Family Offices Summit 2012
Date:
Tuesday October 16, 2012
Time:
9:00am – 5:00pm
Venue:
The Ritz Carlton, Hong Kong
Interested In Future Summits?
Unfortunately, the Family Offices Summit is over for 2012, but if you are interested to stay informed about future events, please fill in the form below:Overview
Select members of Asia’s family office community received the rare opportunity to hear from the 45th Vice-President of the United States, Al Gore, at the Family Offices Summit 2012. Addressing the audience with trademark presidential charm, Mr. Gore delivered an update on his ongoing work with climate change, while equally respected orator and Chief Advisor to the CBRC, Andrew Sheng, spoke of China’s ever-critical role in the global community.
Gallery
Agenda
| 9:00am | Registration and Coffee |
| 9:25am | Welcome and opening comments Shruti Advani Editor Asian Private Banker |
| 9:30 – 10:15am | Opening Keynote Address Andrew Sheng President Fung Global Institute |
| 10:15 – 11:00am | On behalf of Neuberger Berman: SandAire and the Wigmore Association: A model for successful collaboration Marc Hendriks Chief Investment Officer SandAire Family Office Marc describes how the Family’s investment process has evolved over time and where it stands today. He explains that by collaborating with like-minded Family Offices from all over the world, SandAire’s efficiency has improved and the Family’s investment opportunity set has grown. |
| 11:00 – 11:15am | Coffee break |
| 11:15 – 12:30am | Succession issues: Lessons from a European perspective On the ground, non-bank finance experience from Clearwater’s own credit platforms in China and India. The reality, the press and the opportunities. Jeremy Kosky Partner Litigation and Dispute Resolution – London Clifford Chance Changes in Hong Kong’s trust law and FATCA and its effects on succession planning Brian W. Gilchrist Partner Litigation and Dispute Resolution – Hong Kong Clifford Chance Paget Dare Bryan Foreign Legal Consultant – Hong Kong Clifford Chance |
| 12:30 – 2:00pm | Luncheon |
| 2:00 – 2:30pm | Alternative Energy and Water – Investing Opportunities Across Asia Robert Petty, Managing Partner & Co-Founder Clearwater Capital Rob Petty will discuss the opportunities that his firm currently sees in the Alternative Energy and Water sectors across the Asian credit market. |
| 2:30 – 2:45pm | Moderated Breakout Session & Coffee Break Family Members-Only Breakout Session Location: Table A, Diamond Ballroom Foyer Moderator: Brian W. Gilchrist, Clifford Chance Single Family Office Executives-Only Breakout Session Location: Table B, Diamond Ballroom Foyer Moderator: Marc Hendriks, SandAire Family Office Multi Family Office Executives & Others Breakout Session Location: Table C, Diamond Ballroom Foyer Moderator: Robert Jones, FCL Advisory |
| 3:15 – 3:50pm | Looking forward for 7 generations Vincent Duhamel, Head of Asia Thierry Lombard, Managing Partner Lombard Odier & Cie Thierry Lombard, a 6th-generation owner, will discuss how Lombard Odier & Cie, one of the largest private banks in Switzerland, has reinvented itself throughout a history of over 200 years, navigating a route through 42 financial crises. He will discuss how innovation and responsible capitalism over the generations are the reasons behind its success. |
| 3:50 – 4:20pm | Sustainable Capitalism – An Investor’s Perspective David Blood, Senior Partner Generation Investment Management David Blood will discuss highlights from the Generation Foundation’s White Paper on Sustainable Capitalism, and the five key action items for immediate adoption that will accelerate the mainstreaming of Sustainable Capitalism by 2020. |
| 4:20 – 4:50pm | Summit Keynote – The Climate Crisis Al Gore, Chairman Generation Investment Management Al Gore will discuss the latest findings and updates from his work on the Climate Crisis. |
| 5:00pm | Cocktail Reception |










