The Dorchester Hotel, LondonTuesday–Thursday, 24–26 May, 2016

Grow your business and strengthen your family relationships Learn how from successful business families and leading experts

Mr. André Hoffmann, Roche Holding Ltd. (Switzerland)Mr. Andy Rubin, Pentland Brands plc (United Kingdom)

The Sulzberger Family, The New York Times Company (United States)Dr. Percy Barnevik, Hand in Hand International (Sweden)

Mr. Iraj Ispahani, M.M. Ispahani Ltd. (Bangladesh)

Dr. Ivan Lansberg, Kellogg School of Management and Author of “Succeeding Generations” and “Generation to Generation” (United States/Venezuela)

Mr. Peter Leach, Imperial College London Author of “Family Enterprises, The Essentials” (United Kingdom)

Mr. Devin DeCiantis, Harvard University and Kellogg School of Management (Canada)

16TH ANNUALFAMILY BUSINESS FORUM

Now in its 16th year, the Forum is a friendly environment in which to meetother families, discuss live cases and learn together

(family business speakers in order of appearance):

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TUESDAY

24 MAY, 2016

The Family Business Forum is designed exclusively for family members with majorfamily firms or family offices. In today’s sessions, you will hear from and work withfamilies from every continent, discussing genuine situations in table-sized groups.

Challenges and Potential Solutions – An IntroductionDr. Ivan Lansberg (United States/Venezuela)Academic Director, Center for Family Enterprises Executive Programs, Kellogg School of Management; Author & Co-Author of “Succeeding Generations” and “Generation to Generation”;Senior Partner, Lansberg, Gersick & Associates, LLC

One of the world’s leading teachers, writers and consultants on family business, Ivan Lansberg is particularlyrecognised for his work on family business succession. Ivan will facilitate discussions, draw conclusions from otherspeakers’ experiences and contribute his own presentations. In the opening session, he will introduce some keyconcepts, including the challenges at different phases in a family firm’s evolution and how to handle them.

FAMILY, BUSINESS AND OWNERSHIP

Participants are invited to cocktails followed by dinner hosted by Northern Trust

EVENING PROGRAMME

Family Ownership in a Quoted BusinessMr. André Hoffmann (Switzerland)Non-Executive Vice Chairman, Roche Holding Ltd.

André Hoffmann is Non-Executive Vice Chairman of Roche Holding Ltd., which controls F. Hoffmann-La Roche andthe Roche healthcare brand. Founded in 1896 in Basel, Roche has grown from a small drug laboratory into a global,research-based healthcare company with over 88,000 people.

Drawing from his experience as representative of his family’s pooled voting rights, André will consider the challenge ofresponsible ownership and explore the key factors in successful family ownership in a quoted business.

RESPONSIBLE LONG-TERM FAMILY PARTICIPATION

TUESDAY, 24 MAY – FIRST DAY

Family Influence and LeadershipMr. Andy Rubin (United Kingdom) Chairman, Pentland Brands plcMr. Peter Leach (United Kingdom) Adjunct Professor in Family Business, Imperial College LondonPartner, Deloitte Global Leader – Family Enterprise Consulting, Deloitte LLP

Founded in 1932 as a shoe business in Liverpool, UK, Pentland is private, family-owned anda leading global company in sport and fashion. They own category-leading brands such asSpeedo, Canterbury and Berghaus, and the majority share of publicly-listed sports fashion retailer JD Sports with 800 stores across Europe.

Andy Rubin, member of the third generation and Chairman of the brand management division, will outline the family’s unique values andculture, recognised by awards including “Best Corporate Workplace in the UK” and “Best People Manager in the UK”. He will discussaspects of their approach in an interview with family business expert Peter Leach.

BUSINESS VALUES AND CULTURE

The Sulzberger Family (United States) In this live case, you will learn directly from two family members of the Ochs Sulzberger family, controlling shareholdersat The New York Times Company for 120 years. This case is focused on the evolution of the family’s governance systemover the past 20 years, particularly the various methods used to select people for key positions in the structure.

