Family Offices Summit 2012

Family Offices Summit 2012

Tuesday October 16, 2012
9:00am – 5:00pm
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:


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


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