Private Dinner, 1 st March, 7pm. Thursday, 1 st March 2012

Transcription

1 Complimentary attendance for family offices 1 st March 2012 Raffles Hotel Singapore Sound investment, risk management and governance solutions for the evolving family office familyofficesummit.com/asia Hosted by Sponsors Partner

2 1 st March 2012 Raffles Hotel Singapore Dear Executive, We would like to invite you to the inaugural Family Office Leadership Summit Asia, to be held on Thursday 1 st 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 We look forward to seeing you at the Summit this March. Best wishes Sangeeta Chaudhury Conference Producer Ben Cronin 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. familyofficesummit.com/asia

3 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) 13:00 LUNCH

4 Thursday, 1 st March :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 information 14:45 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 multijurisdictional 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 st March, 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 your place, please contact Pablo Cot Gonzalez via PabloCG@incisivemedia.com

5 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 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 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 Hosted by 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

6 Booking Form 1 st March 2012, Raffles Hotel, Singapore REGISTRATION DETAILS Please complete your details below in BLOCK CAPITALS title first name last name job title/position department company address city post/zip code country telephone fax complimentary attendance for family offices* VENUE Raffles Hotel Singapore 1 Beach Road Singapore Tel: Fax: singapore@raffles.com raffles.com/singapore REGISTER NOW Registration: Complete this form and send it to Conference Administration at: Incisive Financial Publishing Ltd 20 Floor, 2 Admiralty Towers, 18 Harcourt Road, Admiralty, Hong Kong Telephone: Fax: CS.Asia@incisivemedia.com Online: familyofficesummit.com/asia Warning: Family Office Intelligence is a registered trademark, and the titles, contents and style of this brochure are the copyright of Incisive Media. We will act on any infringement of our rights anywhere in the world. Incisive Media. 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. For registrations outside Asia: Complete this form and send it to Conference Administration at: Incisive Financial Publishing Ltd Haymarket House, Haymarket, London, SW1Y 4RX, UK Telephone: +44 (0) Fax: +44 (0) conf@incisivemedia.com Data Protection: By registering for the Family Office Leadership Summit, Incisive Media will send you further information relating to this event. In addition we will send you information about our other relevant products and services which we believe will be of interest to you. If you do not wish to receive other relevant information from Incisive Media via a particular medium please tick the following relevant boxes: mail phone fax Incisive Media will also allow carefully selected third parties to contact you about their products and services. If you do not wish to receive information from third parties via any of the following media please tick the relevant boxes: mail phone Please tick if you are happy to receive relevant information from carefully selected third parties by fax *Qualification for complimentary attendance is at the sole discretion of Incisive Financial Publishing Ltd.