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Family Offices Summit 2014 6 November 2014

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Family Offices Summit 2014 6 November 2014 ASIAN PRIVATE BANKER FAMILY OFFICES SUMMIT 2014 6 NOVEMBER 2014 LEAD SPONSOR EVENT SPONSORS PROGRAMME ASIAN PRIVATE BANKER 8:30am Registration and coffee 9:25 am Welcome and opening comments FAMILY OFFICES Shruti Advani Editor SUMMIT 2014 Asian Private Banker Mignonne Cheng Chairman & CEO, Asia Pacific Thursday, 6 November 2014 BNP Paribas Wealth Management Level M2, The Peninsula, Hong Kong 9:30 – 10:15 am Opening Keynote Address - The importance of traditions in keeping a family united - Resolving conflict amicably - Divergent business interests need not equal a divided family Mahesh Harilela CEO/Chairman, M. Harilela Global Investments Ltd. CEO, Inter-Islands Distribution Ltd. 10:15 - 11:15 am Lead panel discussion: Philanthropy Trends as a key element in Family Legacy Panellists: David Fong Man-hung, BBS, JP Managing Director, Hip Shing Hong (Holdings) Company Ltd Director, Fong Shu Fook Tong Foundation Vice Chairman, Fong’s Family Foundation James Chen Co-Chair The Chen Yet-Sen Family Foundation Robin Hwang Executive Director Foodlink Foundation Limited Andy Chai Managing Director, Head of Hong Kong Market BNP Paribas Wealth Management Moderator: Helene Li Managing Director, Head of Strategic Planning Brand & Communications BNP Paribas Wealth Management 11:15 - 11:45 am Coffee break 11:45 - 12:30 pm Charles Fabrikant – How owners make the most out of their jets 3:15 – 4:15 pm Breakout sessions Jeffrey Lowe, Managing Director of Asian Sky Group presents an account of how private jet A. Best Practices of Charitable Trust for Family Foundations owners make the most of their planes, what the owner experience is like and how Asian Sky - Family Members and Principals Only Group helps to navigate through the turbulence of handling and operating their investments. Moderator: Christina Lee This session will include a Q&A session with avid aviation enthusiast, Dato’ Shahriman Head of Philanthropy Advisory, Asia-Pacific Shamsuddin, who along with his brother Shahril, runs the Sapura Group and is #11 on Forbes’ BNP Paribas Wealth Management Malaysia’s 50 Richest List. B. A leading opportunity in Asia: fixed income strategy through onshore direct Jeffrey Lowe lending programs Managing Director Asian Sky Group Moderator: Robert Petty Managing Partner and Co-Founder Shahriman Shamsuddin Clearwater Capital Partners Non-Independent Non-Executive Director SapuraKencana C. Targeting absolute returns in the current market environment - where are the opportunities? Moderator: Charles Martin, CFA 12:30 – 1:15 pm Evolution and Opportunity in Asia’s $30 trillion Credit Market Portfolio Specialist, APAC With China’s growth fuelled by its own version of QE, growing debt levels and credit BNY Mellon Investment Management sophistication across Asian economies, Clearwater maps out how this asset class is a growing alternative to Asian public and private market exposure. 4:15 – 5:00 pm Closing keynote address Robert Petty Cycling Home From Siberia Managing Partner and Co-Founder Clearwater Capital Partners Rob Lilwall Explorer and Author 1:15 – 2:30 pm Luncheon 5:00 pm Close 2:30 – 3:15 pm Sailing in the winds of change – navigating regulatory currents when managing your money In this presentation, the speakers will look at the regulatory changes affecting family offices, including new licenses and reporting requirements, as well as the implications of becoming a multi-family office. Matt Feldmann Partner Clifford Chance Helen Fok Senior Associate Clifford Chance Speaker Biographies Shruti Advani Mignonne Cheng Mahesh Harilela Rob Lilwall Editor Chairman and Chief Executive Officer CEO/Chairman, M. Harilela Global Investments Explorer and Author Asian Private Banker BNP Paribas Wealth Management Asia Pacific CEO, Inter-Islands Distribution Ltd. Shruti Advani has been the Editor of Asian Private A seasoned banker, Mrs. Mignonne Cheng has amassed Mahesh has an entrepreneurial spirit. He has been Having received his education at Edinburgh University Banker since 2009, prior to which she was an Anchor over 35 years of experience in the financial sector with over involved in creating and developing companies of both and Oxford University, Rob Lilwall’s early career included and Associate Stocks Editor for Bloomberg Television. 