Family Office Forum - Prestel and Partner Office Forum Zurich, 14 - 15 November 2017 Join us when 100+ Principals, Family Offices, CIOs and Experts meet! More Family Officers and Principals

Family Office ForumZurich, 14 - 15 November 2017

Join us when 100+ Principals, Family Offices, CIOs

and Experts meet!

More Family Officers and Principals in theaudience than solution providersCase Studies, Key Notes, Panel Discussions and Networking:Learn from Family Offices and Select ExpertsHow to optimize operations and ease your workload through know-how, new tools and best practice

Improve your operational businessExchange ideas with many other Family Offices on practical topics such as performance measurement or Family Governance

Liquid and Illiquid Asset Classes – keep your finger on the pulseHear from other Family Offices and expert on how they manage asset allocation, portfolios and assets such as Alternatives

Are you a Principal or Family Office? We are delighted to welcome you and offer you privileged free admission! Simply contact: [email protected]

Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply contact: [email protected]

Seien Sie dabei! Melden Sie sich online an bei www.prestelandpartner.com, per email [email protected] oder Telefon 0044 (0) 20 339 7139 0

Overview Page 2 Speakers Page 3 Conference Programme (Day 1) Page 4-5Conference Programme (Day 2) Page 6-7 Participants Page 8 Preview Page 9 Registration Page 10

Free Entry for genuine*

Family Offices

*Our definition of a Family Office is minimum £100M in assets and serving one or a few families (not a solution provider to many 3rd parties). Those doing both equally (being investor plus provider) are welcome to join us at a 50% fee. welcome to join us at a 50% fee.

Partners

Ipek MutluDirector of International

InvestmentsESAS

Hon. Julia Gillard Former Prime Minister

Australia

Aitua Ekhaese

Cherie Blair

Arno Fuchs Dr. Konstantin Mettenheimer

Chairman PMB Capital Ltd. London

Astrid von Soosten

Dr Thorsten Querg

Simon Hodges

Dr. Julia Balandina Jaquier

Prof Dr Peter Lorange

Aradhana Khowala

Robert Rubinstein Dan Choon

Wesley RangerDominik von Eynern

C A P I T A L M A N A G E M E N T

W SE T 4

Viktoriya TigipkoAndrew Mitchell Eva Helene YazhariGabriel Stein

Family Office ForumZurich, 14-15 November 2017

Overview

“ Hands down the best FO event ever! Steffi Claiden, Family Office Review

“ Ratio of Investors /Providers was very good Philipp von Königsmarck, Fidelity

“ Terrific networking opportunity! Fabian Rauber, Lombard Odier & Cie

The Family Office Forum Zurich is the annual meeting of more than 100 Family Offices from all over the world, a truly global and international gathering of genuine Family Offices held in English:

How does it work? The global Family Office Forum has a very different formula from other events:

• More genuine* Family Officers than service providers in the audience, and as stage speakers – by Family Offices, for Family Offices.

• Topics are relevant to Family Offices; the Forum is not a sales show and presentations are not about products.

• Only selected Partners/Sponsors who clearly add value may participate. This creates a win/win situation: Family Offices only hear about their interests, and Sponsors/Partners do find that specific interest within their own audience.

The Conference is a networking event with all-day-long networking, plus 5 parallel streams to choose from. See the programme overview – with all presentations and panel discussions – on the next pages!

The Family Office Forum Zurich on 8th - 9th November is taking place in the Dolder Grand, a spectacular mountain top location, overlooking the city of Zurich and its stunning lake; just 10 minutes by car to the city center and only 20 minutes to the airport. Expect beautiful surroundings and an exclusive venue perfect in which to meet like-minded peers.

* Our definition of a Family Office; minimum £100M 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.

The Family Office Forum Zurich is based on:

1.Years of research with over 100 Single and Multi Family Offices, many UHNWI, plus private banks, banks with UHNWI management, academics and partners.

2.The precise wishes and the active support of Family Offices. The agenda is based on the requirements and challenges of Family Offices in their day-to-day business.

