Family Offices Summit 2012
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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:
|9:00am||Registration and Coffee|
|9:25am||Welcome and opening comments
|9:30 – 10:15am||Opening Keynote Address
|10:15 – 11:00am||On behalf of Neuberger Berman: SandAire and the Wigmore Association: A model for successful collaboration
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.
Changes in Hong Kong’s trust law and FATCA and its effects on succession planning
Brian W. Gilchrist
Paget Dare Bryan
|12:30 – 2:00pm||Luncheon|
|2:00 – 2:30pm||Alternative Energy and Water – Investing Opportunities Across Asia
Robert Petty, Managing Partner & Co-Founder
Rob Petty will discuss the opportunities that his firm
|2:30 – 2:45pm||Moderated Breakout Session & Coffee Break
Family Members-Only Breakout Session
Single Family Office Executives-Only Breakout Session
Multi Family Office Executives & Others Breakout Session
|3:15 – 3:50pm||Looking forward for 7 generations
Vincent Duhamel, Head of Asia
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
Al Gore will discuss the latest findings and updates from his work on the Climate Crisis.
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