UNDERSTANDING

THE UHNW CONSUMER

NEW YORK, JUNE 25BLOOMBERG TOWER

L U X U R Y S O C I E T Y

WHAT TRULY CATEGORISES AN ULTRA HIGH NET WORTH CONSUMER?

WHAT ARE THE BEST STRATEGIES FOR ATTRACTING,

ENTERTAINING AND RETAINING THIS COVETED CLIENTELE?

AN INNOVATIVE AFTERNOON FORMAT MIXING PANEL DISCUSSIONS,

BUSINESS CASES AND WORKSHOPS. SHARING THE INSIGHTS OF

LEADING LUXURY BRAND CEOS, WEALTH EXPERTS AND ENTREPRENEURS.

WITH THE CONTRIBUTION OF

IN ASSOCIATION WITHAN EVENT PRODUCED BY

TODAY’S INSIGHTS

In a bid to deliver more concrete value and insights to attendees, all presentations from today’s event will be available for download. All delegates will receive a follow up email in the coming days with links to download this content.

For any further enquiries: keynote@luxurysociety.com

SAVE THE DATE

Luxury Society is currently planning events in Paris, Hong Kong and Geneva for the second-half of 2014, on a broad range of opportunities and challenges faced by luxury industry executives.

For sponsorship opportunities : ad@luxurysociety.comFor speaker opportunities : editor@luxurysociety.com

UNDERSTANDING

THE UHNW CONSUMER

We created Luxury Society in 2009 to bring our industry’s best and brightest around a 21st century table of ideas; the digital world. As our community swells beyond 30,000 members, we are certain that this is the right time to inform, connect and inspire luxury executives face-to-face.

In 2013 we debuted our first series of LS Keynote events in London and New York City, focusing on the Ultra High Net Worth consumer of luxury. In partnership with Bloomberg, we delivered short-format sharply-focused afternoons, filled with exclusive research, business cases and concrete strategies from leading luxury executives.

Based on the success of these events, we are proud to be repeating our collaboration with the worlds foremost media group, again focusing on the top-of-the-pyramid luxury consumer. Beyond popular buzzwords, we wish to explore the role UHNWIs play in the consumption of luxury goods and share best practices for attraction & retention.

Our by-invitation event is open exclusively to luxury brand professionals, engineered to facilitate meaningful

networking between a qualified audience. Today’s content will feature insight from leading global CEOs, game-changing entrepreneurs and relevant wealth, CRM and communications experts.

We are thrilled to present a truly cross-industry selection of executives, spanning private aviation, fine spirits, fine jewellery, luxury hospitality, automotive, art & auction, real estate, lifestyle services and interior design.

We very much hope that you will participate in our discussions and leave the event with insights and tools relevant to your business. As always, we are open to your feedback to better serve your needs and expectations.

We are thrilled to be continuing this series with Bloomberg, and inspiring luxury brand executives to think creatively about their UHNW clients. We thank you for your interest, participation and support on this day.

The Luxury Society Team

A G E N D A

12:00 pm - Registration and Buffet Lunch

1:00 pm - Welcome Address

1:05 pm - How is the Luxury Market Performing?

1:30 pm - What Products and Services Are the Most Inspiring to UHNWI’s?

2:20 pm - Refreshments Break

2:30 pm - Print & Digital: Decoding The Multimedia Maelstrom

2:50 pm - How Are Luxury Brands Working With Digital To Reach UHNWI’s?

3.40 pm - Refreshments Break

3.50 pm - What are Some Strategies for Attraction & Retention?

4.50pm - Refreshments Break

5:00 pm - Where Are Luxury Consumers Traveling & What Do They Buy?

5.20 pm - How Are Luxury Brands Working to Serve UHNWI’s?

