Hosted by Sponsors
1
stMarch 2012
Raffles Hotel
Singapore
CoMpliMentaRy attendanCe
foR faMily offiCeS
familyofficesummit.com/asia
Sound investment, risk management and
governance solutions for the evolving
family office
familyofficesummit.com/asia
Dear Executive,We would like to invite you to the inaugural Family Office Leadership Summit Asia, to be held on Thursday 1st March 2012 at the Raffles Hotel Singapore.
Family Office Intelligence has been running Summits exclusively for family offices for over 8 years and organizes the largest events for family offices in London. Our events are exclusively designed for private wealth investors to meet other private investors in an intimate and discreet environment; our reputation has been built on not offering tickets to service provides, fund managers or sales people.
The Summit’s agenda has been put together in consultation with leading family offices from across Asia to address the issues most important to our audience. We are also drawing on our strengths and experience from running Summits for many years in Europe to deliver a thought-provoking programme that:
• Shares ideas and knowledge between European and Asian based family offices • Explores best practice for “younger’ family offices
• Defines the effects of the global economic crisis on a private wealth portfolio
• Identifies new and innovative investment opportunities that are being used by other family offices In addition to the expert presentations and panel discussions, you can enjoy valuable networking time with other family offices - sharing wisdom and each other’s experiences.
Attendance for family office senior executives is free of charge. To register your place to attend, please visit our website familyofficesummit.com/asia or call +852 3411 4829.
We look forward to seeing you at the Summit this March. Best wishes
Sangeeta Chaudhury Ben Cronin
Conference Producer Director, Family Office Intelligence
P.S. Non-family offices are not permitted to attend this summit. If you would like to apply for a limited investment presentation slot, please contact Scott Harris at scott.harris@incisivemedia.com.
1
stMarch 2012
Raffles Hotel
Singapore
Programme
08:20 MORNING REGISTRATION
09:00 CHAIRMAN’S WELCOME REMARKS:
professor Joseph p.H. fan, Department of Finance & School of Accountancy, THE CHINESE
UNIVERSITY OF HONG KONG and Co-Director, INSTITUTE OF ECONOMICS AND FINANCE
(HONG KONG)
09:10
Keynote Address:
a macro economic outlook – Where do we go from here?
–
How will the debt crisis impact Asia?
–
Inflation, deflation or stagflation – How can this affect the Asian market?
–
Potential investment opportunities created by Asia Pacific’s emerging markets
–
Making sense of macro-economic cycles to meet investment and wealth creation
lei lei Song, Senior Economist, ASIAN DEVELOPMENT BANK (PHILIPPINES)
10:00
Chief investment offiCer roundtAble:
Structuring a long term investment strategy
Family office CIOs discuss their investment strategies
–
Should families adopt a liability-driven investment strategy?
–
How to assess the returns of a range of asset classes in the long term?
–
Does global diversification protect against falling markets?
–
Protection against ‘black swan’ events
Jesse irving Seligman, Partner, THE RBS INVESTMENT GROUP (CANADA)
peter Gibson, CEO, DYNASTY FAMILY OFFICE (SINGAPORE)
tai Sook yee, Head of Group Strategies & Investments, IMC GROUP (SINGAPORE)
Shiraz poonevala, Director Investments, GP GROUP OF COMPANIES LIMITED (THAILAND)
10:45 MORNING BREAK
11:15
tête à tête:
asia meets europe
An Asian and European family office compare and contrast their own structures and skill sets
–
How does the philosophy of managing wealth vary?
–
Should Asia follow the US / European model?
–
How has the financial crisis motivated new thinking for family offices across the regions?
Richa Karpe, Director Investments, ALTAMOUNT CAPITAL MANAGEMENT (INDIA)
Matthew fleming, Head of Fleming Media, FLEMING FAMILY & PARTNERS (UNITED KINGDOM)
12:00
investment opportunity showCAse:
Quick fire presentations from leading
investment managers followed by Q&a
Stephen finch, CEO - ASIA, APN PROPERTY GROUP (AUSTRALIA)
david taft, President, IBS CAPITAL (UNITED STATES)
Henrik lundqvist, Director of Fund Investments, IWC (DENMARK)
thursday, 1
stMarch 2012
14:00
strAtegiC AlloCAtion tAlK:
tactical asset allocation for 2012
–
How to structure your portfolio to provide the best risk / return profile over the next
12 months?
–
How to manage your position in illiquid assets?
–
Where will your peers generate returns?
–
Can direct / co-investing with other families provide the best opportunities?
