June 26-27, 2023
Fairmont Le Montreux Palace Hotel, Montreux, Switzerland
The program
"Knowledge shared is knowledge multiplied."
Explore the latest investment trends and gain practical insights on family governance, succession, next-generation leadership, impact investing, philanthropy and much more at the World Family Office Forum | Europe 2023.
MON
JUN 26
JUN 26
MONDAY
Registration, Breakfast, Networking
08:00 AM - 09:00 AM
The Family Business: Managing Relationship Dynamics, Understanding the Rising Generation and Dealing with Transition
09:00 AM - 09:50 AM
Dr. Sonja Kissling
Family Business Advisor, Attorney-at-Law LL.M., Mediator, Family Business Matters
Eric Sarasin
Chairman of the Board, The Singularity Group, Member of the Board, 1875 Finance
Meher Pudumjee
Chairperson, Thermax Ltd.
Kydd Boyle
Co-Founder, Horizons Community
Wealth Matter(s)
09:50 AM - 10:10 AM
What are the 7 hazard zones we should always be mindful of as wealth-owners and how can we manage each of these efficiently and effectively?
Ida Beerhalter
Co-Head, IOME Family Office
Look after your health as well as your wealth
10:10 AM - 10:30 AM
Health and wellbeing are so often overlooked by business families, despite being paramount to generational continuity. How can we be proactive about these issues?
Networking Break / One-to-One Meetings
10:30 AM - 11:00 AM
Where is the World Headed? A Futurist’s View
11:00 AM - 11:30 AM
Constructing a Family Office Portfolio in 2023: Trends and Investment Strategies to Consider During Turbulent Times
11:30 AM - 12:10 AM
Jonathan Ordway Fackelmayer
Chairman & Managing Partner, Ordway Selections (SFO)
Pavel Ermoline
Investment Director, Moonfare
Real Estate: Adapting to an Evolving Sector
12:10 PM - 12:30 PM
In this keynote presentation we hear insights from a leading Real Estate investor on how changes in the sector are creating new opportunities for family offices.
Networking Lunch
12:30 PM - 14:00 PM
Family Office Venture Investing
14:00 PM - 14:40 PM
Angela De Giacomo
Chief Investment Officer, Evalue Family Office (SFO)
Guy Vande Vyvere
Managing Partner,
Vybros NV (SFO)
Vishal H. Kewalramani
Founder, Chairman & CEO, The Valkin Group (SFO)
Technology & Innovation: Investing at the Cutting Edge
14:40 PM - 15:20 PM
- What are the most exciting innovations in the technology sector right now and how will these innovations reshape industries and transform the world we live in?
- Can impact and technology be intertwined? Are new technological breakthroughs bringing positive change and what responsibilities do we bear as investors?
- In which geographic markets do we see the most promising breakthroughs and innovations in technology and why? Where should we be deploying our capital?
- A look into the future. Where will the world be in 10 years’ time?
Carbon Models - Huge Potential for Entrepreneurial Investors
15:20 PM - 15:40 PM
Networking Break / One-to-One Meetings
15:40 PM - 16:00 PM
Roundtable Discussions
16:00 PM - 17:00 PM
With peer learning and interaction in mind, these 60-minute breakout sessions are designed to promote the sharing of experiences and knowledge in a very intimate setting.
Networking Break / One-to-One Meetings
17:00 PM - 17:30 PM
The Future of Food
17:30 PM - 18:10 PM
Stephen Lawrence
Chairman & CEO,
Sadel Group (SFO)
Fernando Russo
Founder, Meraki Impact (SFO)
Alexandra Korijn
Chair of the Board of Directors, Toniic
Cocktail Reception & Gala Dinner
19:00 PM - 22:00 PM
Come together on the first night of the conference to celebrate the World Family Office Forum | Europe. Enjoy the company of your fellow delegates with vistas of the soaring alps surrounding Lac Leman.
JUN 27
TUESDAY
Registration, Breakfast, Networking
08:00 AM - 09:00 AM
Making Sense of Impact Investing
09:00 AM - 09:50 PM
Giorgiana Notarbartolo
Impact Investor (SFO)
Frank Tobé
Board Member,
DOB Equity (SFO)
Kieron Boyle
CEO, Impact Investing Institute
Lucy Hambro
Co-Founder, THE ARK
Dr. Alexander Domin
Partner & Co-Head,
Trill Impact Ventures
Aquaculture: Promoting Sustainable Life Below Water
09:50 AM - 10:20 AM
An exploratory look at why aquaculture and marine conservation presents an interesting avenue for family offices involved in impact investing.
Healthcare Investments as a Family Office
10:20 AM - 11:00 AM
- What emerging trends are we seeing in healthcare? A look at biotechnology, digital health, telemedicine, personalized medicine and more.
- Assessing risk and evaluating potential returns in healthcare investments.
- Impact in healthcare. How these investments fit within an impact portfolio.
- A look into the future. How will technology change the healthcare sector?
Networking Break / One-to-One Meetings
11:00 AM - 11:30 AM
Crypto, Blockchain, and Beyond: A Family Office Perspective on Investing in Digital Assets
11:30 AM - 12:10 PM
- What are the risks and opportunities associated with investing in digital assets?
- A look at the current and anticipated regulatory frameworks for digital assets, and how might these impact the investment landscape.
- What is the potential for blockchain (e.g., supply chain management, digital identity), and how might this impact the broader investment landscape?
- How are institutional investors approaching the digital asset landscape, and what lessons can family offices learn from their experiences?
Closing Thoughts from a Family Office Principal
12:10 PM - 12:30 PM
We sit down with one of our family office attendees to summarise the discussions of the event, understand their key takeaways and explore how they envision the future and what opportunities and challenges they expect to face in the coming year.
Apply to attend
Delegate participation is reserved for family business owners, next-gen leaders, private family office principals and their senior management teams.
If you fall within this category and would like to be invited to the event, please contact us at info@connectgroup.global
Partner with us
Get the latest on Connect Group events year round