6.10pm - Closing Address

6:30pm - Cocktail Reception

Pierre-Yves Poulain, President, Luxury Society

David Friedman, President, Wealth X

Martin de Dreuille, VP Prestige, Pernod RicardAlberto Milani, CEO Americas, BuccellatiJames Pillar, Director of Marketing, Bentley MotorsCampion Platt, Founder, Campion Platt

Moderated by Ted Moncreiff, Editor in Chief, Bloomberg Pursuits

Christophe Balaresque, Luxury Brands Director, Arjowiggins

Nima Abbasi, Founder, Crest & CoAlex Berry, Group Sales & Marketing Director, Chapman FreebornThierry Dumoulin, Vice President of Marketing & Sales, Artnet

Moderated by Sophie Doran, Editor in Chief, Luxury Society

Workshop 1 - PR Strategies for Reaching the UHNW ConsumerShamin Abas, President, Shamin Abas PR & Special EventsWorkshop 2 - Engaging the UHNW Consumer OnlineDavid Sadigh, CEO, Digital Luxury GroupWorkshop 3 - Training Sales Staff to Manage UHNWI ExpectationsHervé de Gouvion Saint-Cyr, Director, Luxury Attitude

Manelik Sfez, Head of Marketing, Global Blue

Dann Conn, COO, Christie’s Real EstateSusan Helstab, EVP Marketing, Four Seasons Hotels & ResortsMonica Juniel Byers, Managing Director USA, Quintessentially Royce Pinkwater, Founder, Pinkwater Select

Moderated by Matt Miller, Reporter, Bloomberg Television

What Do I Know About the UHNW Consumer?

C O N T R I B U T I N G E X P E R T S

artnet is the leading online resource for the international art market. Established in 1989, artnet provides reliable information and market transparency to art collectors. With our comprehensive suite of products, artnet can empower anyone with a passion for art.

With 24/7 worldwide bidding, artnet Auctions & Private Sales is a dynamic marketplace for col-lecting art. Our online auction platform provides a unique collecting experience with seamless flow between consigners, specialists, and collectors. Our auctions and private sales community influences new collectors and inspires everyone to collect art.

www.artnet.com

Global business leaders turn to Bloomberg for breaking business news and analysis they can’t find anywhere else. Through print, television, online, mobile, radio and conferences we cover the busi-ness world, with more than 2,400 multimedia professionals in 72 countries.

The editorial staff of each media platform leverages the innovation and scale of Bloomberg News, technology, analytics and distribution to provide unrivaled business and financial news coverage – and drive deeper engagement with the decision-makers who matter most.

www.bloombergmedia.com

Arjowiggins is the world’s leading manufacturer of creative and technical paper, with operations in Europe, North America, Latin America and Asia.  Through a strategy of constant innovation, the group provides clients with high added-value environmentally friendly products. 

Far from being a traditional paper manufacturer, Arjowiggins is a company with a focus on cutting-edge technology to provide its clients with the pioneering  solutions best suited to their specific needs.

www.arjowigginscreativepapers.com

Digital Luxury Group (DLG) is the digital partner of forward-thinking luxury brands. With offices in Geneva, New York, Paris and Shanghai, DLG combines leading brand intelligence with bespoke digital marketing services. From creation to implementation, DLG empowers brand strategies with proprie-tary data and research (World Luxury Index™, WorldWatchReport™, WorldHandbagReport™).

www.bonjourdlg.com

Global Blue are specialists in one of the world’s fastest growing sectors; globe shopping, where people from one country go shopping in another. For over 30 years they have been helping these travellers to get more from shopping and spending abroad, whilst helping merchants and banks capi-talise on the globe shopper phenomenon.

Global Blue is also one of the world’s leading suppliers of pre-travel marketing services and tourist shopping intelligence. Their transactional tax refund database and local knowledge provides unrival-led insight into globe shoppers and their purchasing patterns.

www.global-blue.com

Shamin Abas Public Relations is a boutique experiential marketing and public relations agency with worldly connections and sophisticated sensibility. In short, making luxury brands shine. Headquar-tered in New York with offices in Palm Beach and the Hamptons, SAPR specializes in working with clients whose products and services are aimed at affluent buyers across the globe. Their clients’ brands are prestigious and embody a luxury mentality regardless of their size -whether they be yachts or automobiles, jewelry or design.

www.shaminabaspr.com

Luxury Attitude is a consulting and training company founded by Erik Perey and Lionel Meyer. Their objective - make their human assets the cornerstone of the client experience and narrow the gap between the brand promise and the client’s perception of the Brand.