Adaptability in Family GovernanceForum participants will work in table-sized groups to identify potential solutions to one challenge, before hearing whatthe family actually did; would their governance architecture be sufficiently flexible? Ivan Lansberg will bring togethercommon themes from the group discussions and draw broader lessons from the case.

* The above is a preliminary synopsis of the case which is being finalised with the speakers

LIVE CASE IN TABLE-SIZED GROUPS – THE NEW YORK TIMES COMPANY*

PETER LEACHANDY RUBIN

120 YEARS AND

117 PULITZERS

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WEDNESDAY, 25 MAY, 2016

Today’s sessions answer your toughest questions on non-family executives, familybusiness longevity and corporate social responsibility. You will also learn about building

resilience, by learning from each other’s experience and from the latest research.

Participants are invited to cocktails followed by dinner

EVENING PROGRAMME

WEDNESDAY, 25 MAY – SECOND DAY

Learning from “Extremophile” Family Firms that Thrive in High-Risk EnvironmentsDr. Ivan Lansberg (United States/Venezuela)

Academic Director, Center for Family Enterprises Executive Programs, Kellogg School of Management; Senior Partner, Lansberg, Gersick & Associates, LLC

Mr. Devin DeCiantis (Canada)Adjunct Lecturer, Harvard University and Kellogg School of Management

Consultant, Lansberg, Gersick & Associates, LLC

All family firms are exposed to external risk. And yet, one type of family organization actually thrives in extremelyvolatile operating environments, let us call them Resilient Family Firms or Extremophiles.

This dynamic session will consider what all family firms can do to build resilience in the face of potential risks, both predictable and unexpected.The session will be co-facilitated by Ivan Lansberg together with Devin DeCiantis, who teaches about family enterprise at Harvard and Kellogg.

INTERACTIVE SESSION – BUILDING RESILIENCE AND MANAGING RISK

Achieving the Best with Non-Family Top Executives Dr. Percy Barnevik (Sweden)

Co-Founder, Hand in Hand International Former Chairman ABB, Astra Zeneca, Skanska, Sandvik and Investor

Author of “Percy Barnevik on Leadership”*

Percy Barnevik will discuss his experience of leadership, gained in the three biggest family businesses in Sweden,one being the Wallenberg Group, and some of the world´s biggest companies, including American DuPont and

General Motors. 

He will end by commenting on entrepreneurship and how his co-founded organisation, Hand in Hand, has mass-mobilized poor peopleinto entrepreneurs thereby creating 1.7 million businesses.

*Special thanks to Percy Barnevik for offering all Forum participants a complimentary signed copy

Lessons from Living on the EdgeHow can some family firms thrive against tremendous odds, rather like the tardigrade, a tiny creature which can

survive from -272°C to +150°C, including in the vacuum of outer space? Ivan and Devin’s latest research suggests thatthere is something baked into the DNA of some family firms which allows them to face harsh environments.

Participants will join different table-sized groups, based on their risk profile, to begin to understand the common riskswithin their operating environments and share their unique responses and adaptations. Families will learn from each

other as well as hear cases of firms operating in volatile conditions today and those that have survived adverseconditions in the past.

Lessons from a 10th Generation Family MemberMr. Iraj Ispahani (Bangladesh)

Director and Board Member, M.M. Ispahani Ltd.

A tenth-generation family member, Iraj’s family conglomerate owns Bangladesh’s largest tea company, as well as foodbrands, real estate, textiles and jute businesses. He will discuss what has contributed to their business’s longevity

including unwritten rules with commonly-agreed vision and values.

Iraj will explain how each generation is encouraged to become involved in philanthropy, from tackling blindness tosupporting girls’ and boys’ education. He is a Member of the Advisory Board of “Seeing is Believing” and

Deputy Chairman and Trustee of Shakespeare’s Globe.

