family office forum collection · collection. october 15th-16th, harvard club. our. programme. join...
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Post-Event Report
New York 2019 Edition
Family Office Forum CollectionOctober 15th-16th, Harvard Club
O U R P R O G R A M M E
Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0
New York 2019 Edition - October 15th-16th, Harvard Club
Join 100+ Family Offices* and UHNWIs; an inspiring mix of North American, plus multi-generational Families from the international network we established over the last nine years• Benefit from a 3:1 private family office and investor, opposed to expert ratio
• Topics for Families by Families - Family Governance and Investment best practice
• All-day networking - meet prominent peers and have inspiring conversations
• Bespoke programme, content-led (no products; we don’t take commissions from anyone)
Family Office Best Practice
Forum Partners
Join us when 100+ Family Offices and
UHNWIs meet!
Peter S. KrausPhilanthropist & Art Collector
Heidi MesserEntrepreneur, Investor
Jay ElliotFormer VP Operations
Apple
Catherine ShiangFamily Member
Ulrich Schmid-MaybachMaybach Foundation
Stephen Kennedy SmithKennedy Family Office
Fabrizio Arengi BentivoglioSFO Principal
Arvind NarulaSFO Principal
Family Office Forum Collection
Overview Page 2 Audience Page 3 Programme Pages Page 4-9 Participants Page 10 Upcoming Forums Page 11 Registration Page 12
*Our definition of a Family Office is minimum $150m in assets and serving one or a few families (not a solution provider to many 3rd parties). Those doing both equally (being investor plus provider) are welcome to join us at a 50% fee.
Register:Free Admission* for Principals or Family Offices
Solution Providers simply register [email protected]
Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 004 05
Family Office ForumNew York 2019 Edition - October 15th-16th, Harvard Club
Family Office ForumNew York 2019 Edition - October 15th-16th, Harvard Club
Conference Programme Day 1
Harvard Hall: Presentations and panel discussions
Foyer: All-day networking with refreshments
Roundtable Room: Investment roundtables
Day One Morning, October 15th, 20198:10 am Registration and Networking Breakfast
8:40 am Welcome and Introductions from Prestel & Partner and Vince Ebert, Comedian, Unique Science
New Challenges, New Opportunities9:10 am How Can Investors Adapt to a New Paradigm?
• When unconventional policies are applied to an unprecedented global economy, it creates a new investment paradigm • Why you cannot compare the current expansion to past cycles?• Why today’s distinct monetary and fiscal conditions require a forward-thinking investment approach?• Where capital is likely to flow in this new paradigm?Arnold R. Schmeidler, Senior Partner, ARS Investment Partners
9:40 am Challenges and Opportunities for Private Equity Investors in a Low-Yield World: • How to think differently and find yield without taking on risk• How can private equity firms adapt to the new reality of low yields for the foreseeable future?• How to capitalize on the increasing secular shift of allocating equity to real assets?Thomas Nicholas Trkla, Chairman and Chief Executive Officer, Brookwood Financial
The Role of Technology and Innovation for Family Offices 10:10 am Keynote Address: Family Legacy à la Maybach
• A personal story of marrying cutting-edge design with pioneering technology and innovation, leading to ultimate success• Change industries and give inspiration to many generations to come• Best practice examples on legacy from the fourth generation principal of the Maybach family Ulrich Schmid-Maybach, Founder, Maybach Foundation
10:40 am Morning Coffee and Refreshments - Meet other Family Offices and UHNWIs
11:10 am How Tech Affects and Benefits Family Businesses and Family Offices Hear from Next Gens on Tech Entrepreneurship: • The benefits of embracing tech in investments, operations and governance • Aspect “play money” and all positive consequences Katie Loeb, Next Gen Member, Loeb Marco Pellerey, Head of Projects, Tedder Family Office Ilaria Chan, Group Advisor for Impact Investments, GRAB Rutger Janse, Principal, Janse Capital Family Office Moderator: Catherine Shiang, Family Member, ACA LTD Family Office