For over 15 years, they have enabled more than 75,000 people worldwide to drive the success of their companies by adopting the Luxury Attitude, through training programs specially designed for the hospitality and luxury goods sectors. Luxury Attitude works with the most beautiful palaces and leading brands in the luxury industry.

www.luxury-attitude.com

Wealth-X is a global UHNW prospecting, intelligence and wealth due diligence firm. The Singapore-based organisation is the definitive source of intelligence on the ultra wealthy, with the world’s largest collection of curated research on UHNW individuals. 

Wealth-X is the first organisation to focus exclusively on UHNW intelligence, research and insights to support Luxury, Wealth Management, Educational Institutions and Philanthropy professionals wor-king with the  ultra affluent.  Their team has a  passion for partnering with our clients to develop successful strategies to connect with UHNW individuals. 

www.wealthx.com

©2014 Artnet Worldwide Corporation. All Rights Reserved.

I s i t t h e s i z e , t h e s k i l l , t h e s i l k s c r e e n , o r o n e m a n ’s n e v e r- e n d i n g

15 m i n u t e s o f f a m e t h a t t u r n s a s h o p p i n g l i s t i n t o a r t ? Yo u c a n

d i s s e c t , m a g n i f y , a n d a n a l y z e e v e r y a s p e c t o f a n y w o r k , a n d y o u

m a y s t i l l n e v e r u n c o v e r t h e o n e r e a s o n w h y i t ’ s w o r t h i t . O n l y t h a t i t

i s . W i t h o u r 24 / 7 o n l i n e a u c t i o n s , g a l l e r y n e t w o r k , a n d t h e w o r l d ’s

m o s t c o m p r e h e n s i v e p r i c e d a t a b a s e , a r t n e t c a n h e l p y o u f i n d y o u r

p e r f e c t p i e c e f o r t h e p e r f e c t p r i c e .

a r t n e t M a r k e t A l e r t s a r e t h e b e s t w a y t o s t a y i n f o r m e d w h e n e v e r

w o r k s b y y o u r f a v o r i t e a r t i s t s h i t t h e m a r k e t a t a u c t i o n o r i n

a r t n e t g a l l e r i e s . A s a s p e c i a l o f f e r t o L u x u r y S o c i e t y m e m b e r s ,

v i s i t a r t n e t . c o m / m a r k e t a l e r t s a n d e n t e r t h e c o d e L S 14 J C C t o e n j o y

a c o m p l i m e n t a r y f o u r- m o n t h s u b s c r i p t i o n .

N e w c l i e n t s o n l y . M u s t b e r e d e e m e d b y A u g u s t 3 0 , 2 0 14 .

T h e W o r l d ’s L a r g e s t A r t M a r k e t p l a c e

1:00 PM

1:05 PM

WELCOME ADDRESS

HOW IS THE LUXURY MARKET PERFORMING? KEYNOTE PRESENTATION (25M)

More than ever, UHNW individuals are considered essential for the growth of the luxury market. In Wealth-X’s first Luxury Sentiment Survey, nearly 80% of respondents were confident that revenue from UHNW individuals would increase in 2014.

Beyond the buzz, who are these UHNW luxury consumers? How are they contributing to consumption? What do luxury executives need to know about this population? What will be the trends to watch this year?

Pierre-Yves Poulain, President, Luxury Society

Pierre-Yves Poulain is the Paris-based President of Luxury Society, and Managing Partner of Digital Luxury Group, the Geneva-based company which acquired Luxury Society in April 2014. He now supervises Luxury Society event activities and international business development.

Prior to co-founding Luxury Society, he worked for 15 years in the human resources and recruitment industry, including management roles in not-for-profit European associations and professional bodies.

www.luxurysociety.com

David Friedman, President, Wealth-X

David Friedman is the co-founder and president of Wealth-X, the world’s leading provider of wealth intelligencefor luxury brands, private banks and not-for-profit organisations. Prior to co-founding Wealth-X, Mr. Friedman spent several years as Managing Director at CB Richard Ellis advising global Fortune 500 companies and sovereignwealth funds.