FAMILY BUSINESS LONGEVITY

FAMILY BUSINESS LEADERSHIP

DEVIN DECIANTIS

RESILIENCE IN

HARSH CONDITIONS: THE TARDIGRADE

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Grow your business and strengthen your family relationshipsLearn from successful business families and leading experts

It is my great pleasure to invite you to our 16th Annual Family Business Forum in London. The Forum is a friendly andsafe environment, exclusively for families that own large family firms and family offices from around the world.

Unique Live Family Case DiscussionsWhat makes the Forum unique is its emphasis on live case discussions. Each afternoon is devoted to working in table-sized groups to discuss genuine situations, in-depth, to learn from other families from every continent and from twoworld-class facilitators.

Memorable Dinners on Tuesday and Wednesday Evenings The social dimension to the Forum is important too; there will be plenty of time, during breaks, luncheons and two dinners to renewcontacts and build new friendships.

New - Complimentary Momentum Club MembershipWe are delighted to remind you of a recent benefit. Your Forum fee now includes complimentary Business Momentum Club membership for oneyear. Membership enables you to call for assistance at any time. Specific benefits include peer-to-peer mastermind calls, internshipexchanges and one-on-one advice to learn from other families.

I look forward to welcoming you and your family to the Forum.

Ian Partridge Founder and Chairman, Loedstar S.A.

The final morning is devoted exclusively to apeer-to-peer advice and discussion. In feedbackeach year, this workshop is rated as the mostvaluable part of the Forum.

It is the opportunity for participants to seek advice on whateverquestions are on their minds by drawing on the experience of theother families and practical advice from the facilitator.

THURSDAY, 26 MAY – MORNING: PEER-TO-PEER ADVICE AND DISCUSSION

Facilitator: Mr. Peter Leach (United Kingdom)Adjunct Professor in Family Business, Imperial College London Author “Family Enterprises, The Essentials”; Partner, Deloitte Global Leader – Family Enterprise Consulting, Deloitte LLP

Workshop facilitator Peter Leach is a leading advisor, teacher andwriter, helping family owners around the world. His work includescreating governance structures, facilitating next generationparticipation and drafting family constitutions.

Participants will work in table-sized groups to explore their ownchallenges or opportunities. Peter will answer outstandingquestions so that participants return home with clear next steps.

WHY YOU SHOULD JOIN THE FORUM AT THE DORCHESTER

“All of us, having run family businesses, think our problems are unique, yet when we meettogether through Loedstar we find that our issues are much more in common and by dialoguingproblems become opportunities.” Mr. Alan Hassenfeld, Chairman of Executive Committee, Hasbro, Inc., United States

“In this rather unique setting, participants, including myself and other members of my family whohave attended, feel relaxed when sharing their own experiences, whether positive or negative.”Mr. Abdullah Adib AlZamil, Family Member, Zamil Group, Saudi Arabia

“One of the greatest benefits of the seminars is to be able to exchange ideas and experiences withpeople from all over the world who are in a similar situation.” Ms. Anneli Delmas, Marketing Director, Laurin Maritime, Sweden

Loedstar S.A. 36 avenue Cardinal-Mermillod • 1227 Carouge, Geneva • SwitzerlandEnquiries and Reservations: +41 22 548 3450 • E.mail: info@loedstar.com • Internet: www.loedstar.com

The Loedstar logo and wording are trademarks. No reproduction, copy or transmission of any part of this publication may be made without prior permission. Ref. FBF16.Please note that it may occasionally be necessary, for reasons beyond the control of Loedstar S.A., to alter the published programme, content and presenters.

The workshop lasts all morning, ending with a Farewell Luncheon for all participants.

