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The 2021 London Family Office Conference


08:00 – 09:10 AM Registration & Breakfast
09:10 – 09:20 AM Opening Remarks
Mr. Denny Chared, Founder & CEO, DC Finance
Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd – Conference Moderator
09:20 – 09:50 AM The Family Office Investing Panel
Prof. Florin Vasvari, Professor of Accounting: Chair, Accounting Faculty; Academic Director, Institute of Entrepreneurship and Private Capital – Moderator
Mr. Søren Fryland Møller, Owner & Managing Director, IPQ Capital
Mr. Guy Vande Vyvere, Managing Partner, Owner & Co-Founder, Vybros NV
Ms. Ziba Sarikhani, Founder & Partner, Hambleden Capital
The panel will draw together the investing insights of three European single family offices alongside research perspectives from Prof Florin Vasvari of London Business School. Panelists will share their insights of investing through the pandemic and where they see future opportunities.
09:50 – 09:55 AM Breakfast Speaker: Update on the European Tech Ecoystem
Mr. Stephen Nundy, Partner, Chief Technology Officer, Lakestar
We are facing one of the most exciting innovation moments in history. Venture Capital is leading the way and has become a hot investment category, especially in Europe. Lakestar is seeing more compelling investment opportunities than ever so it is clear that now is the time to build the future tech companies that will lead the next decade. Lakestar’s mission is to find, fund and grow disruptive, technology enabled businesses that are founded by exceptional entrepreneurs in Europe and beyond. We want to shape the societies of tomorrow by creating a prosperous, digitally sovereign and technologically advanced world that benefits all.
09:55 – 10:05 AM STABLE – Stabilizing Digital Token’s Universe – Low Volatility Arbitrage Entity
Mr. Krzysztof Kolaczynski, CEO & Co-Founder, Stable Foundation
Cryptocurrencies and digital tokens are risky – their prices and relative values change dramatically and unpredictably. Price instability is preventing a wider adoption of this vital digital innovation, as potential new users are deterred by the volatility. It is difficult to use digital tokens for payments or other business purposes in such circumstances. Existing token’s volatility is extreme. Price drops of more than 10% in one hour do happen, even for the most established tokens such as Bitcoin and Ethereum. Less popular tokens experience even higher levels of price variability
10:05 – 10:15 AM Opening up the DLT and Cryptoasset Growth Story
Mr. Peter Habermacher, CEO & Co-Founder, Aaro Capital
A Look at the Current Opportunities in the Blockchain / Crypto Space and the Strong Advantages of a Diversified Multi-Manager Strategy to Capitalize on these Opportunities.
10:15 – 10:45 AM BSV Blockchain: It’s Time to Invest in a Better World
Mr. Jimmy Nguyen, Founding President, Bitcoin Association for BSV
It’s time to move discussion of digital assets beyond speculative trading of coins, and instead focus on finding real utility in blockchain.  Using a timestamped ledger of events, a blockchain can power more efficient and honest data applications for consumers, enterprises and governments.  One of the world’s leading blockchain speakers, Jimmy Nguyen, will explain how the concept of time underpins the power of Bitcoin, and how Bitcoin SV (BSV) is finally massively scaling Bitcoin’s original protocol to enable real utility with blockchain technology that can build a better world.
10:45 – 10:50 AM Coffee Break Sponsor: The Isle of Man’s Family Office Offering 
Mr. Paul Blake, Head of Banking and Fiduciaries, Finance Isle of Man
As a leading international finance centre, Paul will talk through how the Isle of Man can support family offices to grow and protect their wealth with solid infrastructure, world class professional services and a wide range of superior products and services.   
10:50 – 11:30 AM Coffee Break
11:30 – 11:50 AM Fireside Chat: Underwriting Talent for the Future 
Ms. Rasha Saïd Khawaja, Founder, The Toucan Project and Deputy of the Saïd Foundation
Mr. Peter Bruce-Clark, Partner, Social Impact Capital
The trajectory of society, and the planet at large, is dependent upon the people who build it. As history shows, that talent comes from all walks of life. The challenge is that not all of us benefit from the same advantages or privileges afforded by our specific circumstances — geographically, financially, socially, or intellectually. As opportunities are unfairly distributed, a lot of untapped talent never reaches its full potential due to large or perhaps slight differences in access to hand. Even a marginal difference in this access could result in us identifying and supporting young leaders who could profoundly impact our societies for the better. In this personal fireside talk, Rasha Khawaja will explain and explore her work as part of the Toucan Project, which supports the development and lives of youth across the world in reaching their full potential from the very earliest of stages. She will be interviewed by Peter Bruce-Clark, who will speak about the entrepreneurial opportunities of promoting diverse and thoughtful access to resources.
11:50 – 12:10 PM The Cayman Islands: A Jurisdiction of Choice for Family Offices
Ms. Sue Nickason, Vice President, Dart
Hear why Dart chose the Cayman Islands as its global headquarters and has invested US $1.6 billion in the local economy. Learn about the business and lifestyle benefits that are making this tax efficient British Overseas Territory a choice for family offices, UHNWI’s and tech and film companies.
12:10 – 12:20 PM Investing in Luxury Experiences & Creations through the NFT Metaverse 
Mr. Max Kantelia, Serial & Parallel Entrepreneur, Zilliqa
Digital Assets and user experiences are taking on a whole new form of engagement within the metaverse. In this presentation by parallel entrepreneur Max Kantelia, you’ll find out how there has been a convergence of the physical and digital worlds across art, lifestyle, gaming and more.