Wealth-X is the global ultra high net worth (UHNW) prospecting, intelligence and wealth due diligence firm.Wealth-X’s team has a passion for partnering with our clients to develop successful strategies to connect with UHNW individuals. Headquartered in Singapore, the company has offices in Beirut, Budapest, Guangzhou, Hong Kong, Kuala Lumpur, London, Lugano, Madrid, Mexico City, Mumbai, New York and Sydney.

www.wealthx.com

James Pillar, Director of Marketing, Bentley Motors

James Pillar is the Director of Marketing for Bentley Motors Inc.; the US subsidiary of Bentley Motors; and has spent 25 years in the high luxury end of the automotive industry in a number of senior brand management roles, principally in Europe with Porsche , Maserati , Ferrari, and Bentley. James joined Bentley’s Global team in 2007 as Head of Brand Communications before moving to the US last year in his current role.

Bentley Motors is the most sought after luxury car brand in the world - one in every four luxury cars delivered worldwide was a Bentley. 2013 was Bentley’s record year in the company’s 95-year history and The Americas remain Bentley’s largest sales region.

www.bentleymotors.com

Alberto Milani, CEO Americas, Buccellati

Alberto Carlo Milani is the CEO of Buccellati Americas overseeing all financial, operational, sales and marketing functions for the Brand throughout North and South America. Since he began his career at Buccellati the brand has experienced rapid sales growth and is now positioned as the most exclusive jewelry brand in the USA as the number one market within the company worldwide.

Before joining Buccellati he held executive positions with Procter & Gamble, Sector Sport Watches and Bulgari with meaningful experience in India and Mainland China. His definition of mission and corporate positioning by taking an innovative approach to all facets of the marketing mix are a true benchmark for the next generation of managers.

www.buccellati.com

As more consumer segments are attracted to luxury, what products & services are being truly designed for the UHNW individual? What is this elite consumer segment looking for when it comes to product? What won’t they buy?

What are some recent examples of truly exceptional products? With the advent of customisation for the masses, is it increasingly difficult to wow these UHNW consumers? What kind of products will they seek in the future?

Martin de Dreuille, VP Prestige, Pernod Ricard

Martin de Dreuille has been working in the premium wines and spirits industry for 14 years in marketing and sales roles primarily with champagnes and luxury spirits brands. In his current role, Martin built and leads a new team at Pernod Ricard USA which role is to develop the portfolio of luxury spirits and wines of the company.

Martin and his team create services and experiences to cater to the HNWI and ensure the luxury brands’ pres-ence and activation in the most prestigious hotels, bars, restaurants and nightclubs across the USA. Prior to this role, Martin was a Brand Director for Perrier-Jouët and G.H Mumm Champagnes and worked in sales and marke-ting roles with other wines and spirit companies.

www.pernod-ricard.com

1:30 PM WHAT PRODUCTS AND SERVICES ARE THE MOST INSPIRING TO UHNWI’s ?PANEL DISCUSSION (50M)

Campion Platt, Founder, Campion Platt

A member of the American Institute of Architects and the Architectural League of NY, Campion Platt has re-ceived numerous accolades for his holistic approach to design – such as the prestigious ranking on Architectural Digest’s “AD 100” list of the world’s top interior designers and New York Magazine’s “The City’s 100 Best Archi-tects and Decorators.”

Campion’s full-service design firm has been a leader in residential, hospitality & commercial design. Campion’s recent projects have included Green Homes at The Greenbrier, a unique branded “green” neighborhood in West Virginia, Ritz-Carlton Residences, a high-rise condominium in Atlanta, and other luxurious residences in New York City, the tri-state area and in the Caribbean.

www.campionplatt.com

Moderator: Ted Moncreiff, Editor in Chief, Bloomberg Pursuits

Ted Moncreiff is the Editor of Bloomberg Pursuits magazine, the quarterly global lifestyle luxury publication from Bloomberg Markets magazine. Moncreiff is one of luxury lifestyle journalism’s fastest rising stars. He worked for Condé Nast Traveler for 15 years, including four years as executive editor. Following that, he was executive editor at Newsweek, and then executive editor and content strategist at W magazine. Moncrieff was most recently the editorial director of Condé Nast Ideactive, the company’s custom publishing division.

www.bloombergpursuits.com

Christophe Balaresque, Luxury Brands Director, Arjowiggins

Christophe Balaresque is the Luxury Brands & Marketing Director of Arjowiggins Creative Papers. Today, his focus is to develop relationships with Luxury Brands helping them to distinguish themselves from others by using high quality fine papers. As a Marketing Director for Arjowiggins Creative Papers, a new and innovative mar-keting approach has been implemented, improving relations with printers, designers and brand owners.