3.The long-standing expertise of the partners at Prestel & Partner, in particular with Family Offices. The genuine interests of Family Offices are at the core of our Forum. Please refer to our testimonials at www.prestelandpartner.com

The Family Office Forum takes a closer look. Topics are dealt with in depth to enable our participants to experience genuine progress in their work.

The Family Office Forum offers all participants a platform to exchange experiences, hear about the latest strategies and discuss them afterwards. It is the ideal environment to nurture important relationships and to meet new interesting contacts.

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

www.prestelandpartner.com

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Speakers

On stage: Family Offices and experts share their knowledge - among them are:

“ By far the finest family office conference I have ever attended Ozi Amanat, SFO

“ The large number of principals was especially impressive Heiner Weber, SFO

“ Great success! Interesting and a rewarding exchange Stephan Gerwert, Rigi Family Office

“ Made excellent new contacts which I will follow-up onMichael Hamke, SFO

“ Surpassed all my expectations! Excellent networking opportunities Ida Beerhalter, MFO

Rupert Boswall Dr. Konstantin MettenheimerChairman, PMB Capital Ltd. London

Astrid von Soosten Dr Thorsten Querg

Prof Dr Peter Lorange Aradhana Khowala Robert Rubinstein Dan Choon

Thomas Villinger Ingo Weber Roland Schatz Arno FuchsFounding Partner, CEO

FCF

Peter Brock David Berenger Ipek Mutlu Dr Jean-Philippe Chetcuti

Speakers

Rajaa Mekouar Hon. Julia Gillard Cherie BlairDr. Julia Balandina Jaquier

Helge SasseMichael Von StummChristian Stadermann Wesley Ranger

Simon Hodges Elizabeth Peyton JonesAitua Ekhaese Dominik von Eynern

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 004 05

Combining Profit with PurposeThe Ballroom Programme

Registration and welcome with coffee, tea and breakfast8:00-09:00

Welcome address by the organisers Katja Mülheim and Tobias Prestel

Keynote Investments: The Age of Uncertainity - Geopolitics, Investment & Risk - Cherie Blair CBE, QC (SFO, UK)09:00-09:30

Keynote: Growth, Equity and Education - The Link, Hon. Julia Gillard, AC, Prime Minister, Australia until 2013 (SFO, Australia)09:30-10:00

Morning break in the Ballroom Foyer10:00-11:00

Lunch in the Ballroom13:00-14:00

Family GovernanceGarden Salon 1

Financial MarketsGarden Salon 2

Direct InvestmentsGarden Salon 3

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Tuesday 14th November

Morning

11:00-11:30 Panel discussion: Growth, Equity and Education - The Link• New standards to improve the quality of childcare and access to early childhood education• Investing in Education: Motivation and typical Risk/Return Profiles• Case study south-east Africa - challenges of primary education • Educating children to be positive entrepreneursHon. Julia Gillard, AC, Prime Minister, Australia until 2013 (SFO, Australia)Tereza Mirovicova, Managing Director, boNGO WorldwideJohannes Nagel, MD, Academedia private education providerMartina Neef, Principal (SFO, Germany)Moderation: Deepak Lalwani OBE, Founder, Lalcap Ltd

Family GovernanceChoosing a 2nd home: Residency & Citizenship Considerations• Tax & estate planning• Family, asset and business structuring• The Malta OptionDr. Jean-Philippe Chetcuti B.A., LL.M.(Warwick), LL.D., TEP, Managing Partner, Chetcuti Cauchi Advocates

Asset AllocationGlobal Geo-Strategic Development - Consequences to your Asset Allocation and operational set up• Status quo analysis – where do we stand and why the World changed dramatically • Information and Disinformation • Lessons from History – do we utilise knowledge from black swan events effectively?• Possible solutions and strategies for a fragile future (next 5-10 years)Dr. Thorsten Querg, Senior Partner, FOCAM AG (MFO, Germany)

Direct Investments and Co-InvestmentsDirect Investments and Co-InvestmentsInvestors are increasingly looking for such opportunities. Here is • The Why• The How to source them The How to manage them, and• ExamplesDr. Konstantin Mettenheimer, Chairman, PMB Capital, London

