FT Family Office Forum - London 2017
 
FT Family Office London, 20th September - Agenda


8.30am - Registration & Breakfast

8.55am - Chair’s Welcome

Hugo Greenhalgh, Editor, FT Wealth


9am - Keynote Address: The Geo-Political Environment

During this opening address, key issues such as Trump and the world, Brexit and the future of the EU, and the China pre-party congress will be discussed.

Gideon Rachman, Chief Foreign Affairs Columnist, Financial Times


 9.30am - Leaders Panel: Challenges and Opportunities – the View from the Board

C level speakers from single and multi- family office will divulge into a selection of key and time issues, including:

  • Alpha and return in a volatile market – experiences and solutions
  • Diversifying a liquid portfolio
  • To insource or outsource - Has fund manager selection become a priority with a weak pound and a changeable American market?
  • How hot is Tech? How high will valuations have to go before deemed as a bubble? Where is the new normal?
  • Cyber security as G4s come into play: Where is the element of Fraud?Do you have your own sever that the CIO runs or do you outsource?  Does outsourcing expose you to more risk? With greater financial trading internationally – how secure are you? 

Moderator: Hugo Greenhalgh, Editor, FT Wealth

Panellists to include:

Inno van den Berg, CIO, Victoria Private Investment Office

Charlotte ThorneFounding Partner, Capital Generation Partners

Caroline Butler, Director and CIO, Walcot Partners Limited

Per Wimmer, CEO, Wimmer Family Office


10.10am - Presentation & Interview with Eaton Vance

Jeff Mueller, Portfolio Manager, High Yield and Multi-Asset Credit, Eaton Vance

Interviewed by: Hugo Greenhalgh, Editor, FT Wealth


10.55am - Morning break


11.25am - Keynote: Presentation of the FT Investing for Global Impact Research

Anna Lawlor, Editor, FT Investing for Global Impact Research


11.55am - Panel Discussion: Real Estate Investing – Making it Work

With the UK marketing still overpriced and a slowdown in the retail market, this discussion will see our panel of experts, share their experiences and solutions. Topics to be discussed include: 

  • The London real estate  market – Forecast and trends and the future 
  • Commercial/industrial or residential – where are the biggest challenges and risks? Where are the opportunities in today’s overpriced Uk market?
  • Putting real estate acquisition into practice to maximise ROI
  • Where are the global opportunities for real estate investing?

Moderator: Hugo Greenhalgh, Editor, FT Wealth

Panellists to include:

David D Murray, Director, Murray Capital

Richard Rogerson, CEO, RFR - The Property Private Office

Basil J. Demeroutis, Managing Partner, FORE Partnership


12.35pm - Lunch


1.35pm - Panel Discussion: Family Offices and Private Equity: A Focus on Direct Investing

  • Do family offices have the resources for PE direct investing?
  • How has the family office model evolved to allow for direct investing?
  • The key to selecting the right investment
  • What are the main drivers for direct investing?
  • The future for family offices and private equity 

Moderator: Paul Reynolds, CEO, Thamesis

Panellists to include:

Bruno Doutrelepont, CEO, Even Keel Group

Jérôme Stern, Managing Partner, J. Stern & CO

Ipek Mutlu, Director of International Investments, Esas Holding

Richard Clarke-Jervoise, Partner and Head of Private Capital, Stonehage Fleming Group


2.15pm - Keynote: Succession and Next Generation Planning- Passing the Baton

Jérôme Stern, Managing Partner, J. Stern & Co


2.45pm - Keynote: Disruptive Technologies and the Broader Investment Implications

James will consider how a period of accelerating technological progress will have profound implications for investors across the economy as industries are destroyed and opportunities are created. The talk will also look at the broader environmental, social, environmental and geo-political consequences of this disruption.

James Arbib, Founder, Tellus Mater and Co-Founder of RethinkX,

3.30pm - Closing comments

Hugo Greenhalgh, Editor, FT Wealth


3.35pm - Coffee & Networking