager at a single family office will present his arguments as to why he
believes they are and welcomes counter arguments from colleagues’
■ Key contentions
■ Pros & cons
■ Evaluating strategies
John Moore-Stanley, Head of Investments, CARDONA LLOYD LIMITED
12:50
Lunch
13:50
Presentation: Changing attitudes towards risk management for family offices
■ Risk vs return: Setting an appropriate risk appetite for your family office
■ Evaluating how family offices are currently managing risk
■ Assessing the different approaches to risk management
■ Ensuring you can evaluate the risk
John Veale, CIO, STONEHAGE INVESTMENT PARTNERS
14:20
Four 12 minute presentations on the latest strategies and best performing products presented by leading alternative asset managers
15:10
Afternoon coffee and networking break
15:40
Research presentation: Coming into money: Preparing the next generation
■ Communication within the family
■ Financial knowledge
■ Level of commitment with respect to the wealth
Marijke Kuijpers, Partner, GUIDATO FAMILY OFFICE
Raimund Kamp, Partner, GUIDATO FAMILY OFFICE
16:10
Panel discussion: Family offices around the world: What can they learn from each other?
■ Case study 1: family office from the US
■ Case study 2: family office from Middle East
■ Case study 3: family office from Europe
Moderator: Ian Morley, Chairman, CORAZON CAPITAL
Maarten van Hengel, Partner, HIGHMOUNT CAPITAL, NEW YORK
Ron Chandiramani, Founder & Group President, AL MIDAS INTERNATIONAL GROUP, DUBAI
Nikos Latsos, Head of Alternative Investments, ALPHEUS ADVISORS, GREECE
16:50
Champagne Roundtables
Participate in one of our exclusive champagne roundtables to discover:
■ Sound investment strategies
■ Effective risk management
■ Robust governance solutions
Further details will follow shortly, please visit website for updates
17:50
Chairman’s Closing Remarks: Ian Morley, Chairman, CORAZON CAPITAL
18:00
Cocktail reception
familyofficesummit.com
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21 & 22 September 2010
Jumeirah Carlton Tower,
London
Programme
Day two – Wednesday 22 September 2010
08:30
Registration
09:00
Chairman’s welcoming address: Ian Morley, Chairman, CORAZON CAPITAL
09:10
Keynote address: Sir John Madejski, OBE, DL
09:40
Panel discussion: Asset Allocation-Discovering innovative investment strategies
■ The hunt for yield: What asset classes will perform over 2011?
■ The role of cash as an asset class?
■ Working in liquid and non-liquid markets
■ Diversification: Understanding the exposures
■ The role of ETFs in implementing asset allocation decisions
Jonathan Bell, CIO, STANHOPE CAPITAL
John Redwood, Chairman, EVERCORE PAN-ASSET CAPITAL MANAGEMENT LIMITED
Sanjeet Bhavnani, Managing Partner, SB VENTURES
Amit Bedi, Managing Partner, BEDI CAPITAL
10:30
Morning coffee and networking break
11:00
Four 12 minute presentations on the latest strategies and best performing products presented by leading alternative asset managers
11:50
Presentation: Effective tax planning for family offices
■ The approach of current administration to taxing family wealth and how it impacts your family office
■ Implementing the right strategies to withstand the new tax and regulatory environment
■ Understanding the risk and evaluating the effectiveness of offshore structures
■ What are the tax benefits of charitable giving?
■ The role of trusts in tax planning
Speaker to be confirmed, please visit website for updates
12:20
Panel discussion: Challenges of private equity in a family office portfolio
■ Funds of funds vs. direct private placement
■ Ensuring PE investments are consistent within a family office risk profile
■ Creating diversification to maximise returns
■ Private equity outlook; what can be expected over the next 5 years
Sven Berthold, CFA, Sr. Investment Manager, WEGASUPPORT GMBH
Constantin Rinn, CFA, SVP, CLERVILLE INVESTMENT MANAGEMENT
Other panellists to be confirmed
13:00
Lunch
14:00
Presentation: Communicating investment strategy and performance to family members
■ Adapting to increased family involvement
■ Assessing effective approaches to educating family members
■ Practical solutions to reporting requirements
■ Ensuring confidence and trust remains within the family office
William Drake, Co-Founder, LORD NORTH STREET LIMITED
14:30
Presentation: Understanding the overall value of your wealth
■ Real estate
■ Active investment vehicles
■ Art, wines and other investments
■ How do they impact on your returns?
■ Is there a right balance for your portfolio?
Speaker to be confirmed, please visit website for updates
15:00
Afternoon coffee and networking break
15:20
Presentation: Corporate bonds-A safe haven from sovereign debt?
■ Evaluating the performance outlook of corporate bonds vs. sovereigns
■ Obtaining returns from bonds
■ Risk considerations
Roger Nightingale, Independent Economist
15:50
Panel discussion: From a SFO to a MFO: Do family offices make a viable business?
■ What is the role of a family office?
■ Is it cost effective to form a SFO?
■ How does a MFO differ from a wealth management office?
■ Family offices as asset managers for third parties
■ How to market to clients
Moderator: Dr Steen Ehlern, Managing Partner, FERGUSON PARTNERS FAMILY OFFICE
Nathalie Dauriac-Stoebe, CEO, SIGNIA WEALTH
Dr. Rico Baumgartner, CEO, BAUMGARTNER FREY FAMILY OFFICE
Richard Fitzalan Howard, Chairman, FFandP ASSET MANAGEMENT
16:30
End of Conference
hedgefundsreview.com/familyoffice
familyofficesummit.com
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21 & 22 September 2010
Jumeirah Carlton Tower,
London
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