11:30-12:00Investing with Impact and PhilanthropyA SFO Impact Investor Insight Lessons learned from early stage to large scale Impact Investments, in the sectors Energy & Environment, Health Care and Education Christina-Anne Kyosti (SFO, Italy, France, CH)

Structural trends are more important than economic cycles• Why macro indicators are not helpful for equity investors • How disruptive innovations could affect your portfolio• 2025 - Who are potential winners?• How to benefit from structural growth trends within a multi asset solutionAdrian Daniel, Portfolio Manager, MainFirst (Germany)

“Family- / Family Office-Governance 2030” - Current Developments in Family Governance and an outlook how the Future might look like• Increased political uncertainty and volatility even in mature democracies• Digitalization and next gen globalization: Challenges for family ties• Social media and the transparency boom: challenges for reputation protection• Cyber security and families: new challenges to asset and even physical protectionProf. Dr. Dr. Peter Sester, University St. Gallen and Advisor (SFO, Brazil)

Reminisces of a private debt operator• The universe of private debt• The private debt swamp ecosystem• Family offices as investors and borrowers• Case studies• State of the marketMatt Sadd, Managing Director, Deutsche Bank (London)

12:00-12:30Real Estate as a Liquid ToolUSA real estate• US real estate as income generator• Opportunities with Public Non Listed REITs• PNLR BenefitsOmer Granit, Founder & Managing Partner,Yaron Eilot, Managing Partner,West 4 Capital

India: Has the elephant started to run?• The Modi Effect• Markets: Drivers and Opportunities• When and How will India achieve its true Potential?Deepak N. Lalwani OBE, Chairman, Lalcap (UK - India)

Efficient Family-Business Governance - The Behavioural Angle• Behavioural Risk Manifestation in Business Families: Agency Risk• Contrasting Governance Regimes: Non-Family Business vs. Family Business• Combining Family and Business GovernanceDominik von Eynern, Family member (SFO UK)

Fireside talk: Impact Investing and Environmental, Social and Corporate Governance (ESG)• How the current financial system undermines sustainability• Why ethics pays in investments: Specific advantages of values-driven investments• Case study: Investment opportunities in Energy and Sustainable InfrastructureRobert Rubinstein, Chairman, TBLI (Netherlands)Prof. Dr. Dr. h.c. Christoph Stueckelberger, President, Globethics.net (Switzerland)Dr. Tobias Reichmuth, CEO and Founder, SUSI partners AG (Switzerland)

Open Roundtable / Workshop: Improving the life of people below the poverty line: Impact investing “How to”• Take home experiences from the impact finance sector• Helpful findings from extensive research• Practical tips on due diligence on the many SME impact investment opportunities• Applying Venture Capital know-how in Impact InvestingEva Yazhari, Co-Founder and CEO, Beyond Capital (SFO, USA / Switzerland)

12:30-13:00 Investing both proprietary and third-party capital into Brazilian real estate opportunities from a Family Office perspective• creating value through targeted multi-approach strategies• combining market knowledge and proprietary non-public deal flow• impactful development, repositioning, construction and related transactions• which competitive advantages translate into sustainable risk-adjusted returns over the long-termMatthew Wilkens, Managing Director, Kallas Asset Management (MFO, Brazil)

Make or Buy – The Advantages of Outsourcing Family Office Needs From single task outsourcing to a complete virtual family office• a quick history of outsourcing in the family office space• an analytical concept for strategic and efficient outsourcing• how to do it: best practice and a case study• the future ? a virtual family office or taking outsourcing to the extremeJ. Christian Stadermann, Founding partner, Logos Patrimon (MFO, Germany)

Iran –the World’s Last Remaining Major Emerging Economy• Stengths, Weakness, Opportunities and Threats• Solutions we recommend in conjunction with EU Ambassadors in TehranSenator h.c. Andreas Schweitzer, German Federal Senate for Economy and Technology



Drinks Reception in the Ballroom Foyer: “Apero”18.00-19.00




Tuesday 14th November

Afternoon

Real Estate as a Liquid ToolReal Estate as a lending opportunity for the Family Office • an SFO´s view• Markets globally on every metric have become frothy • Equity in this environment is too risky from a duration and valuation perspective• More compelling risk reward return: Preferred equity, mezzanine, short term bridge allows you to hedge against those risks while mitigating those risksSasha Bernier, Senior Vice President, Cheltenham Investment (SFO, USA)