The message that he conveys to his audience is the importance of detail – as he believe that this is what defines luxury. He has trained various paper consultant as well as sales teams on how to adopt the luxury mindset and how to be able to respond to the needs of this very demanding segment. He also defines the marketing strategy for the division ensuring that the Arjowiggins Creative Papers brand continues to live up to its sterling reputation as the gold standard of fine papers.

www.arjowigginscreativepapers.com

Wealth X’s Sentiments Survey found that only 25% of respondents were engaging with their UHNW clients via online portals. 75% of respondents were not engaging with UHNW clients through online services at all, or considered their use to be insignificant.

But the new communications mix is decidely omnichannel, so what should luxury brands be thinking about when it comes to UHNW marketing? Across all platforms, how can luxury brands integrate the human touch?

2 :30 PM PRINT & DIGITAL: DECODING THE MULTIMEDIA MAELSTROMKEYNOTE PRESENTATION (20M)

TABLETHOTELS.COMHOTELS FOR GLOBAL NOMADS

CROSBY STREET | NYC

Alex Berry, Group Sales and Marketing Director, Chapman Freeborn

Alex Berry joined Chapman Freeborn in 2010 as Group Executive Sales and Marketing Director, with responsibi-lity for expanding the company’s activity in VIP and corporate markets worldwide. Before joining Chapman Free-born, Alex served as EVP at Austrian based Vistajet, where he oversaw sales growth across Europe, the Middle East and the Asia Pacific.

Alex has a wealth of experience in executive aviation. In a career spanning more than 13 years, he has worked in a variety of senior managerial and commercial roles for companies including NetJets Europe, Marquis Jet and Bombardier Skyjet International, where he helped develop their jet card programme.

www.chapman-freeborn.com

Following the data, how are luxury brand executives integrating digital communications and marketing tools into their campaigns to reach UHNW individuals? What are the benefits? What are the pitfalls? How has digital significantly improved relationships with the UHNW?

And further, why do some brands choose not to market their products or services online? What is behind their decision to focus on ‘pen and ink’ communications? In the marketing mix, what works best for these brands?

Thierry Dumoulin, Vice President of Marketing & Sales, Artnet

The vice president of marketing and sales, Thierry Dumoulin, joined artnet from Saatchi & Saatchi X, where he was the managing director of their New York office. He has previously worked at global communications networks such as Bates, JWT, and Imagination, as well as at Sotheby’s. Thierry works to increase awareness of the artnet brand and products among our key target groups, as well as to generate revenue from galleries around the world.

www.artnet.com

Nima Abbasi, Founder, Crest & Co

Nima brings together a good dose of creativity and flare, logic and business savvy as well as a unique experience that encompasses both luxury and digital. He started his career as a strategy consultant and worked for over 8 years with a range of Fortune 500 clients in USA and Europe.

In May of 2014 he launched Crest & Co, a private shopping experience that offers exclusive access to some of the most rare and sought after brands from around the world. The unique curation of fine leather goods, fine jewelry, exceptional homeware and collectibles includes hundreds of products available exclusively through Crest & Co.

www.crestandco.com

2:50 PM HOW ARE LUXURY BRANDS WORKING WITH DIGITAL TO REACH UHNWI’s ?PANEL DISCUSSION (50M)

Moderator: Sophie Doran, Editor in Chief, Luxury Society

WORKSHOP 2 - ENGAGING THE UHNW CONSUMER ONLINE

David Sadigh, CEO, Digital Luxury Group

David Sadigh is a luxury strategist & entrepreneur, who has advised over 100 multinational companies on business-building strategies over the last 10 years on projects ranging from digital strategy, e-commerce, online advertising, business intelligence, CRM and social media across Europe, the US and China.

