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FOPW Europe Preliminary- 2013 3 27 Wednesday 5, June 2013 7:30- 8:30 EXHIBIT SET-UP 8:30-9:00 Continental Breakfast Sponsored by: 9:00-9:15 CO-CHAIR OPENING REMARKS 9:15-10:15 International Private Wealth Discussion: This panel is comprised of Family Office Investment Professionals and to discuss the current state of the family office as well as the future investment cycles ahead. • European family offices and these increasing challenges in servicing the US aspects of their families’ businesses • Is FATCA forcing a separation between US and Non-US businesses • Direct Investing From a Family Office Perspective Moderator: Chairman and founder, INSPIRE INVEST (SFO) Exhibits Open Exhibits Panelist: President, PEPPER INTERNATIONAL (MFO) Director, JEEVES GROUP SWITZERLAND AG CEO, THE FRIED FAMILY OFFICE LLC (SFO) CEO, Managing Partner, AMWAJ ANALYTICS (MFO) 10:15-11:15 Robust Investment Styles and Strategies for Invigorating your Portfolio Returns Moderator: CEO & CIO, CAPITAL GROWTH MANAGEMENT (MFO) Panelists: Managing Member & Portfolio Manager, SCHULTZE ASSET MANAGMENT 11:15-12:15 Meet the Manager Showcase In this session five investment managers will present their individual investment strategies to the congregation. Each manager will have ten minutes to speak about their background, strategy, methodology and performance of their funds. It is suggested that they present for eight minutes and have a Q&A session from the audience for the following five minutes. Chairman: Panelists: CEO, WEATHERLY INTERNATIONAL Head of Investor Relations, PROLIFICO GROUP Chairman & CEO, PENTIUM FUND GROUP 12:35-14:15 WELCOME LUNCHEON Sponsored by: 14:15–15:15 Investing Abroad—identifying and securing investment opportunities outside the European Market Moderator: Chairman, Q&A CONSULTING Panelists: Partner, BEARING CONSULTING 15:15 -15:35 Chief Investment Officer, BREITLING ROYALTY FUNDS 15:35 -15:55 President and CEO, TEXAS COASTAL ENERGY 15:55 –16:15 AFTERNOON REFRESHMENT BREAK 16:15 –17:00 Opportunities in Credit for your Family Office portfolio Moderator: CIO, HALKIN INVESTMENTS LLP Panelists: Managing Director, 3i DEBT MANAGEMENT 17:00–17:45 Investing in Hedge Funds to Boost your portfolio returns Moderator: CEO, ALLENBRIDGE INVESTMENT SOLUNTIONS LLP Panelists: Managing Director, LH WARD & CO. Director, RBC CAPITAL MARKETS 17:30-18:15 How have Managed Accounts grown since the Financial Crises • The demand for liquidity and portfolio transparency • Wish for more control from the client on portfolio design and investment selection • Increased expectations with regard to quality and depth of portfolio monitoring • Better control on speed and level of capital deployment as well as liquidity • Increased focus on risk management tools • Lower fees and costs • Build-up of in-house know-how over term to be less dependent upon financial services providers • Better performance vs. usual financial products Moderator: Managing Partner, RIAM ALTERNATIVE INVESTMENTS Panelist: Managing Partner, UK, EVEN KEEL ADVISORS LTD. 18:15 –19:15 WELCOMING COCKTAIL RECEPTION Sponsored By: TEXAS COASTAL ENERGY Thursday 6, June 2013 7:45 – 845 CONTINENTAL BREAKFAST 8:45– 8:55 OPENING REMARKS Chief Executive Officer/Chairman, WENTWORTH HALL CONSULTANCY 8:55– 9:15 Standalone 9:15 – 10:15 The Beauty of Philanthropy Exhibits Open Exhibits Moderator: Founder, JBJ CONSULT Panelist: Chief Executive Officer and Founder, INSAAN GROUP Managing Partner, LGT VENTURE PHILANTHROPY Head of Individual Giving, LOUVRE MUSEUM ENDOWMENT FUND Chairman, OLIVER ROTHSCHILD CORPORATE ADVISORS 10:15 – 11:15 How Risky is Investing in Emerging Markets? Where are the best places to invest in 2013 for long and short term returns? • After the Arab Spring, what next? • Democratization and Capitalism, are these good models for a region in flux • Investment by strategy or theme, what is working • Is KSA reforming • New PE mandates internally. • Was it a spring or fall? Moderator: Principal, MAJLIS INVESTMENT MANAGEMENT Panelists: Designer of the Ethical Water Exchange, PRANA SUSTAINABLE WATER Investment Manager, BALKAN EMERGING FRONTIERS FUND, SP Chief Executive Officer, AL-GHURAIR INVESTMENTS Chief Investment Strategist, EMIRATES NBD 11:15 – 