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Effective wealth preservation and future-proofing of your Family Office
AGENDA
Day 1: Monday 20 June
08:00 - 09:00
Registration, Breakfast, Networking
09:00 - 09:10
Chairman Welcome Remarks
09:10 - 09:50
Managing Family Dynamics: Actionable Solutions to the Growing Complexities of Family Businesses
- What challenges are family businesses currently facing? A look at generational and cultural division, evolving family structures and cross-border legal and tax conflicts.
- How can these challenges be overcome? Understanding the role of external advisors.
- Strategies for building a robust and effective governance structure. Does the relationship between principals, family officers and the next gen need a new narrative?
- How to implement an effective succession plan.
09:50 - 10:10
Governance - what’s it worth?
10:10 - 10:30
Keynote presentation: Take Care of Your Health, As Well As Your Wealth
Family health and wellbeing is so often overlooked by Family Offices despite being paramount for generational continuity. What strategies can families take to mitigate physical & mental health risks, and, apart from the obvious; why is this so important?
10:30 - 11:00
Networking Break/One-To-One Meetings
11:00 - 11:40
Deploying Capital for Social & Environmental Good: Impact Investing, ESG-Integrated Investing & Philanthropy
- Why do we care about impact and philanthropy? Why do we need it or do it?
- Impact and ESG-integrated investing. How do the financial and non-financial returns compare?
- How can we effectively measure impact?
- Taking the lead from the next-gen. Why it makes sense for them to drive these initiatives.
11:40 - 12:00
Keynote Presentation: Transforming aquaculture through scaling novel solutions
12:00 - 12:20
Keynote Presentation: The Green Industrial Revolution
12:20 - 14:00
Networking Lunch
14:00 - 14:40
Family Office Venture Investing
- How has the pandemic effected private equity and portfolio companies?
- What does the upcoming environment look like in terms of valuations, deals, due diligence, fundraising and exits?
- How are technological developments, availability of data and AI effecting investment decisions within private equity?
- The role of private equity in corporate diversity, equity, and inclusion.
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Zaid Al-Qaimi
Chief Investment Officer
Kimera
14:40 - 15:00
Why Family Offices will drive the next wave of impact-related investments into technology and healthcare?
15:00 - 15:30
Networking Break/One-To-One Meetings
15:30 - 16:30
Roundtable Discusussions
Table 1: Investing in the world we want to live in - our approach in Healthcare
Dr. Maria Specogna, Lead PM Kieger Sustainable Healthcare Fund, Kieger AG
Table 2: Metaverse and Industry 4.0. are changing our lives forever. What are they and where to invest?
Stephen Lile, Managing Partner, Oxbridge Ventures
Table 3: Sarofim: 60 years of Global Investing
Alan R. Christensen, President, Fayez Sarofim & Co.
Table 4: Phytocann - A Leading Profitable European CBD Company
Alexandre-Henri Lacarré, Chairman & CEO, Phytocann
16:30 - 17:00
Networking Break/One-To-One Meetings
17:40 - 18:00
Moving on to Crypto?
17:00 - 17:40
Digital Assets & Cryptocurrency. Building the Foundation for Widespread Institutional Adoption
- How has the regulatory framework for digital assets changed?
- The importance of trusted custody solutions and ETF's?
- Environmental considerations. Crypto mining and the move from coal to renewable energy sources.
- What impact will digital assets and the emerging decentralized finance market have on the traditional financial services market?
17:40 - 18:00
The DeFi and Web3 Opportunity for Funds and Family Offices
18:00
Networking Cocktail Reception and Dinner
AGENDA
Day 2: Tuesday 21 June
08:00 - 08:50
Breakfast and Networking
08:50 - 09:00
Chairman Welcome Remarks
09:00 - 09:40
Real Estate of Tomorrow
- What does the future hold for real estate investment?
- Safe haven in a turbulent world, or just an illiquid asset in world searching for value and yield?
- Repurposing of Real Estate within the portfolio. Strategies for Family Offices.
- ESG, locality and the responsibilities of Real Estate investors in boosting urban wellbeing.
09:40 - 10:20
Healthcare Investments as a Family Office: Identifying the Opportunities
- Which subsets and markets hold the most promise for investors?
- A look at the major themes driving healthcare investments.
- How changes in the sector are effecting the broader investment landscape.
- What new opportunities are opening up for Family Office investors?
10:20 - 10:40
Healthcare Investments: New Opportunities, New Challenges
The metaverse blurs the lines between our physical and digital lives, potentially transforming advertising, e-commerce, entertainment, and more. Learn how this investment theme could unfold.
10:40 - 11:00
Networking Break/One-To-One Meetings
11:00 - 11:20
Fireside Chat: The Future of Human Capital Management with or without Technology?
11:20 - 12:00
Tech Mega Trends
- What are the tech trends that will change the world?
- Accessing the right private market deals. How to overcome the challenges?
- When does it make sense to be a contrarian investor in technology?
- Fund or direct investments as a Family Office?
12:00 - 12:20
Understanding the Metaverse: An Investment Opportunity?
12:30 - 14:00
Closing Networking Lunch