Join Us When and UHNWIs Meet! Family Principal Speakers … · 2020-05-19 · 04. Join us! Registeronlineat by email [email protected] orphone +44 (0) 20 339 7139 0 Join

Count Lorenzo Rossi di Montelera

Family PrincipalMartini & Rossi Family

Rose ShoenNext Gen Member

Football Coach, Social Entrepreneur

Kamil HomsiFounder and CEO

GRC Investment Group

Massimo ZanettiChairman

Massimo Zanetti Beverage Group

Carlos Gerdau JohannpeterFounder and CEO

Domus Populi

Future-Proof Your Family Office

Family Office Forum CollectionNew York 2020 Edition, November 16th-17th, Harvard Club

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

2019/2020 Forum Partners

FREE ENTRY for genuine* Family Offices and UHNWIs

* Our definition of a genuine Family Office demands a minimum of $150 million and working for one or a few (not a solution provider to many 3rd parties).

Join 100+ Family Offices and UHNWIs from North America and beyond to explore Best Practice in Governance and Investments

• High family office and investor ratio – network with Family Offices and UHNWIs also from our international network

• Topics for families by families – Family Office Governance and Investment best practice

• All-day networking – meet prominent peers and have inspiring conversations

Family Principal Speakers Include:

Join Us When 100+ Family Offices and UHNWIs Meet!

Clarence ChewNext Gen Member

Alexstrasza Holdings

Overview

Family Office Forum New York 2020 Edition, November 16th-17th, Harvard Club Audience

Family Office ForumNew York 2020 Edition, November 16th-17th, Harvard Club

We are delighted to invite* you to join our Family Office Forum in New York:Benefit from a 3:1 private family office and investor:expert ratio and meet 100+ Family Offices and UHNWIs at the event!

The Prestel & Partner Family Office Forum Collection provides an exchange between family offices, wealth-owners, and only a select few partners on best practice in governance and investments.

Strictly no product presentations or specific pitches - topics covered are key issues for Family Offices and UHNWIs. These hands-on topics hold clear benefits for all participants. The focus is on added value, trends, and strategies.

Signature Features and Formats:• Interactive presentations and engaging panel discussions; with high number of family principals sharing their views• In-depth round table discussions• All-day networking, in addition to dedicated networking breaks, lunches, and drinks reception

About Us:With our six well-established annual family office forum editions in Zurich, Dubai, Singapore, Wiesbaden, New York City, and London, Prestel & Partner is proud to be a global leader in providing a private platform for networking, sharing, and learning opportunities on the most pertinent family office and investment themes.

Editorial Notes:We are editorially independent; our forum agendas are the result of extensive conversations and months of research with Single and Multi Family Offices, UHNWIs, thought-leading advisory firms and financial institutions on the most crucial and timely topics that keep family principals and their family offices awake at night and offer inspiration to them. We don’t take commissions from selling anything, and are committed to staying neutral.

Privacy Considerations:Our great respect for personal privacy ensures any attendees (including royals, billionaires, former heads of state, and Single Family Office Principals, CIOs and CEOs) enjoy the event with total data privacy.

We’ve had a great time networking and getting to know Family Offices

from all over the world - an excellent opportunity

for us to learn about global philanthropy Best Practices! Thanks a lot

for providing us with the opportunity of sharing our Maybach mentoring legacy

work, as well as hearing about the innovative

strategies others use to enhance their future social impact activities - a very inspiring couple of days.

Ulrich Schmid-Maybach Maybach Foundation

‘‘

I had a great time speaking at the Prestel & Partner

conference this week to talk about leadership lessons.

Peter S KrausPhilanthropist, Investor,

Art Collector

Thank you for your hospitality and for a great conference! Bless you - classy, you brought truly amazing people together.

Patrick Reynolds

The Family Office Forum facilitated a productive

gathering of decision makers, all of whom were willing to

contribute in meaningful ways. The content was rich and

multifaceted, covering a range of topics from new governance models to investment ideas, as well as the exploration of new sectors and approaches. The

audience was well-curated and provided excellent networking opportunities. Tobias and his

team accommodated attendees and maintained a high level

of detail oriented service, we would highly recommend.