Hold your place now on +41 22 548 3450 or info@loedstar.com

The Family Business Forum is sponsored by (in alphabetical order):

MEMORABLE

DINNERS

THE

DORCHESTER

15 mm15 mm

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IMMEDIATE

RESERVATION

Family Business Forum, May 24–26, 2016 To reserve your place right away, please call us on +41 22 548 3450, or preferably Scan and E.mail this form to info@loedstar.com

Loedstar S.A. • 36 Avenue Cardinal-Mermillod • 1227 Carouge, Geneva • Switzerland • UK VAT registration number 678 6618 73

Enquiries and Reservations: + 41 22 548 3450 • E.mail: info@loedstar.com • Internet: www.loedstar.com

PLEASE COMPLETE ONE FORM FOR EACH PERSON. SIMPLY PHOTOCOPY THE FORM IF YOU NEED MORE COPIES

I would like to reserve a place at the Family Business Forum, May 24–26, 2016(please tick one box on each line)

Tuesday, May 24 Day Programme (Family cases and group discussions) Dinner for all participants I will I will not be able to join

Wednesday, May 25 Day Programme (Family cases and group discussions) Dinner for all participants I will I will not be able to join

Thursday, May 26 Peer-to-Peer Discussion and Next Generation Workshop (Interactive session)

Fee before reductions including complimentary Momentum Club membership I would like to attend the Forum including one year’s membership of the exclusive Business Momentum Club, beginning immediately. Please send full details of all the benefits including peer-to-peer mastermind calls and the opportunity to learn from other families’ experiences in one-on-one advice exchanges.

I wish to take advantage of the “Super Early Fee” by making payment by January 31, 2016. This lowest fee is £ 2,900 (3 days) or £ 2,500 (2 days) less any family/group reductionsI wish to take advantage of the “Early Bird Fee” by making payment by February 29, 2016.The “Early Bird Fee” is £ 3,100 (3 days) or £ 2,650 (2 days) less any family/group reductionsI wish to take advantage of the “Regular Fee” by making payment by April 15, 2016.The “Regular Fee” is £ 3,300 (3 days) or £ 2,800 (2 days) less any family/group reductions If places are still available, I wish to reserve at the “Late Reservation Fee” by making payment on or after April 16, 2016.The “Late Reservation Fee” is £ 3,450 (3 days) or £ 2,950 (2 days) less any family/group reductions

Fee Reductions for Families or GroupsThere will be (write number of people) attending in my family or group. We understand that each person’s fee will be reduced by % (write percentage from table below)

Payment I have arranged the payment of pounds (please insert amount) to be settled by:

Bank transfer (preferred method): Please make the transfer to: Credit Suisse, CH-1211 Geneva 70Name: Loedstar S.A. Account No.: 331720-12-1 Swift: CRESCHZZ80A IBAN: CH66 0483 5033 1720 1200 1Please include the words Family Business Forum and your name in the transmission details

Credit Card (subject to 3% surcharge): American Express (preferred card – please contact us first for other card issuers)

Card Number: Expiry date: /Card Holder’s Name: (as shown on the card)

Hotel Room Reservation (please tick box)Please confirm the best price available and hold the following room at The Dorchester for the dates indicated below:Arrival date: / / 2016 Departure date: / / 2016 (please insert dates)

Superior Double Room: single or double occupancy Deluxe Double Room: single or double occupancy I do not need a room reservation and will make my own accommodation arrangements

Contact DetailsFamily name First name Mr. Mrs. Ms. OtherCompany (if applicable) Job title (if applicable)Building/Street DistrictCity CountryNationality Any dietary preferences (e.g. vegetarian)Mobile or Daytime telephoneE.mail

I am joining the Forum because of my family’s business. I am not an advisor and will not be promoting products or services. I agree to the conditions outlined above and overleaf. Please reserve a place for me immediately.

SignatureName Date

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Number of people in family or group attending Forum:

Fee will be reduced for each person by:

BOOKING

CONDITIONS

Family Business ForumThe Dorchester, Mayfair, London

Tuesday–Thursday, May 24–26, 2016

Forum Overview and VenueThe Family Business Forum is a unique opportunity foryou to meet, learn from and exchange ideas with familiesthat own leading family businesses and family offices fromevery continent in the world.

