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November 7th, 2024

The Berkeley Hotel, London

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The 2019 London Family Office Conference


Agenda – June 11th, 2019
08:00-09:00 AM Breakfast & Reception
09:00-09:10 AM Opening Remarks: Mr. Denny Chared, Founder & CEO, DC Finance
Conference moderator: Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd
09:10-09:30 AM Fireside Chat Mr. Daniel Shakhani, CEO, RDS Capital interviews Mr. Phillip Ullmann, 2nd Gen & Chief Energiser, Cordant Group
Phillip Ullmann is the Chief Energiser of Cordant Group, the UK’s second largest recruitment and services firm with revenues of £870 million employing 125,000 people. Phillip has been responsible for driving the business forward since joining in 1996.
09:30-10:00 AM Special Keynote Presentation: Journey to Success – the Founders Kitchen Model – Mr. Uri Levine, Entrepreneur, Founder of Waze, Founder & Board Member of FeeX, Moovit, FairFly, Engie, Refundit, Seetree and more
10:00-10:10 AM Geopolitical Tour of the WorldMr. Rohitesh Dhawan, Global Macro Strategist, Eurasia Group
10:10-10:25 AM Healthcare Industry Investment Opportunities in China Dr. Yi-Dan Denise Chen, Ph.D., Executive Partner in North America, GTJA Investment Group
10:25-10:35 AM Fundament – Private Wealth Management Reinvented with BlockchainMr. Florian Glatz, Founder, Fundament
10:35-11:05 AM Refreshment Break
11:05-11:15 AM Connecting Israel’s Tech Ecosystem – Ms. Karin Mayer Rubinstein, CEO & President, IATI (Israel Advanced Technology Industries) – Technology & Innovation
11:15-11:25 AM Something’s Brewing in the Cannabis Industry – The Rise of Marijuana Beer  Mr. Dooma Wendschuh, Co-Founder & CEO, Province Brands
11:25-11:45 AM Insight to the world’s most exciting healthcare innovations and specialists – Dr. Søren Carstens MD, Head of Clinical Operations, Bupa Global
11:45-12:15 PM The Sports & Sustainability Panel 
Moderator: Mr. David Meyerson, Director, Political Strategy & Public Affairs, GAMEPLAN:IMPACT
With: Mr. Jürgen Griesbeck, Co-Founder, Common Goal – powered by streetfootballworld; Ms. Julia Eberdal, CEO, Sound Diplomacy; Mr. Tom Huston, Co-Founder & CEO, GAMEPLAN: IMPACT
Our panel theme will be to discuss the power of Sport and Entertainment platforms as a powerful catalyst for achieving the UN Sustainable Development Goals by 2030. We will also share our insights on how organizations that integrate their sustainability missions into their businesses at the Brand-DNA level lead their markets, attract the best talent and are more attractive investments. Our goal is to help your audience learn new insights for what to look for when analyzing new investment opportunities or how to bring new growth to existing investments. In our opinion ALL investment should be “impact investment” and this panel has the expertise and knowledge to effectively make this argument.
12:15-12:45 PM Special Keynote Presentation: Facebook at 15 –  Lady Nicola Mendelsohn CBE, VP of EMEA, Facebook
12:45-12:55 PM Asset Protection and Wealth Management Solutions in the EU Dr. Priscilla Mifsud Parker, Senior Partner, Corporate, Trusts and Fintech, Chetcuti Cauchi Advocates
12:55-02:00 PM Lunch
02:00-02:20 PM Special Keynote Presentation: Ms. Gina Miller, Co-Founder of SCM Direct, Transparency and Civil Rights Campaigner and Founder of
02:20-02:50 PM The Impact Investing Panel
Moderator: Ms. Hazel Taylor, Associate Director, Business Development, Acumen
With: Ms. Melissa Sesana Grajales, Co-Founder & Director of International Relations, Asiri; Mr. Benjamin Firmenich, Impact Investor & Entrepreneur; Mr. Rennie Hoare, Partner & Head of Philanthropy, C. Hoare & Co.
Impact investing is increasingly establishing itself as a mainstream feature of the UK and global financial markets, as investors look to a sustainable future in which financial returns can no longer be divorced from social and environmental impact. The panel will share an overview of the broad impact landscape and their own personal strategies, motivations and successes in investing across multiple sectors and geographies. The panel will also debate whether there is a tradeoff between financial returns and impact. This session will be of interest to anyone thinking about the future of financial markets.
02:20-02:50 PM Workshop with Mr. Uri Levine, Entrepreneur, Founder of Waze, and more (in the Halcyon Room) – Parallel session: Building Unicorns and Increasing Likelihood of Success for Startups
02:50-03:40 PM The Next Generation Panel – Kids Say the Darnedest Things – Next Gen Perspectives
Moderator: Mr. Kevin Van Nguyen, Co-Organizer, Junior
With: Ms. Rebekah Lin, Co-Founder, The Social Co. & Next Gen; Mr. Aylon Morley, Investment Director, Wentworth Hall; Mr. Siddhant Gulshan Chopra, Third Generation SFO, Niraj Cement Structurals Ltd.; Viscount William StormontTech & Social Entrepreneur, and Partner, Scone Estates; Ms. Jen Bawden, 2nd Gen, Philanthropist, Impact Investor and Serial Entrepreneur

Are you prepared for the evolving generations? We take a deep dive into the mindset of Next Gens and uncover the mysteries surrounding their behaviour. Why is it becoming one of the most important aspects one must face? Follow us, as we identify the top challenges within family business continuity.