Post-Event Report

Dubai 2019 Edition

Family Office Forum Collection5th-6th February, The Palace Downtown

O U R P R O G R A M M E

Family Office ForumDubai Edition, 5-6 February 2019, The Palace Downtown

Ismael Hajjar

Join us! Register online at www.prestelandpartner.com by email office@prestelandpartner.com or phone +44 (0) 20 339 7139 0

Free Entry for genuine* Family Offices and UHNWIs

* Our definition of a genuine Family Office demands a minimum of £150 million and working for one or a few (not a solution provider to many 3rd parties).

Partners

Meet 100+ Investors and Prestigious

Speakers Including:

Adil Al Zarooni

Dominik von Eynern

Hadi Al Alawi

Sheila Barry Driscoll

Join us when more than 100 Middle Eastern and international Family Offices meet and benefit from substantially more wealth owners being present than providers.

• Bespoke and curated programme with considerable time dedicated to in-depth discussions, knowledge and experience sharing and learning opportunities, and Q&As

• Prominent speakers, inspiring conversations covering diverse perspectives in different engaging formats

• Topics for families by families – best practice with key takeaways in the most salient family office and investment areas of interest

• High family office and investor ratio and peer-to-peer networking with 100+ Family Offices and UHNWIs

• We provide full privacy for you, you choose with whom you engage, and we never give out your data – we don’t even share the attendee listTarek

Hajjiri

H.E. Mr. Zulfiquar Ghadiyali

Mohammad Al Duaij

Noor Sweid

Dr. Celeste Lo Turco

Ida Beerhalter

Karim El Jisri

Doris Sommavilla

Helen Al Uzaizi

Rafik Al Hariri

Basma Eissa

Elizabeth Filippouli

H.E. Dawood Al Shezawi

Join us! Register online at www.prestelandpartner.com by email office@prestelandpartner.com or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email office@prestelandpartner.com or phone +44 (0) 20 339 7139 004 05

Family Office ForumDubai Edition, 5-6 February 2019, The Palace Downtown

Conference Programme Day 1 Conference Programme Day 1

Royale Ballroom: Presentations and panel discussions

Boardroom: Topical roundtables

Ballroom Foyer: All-day networking with refreshments

First Day - Morning of Tuesday February 5th 201908:30 Registration and Networking

09:00 Welcome Address by Prestel & Partner

Optimise Your Governance, Strategy, Growth09:10 Keynote Welcome Address H.E. Abdullah Ahmed Al Saleh, Undersecretary for Foreign Trade and Industry, Ministry of Economy Dubai

09:20 Welcome Address H.E. Dawood Al Shezawi, President, Annual Investment Meeting

09:30 How the UK Brexit effects Middle Eastern Family Offices and Investors - What Brexit Means for the UK/Middle East Relations Andrew Jackson, British Consul General to Dubai

09:45 Governance for Growth: Assuring Business Success • Family experience and stories on how to build up a succession plan for the next generation to continue the growth of the family business and family office Hadi Al Alawi, Chairman, Al Hayat Group Mohammad Al Duaij, CEO, Alea Global Group

10:15 The Secrets to The Driscoll’s Family Success - A USA Case Study to Learn From • The four tenants Driscoll’s used to create a billionaire dollar berry empire • My great grandfather’s Irish wisdom - The secrets only one family member was given each generation • The “two words” upon which Driscoll’s founded its fortune Sheila Barry Driscoll, Co-Founder, Billionaire Foundation

10:45 Morning Networking Coffee and Refreshments

11:15 Family Wealth Structure: Convergence Between Onshore and Offshore • Why is it the perfect time to review existing structures? • One legal entity to control the global wealth, is it realistic for a family who owns assets in the GCC? • The alignment of family governance and ownership structure • A family office as a tool to achieve a successful succession plan Ismael Hajjar, Director, MENA Private Client Services Leader, EY Abdallah Baassiri, Manager, MENA Private Client Services, EY

11:45 Protecting Your Investment Capital • De-risking projects through bespoke innovative insurance • Unlocking complex potential through lateral due diligence • Asset recovery and mitigation strategies • Concrete relevant case studies John Collier, Divisional Director, FINEX Global, Willis Towers Watson David Purdy, Executive Director, Willis Towers Watson Yousef Al-Majali, Co-Founder, Director, Oculus Financial Intelligence Rupert Boswall, Chairman, RPC