In 2016, the Family Business Forum will take place in themagnificent ballroom at The Dorchester hotel, situated inthe heart of the West End of London and overlooking thevast expanses of Hyde Park. Built in 1931 as the perfectgrand hotel, The Dorchester provides unsur passed levels ofcomfort, embodying the highest of traditional values.

Forum participants are guaranteed the lowest promotionalroom rates available at The Dorchester at the time of booking(please see over).

Attendance The Forum is designed exclusively for family membersinvolved with family-controlled businesses or family offices.Attendance is limited to ensure that the Forum is genuinely a meeting for families.

What is Included in the Family Business Forum?The Forum includes presentations, workshops and casestudies from outstanding speakers, generally members ofbusiness-owning families or leading family business experts.The programme lasts for two-and-a-half days, ending after lunch, and includes two dinners.

Complimentary Momentum Club MembershipAs soon as you reserve for the Forum, your fee now includescomplimentary Business Momentum Club membership forone year. Membership benefits include peer-to-peermastermind calls, internship exchanges and one-on-oneadvice exchanges to learn from other families.

Arrival and DepartureThe Forum begins at 9:00 a.m. on Tuesday, May 24 andconcludes at 2:30 p.m. on Thursday, May 26, 2016.

Programme and Dinners On the morning of the first day (Tuesday), family speakerswill illustrate key challenges, and the whole afternoon willbe spent on a genuine family business case, with participantsworking together in small groups.

The second day (Wednesday) will include plenary sessions,family business cases and working with other participants intable-sized groups.

The final day (Thursday) is an interactive workshop sessionincluding peer-to-peer and next generation discussions withother business-owning families.

On both Tuesday and Wednesday evenings, participants andtheir partners are invited to dinners at venues around London.

ConfidentialityYou can expect the highest degree of confidentiality from us.The contact details of our clients and prospective clients arenot communicated without their prior approval.

Fee for Forum and Momentum ClubThe fee is for all two-and-a-half days of Forum meetingsincluding lunches, refreshments and two dinners (on Tuesdayand Wednesday). In addition, it includes complimentaryBusiness Momentum Club membership for one year.

The fee does not cover flights, transfers, medical insurance, personal expenses or your hotel bill.

Fee Reduction for Booking and Paying Early The fee is in Pound Sterling. If you book and pay early thereis a reduced fee of:

£ 2,900 for fee payment by January 31, 2016 (“Super Early Fee”);

£ 3,100 for fee payment by February 29, 2016 (“Early Bird Fee”);

£ 3,300 for fee payment by April 15, 2016 (“Regular Fee”);

The late fee is £ 3,450 for payment on or after April 16, 2016(“Late Reservation Fee”).

Fee Reductions for Two Days Attendance Most participants attend all two-and-a-half days. However, if you can only attend two days the fee reduces to £ 2,500 forfee payment made by January 31, 2016 and £ 2,650 forpayment by February 29, 2016. The regular fee is £ 2,800 forpayment made by April 15, 2016, and the late fee is £ 2,950for payment on or after April 16, 2016.

Family and Group Fee ReductionsOften, families decide to have several family members jointhe Forum at the same time, in a shared learning experience.

If you join us as part of a group, either with friends or otherfamily members, we are delighted to reduce the fee for everymember of the family or group.

The table shows how the fee reduces for every member ofyour party or family group, depending on how many attend:

Cancellation PolicyIf you need to cancel, you may either arrange for someoneelse to take your place or you may join our next Forum inDubai or London, or any equivalent seminar, free of charge.However, if you prefer a refund, there will be a cancellationcharge based on the number of days before the programme:

Over 60 days: 0%59-45 days: 30%Under 45 days: 100%

Should we have to cancel the Forum for any reason,including events beyond our control, you will receive a 100% refund of any fees already paid by you.

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Number of people in your group attending the Forum:

Fee will be reduced for each person by:

(See overleaf for Reservation Form)