14.10-14.40Investing with Impact and PhilanthropyPanel discussion: Best Practice in dealing with Impact Investments as an Investor• An overview on the Impact Investing Market, including trends and data from current research - and personal judgements• What impact investing really means and where does it fit within the family ecosystem• Motivations and Strategies of Wealth Owners• Avoiding the Traps: Key Lessons Learned – and how to find good deals, Impact Investment deal flowDr. Julia Balandina Jaquier, CFA, JBJ CONSULT; adjunct Professor, St. Gallen University (Switzerland) Ingo Weber, GIIN (SFO, Germany)Oliver N. Hagedorn, entrepreneur and CEO, avescoEva Yazhari, Co-Founder and CEO, Beyond Capital (SFO, USA / Switzerland)Moderator: Peter Brock, Family Office Services, Ernst & Young (Germany)

14.40-15.10 Direct Investments and Co-InvestmentsOpen Roundtable / Workshop: Transforming Agriculture & Food technologies into sustainable and robust solutions • What Investors can learn from Israel, the start-up nation • Advantages of the Israeli Ag & Food investment eco-system • Translating science into business - The challenges of getting from ideas to products • Copia’s model as a SFO backed entity and it´s impact Ohad Zuckerman, Copia Agro (Israel)

Family / Family Office Decision MakingNext Generation Investing: What the members of the next generations want and how they get it• Members of the next generation think and invest differently• How they choose their advisors and investment themes differ from the previous generations• What drives them to achieve their long-term goals for them individually and in the name of their families is based on their thinking about the futureCaroline L. Beinhoff, second generation memberClarissa Fraschetti, fourth generation memberModerator: Lenka Beinhoff, Chief Executive Officer, Beinhoff Family Office (MFO, CH)

Real Estate Financing – The different ways to operate, and their respective advantagesWesley Ranger, Director, Brunswick International Finance (UK)

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Afternoon break in the Ballroom Foyer15.10-16.00

16.00-16.30 Re-Inventing Europe with a view on sustainabilityThe connection between startups, old economy and new technologies: An initiative of sustainable renewal using Behavioral Economics and Open Innovation.Dr. Thomas Bodmer (SFO, Austria)Marcus Salzmann, Co-founder, Next-Floor GmbH

Next Generation Philanthropy / Social Impact Investing - Insights from 30+ years of family foundation work and social entrepreneurship teaching• Family Philanthropy / Social Entrepreneurship: an enlightened continuum of compassion• Case study/short movie clip: “Stalemate” - three generations of a family foundation in transition• Social Entrepreneurship / Impact Investing - a hybrid “business/double bottom line approach” to critical worldwide issues (i.e. education, environment, health care, social justice et al.) that appeals to the “rising generation” of leaders in the field Stephen McCarthy, Trustee, McCarthy Foundation; Mentor of The Year, NYU / Stern

Impact at Asia Scale• Trend Observation: Are the Asian economies shifting towards sustainability? • Environmental protection: What’s left & where are Asian regulators heading? • Technology Driven: How can technology reverse or slow down the problem? • Scalability: Is it possible to apply impact at scale in Asia? • Business Cases: What could it be worth to reach Sustainability Development Goals in Asia?Dan Choon, Dyan (SFO, Europe - Asia)

Asset AllocationAre we headed into a secular bond bear market? And, if we are, what does it mean for equities?• Ultra-low interest rates - coming to an end? • As inflation returns, do central banks accept (small) inflation?• What does quantitative tightening do to interest rates?• Implication of a bear market, consequences for investorsGabriel Stein, SFO advisor (UK)

Volatility – Dangerous or Beneficial?• One-way street bonds and equities?• Is your portfolio afraid of volatility?• Volatility as a complementary asset class• Alternative ways of how you can profit from volatilityHarald Bareit, Managing Partner, QC Partners (Germany)

