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
09:10 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)
10:00 AM - 10:30 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
Networking Break / One-to-One Meetings
10:30 AM - 11:00 AM
Constructing a Family Office Portfolio in 2023: Trends and Investment Strategies to Consider During Turbulent Times
11:00 AM - 11:40 AM
Jonathan Ordway Fackelmayer
Chairman & Managing Partner, Ordway Selections (SFO)
Simon Hopkins
Chairman, East West Private Wealth
Pavel Ermoline
Investment Director, Moonfare
Baldwin Berges
Investment Strategist
11:40 PM - 12:00 PM
The Great Reset: The Empire Strikes Back. Rethinking Your Traditional Fixed Income
Sonny Saksena
Partner, Maihar Group (SFO)
Networking Lunch
12:00 PM - 13:30 PM
Family Office Venture Investing
13:30 PM - 14:10 PM
Daniella Kranjac
Guy Vande Vyvere
Angela De Giacomo
Founding GP, Dynamk Consulting
Managing Partner,
Vybros NV (SFO)
Chief Investment Officer, Evalue Family Office (SFO)
Dr. Udo Bröskamp
Vishal H. Kewalramani
Founder, MD & Owner, Schumpeter Ventures
Founder, Chairman & CEO, The Valkin Group (SFO)
Technology & Innovation: Investing at the Cutting Edge
14:10 PM - 14:50 PM
Kristian Øvsthus
Managing Partner, Idékapital
David Pinkerton
CEO, Alpha Leonis Partners
Toby Ruckert
Director, InnovaRich Inc.
Carbon Models - Huge Potential for Entrepreneurial Investors
14:50 PM - 15:10 PM
Dr. Udo Bröskamp
MD, Schumpeter Ventures & FineVest AG
Investing in Winning Tech Companies - Riding the Wave of Smarter Digitisation
15:10 PM - 15:30 PM
Duco Sickinghe
Managing Partner, Fortino Capital
Networking Break / One-to-One Meetings
15:30 PM - 16:00 PM
Roundtable Discussions
16:00 PM - 17:00 PM
Table 1: Business models related to the new Global Greenhouse Gas Watch from WMO
Dr. Udo Bröskamp, Founder, MD & Owner, Schumpeter Ventures & FineVest AG
Table 2: Leveraging Private Cloud IT: Maximizing Value, Cyber Security, and Regulatory Compliance for Family Offices
Hossein Fezzazi, Chief Operating Officer, Penta
Lester Pinto, Regional Manager, Penta
Peter Philp, Senior Manager Service and Communications, Penta
Table 3: Mastering Secondaries in Private Markets: Palico's Expert Guide with Best Practices, Market Trends, and Pricing Insights
Christopher Jeffery, General Manager, Palico SAS
Table 4: Opening up the Cryptoasset and DLT Growth Story
Networking Break / One-to-One Meetings
17:00 PM - 17:30 PM
The Future of Food
17:30 PM - 18:10 PM
Christina-Anne Kyosti
Chairwoman, ViaTalenta Group (SFO)
Fernando Russo
Founder, Meraki Impact (SFO)
Stephen Lawrence
Chairman & CEO,
Sadel Group (SFO)
Baldwin Berges
Investment Strategist
Cocktail Reception & Gala Dinner Hosted by Jetfly & CaptainJet
19:00 PM - 22:00 PM
Come together on the first night of the conference to celebrate the World Family Office Forum | Europe and enjoy the company of your fellow delegates in the beautiful Salle des Fêtes. The evening, hosted by Jetfly & CaptainJet, will include a special performance from award winning Dutch magician and mentalist Tim de Vos.
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
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
10:50 AM - 11:20 PM
H.S.H. Princess Alessandra von Bismarck
CFO, Bismarck Family Office (SFO)
Joost van der Plas
Managing Partner, Maven 11
Anatoly Crachilov
Chief Executive Officer, Nickel Capital Partners (SFO)
Stuart MacDonald
Chairman, Aaro Capital
A Smile on A Million Faces
11:20 AM - 11:40 AM
Folabi Esan
Partner, Adlevo Capital
Generational Gems: Building a Sustainable Legacy Beyond Family Wealth
11:40 AM - 12:00 AM
Sophie Khau
Managing Director, Mastery Holdings (SFO)
Sylvie Khau
Director, Mastery Holdings (SFO)
Networking Lunch
12:00 PM - 13:30 PM
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
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