Agenda

 

Presentations delivered at the Global Family Office Conference 2017 and previous years can be seen on the Global Family Office Community website Knowledge Centre

Wednesday, June 13, 2018 - 

6.30pm - 8.30pm

Evening welcome reception for delegates at the Crystal Suite, The Dorchester

Thursday, June 14, 2018 -

Global Family Office Conference, The Ballroom, The Dorchester

2017 Agenda

8.30am Registration and breakfast

9.45am Welcome and introduction:

Vahe Vartanian, Founder & CEO, Global Family Office Community

 

Music by OKIEM

Session 1:

Global Trends and the Issues Currently Facing Family Offices

This session will explore current global trends shaping the world, economic and social challenges, and the specific issues impacting on family offices.

 

Presentation:

Mike Sergeant, Director, Headland Consultancy (former BBC correspondent)

 

Followed by Family Office Trends Discussion:

Panel: Tatiana Ward, Founding Partner, Rex Clement Capital

Panel: Patricia Armstrong, Senior Director of Family Dynamics and Education, Abbot Downing

Panel: Negin Bemanzadeh, Chairman & CEO, EEE Associates

Panel: Robert Macro, Partner, Private Client, Druces

Panel: Harry Wulfsohn, Executive Director, Imara Holdings & Founder of Fleming Wulfsohn Africa

11.15am Mid-Morning Coffee Break

11.45am

Session 2:

 

Session Chair:

Ian Morley, Chairman, Wentworth Hall Consulting

 

The challenges and opportunities in a Multi Family Office

We will hear the personal story of the Scott family and the setting up of the UK's first multi-family office; the differences between Single and Multi Family Offices; a case study of the challenges and opportunities of a merger; and the challenges of running a MFO with thoughts on what the future holds.

 

Presentation:

Alex Scott, Chairman, Sandaire Investment Office

 

How value is determined

This session will explore how symbols shape the way we value everything. Babylon to Bullion to the Blockchain. This presentation combines history, a story, money, gold, with technology.

 

Presentation:

J Bradley Hall, Founder, Chairman & CEO, ICON Capital Reserve SA

12.45pm Lunch

1.45pm

 

Mark Moynan, Company Butler, Exclusive Household Staff

 

Session 3:

Impact Investments and the 'Good' Family

This session takes a philanthropic view; how can families be 'good' and make a real impact with their investments.

 

Session Chair:

Pattie Sellers, Partner, Sellers Easton Media

 

Speaker & Panel: Simon Anholt, Policy Adviser

Speaker & Panel: Vanessa Grellet, Executive Director, Enterprise & Impact, ConsenSys and Chair Nexus Impact Investing Group

Speaker & Panel: Lynn Zovighian, Managing Director, The Zovighian Partnership

3.00pm Afternoon Tea Break

3.30pm

Session 4:

Operational Considerations for Family Offices

This session will explore a couple of the operational challenges that family offices face, focusing on security and employment.

 

Session Chair:

John Elder, Founding Partner, Family Office Advisors LLP

 

The Art of Privacy: "a state in which one is not observed or disturbed by other people".

As individuals, there can be a significant amount of information widely available about us, and we cannot always control who has access to it. By taking care of our privacy, we can work towards achieving freedom from the interference from others.

Privacy at home; privacy online; privacy when travelling.

 

Presentation:

Mary Jones and Julie Young, Directors, Beaufort Major

 

Family offices quite often do not have an HR department. We explore the processes and systems that family offices should have in place, as well as how to resolve disputes, and the potential implications of Brexit on EU employees, as well as the findings of a recent compensation study.

 

Presentation:

Tayyab Mohamed, Co-Founder and Director, Agreus

Marc Bishop, Managing Director, PlusHR

Charles Avens, Associate, Employment and Business Immigration, Druces

Session 5:

Passions of Families and Changing Behaviours

In an engaging session, we will look at some of the passions of families as well as changing consumer behaviours. 

 

Session Chair: John Elder, Founding Partner, Family Office Advisors LLP

Speaker & Panel: John Sheahan, International Client Development Manager, Selfridges & Co.

5.00pm - 7.00pm

Farewell drinks reception with canapes at the Crystal Suite, The Dorchester

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