Family Offices Summit 2012

Family Offices Summit 2012

Tuesday October 16, 2012
9:00am – 5:00pm
The Ritz Carlton, Hong Kong

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    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.



    9:00am Registration and Coffee
    9:25am Welcome and opening comments

    Shruti Advani
    Asian Private Banker

    9:30 – 10:15am Opening Keynote Address

    Andrew Sheng
    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
    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
    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


    LombardOdier_logoNeuberger Berman-with chinese Clearwater Capital Partners border Clifford Chance


    For further information, please contact: [email protected]