25 years in senior management positions in corporate and Trading and Brand Development. He currently sits on working as a door-to-door salesman in California and Acknowledged in Hong Kong Banking circles as an commercial banking as well as investment banking. the Board of Directors and is the CEO for Interisland London, and a high school geography teacher in the UK. authority on private banking issues, she is a frequent Distribution Ltd, is Chairman and on the Board of He then embarked on his two most epic expeditions: speaker and moderator at industry events as well as the Mrs. Cheng is currently the Chairman and Chief Directors for M. Harilela Global Investments Ltd., is a the three-year 50,000 km Cycling Home From Siberia Chairperson of the jury for the Asian Private Banker Executive Officer of BNP Paribas Wealth Management for Director for Bonvivant & Bellavita Company, is acting expedition, and the six-month 5,000 km Walking Home Awards for Distinction. Asia Pacific and a member of the Executive Committee of Vice Council for Maldives and lastly, Chairman for King From Mongolia expedition. Both were commissioned as BNP Paribas Wealth Management, since the appointment George V School’s Strategic Development Committee. television series for National Geographic, and involved in 2010. In addition, she is the G100 member of the Bank. Rob travelling unsupported through some of the harshest Over the course of the last twenty-five years, Mahesh places on earth, from the frozen wastelands of the Gobi Mrs. Cheng joined BNP Paribas in 1990 and has held created, from start-ups, branded watches to branded Desert and the remote valleys of inland China, to the various senior positions in the Group in the past 24 years. electronics, thus venturing into supply and chain thick jungles of Papua New Guinea and the war-torn management for Nichimen Corporation in Japan. Over passes of Afghanistan. Rob’s shorter expeditions have Prior to joining BNP Paribas, Mrs. Cheng was with Chase the last five years, he has exited the trading activities, and included circumnavigating the M25 motorway and Manhattan Bank Hong Kong Branch for 18 years, where now focuses on the environmental, social sustainable crossing Israel and the West Bank on foot, and traversing she took up various positions both on the control and on investments which had then enabled him to travel around the Ethiopian Highlands, the Andes, and the Karakoram the operational sides. Asia, North America and Europe to understand and by bicycle. develop sustainable business activity. Mrs. Cheng was a member of the Banking Advisory He is the author of two books, and has given his acclaimed Committee chaired by The Honourable John Tsang, motivational talks to more than 50,000 people in over 20 Financial Secretary of the HKSAR, and has also served countries around the world. In between expeditions Rob as a member of The Consultative Committee of the Basic devotes himself to writing, speaking and charity work. Law of the HKSAR between 1985 and 1989 when the Rob and his wife are currently the Hong Kong Joint National Basic Law was being drafted. Directors of the children’s charity, Viva. In October 2006, Mrs. Cheng was granted the “Top 100 Outstanding Women in Greater China Award” by The Chinese Women Entrepreneurs Association. In October 2007, Mrs. Cheng was decorated “Chevalier de l’Ordre National du Mérite”, a French national award, and subsequently “Chevalier de l’Ordre de la Légion d’Honneur” in May 2012. In August 2011, Mrs. Cheng was honored as Top 20 Women in Finance by FinanceAsia. Jeffrey Lowe Robert Petty Matt Feldmann Helen Fok Managing Director Managing Director and Co-Founder Partner Senior Associate Asian Sky Group Clearwater Capital Partners Clifford Chance Clifford Chance The managing director of Asian Sky Group is Jeffrey Robert Petty is a Managing Partner and Co-Founder Matt is a partner in Clifford Chance’s Funds and Helen is a senior associate in Clifford Chance’s Funds and Lowe. Jeff has over 30 years of Engineering, Marketing of Clearwater Capital Partners and is a member of the Investment Management practice in Hong Kong. He has Investment Management practice in Hong Kong. Helen and Sales experience in commercial and business aviation. Firm’s Investment and Management Committees. Since been in Hong Kong since 1998 and is experienced in all specialises in funds establishment and regulatory work, Based in Hong Kong since 1997, Jeffrey specializes in the founding the Firm in 2001, Mr. Petty and his partner types of funds formation work (including hedge, private including private equity funds, hedge funds and exchange Greater China business aviation market. He first came to Amit Gupta have utilized their backgrounds in credit- equity, real estate, mezzanine, and infrastructure funds), traded funds. She is a native Cantonese speaker, and also Hong Kong as a director of sales for Asia-Pacific for the oriented investment strategies and invested profitably acting as fund investor’s counsel, advising on securities fluent in Mandarin and English. Bombardier Aerospace Business Aircraft Division. In May across cycles, sectors and geographies building an and banking regulatory work, as well as direct private 2000, he was appointed regional vice president of sales Asia-focused business
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