17.00-17.30 Fintech and Impact Investment can open the global insurance market for 3 billion uninsured people• Most people in developing economies are uninsured and have no formal safety net• Trust amongst poor people can be turned into affordable digital insurance products• Large scale - affordable insurance for all - is within reachJan Martin Hunderi, CEO & Founder, DataDrivenFinance AS (Norway)

Art and CollectiblesArt and Commerce - “a single winged bird can’t fly” • The transition from Business to Art• My message as an artist• Early impressions and criticism of lack of professionalism and transparency within the art marketPhilipp Humm, Artist; formerly CEO Vodaphone Europe, CEO T Mobile USA (SFO, UK)

16.30-17.00 From negative screening to positive SDG InvestingHow to measure and rank Family Office investmentsRoland Schatz, Senior Advisor, UN General Director, Founder, Media Tenor International AG (Switzerland)

Panel Discussion: Direct investments of families into large Mittelstand and public companies – case studies, experiences, best practise• Investments in small to large market cap situations (public and private)• From the initial idea, to investment, to long-term/active shareholding• Role of the significant minority or majority investor• Special considerations involving public investmentsAlexander Scheemann, Armira PartnersDaniel Wälchli, IHAGModerator: Arno Fuchs, CEO, FCF Fox Corporate Finance GmbH (Germany)

Insights: One Family´s Investment Strategy based on Stocks/Bonds, Real Estate, Shipping, Ventures and Education• The appropriateness of a robust portfolio • Managerial capabilities needed• Balance: exploration and established• Some key mistakesProf Dr Peter Lorange (SFO, Switzerland)

The Vulnerability of Family OfficesManaging the gap of Family Offices´ need for trust, anonymity and confidentiality on one side, and exposure while navigating financial topics and mitigating family issues on the other side.Yousef Al-Majali, Chief Operating Officer, Director, Oculus Financial Intelligence (UK)Rupert Boswall, Chairman/Senior Partner, RPC (UK)

The Desire for Legacy – A refreshing look at the Art of Cemeteries and their reflection on Legacy• types of cemeteries- architecture- religion- funeral rites, esp. coffinsMichael von Stumm, Senior Advisor to Kurt A. Engelhorn (SFO, Europe)

Value Creation in Biotech – Opportunities, Risks• New players, conditions, rules, settings• New timing of value creation• How to mitigate risks in a fast developing industry• Private versus publicDr. Alfred Scheidegger, CEO, Nextech Invest Ltd.

Asset Classes and AllocationPrivate Tech: Boom or Bubble?• Late vs early stage investing: where is the opportunity? • How to access the best deals• Due diligence: investment process and expected returns• Valuations: what lies aheadRichard Rimer, Bedrock SA

17.30-18.00 Timber as powerful and profitable impact investment• Current state of the worlds forest • Social, Environmental and Economical attributes of Forestry• Forestry as an impact investment• Introduction to EcoforestsMichael Ackerman, CEO, EcoForests

CryptocurrencyCryptocurrency: The Emerging Asset Class• Why crypto assets?• The rise and returns of crypto hedge funds• Performance vs other asset classes• Diversification and correlation vs other asset classes Joe DiPasquale, CEO, BitBull Capital



Registration and welcome with coffee, tea and breakfast8:00-09:00

Keynote Wellbeing: Achieving a harmonious state of the mind, body and spirit - Dr. Issac Mathai M.D.(Hom.), M.R.C.H (Lond.), soukya.com09:15-09:45

Morning break in the Ballroom Foyer10:00-11:00

Networking in the Ballroom Foyer16.00-16.45

Closing Remarks and end of Event16.45-17.00




Wednesday 15th November

14.10-14.40Private Equity and M&APrivate Equity and M&A - current global developments and global key regions• current trends• drivers for change• key issues for Family Offices• future trendsAitua Ekhaese, Managing Partner, North Hill Advisory Partners (UK)

Asset Classes and AllocationBlood - our most precious asset: How to save lives and make profit• Beyond the Blood, Sweat and fears: Building a Business with Purpose• The great impact made with medical technology - saving lives while making returns!Bill Skillman, President, Chief Executive Officer, Velico Medical