12:15 Best Practices in Setting Up and Operating a Family Office in The Middle East • Do I need a family office? • Do I create my own Single Family Office, or do I join up with other families in a Multi Family Office? • Where and how do I start setting up my family office, and what are the common mistakes? • How do I professionalise my family office and prevent it from becoming dysfunctional over time? Jan van Bueren, Co-Founder, FOSS Family Office Advisory, Global Head Family Office Advisory, Union Bancaire Privée

12:45 Networking Lunch

Royale Ballroom: Presentations and panel discussions

Boardroom: Topical roundtables

Ballroom Foyer: All-day networking with refreshments

First Day - Afternoon of Tuesday February 5th 2019

13:45 Family Office: Leading Practices across MENA – A Panel Discussion • Is there a MENA Family Office model? • A Family Office as the guardian of the Family Governance • What are the challenges to set up a family office in MENA? • Embedded, Single and Multi Family Offices, what is the difference in MENA? • Is there a Single Family Office trend in MENA? Adil Al Zarooni, CEO, Al Zarooni Emirates Investments (ZEI) Noor Sweid, General Partner, Global Ventures Dr. Celeste Lo Turco, Vice President Strategy, Future Group Holdings Amine Bentaleb, Senior Portfolio Manager, Kimera Family Office Moderator: Ismael Hajjar, Director, MENA Private Client Services Leader, EY

14:30 From the Practice: Correlation Between Family Education and Successful Wealth Management • How to find practical and independent advise to manage/control the family wealth • When and how to start a successful transfer of wealth • How to enable wealth owners to get into the driver seat of managing their wealth - and when rather not! Ida Beerhalter, Principal, IOME Family Office Peter Brock, Advisor to two Families

15:00 Afternoon Networking and Refreshments

Benefit From Doing Good While Making Returns

15:30 Investing into Life Sciences including MedTech Dr. Bharath Takulapalli, Founder & CEO, INanoBio Inc. Martin Cannon, President and CEO, Hemanext Joanne Sawicki, Founder, Cerescom

Our Sustainable Future As Your Opportunity

16:00 Best Practices on Creating Sustainable Cities Aradhana Khowala, Managing Director, Tourism, NEOM, Saudi Arabia Karim El-Jisr, Executive Director, SEE, The Sustainable City, Dubai Faris Saeed, President & CEO, The Sustainable City, Dubai

16:30 Water Technology as an Investment Mel Ragnauth, CCO, WET Group

17:00 Networking Drinks Reception hosted by the WET Group

Family Office ForumDubai Edition, 5-6 February 2019, The Palace Downtown

30+

Family Office Speakers

We are grateful to our stellar line-up of family office speakers for candidly sharing their insights with their peers.

We are thankful to our thought-leading partners for enriching the forum discussions with their invaluable expertise.

O U R P A R T N E R S

F A M I L Y O F F I C E C O M P O S I T I O N

O U R A U D I E N C E

169 attendees

in total

123 Family Offices and UHNWIs

73%

7 Neutrals

4%

16 Delegates (9 companies)

9%

23 Sponsor Delegates

(11 companies)

14%

42 UHNWIs

50 Single Family Offices

31 Multi-Family Offices

T E S T I M O N I A L S

I would like to express my gratitude and thank you for

extending an invitation for me to attend your esteemed event. I must

say, I was very impressed with the calibre of VIP attendees in this particular version of your forum.

Faris M. Al Tahtamooni Associate Director,

International Ventures, Private Office of Sheikh Saeed Bin

Ahmed Al Maktoum

I would like to thank both you and your team for this great

event you organised in Dubai. It was a real pleasure to meet some

new people in our home base and also some familiar faces.

Vianney Mathonnet Director, Family Office

Kappafrik Group

18%25%

30%

I just wanted to say congratulations to you and the team on the Dubai event, it was

well planned and run. Convinced my Board to move our Board

Meeting to Dubai on the strength of my positive experiences at

your Zurich and London Forums, which I hope illustrates how

highly we regard them. Rakesh Chand

Kaura Foundation

I would like to extend our sincere gratitude and heartfelt thanks for our participation in the event. All responses have been enthusiastic about the

content and the overall quality of the conference, which is

undoubtedly tied to Prestel & Partner’s wealth of knowledge.

Thank you for sharing your professional expertise and

hosting such a successful event.Tarek Hajjiri

DIFC

J O I N O U R N E X T F O R U M S

F O R M O R E I N F O R M A T I O N

www.prestelandpartner.com

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