Thought Leadership in Palm Beach
Transcription
Thought Leadership in Palm Beach
FOA NEWSLETTER APRIL 2015 2015 PALM BEACH FORUM DIGEST INTRODUCING THE FOA KNOWLEDGE CENTER FOA IGNITE STARTUP PITCH PANEL LAUNCHES IN APRIL Thought Leadership in Palm Beach Timely Keynote on Cuba by Former Mission of the US Interests Section in Havana P alm Beach was the perfect backdrop to March’s Investment Forum, where FOA member families mingled with invited firms to discuss topics from family office affairs to a range of leading edge fields. Attendees were treated to a special keynote address “The Future of Investment, Philanthropy, and Travel in Cuba,” by John Caulfield the recently retired Chief of Mission of the US Interests Section in Havana Cuba. Given recent political and social events in the area, the discussion triggered a lively discussion. Caulfield emphasized that until the introduced legislation that would repeal the economic embargo on Cuba passes, investment opportunities will be limited to Cuba’s nascent private sector. He stressed that even if the US law changes, “Cuba remains a very restrictive environment for foreign investment” but areas of opportunity will likely focus on agriculture, tourism and real estate development. FOA NEWSLETTER APRIL 2015 Caulfield urges informed investment in the area and notes that Americans may not take advantage of greatly streamlined procedures for obtaining permission to visit Cuba. “A worthwhile, fun and informative experience. The quality of the attendees was as advertised, and the more intimate “fireside chat” speaking sessions made for a much more interactive and conversational presentation. We met and engaged with a number of families over the course of this event, most of whom are potential new investors with our firm...a valuable use of our time and efforts. - Jeff Serra, President, Serra Management (SFO); and Co-Founder and CEO of Vida Capital, Inc. Audience questions focused on the entrepreneurial spirit of Cubans and potential for investment in startups when the political landscapes becomes friendlier. Caulfield noted the ingenuity of the Cuban people and his hope that this sector would indeed offer future potential. Caulfield welcomes additional questions from the discussions that were triggered at the Investment Forum and can be contacted through FOA. “The FOA Investment Forum in Palm Beach at the Breakers is a very differentiated and distinguished event. It combines an investment-centric agenda with a diverse but sophisticated audience, a worldclass venue and perfect organization. As a presenter, FOA and Angelo Robles have created a must-attend venue in the global conference calendar. Well worth the trip from London.” - Bernd Onruch, Managing Partner, Astellon Capital Partners Family Office Association (FOA) is a global membership organization for hundreds of the world’s wealthiest families and their single family office executives, with an aggregate member net worth of $150B. We are committed to creating value for each family we serve as a peer group; value that grows their wealth, strengthens their legacy and unites multiple generations through shared interests and passions. We do this through hosting the most exclusive and special programs in the community that connect our membership with their peers, experts and industry thought leaders. 500 W Putnam Ave, Suite 400, Greenwich CT 06830 • (203) 570.2898 • [email protected] FOA NEWSLETTER APRIL 2015 Introducing the FOA Knowledge Center F OA is pleased to introduce our new Knowledge Center, a help desk at each of our events sponsored and staffed by experts from respected partner firms. FOA Knowledge Center partners are immediately elevated to the level of trusted partner, providing firms the opportunity to engage potential clients, distinguish themselves from competitors and form lasting connections with important families. Knowledge Center sponsorships are limited to one-per event and book quickly. If your firm is interested in this opportunity, please contact us for more information. “Member families have questions and they want answers. We listened to their feedback and have created this opportunity for them to ask personal questions and get immediate expert answers. This opportunity will undoubtedly create unique connections and provide value across the board.” - Angelo Robles, CEO at FOA UPCOMING FOA EVENTS APR FOA Spring Global Summit at Westchester Country Club MAY FOA San Francisco at The Battery JUL AUG FOA Summer Global Summit at Westchester Country Club FOA Summer Retreat at Martha’s Vineyard All FOA Events are invitation only. For a full calendar of 2015 events and information about membership, please contact Angelo Robles at (203) 570.2898 or email [email protected]. FOA Ignite to Launch at the 2015 Spring Global Summit The first FOA sponsored Ignite panel, a judged startup pitch panel, will launch at the 2015 Spring Global Summit and feature four promising companies in the startup space. VAYU Unmanned Aerial Vehicles ADMETSYS Artificial pancreas system PINYATA Collaborative social media app ORGANIC MIXOLOGY Socially conscious spirits