Conscious InvestingExperiences of an impact investor: sustainable forestry and renewable energy in Europe and South America• Impact Investments in Renewable Energy• Beating myths about impact investments in Emerging Markets• From destruction to sustainable development: recovering degraded land• Case study: attractive ecological, social, and financial returnsDr. Maurizio Totta, Entrepreneur & Investor (SFO, Europe)

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How to Avoid, or Treat, Self-Destructive Behavioral Patterns in Teens and Young Adults• A look into mood or eating disorder, depression, fear of failure, drug, game, sex or gambling addiction, ADHD, ADD or ODD• Regaining self-respect and setting new goals, which will lead to positive choices in ones life• Dealing with addiction and mental health care behavioural disorders / problemsPiet Jansen, Director, Yes We Can Youth Clinics (Netherlands)

12:00-12:30 Climate change and biodiversity - Why we need to understand this relationship • Case study: The important role of plankton for the future of life on our planet • A basic research project to guide future action Astrid von Soosten, The European Molecular Biology Laboratory, Europe’s premier not-for-profit life science research institution supported by 23 member states

Open Roundtable: Water, Agro, and Energy Impact Investing• Investing in water, agriculture, and energy in emerging markets with a lens of social impact• A look at the businesses forging the future of each sector into a sustainable global economy• Dramatically improving livelihoods in impoverished communities through investments in these sectorsEva Yazhari, CEO, Beyond Capital Fund (SFO, USA / Switzerland)Ohad Zuckerman, Copia Agro (Israel)

Travel & Tourism Investments – A case for Family Offices to Sit up and Take notice • Who - Mainstay of smart, old money or a legit fancy of the new• Why - No drop-dead deadlines, volatile market turns, and ideal work-life balance• How - To buy undervalue at competitive pricing and divest upon full-value realization • Where - Identifying the greatest current and future investment spots globallyAradhana Khowala , CEO & Founder, Aptamind Partners (UK)

11:30-12:00 Biomolecular Restoration (Bio-R) – a unique health approach for demanding lifestylesDr Antoinette Sarasin Gianduzzo, Director of Nutrition & Lifestyle, The Kusnacht Practice (Switzerland)

Panel discussion: Insights into VC and the Tech Boom in Israel and the USA• A comparison of Silicon Valley and Silicon Wadi• Current developments• Lessons to be learnedShelly Kapoor Collins, Shatter Fund, National Women’s Business Council (USA) Shmuel Chafets, Target Global Moderator: Yaron Kniajer, Managing Director, Rhodium Israel

How to look at Hedge Funds and Multiple Hedge Funds / Fund of Funds from an Investor´s perspective• What really is a hedgefund?• What can a fund of hedge funds be?• Why invest in a fund of hedge funds and what are the risks?• How to choose hedge funds - selection citeriaPer Mardbrant, CEO, Advisor Fondförvaltning AB (Sweden)

Famillies as conscious Investors• Why “NextGen” and private Investors enjoy investing conscious• Saving the planet while giving your soul a healthy purposeDr. Christin ter Braak–Forstinger, LL.M, Philantrophic Value Added Advisory and Chi Impact Capital (Switzerland)

15.10-15.40 A mission into the Arctic Frontier in order to fight Marine Debris• Insights into the Marine Debris problem• Know How from current research - focus Arctic• Recent expeditions and efforts to fight the issueXsenia Runa, NextGen (SFO, Moscow)

Infrastructure as an Investment Theme – North American Energy as a Case Study• The Energy sector operates essential assets, which are critical to the functioning of the U.S. and global economy• The global energy landscape is changing, and the U.S. will play a critical role in the future• Midstream U.S. Energy Infrastructure will benefit, as the U.S. expands its role as a low-cost supplier of energy to the rest of the worldDavid Berenger, Vice President, Tortoise Capital Advisors (USA)Rob Thummel, MD, Portfolio Manager, Tortoise Capital Advisors (USA)

Lunch in the Ballroom12:30-14:00

11:00-11:30Family WellbeingThe future of medical services for ultra-busy executivesWojciech Szczepaniak, President of the Board of Directors, Double Check (Switzerland)

Venture CapitalVenture Capital - Insights from the Investor´s perspective on options and best practice - An Investor DialogueViktoriya Tigipko (SFO Ukraine)