12:00 pm Keynote on Artificial Intelligence: The Impact of AI on Family Offices and Private Investors• Learn about the advantages and disadvantages to this aspect of data science • Philosophical & ethical considerations plus the human challenge of buying into AI and machines • Challenges i.e. gender and racial bias, the education gap and paradigm shifts in privacy vs usability • Fundamental guidelines to looking at opportunities based on AI and machine learning Heidi Messer, Entrepreneur, Investor
12:30 pm Lunch and Networking - Meet other Family Offices and UHNWIs
1:30 pm Family Office Strategies: Family, Wealth, and the Next Generation – A Panel Discussion Brandon Laughren, Chief Investment Officer, The Laughren Group Fabrizio Arengi Bentivoglio, Chairman, CEO, Fidia HoldingSiddhant Gulshan Chopra, Next Gen Member, Niraj Cement Structurals Geoff George, Family Member, Viewpoint Single Family Office Moderator: Christopher Aw, Next Gen Member, Investor
Harvard Hall: Presentations and panel discussions
Foyer: All-day networking with refreshments
Roundtable Room: Investment roundtables
Day One Afternoon, October 15th, 2019
Creating Wealth with Purpose - Making Money While Doing Good
2:20 pm Sustainability and Resilience of the World’s Largest Industry: Agriculture • How to reduce food waste?• Developing the world’s greatest tomatoDr. Jerry Feitelson, CEO, Agribody Technologies
2:50 pm Environmental Capitalism• Commercialising nature to solve problems and realise returns• Mistakes, challenges, downfalls, and pitfalls on the way to excellence Jason Drew, CEO, AgriProtein
3:20 pm Afternoon Refreshments - Meet other Family Offices and UHNWIs
3:50 pm Keynote: The Green Industrial RevolutionMaking money while doing goodJochen Wermuth, Investment Committee Member, 24$bn German SWF KENFO; Principal, WAM Family Office
4:20 pm Profitable Returns Through Sustainable Farming • Elevating the poorest farmers’ incomes through contract farming • Using innovations to create high returns • Creating tomorrows food for profit today Arvind Narula, Chairman & Founder, Urmatt Group
4:50 pm Insights from an Impact Investor: Double Digit Returns while Protecting the Amazon Rainforest• Impact Investments in Sustainable Forestry • Beating myths about impact investments in Emerging Markets • High-added-value forestry, as an alternative to land destruction • Case study: attractive ecological, social, and financial returns Dr. Maurizio Totta, Impact Investor, Entrepreneur
5:20 pm Latest Updates on What Works in Philanthropy;Through the eyes of an EntrepreneurJurgen Link, Anchor Board Partner, Yunus Social Business Private Family Office Next Gen, Co-Chair, Friends of Yunus Social Business NYC
5:50 pm Networking Drinks Reception - Meet other Family Offices and UHNWIs
Conference Programme Day 1
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
183attendeesin total
119Family Offices and UHNWIs
65%
34Neutrals
19%
8Delegates (7 companies)
4%
22Sponsor Delegates
(7 companies)
12%
18% 22%
25%
40 UHNWIs
47 Single Family Offices
32 Multi-Family Offices
T E S T I M O N I A L S
I had a great time speaking at the Prestel & Partner
conference this week to talk about leadership lessons.
Peter S Kraus Philanthropist, Investor, Art Collector
What a brilliant conference in NY! Fully enjoyed it.
Congratulations!Bharath Takulapalli
PhD, Founder & CEO, INanoBio Inc
The Family Office Forum facilitated a productive gathering of decision makers, all of whom
were willing to contribute in meaningful ways. The content
was rich and multifaceted, covering a range of topics
from new governance models to investment ideas, as well as the exploration of new
sectors and approaches. The audience was well-curated and provided excellent networking opportunities. Tobias and his
team accommodated attendees and maintained a high level
of detail-oriented service, we would highly recommend.
FullCycle Team
We’ve had a great time networking and getting to know Family Offices from all over the
world - an excellent opportunity for us to learn about global philanthropy Best Practices! Thanks a lot for providing us
with the opportunity of sharing our Maybach mentoring legacy work, as well as hearing about the innovative strategies others
use to enhance their future social impact activities - a very
inspiring couple of days.Ulrich Schmid-Maybach
Maybach Foundation
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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