Convinced that luxury brands required a completely different approach to digital marketing than consumer goods brands, David created Digital Luxury Group in 2011 to better serve the luxury industry in the realm of strategy, business intelligence and digital communications

www.bonjourdlg.com

WORKSHOP 1 - PR STRATEGIES FOR REACHING THE UHNW CONSUMER

WORKSHOP 3 - TRAINING SALES STAFF TO MANAGE UHNWI EXPECTATIONS

In a bid to better facilitate collaboration between speakers and delegates during LS Keynote events, we have designed workshop sessions, where the plenary will break out into smaller groups. Each group will investigate various marketing and service strategies for UHNWI’s with leading experts in the field.

Hervé de Gouvion Saint-Cyr, Director, Luxury Attitude

Hervé de Gouvion Saint Cyr is a director of Luxury Attitude, a consulting and training organization dedicated to the luxury hospitality and retail industries. Hervé began his career in the hospitality industry with Concorde Hotels Group, where he worked for nine years, both at the Hotel Lutetia Paris and then at the Hotel Ambassador as Director of Sales and Marketing.

He joined the Dorchester Collection, where he worked for six years as the Director of Sales at the Hotel Plaza Athénée Paris. While in this role, he became acquainted with and received his first training from Luxury Attitude, eventually joining as a Guest Relations Manager.

www.luxury-attitude.com

Shamin Abas, President, Shamin Abas Public Relations & Special Events

Shamin Abas is the Founder and President of Shamin Abas Public Relations & Special Events, a boutique expe-riential marketing & public relations agency with an exclusive focus on the lifestyle and indulgences of the super affluent. Since launching in Palm Beach in 2005 Shamin has grown her eponymous agency to include a headquar-ters in New York and various satellite offices on the ground in the wealthiest domains.

With a client list comprised of powerhouse brands such as Ferrari North America, Burgess Yachts, ESCADA, Jacob & Co and Bridgehampton Polo Club, to name a few, Shamin is renowned for her ability to conceptilize and execute unique events at which luxury brands are able to successfully prospect and engage potential clients.

www.shaminabaspr.com

3:50 PM WHAT ARE SOME STRATEGIES FOR ATTRACTION & RETENTION?BREAKOUT WORKSHOPS (1HR)

Manelik Sfez, VP Partner & Corporate Marketing, Global Blue

Manelik Sfez is Vice President, Partner and Corporate Marketing at Global Blue. The company now commands the world’s largest network of tax-free shopping refund points, servicing over 55,000 travellers every day, and has diversified into providing market intelligence, direct promotions, currency management and publishing.

Manelik is responsible for brand and trade marketing in countries across Europe, North Africa, Asia Pacific and the Americas, targeting international travellers, banks, financial partners and merchants. Mr Sfez joined Global Blue in 2006 from branding agency EssenceDesign, where he was responsible for developing it’s brand positioning consul-tancy with Swiss and International clients.

www.global-blue.com

“Our customers today are global shoppers, and that has changed how we operate our business,” recently explained Barbara Lavernos, managing director of worldwide travel retail for L’Oreal Luxe. “Travel retail is like a sixth continent in the world. In six years, travel retail will be a US$100 billion busi-ness, from US$49 billion today.“

A Richemont executive once described the UHNW luxury consumer as ‘homeless with 20 homes’, eluding to the global nomad nature of this consumer group. So who are these ‘Globe Shoppers’? Where do they travel? What do they buy? And how can luxury executives engage them?

5 :00 PM WHERE ARE LUXURY CONSUMERS TRAVELING& WHAT DO THEY BUY?KEYNOTE PRESENTATION (20M)

Susan Helstab, EVP Marketing, Four Seasons Hotels & Resorts

Susan joined Four Seasons Hotels and Resorts in 1987 as Director of Advertising and Promotion, after an eight-year tenure at McCann-Erickson Advertising as Vice President managing accounts for global brands including Coca-Cola, American Express, Nescafé, Johnson & Johnson and Tetley Tea.

