Family Offices Summit 2014

Family Offices Summit 2014

November 6, 2014
8:30am – 5:00pm
The Peninsular Hotel, Hong Kong

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    Taking place on the 6th of November 2014 at the esteemed Peninsula Hotel, the invitation-only Family Offices Summit plays host to extraordinary speakers and attendees alike. For more details, please click the agenda button below for session topics and times.



    8:30am Registration and Coffee
    9:25am Welcome and opening comments
    Shruti Advani
    Editor, Asian Private Banker

    Mignonne Cheng
    Chairman & CEO, Asia Pacific
    BNP Paribas Wealth Management

    9:30am – 10:15am Opening Keynote Address

    • The importance of traditions in keeping a family united
    • Resolving conflict amicably
    • Divergent business interests need not equal a divided family

    Mahesh Harilela
    CEO/Chairman, M. Harilela Global Investments Ltd.
    CEO, Inter-Islands Distribution Ltd.

    10:15am – 11:15am Lead panel discussion: Philanthropy Trends as a key element in Family Legacy
    Private Bank Strategy: Optimal positioning for market opportunities

    David Fong Man-hung, BBS, JP
    Managing Director, Hip Shing Hong (Holdings) Company Ltd
    Director, Fong Shu Fook Tong Foundation
    Vice Chairman, Fong’s Family Foundation

    James Chen
    The Chen Yet-Sen Family Foundation

    Robin Hwang
    Executive Director
    Foodlink Foundation Limited

    Andy Chai
    Managing Director, Head of Hong Kong Market
    BNP Paribas Wealth Management

    Helene Li
    Managing Director, Head of Strategic Planning
    Brand & Communications
    BNP Paribas Wealth Management

    11:15am – 11:45am Coffee break
    11:45am – 12:30am Charles Fabrikant – How owners make the most out of their jets

    Jeffrey Lowe, Managing Director of Asian Sky Group presents an account of how private jet owners make the most of their planes, what the owner experience is like and how Asian Sky Group helps to navigate through the turbulence of handling and operating their investments. This session will include a Q&A session with avid aviation enthusiast, Dato’ Shahriman Shamsuddin, who along with his brother Shahril, runs the Sapura Group and is #11 on Forbes’ Malaysia’s 50 Richest List.

    Jeffrey Lowe
    Managing Director
    Asian Sky Group

    Shahriman Shamsuddin
    Non-Independent Non-Executive Director

    12:30 – 1:15pm Evolution and Opportunity in Asia’s $30 trillion Credit Market
    With China’s growth fuelled by its own version of QE, growing debt levels and credit sophistication across Asian economies, Clearwater maps out how this asset class is a growing alternative to Asian public and private market exposure.

    Robert Petty
    Managing Partner and Co-Founder
    Clearwater Capital Partners

    1:15 – 2:30pm Luncheon
    2:30 – 3:15pm Sailing in the winds of change – navigating regulatory currents when managing your money

    In this presentation, the speakers will look at the regulatory changes affecting family offices, including new licenses and reporting requirements, as well as the implications of becoming a multi-family office.

    Matt Feldmann
    Clifford Chance

    Helen Fok
    Senior Associate
    Clifford Chance

    3:15 – 4:15pm Breakout sessions Roundtables

    A. Best Practices of Charitable Trust for Family Foundations – Family Members and Principals Only

    Moderator: Christina Lee
    Head of Philanthropy Advisory, Asia-Pacific
    BNP Paribas Wealth Management

    B. A leading opportunity in Asia: fixed income strategy through onshore direct lending programs
    Moderator: Robert Petty
    Managing Partner and Co-Founder
    Clearwater Capital Partners

    C. Targeting absolute returns in the current market environment – where are the opportunities?
    Moderator: Charles Martin, CFA
    Portfolio Specialist, APAC
    BNY Mellon Investment Management

    4:15 – 5:00pm Closing keynote address

    Cycling Home From Siberia
    Rob Lilwall
    Explorer and Author

    5:00pm Close


    bnp_logo Asian Sky Group BNY Mellon Clearwater Capital Partners border Clifford Chance Dassault Falcon border


    For further information, please contact: [email protected]