FullCycle Team

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 002 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 03

Family Offices & UHNWIs Forum Partners, Advisors Neutral

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Dubai Wiesbaden Singapore Zurich

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New York

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London

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Service providers are from various fields such as health, travel, international structuring, software, education or luxury goods – not uniquely from the financial industry. Partners contribute with and offer their expertise, without any upfront product sales.

The Prestel & Partner AudienceA majority of Single and non-commercial Multi Family Offices with the profiles of Principal, CEO, CIO, CFO, & COO.

Your Advantage

The audience: Our event is exclusively dedicated for Single Family Offices, Principals and Private Multi Family Offices who do not offer services or products but come to network and learn. At our event all other Family Offices and Experts who act as advisors or consultants or who offer products and/or solutions to third parties are considered to be solution providers.

The concept: More Family Officers than solution providers on stage and in the audience. Network with 100+ Family Offices and UHNWIs.

The content: Bespoke and curated program with considerable time dedicated to in-depth discussions, knowledge and experience sharing and learning opportunities, and Q&As.


Family Office Forum New York 2020 Edition, November 16th-17th, Harvard Club

Family Office ForumNew York 2020 Edition, November 16th-17th, Harvard Club Conference Programme Day 1Conference Programme Day 1

The Harvard Club Biddle Room: Presentations and Panel Discussions

Cambridge Room Foyer: All-Day Networking with Refreshments

Cambridge Room: In-Depth Roundtable Discussions – see pages 8-9

Day One Morning - Monday, November 16th 2020

08:20 Registration and Networking with Breakfast - Meet other Family Offices and UHNWIs

09:00 Family Office Forum Opening by Prestel & Partner

Dealing with Change: Focus on Governance

09:10 Keynote: Safeguard Your Family Legacy with a Focus on Family Culture and Your Core Values • Learn practical ways to deal with pitfalls and unexpected events in the family and beyond • How do we re-align and re-define our future when all looks grey • How to reinvent the family culture via assessing the core values Count Lorenzo Rossi di Montelera, Family Principal, Martini & Rossi Family, President of the Board of Directors, Birks & Mayors

09:40 Keynote: A Sustainable Governance Model from Italy – Case Study with Flavours and Aroma • Gain insights into a fascinating family business story from the King of Coffee • Learn how this major family group withstands harsh waves and thrives through decades • The ingredients: solid governance, a zest of entrepreneurialism and a passion for sports Massimo Zanetti, Chairman, Massimo Zanetti Beverage Group (with brands such as Segafredo)

10:10 Networking and Refreshments - Meet other Family Offices and UHNWIs

11:00 Reaching Alignment on Family and Family Office Strategies – A Panel Discussion Chaired by CS Global Partners

11:50 The Entrepreneurial Vein: Keeping One’s Passions Alive Makes Such a Difference • How being a keen equestrian and sailor helps with entrepreneurial ventures Carlos Gerdau Johannpeter, Family Member, Founder & CEO, Domus Populi

12:20 Lunch and Networking - Meet other Family Offices and UHNWIs




Day One Afternoon - Monday, November 16th 2020

Dealing with Change: Leading with Resilience and Innovation

14:00 Adapt, Evolve, Accelerate: The Road to Recovery – A Panel Discussion Dr. Silvia Flesia, Chief Investment Officer, Enspire

14:30 The Role of Innovation and Technology for Family Offices • Explore how our multi-speed world tackles innovation and what this means for family offices • Learn actionable insights on how technology and innovation can help family offices • Hear how doing the things most uncomfortable leads to success Scott Amyx, Innovator, Entrepreneur

15:00 Applying Leadership and Innovation – A Panel Discussion Kamil Homsi, Founder and CEO, GRC Investment Group (SFO)


Dealing with Change: Future-Proof Your Family Office

16:30 Handing Over the Reins: Preparing for a Transition - A Panel Discussion on LATAM Perspectives Chair: Dante de Lucia, Family Member, De Lucia Di Vora