Susan has held current position as Executive Vice President, Marketing since January 2009. Overseeing the com-pany’s worldwide sales force, central reservations organisation, fourseasons.com, public relations, social media, marketing communications and advertising, Susan’s responsibilities are wide, but her work is focused.

www.fourseasons.com

Monica Juniel Byers, President USA, Quintessentially

Monica joined Quintessentially Lifestyle in November 2013 as USA President. Starting out in commercial banking, Monica went on to spend most of her career in international film distribution and marketing, including senior posi-tions at 20th Century Fox and Warner Bros. Studios. Her industry experience also includes technology, packaged goods and digital publishing.

Monica has resided in a number of cities over the years – including London and Los Angeles – but New York City has been her home for the past four. Monica holds a BA in Political Science and Economics from Duke University, and an MBA from Harvard Business School.

www.quintessentially.com

Dan Conn, COO, Christie’s Real Estate

Dan Conn, Chief Operating Officer at Christie’s International Real Estate, formerly served at Brookfield Asset Management, where he managed the company’s Hard Rock Hotel & Casino investment, overseeing all property level departments, as well as developing the HRHC franchise business.

Prior to joining Brookfield, Dan was a Director in the Restructuring & Refinancing Group at Peter J. Solomon Company and a Vice President at D.E. Shaw. Dan holds a B.A. and J.D. from the University of Toronto, as well as an MBA from UCLA Anderson School of Business where he was an International Management Fellow.

www.christiesrealestate.com

There is customer service, and then there are the needs and expectations of the UHNW consumer. As this ultra wealthy consumer group travels the world, living between residences, what strategies are luxury brands developing to make their services indispensible?

Which are the programs that appeal the most to UHNW consumers? Are luxury brands hiring specific personnel to manage these client relationships? And how is technology influencing this aspect of the business?

5 :20 PM HOW ARE LUXURY BRANDS WORKING TO SERVE UHNWI’s ?PANEL DISCUSSION (50M)

Royce Pinkwater, Founder, Pinkwater Select

Royce Pinkwater is the Founder of Pinkwater Select, an invitation-only collaborative sales, marketing, and invest-ment platform featuring the finest real estate in the key global markets and the best of the best from the other key asset classes, such as art, aviation, gemstones, fine wine, property developments, and so on.

Ms. Pinkwater’s expertise was honed in over twenty years at Sotheby’s International Realty, where she was a Senior Vice President and Founder and Chair of the Global Partnership, a worldwide team that included the Sotheby’s top experts in thirty markets.

www.roycepinkwater.com

Moderator: Matt Miller, Reporter, Bloomberg Television

Matt Miller is a reporter for Bloomberg Television, covering the auto and aviation industries. Based in New York City, Miller also reports from the New York Stock Exchange with live interviews of analysts, traders and investors as the markets move.

Throughout his career at Bloomberg Television, Miller has interviewed top economists, money managers and busi-ness leaders including Fiat and Chrysler CEO Sergio Marchionne, Microsoft CEO Steve Ballmer, and entrepreneur Richard Branson.

www.bloomberg.com/tv/

Now that we have heard all the theory, what is it really like to work with UHNW individuals on a daily basis? What are their needs and desires? What do they expect from luxury brands and services? How can you win their loyalty? And more importantly, what strategies should you explicitly avoid?

After all that has been discussed today, what did the audience learn today about the UHNW consumer? What are the key insights from today’s research and discussions? How will delegates think differently about this consumer group?

6 :10 PM WHAT DO I KNOW ABOUT THE UHNW CONSUMER?

Sophie Doran, Editor in Chief, Luxury Society

Sophie Doran is the Paris-based editor-in-chief of Luxury Society, an online news and analysis resource and B2B professional networking community that unites all sectors of the luxury industry. Luxury Society aims to inform and connect its members, by facilitating a forum for debate, collaboration and the creation of outstanding business opportunities.

Prior to joining Luxury Society, Sophie completed her MBA in Melbourne, Australia, with a focus on luxury brand dynamics and leadership, whilst simultaneously working in management roles for several luxury retailers. She now oversees all editorial activities on Luxury Society and is responsible for the event design and content direction of Luxury Society Keynote.

www.luxurysociety.com/blog

Source: Wealth-X World Ultra Wealth Report 2012-2013

Source: 8 Myths About the Super Rich, Wealth-X 2014

UHNWI’s GLOBALLY

8 COMMON MYTHS ABOUTH THE SUPER RICH

GLOBAL UHNW POPULATION BILLIONAIRES GLOBALLY

187,380 2,160 BETWEEN 2012-2013, OCEANIASAW THE GREATEST GROWTH IN UHNW POPULATION

AFRICA’S UHNW POPULATIONIS EXPECTED TO GROWTH AT THE FASTEST RATE (6.9% P.A.)