Speaker to be confirmed
–
Please visit familyofficesummit.com/asia for further information14:45
Keynote Address:
Maintaining family fortunes
–
What can be done on a practical level to positively maintain family fortunes?
–
Identifying hidden risks such as fraud, mismanagement, an unreliable successor or
succession plan
–
Ways to avoid family conflict such as delusion, self-righteousness and reactive patterns
Matthew fleming, Head of Fleming Media, FLEMING FAMILY & PARTNERS (UNITED KINGDOM)
15:30 AFTERNOON BREAK
16:00
globAl perspeCtive roundtAble:
Globalisation – Meeting the demands of
multi-jurisdictional families
–
Internationalisation – Will family offices move towards having international brands as
banks do?
–
Is splitting of the family and running as separate businesses a viable alternative to having
different fiduciary structures that are costly and complex for families?
–
What capabilities would the rising generation need to look after their affairs and interest
on a global basis?
Gina fyffe, Executive Director, INTEGRA GLOBAL (SINGAPORE)
Scott a J Macdonald,
Executive Director, THE INTERNATIONAL FAMILY OFFICE ASSOCIATION (AUSTRALIA)noor Quek, Managing Director, NQ INTERNATIONAL PTE LTD (SINGAPORE)
Carol Seah, CEO, WYNNES FAMILY OFFICE (SINGAPORE)
16:45
roundtAbles:
private discussions between family office attendees
17:30 COCKTAILS
Private Dinner,
1
stMarch, 7pm.
This dinner will commence after the
Family Office Leadership Summit Asia.
Attendance is strictly by invitation only.
Dresscode: Business attire
for more information or to reserve
Sponsors
APN Property Group is a specialist real estate investment manager.
We actively invest in, develop and manage real estate and real estate securities on behalf of institutions, superannuation funds, high net worth and individual investors. We currently manage more than $2.45 billion funds under management on behalf of more than 100,000 clients[1].
As a boutique asset manager, our focus is on delivering superior investment performance and outstanding service. An intimate understanding of commercial real estate together with a highly disciplined investment approach has been the backbone of our performance since 1996.
APN is listed on the Australian Securities Exchange (ASX Code: APD). We have more than 70 employees in offices located in Melbourne (Head Office), Singapore and London.
[1] Includes clients invested indirectly through wholesale investment platforms.
apngroup.com.au
IBS Capital (IBS) was organized in June 1990 in Boston, MA. IBS is the General Partner of The IBS Turnaround Fund LP and the investment manager of The IBS Opportunity Fund Ltd. (offshore). The IBS funds pursue an “event-driven” strategy with a focus on distressed, turnaround and special situation investments in the US and emerging markets. Since inception in 1994, the IBS Turnaround Fund generated an average annual return of 18.7% versus 8.3% generated by the Russell 3000.
ibsturnaroundfund.com
The International Woodland Company (IWC) is a leading timberland investment manager majority owned by its employees.
Founded in 1991, IWC advises on, and manages, timberland investment programs of USD 3.3 billion across 19 countries, applying combined international forestry expertise and investment experience.
IWC is headquartered in Copenhagen, Denmark, with offices in Singapore and the USA.
iwc.dk
Partner
The International Family Office Association (IFOA) is a not for profit organisation that provides objective information and collaboration on the needs and interests of those establishing; managing or servicing the Family Office sector globally.
The Founding Directors combined professional experience in running private single family offices, or working with single family offices and ultra high net worth individuals, is in excess of 90 years.
ifoa.asia
Family Office Intelligence provides networking opportunities, data and insight for family office investors and their trusted advisors. Each event features guest speakers and leading family offices discussing the issues our audience have asked us to cover through our extensive research.
Part of Incisive Media, the leading global b2b information provider, we have been running events since 2004 that provide sophisticated private investors with the opportunity to build relationships with their peers as well as investment professionals and advisors.
familyofficeintelligence.com
Booking Form
1st March 2012, Raffles Hotel, Singapore
REGISTRATION DETAILS
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Cancellation: A refund (less 10% administration fee) will be made if notice of cancellation is received in writing three weeks before the event. We regret that no refunds can be given after this period. A substitute delegate is always welcome at no extra charge.
Disclaimer: The programme may change due to unforeseen circumstances, and Incisive Media reserves the right to alter the venue and/or speakers. Incisive Media accepts no responsibility for any loss or damage to property belonging to, nor for any personal injury incurred by, attendees at our conferences, whether within the conference venue or otherwise.
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raffles hotel singapore
1 Beach Road Singapore 189673 Tel: +65 6337 1886 Fax: +65 6339 7650 singapore@raffles.com raffles.com/singapore