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


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