TOTAL ASIAN UHNW WEALTHIS FORECAST TO SURPASS THE U.S. COMBINED WEALTH BY 2020

1. WORLD’S WEALTHIEST INHERITED ALL THEIR MONEY

5. THE WEALTHY ARE IMMUNE TO ECONOMIC CYCLES

2. THE MAJORITY OF SUPER WEALTHY ARE INVESTMENT BANKERS

6. THE CHINESE UHNW POPULATION IS GROWING FASTEST

3. TECHNOPRENEURS ARE ALL IN THEIR 20S

7. THE WEALTHY DON’T GIVE BACK

4. ALL UHNW INDIVIDUAL’S ARE IVY-LEAGUE EDUCATEDIN THEIR 20S

8. UHNW INDIVIDUALS ALL FLY BY PRIVATE JET AND OWN A SUPERYACHT

THESE ARE SOME OF THE COMMON MYTHS RECENTLY DEBUNKED BY WEALTH-X

$25,8

24%

$2,9

$25

65% 20%

19%

54

3.5% 20%

BILLION

MILLION

TRILLION

OF UHNW WEALTH

AVERAGE

WORTH

IN USD

OF THE WORLD’S UHNW INDIVIDUALS ARE SELF-MADE

OF THE UHNW POPULATION DECLINED BETWEEN 2008 AND 2009 (ABOUT)

OF THE UHNW POPULATION IS PRIMARILY ENGAGED IN THAT INDUSTRY (ONLY)

LAST YEAR, BOTH CHINA’S UHNW POPULATION AND WEALTH DECLINED

IS THE AVERAGE AGE FOR AN UHNW INDIVIDUAL FROMTHE TECHNOLOGY INDUSTRY

THE AVERAGE UHNW PHILANTHROPIST DONATION OVER HIS LIFETIME (IN USD)

THE COMBINED UHNW IVY-LEAGUE ALUMNI POPULATION (OF THE TOTAL)

OF THE WORLD’S UHNW POPULATION CAN AFFORD SUPERYACHTS AND/OR PRIVATE PLANES (ONLY)

COMBINED

WEALTH

IN USD

LARGELY DRIVEN BY CONTINUED GROWTH IN AUSTRALIA

UHNWI : NET WORTH OF USD 30 MILLION AND ABOVE

AFTER ACCOUNTING FOR SHARES IN PUBLIC

AND PRIVATE COMPANIES, RESIDENTIAL AND

INVESTMENT PROPERTIES, ART COLLECTIONS,

PLANES, CASH AND OTHER ASSETS

}+5.9%

OF UHNWPOPULATION,

CONTROL

1.2%

UHNWI’s IN NORTH AMERICA

U.S. UHNW POPULATION BILLIONAIRES

CONTROL

65,280 480 24%OF U.S. UHNW WEALTH

$8,285BILLION

COMBINED

WORTH

IN USD

Source: Wealth-X World Ultra Wealth Report 2012-2013

TOP 10 - U.S. UHNW POPULATION

LARGESTGROWTH IN UHNWPOPULATION

11.1%ALASKA

8.6%OREGON

CA

TX

WI

IL

FL

CTMI

OHPA

NY

POPULATION BY CITY

7,535NEW YORK CITY

SAN FRANCISCO

LOS ANGELES

CHICAGO

WASHINGTON

HOUSTON

DALLAS

ATLANTA

SEATTLE

BOSTON/PHILADELPHIA

4,580

4,525

2,610

2,395

2,285

2,015

970

950

915

POPULATION BY STATE

10,955 (california)

8,595 (new york)

5,890 (texas)

3,650 (florida)

2,780 (illinois)

1,700 (michigan)

1,620 (pennsylvania)

1,345 (connecticut)

1,330 (ohio)

1,295 (wisconsin)

N O T E S

N O T E S

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