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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
Taking the Reins as a Next-Gen Leader: Lessons Learned
Next-gen leaders are essential for family businesses to thrive in the new economy. In this interview we speak with a next-gen business leader and explore the challenges faced and lessons learned.
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
Investment Showcase: Plant-Based Meat & Alternative Food Investments
12:00 - 12:20
Investment Showcase: Climate Tech: Building a Better World
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.
Zaid Al-Qaimi
Chief Investment Officer
Kimera
14:40 - 15:00
Case Study: Spotlight on Southeast Asia: A Growing VC Market
15:00 - 15:30
Networking Break/One-To-One Meetings
15:30 - 16:30
Roundtable Discusussions
Table 1: Advantages of a Global Private Wealth Partnership - Real Estate Investment Focus
Table 2: Australian Transhipment Port Infrastructure Investment Opportunity
Table 3: Advantages of an Alternative Residency/Citizenship for HNWI's
Table 4: Bitcoins Journey, Future and Strategy
16:30 - 17:00
Networking Break/One-To-One Meetings
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
Opening up the DLT and Cryptoasset Growth Story
Distributed Ledger Technology and Cryptoassets are at the heart of Industrial Revolution 4.0. What are the current opportunities in the DLT and cryptoasset space?
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.
Andreas Woitzik
Principal
Single Family Office
09:40 - 10:00
The Impact of Technology on Real Estate. A Single Family Office Perspective
How are technology and behaviour trends changing the Real Estate landscape? How can Family Offices effectively adapt to this transformation?
10:00 - 10:30
Networking Break/One-To-One Meetings
10:30 - 11:10
Healthcare Investments: New Opportunities, New Challenges
- 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?
11:10 - 11:50
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?
11:50 - 12:20
Understanding the Metaverse: An Investment Opportunity?
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.
12:20 - 12:30
Chairman Closing Remarks
12:40 - 14:00
Closing Networking Lunch