17:20 Coach Yourself to Success: The Genius of Nurture – A Panel Discussion • Gain insights shared by multigenerational family business and family office next-gen members on how they succeed in their family and in their professions • Learn from various stories from the inside and outside of the family business • How the next gens see their future and how can they make their marks Rose Shoen, Next Gen Member, Football Coach, Social Entrepreneur

18:00 Networking Drinks Reception in The Ballroom Foyer - Meet other Family Offices and UHNWIs

19:30 End of Day One of the New York 2020 Edition Forum



Family Office ForumNew York 2020 Edition, November 16th-17th, Harvard Club Conference Programme Day 2Conference Programme Day 2




Day Two Morning - Tuesday, November 17th 2020

08:40 Registration and Networking with Breakfast - Meet other Family Offices and UHNWIs

09:20 Family Office Forum Opening by Prestel & Partner

What’s on the Horizon: Education, Purpose, Impact

09:30 Education: Various Perspectives from Next Gens • Learn various perspectives from next gens and family principals about what they think education means for them and their family Chaired by: Clarence Chew, Next Gen Member, Alexstrasza Holdings

10:00 The Purpose of Your Family Office: Real Life Examples and a Panel Discussion Arshi Ayub Mohamed Zaveri, CEO, Trust with Trade Group, Senior Advisor, Royal Family, UAE


11:10 Keynote Fireside Chat Interview

Family Office Investment Themes on Stage

11:40 Real Estate Strategies in the US and Beyond: A Panel Discussion • Residential Real Estate in 2021 – How to Make this Asset Class Selection a Winner Kim Deter, Associate Vice President, Noble Capital

12:20 Private Equity as Family Office Investment: Successful Approaches

13:00 Lunch and Networking - Meet other Family Offices and UHNWIs




Day Two Afternoon - Tuesday, November 17th 2020

Making Money While Doing Good

14:00 Keynote Address

14:50 What’s on the Horizon for Sustainable Family Office Investments – A Panel Discussion


15:30 The Future Family Leaders: Education, Values and Leadership – A Panel Discussion

Special Feature: Private Peer-To-Peer Discussions

16:00 Informal Roundtables: Two Parallel Sessions For Private In-Depth Conversations

We will be running two separate roundtable sessions with a dedicated moderator belonging to the related peer group. The discussions will allow you to exchange views, opinions, and best practice, with an added benefit of fostering further bonds with your peers.

I. Ballroom: Roundtable exclusively designed for wealth owners (principals, other family members, private investors, UHNWIs)

II. Boardroom: Roundtable exclusively designed for non-family office executives, advisors, practitioners, solution and service providers

18:30 End of the New York 2020 Edition Forum

Investment-Themed Roundtables

Day One - Monday, November 16th 2020

An exchange of opinions, views and experiences made. Hear from experts and learn from peers: Investing in times of “The New Normal”.

These investor roundtables are held parallel to the family topics on the ballroom stage and allow attendees to join in-depth discussions around specific investment-related topics.

Asset Management Best PracticesChaired by Cambridge Associates

Co-Investments – How, Why and with Whom

Investment-Themed Roundtables

Day Two - Tuesday, November 17th 2020

An exchange of opinions, views and experiences made. Hear from experts and learn from peers: Investing in times of “The New Normal”.

These investor roundtables are held parallel to the family topics on the ballroom stage and allow attendees to join in-depth discussions around specific investment-related topics.

Tech as a Family Office with a Look into: Blockchain, IoT, FinTech, AI

Funds vs Direct Investments

Achieving Security for Your Family Office

Conference Programme Day 2

Family Office ForumNew York 2020 Edition, November 16th-17th, Harvard ClubConference Programme Day 1




Family Office Forum New York 2020 Edition, November 16th-17th, Harvard ClubParticipants

The Prestel and Partner Promise

More Family Offices on stage than service providers. More Family Offices in the audience than service providers. For further information on the composition of our audience please see: www.prestelandpartner.com

Free participation is exclusive to Family Offices and only genuinely relevant partners of Family Offices will be able to purchase a delegate pass. In addition, the number of delegate passes is strictly limited. This ensures that the participating Family Offices enjoy a meeting among peers.