Conscious InvestingKeynote: The meteoric growth of Solar Energy globally and its track record as a sustainable, long term and profitable infrastructure investmentKerry Adler, Founder, Director, President & Chief Executive Officer, SkyPower Global Group of Companies (USA)

Asset Classes and AllocationIncreasing investor happiness with holistic and goal-based investment advice• A combination of holistic wealth advice and goal-based investing maximizes investor happiness• Such a combination avoids most of the behavioral biases that investors are typically prone to, and• It strengthens the impact of wealth and the relationship between clients and advisorsDr. Matthias W. Uhl, CIO, Flynt (Switzerland)

How can you save tropical rainforests? Experiences with forest chiefs and financial chiefs - through the eyes of a natural capitalist.Andrew W. Mitchell, Founder, Global Canopy Programme (United Kingdom)

14.40-15.10 Film as an investment not correlated with other markets• How to structure investment in films as a portfolio with different asset classes• How to apply risk indicators to projects Helge Sasse, CEO, Tempest Film (Germany)

PE Case Study on Co Investing with Families From syndication to execution and good governance• Process to form a PE co investment club with families• What it takes to bring several families around one investment• How we manage the investment for long term value creationRajaa Mekouar, Syndicate, Investments & Partnerships, Kharis Capital (MFO UK)

Grande Finale: From Compliance to Advantage - Mapping the Global Transition for Investors, Dr. Hazel Henderson, Author, Economist (USA)15:40-16:00

Welcome address by the organisers Katja Mülheim and Tobias Prestel09:00-09:15


Participants Registration

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 010 11Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

Background of Participants

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

The high quality and relevance of our delegates is ensured because of1. Our in-depth research and individual contacts2. The personal and individual invitations to the Family Office Forum

Free participation is exclusive to genuine* Family Offices. And only relevant partners of Family Offices are 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.


Who is a Partner

Partners are experts in their respective fields and work with or for Single and Multi Family Offices. The Family Office Forum is not a sales show: partners do not present financial products but assist Family Offices in the optimisation of their processes and workload.

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

Partners

Family Office Forum Register Now

Media Partners

Dubai, 6-7 February 2018

The MENA region Family Office Forum for 100+ Principals and genuine Family Offices with a clear minority of service providers.

Wiesbaden, 17-18 April 2018

Join us when 200+ genuine* German speaking Family Offices meet.

Zurich, 14-15 November 2017

160+ International Family Offices and UHNWI from all over the globe are expected to join in November.

Singapore, 5-6 December 2017

100+ Asia based Family Offices and UHNWI are expected, as per our unique definition below.

Are you a Principal or Family Office? We are delighted to welcome you (while assuring you full privacy) and offer you privileged free admission! Simply contact [email protected]

Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply contact [email protected]

*Our definition of a Family Office; minimum £100M 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 at 50% of the standard fee.

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

San Francisco, 11-12 September 2018

100+ North American UHNWI and Family Offices meet.

London, 2-3 October 2018

100+ England based Family Offices and UHNWI are expected - as per our unique definition below.

C A P I T A L M A N A G E M E N T

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Registration

Your place at the Family Office Forum Zurich14-15 November 2017 at the Hotel Dolder Grand Zurich


Register Now

Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0 12Join us! Register online at www.prestelandpartner.com by email [email protected] or phone +44 (0) 20 339 7139 0

Are you a Principal or Family Office? We are delighted to welcome you and offer you privileged free admission! Simply contact: [email protected]

Until 31 January 2017

Until 31 March 2017

Until 31 May 2017

From 1 June 2017

Number

Both Days:

14th and 15th of November 2017

€ €2490 + VAT

Save €600

€2690 + VAT

Save €400

€2890 + VAT

Save €200

€3090 + VAT

One Day Only:

14th or 15th of November 2017

€1990 + VAT

Save €600

€2190 + VAT

Save €400

€2390 + VAT

Save €200

€2590 + VAT

Total

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 genuine* 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


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

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Documents

Family Office Forum - Prestel and Partner Office Forum Zurich, 14 - 15 November 2017 Join us when 100+ Principals, Family Offices, CIOs and Experts meet! More Family Officers and Principals