11:40 REFRESHMENT BREAK Sponsored by: 11:40 – 12:40 Precious Metals Funds: A Golden Opportunity? • Market definition: commodity exposures of broad-based market indices • Return components to commodity-based futures • Performance: long term risk/reward tradeoff as a standalone asset class • Portfolio Construction Paradox • Implementation: passive (long only) vs. active (long/short) Moderator: PRIVATE INVESTOR Panelists: 12:40 – 13:00 CEO, 3i DEBT MANAGEMENT 13:00 – 14:30 LUNCHEON 14:30 - 15:15 Real Estate Opportunities: Where is the industry headed in 2013? • America, the new Eldorado? • Is there still money going into European real estate? • Risks and impact of new regulatory changes on real estate funds and investors: • AIFM (Alternative Investment Fund Managers Directive, Europe) • FATCA (Foreign Account Tax Compliance Act, US) • Debt funds – temporary craze or lasting phenomenon? • There risks of not investing in real estate. Moderator: GROUP PRESIDENT & Founder, MIDAS INTERNATIONAL GROUP (SFO) Panelists: Managing Partner, JBW PARTNERS, GENEVA 15:15 - 15:15 Bull or Bear for Fixed Income Markets? Find the Right Fixed Income Strategy to Navigate through the Uncertainty • Setting the stage – are we in a bond bubble? • What can a fixed income allocation provide for a family office portfolio? • Which parts of the fixed income universe might family offices consider? • Opportunities in Government debt markets – developed or emerging, local currency or hard currency? • Opportunities in Corporate credit markets – investment grade or high yield, developed or emerging? • Other credit opportunities – are credit hedge funds, direct lending and asset backed debt too exotic for family offices? Moderator: Senior Investment Consultant, TOWERS WATSON Panelists: 16:30 – 17:30 Oil & Gas Moderator: Managing Partner, ALTERNATIF INVESTMENTS Panelists: Sr Vice President - Business Development , TEXAS COASTAL ENERGY 17:30 – 18:30 Assessing Private Equity: Direct Equity Investing Through Private Markets Moderator: Managing Director, MY GLOBAL ADVISOR Panelists: 18:30 – 19:30 COCKTAIL RECEPTION Sponsored By: 3i DEBT MANAGEMENT Friday 7, June 2013 8:30 – 9:30 Private Closed Door Breakfast Roundtable: “Family Governance and Sustainable Wealth: Planning for the Next Generations” Family Office And Multi –Family Offices ONLY This private, closed-door session will be organized for foundations, family offices, multi-family offices, and accredited high-net worth individuals to address issues these organizations/individuals endure day-to-day. Three Advisory Committee members will lead workshop discussions on areas of specific concern. No managers will be allowed in the session, no exceptions. Roundtable Discussion: Succession Planning: Protecting Your Family’s Well Being for Years to Come Principal, GALLATIN WEALTH MANAGEMENT, LLC (SFO) Chief Executive, AH LODER ADVISERS President, Founder, Idea Sponsor, International Business Consortium Inc operating as Markham Wellness District, Social Entrepreneurship Consortium Inc, Past President and Board of Directors , UNITED NATIONS ASSOCIATIONS of CANADA UNACTO President, MACK INTERNATIONAL, LLC 9:30 – 9:45 WELCOMING REMARKS Exhibits Open Exhibits 9:45 – 10:30 What are some of the Legal & Accounting challenges facing Family Offices? Moderator: Chariman, ANTHONY & CIE (MFO) Panelists: Senior Associate, BEDELL CRISTIN GUERNSEY Managing Partner, BREEDY HENDERSON LLP 10:30-11:15 Proper Asset Allocation for providing the best returns over the long term. Moderator: Principal, MOUNTAIN FAMILY OFFICE Panelist: Senior Economic Advisor, SOVERIGN WEALTH FUND 11:15 – 12:00 Are there alternatives to the stand-alone family office? • At what stage should a family look into setting up a Multi Family Office • How large of a role should your advisor play Moderator: Managing Director, EGREGORE PRIVATE OFFICE Panelists: Director, Maslinski & Co. Ltd & Director, STONEHAGE FAMILY OFFICE 12:00– 12:30 Family Office Wrap-Up Family Governance and Sustainable Wealth: Planning for the Next Generations How to retain the control of the family business for the next generations. Moderator: Managing Partner, ADELAIDE CONSULTING Panelists: FAMILY OFFICE ADVISOR 1:00 CLOSING REMARKS LUNCHEON .
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