* Our definition of a private Family Office demands a minimum of £150 million and working for one or a few (= not a solution provider to

many 3rd parties).

If you want to become a partner please contact [email protected]

2019/2020 Forum Partners

Media Partners 2019/2020

Registration

Family Office ForumNew York 2020 Edition, November 16th-17th, Harvard Club

Secure your place at the Family Office Forum LondonNovember 16th-17th 2020, Harvard Club

Register Now

Cancellation policy

1. If you are unable to attend your place is transferable.2. Invoiced amounts are due in full. Prestel and Partner will not issue refunds.3. If you register but can not attend Prestel and Partner will provide you with conference documentation.4. Prestel and Partner reserves the right to amend the conference programme and schedule without notice.5. Prestel and Partner is not responsible for any costs occurring due to any changes or cancellations.

Privacy

Tick here if you do not wish to receive information from Prestel and Partner Ltd.

* P&P definition of a Family Office; minimum $150m in assets and serves one or a few families (not a solution provider to 3rd parties). Those doing both (family investor and solution provider to FOs) are welcome to join us at 50% of the standard fee.

Registration fee includes refreshments, coffee breaks, snacks, buffet lunch, drinks and conference documentation. Accommodation is not included. VAT subject to government change.

Free Admission for Family OfficesAre you a private* Family Office? You have the privilege of free admission. Please contact [email protected]

Your contact details

Delegate name:

Title:

Company:

Address:

Country:

Telephone:

Email:

Permission granted by (name and signature):

How to register

In writing: Post us this form, or fax it to +44 (0) 20 3397139 1

Online: www.prestelandpartner.com in the section "Become a Delegate" or email [email protected]

By phone: +44 (0) 20 339 7139 0

Payment Details

Bank transfer: Prestel and Partner LtdAccount: 46223368, Sort code 30-99-93,BIC LOYD GB21132,IBAN GB43 LOYD 3099 9346 2233 68,Lloyds TSB Bank

Payments due within 10 days of invoice date, and in advance of the Family Office Forum. For terms and conditions see www.prestelandpartner.com

Until May 31st 2020

From June 1st Until July 31st 2020

From August 1st 2020

Number

Both Days:November 16th and 17th 2020

$2990 $3290 $3490

One Day Only:November 16th or 17th 2020

$2290 $2490 $2890

Prices in $ Total

Family Offices and UHNWI enjoy free entry! *Our definition of a Family Office is a minimum of $150m in assets from only one or few families / wealth-owners, and the Family Office is working for these families (not as a solution provider to many 3rd parties). Please contact [email protected]

Do you work with Family Offices? The Family Office Forum is not a sales show and places for service providers are strictly limited! To register please visit www.prestelandpartner.com

Your Registration: Online at: www.prestelandpartner.com under tab "Become a Delegate" or send an email to: [email protected] By phone: Please dial +44(0) 20 339 71390

Wiesbaden, 8th-9th September 2020

Join us when 120+ genuine* German-speakingFamily Offices meet.

Singapore, 11th-12th May 2021

Join 100+ Family Offices and UHNWIs based in Asia and beyond for this unique forum.

London, 15th-16th September 2020

Meet 100+ Family Offices and UHNWIs based in the UK and beyond to learn from each other.

New York, November 16th-17th 2020

Meet 100+ Family Offices and UHNWIs based in North America and beyond to discuss key family office topics.

Zurich, 8th-9th December 2020

Join 100+ Family Offices and UHNWIs from all over the globe to share insights and learn from each other.

Register Now

Registration

Upcoming Editions Of

Our Family Office Forum Collection

Dubai, 9th-10th March 2021

Join 100+ Family Offices and UHNWIs from the Middle East and beyond to discuss Best Practice in Governance and Investments.

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

Documents

Join Us When and UHNWIs Meet! Family Principal Speakers … · 2020-05-19 · 04. Join us! Registeronlineat by email [email protected] orphone +44 (0) 20 339 7139 0 Join