Max will also touch upon why the luxury industry should pivot towards a metaverse and NFT strategy focusing on digital collectibles as an asset class; certifications of ownership; what gives a digital asset value; and how they can be a promising investment for HNWIs, technologists, art lovers & collectors.

12:20 – 12:35 PM How to Protect a Portfolio against Volatility and Major Market Corrections – a Discussion with
Mr. Michel Meert, Head of Investment Advisory to Family Offices, Endowments and Foundations, Barnett Waddingham
A truly long term investor, like a family office, should not worry about short term volatility and can even take advantage of it. However, seeking real diversification between asset classes and specific investments, is key in order to limit major drawdowns. A portfolio should be aligned with the objectives and with the embedded investment beliefs of the decision makers or owners. Building a portfolio in a sustainable way is also important to achieve the goals over a long term perspective, as well as a reflection on long term trends in society and their impact on how investments are structured.
12:35 – 12:45 PM Virtual Retirement Community – The Way of the Future
Mr. Moti Bari Barmherzig, Founder & Chairman, Sparko Virtual Retirement Community (VRC)
The Sparko VRC is designed to enable older people to remain at home, maintain their independence, and reap the benefits as if they were living in a true Retirement Community. This concept is based on a successful initiative that I implemented in the ‘90s and continues to thrive to this very day.
SPARKO  VRC is the unique combination of a dedicated team of professionals with a customised and interactive technology platform that meets the needs of our hybrid world.
12:45 – 02:00 PM Lunch
02:00 – 02:15 PM Special Keynote Presentation
Mrs. Cherie Blair CBE QC
Mrs. Cherie Blair will share her personal story, she will discuss how the pandemic set back gender equality, how gender equality could unlock unimaginable gains, what the power of capital means to women, and empowering women by supporting entrepreneurs. Mrs. Blair will also cover the power of capital, maximising your ‘social ROI’, nurturing the private sector for sustainable development and other relevant topics. We will also learn about what her foundation does and what the 100,000 campaign is.
02:15 – 02:50 PM The Good Philanthropy Can Do
Ms. Angela Jilina, Chair of the Cherie Blair Foundation for Women’s European Chapter of the 100,000 Women Campaign Moderator
Ms. Beatriz Gasca Acevedo, Chair of the Cherie Blair Foundation for Women’s Latin America Chapter of the 100,000 Women Campaign
Ms. Cecile Reinaud, Board Member of the Cherie Blair Foundation for Women’s European Chapter of the 100,000 Women Campaign
Ms. Caroline Edwards, Friend of the Cherie Blair Foundation for Women and Events Director of the Really Helpful Club
This discussion follows on from Mrs. Cherie Blair CBE QC’s keynote on “The Good Philanthropy Can Do” and will feature a panel of philanthropists and entrepreneurs alike – all of whom are friends of the Cherie Blair Foundation for Women who give their own time, energy and funds to support a variety of philanthropic causes. This panel will discuss a variety of sub-topics surrounding the good that philanthropy can do, such as the effects of Covid-19 on philanthropy, perceived trends surrounding philanthropic giving, the wider significance of philanthropic giving, and more.
02:50 – 03:10 PM

Combining Systems, Science and Spiritual Wisdom to Solve for Hunger and Nutrition : The Akshaya Patra Foundation Story

Ms. Erika Loch, Business Development Consultant, and Commercial & Communications Strategist – Moderator

Mr. Bhawani Singh Shekhawat, CEO & Trustee, The Akshaya Patra Foundation UK

Mr. Vikrant Bhargava, Founder & Chairman, Veddis Foundation

Despite steadfast development in science and technology, our world’s two big issues remain Hunger and malnutrition, particularly among children. These are not limited to developing nations alone. The Akshaya Patra Foundation ( aims to tackle these issues using a triangulated, tri-sector model where eternal wisdom combines with efficient science and outstanding manufacturing, distribution and supply chain systems that deliver at speed and at scale. Currently, our flagship programmes serve over 1.8 million children daily in India and thousands in the UK. These are uniquely among the largest of its kind in the world. The panel will throw light on how effective TAPF’s tri-sector model is and how it could be leveraged by governments, policy makers and philanthropists for impact and significant results. 

03:10 – 03:35 PM The Real Estate Panel
Mr. Andy Martin, Consultant & Advisor – Moderator
Mr. Satish Kumar Modi, Chairman, Modi Global Enterprises, Ambassador for Philanthropy
Mr. Josh Lawrence, CEO, Global Holdings Management Group
03:35 – 03:45 PM Next Generation Fireside Chat
Mr. Ian Frith, Advancement, London Business Shool – Moderator
Ms. Giorgiana Notarbartolo, Impact Investor, Member of The ImPact
A conversation with an active next-gen investor and philanthropist. We will explore how one family has successful transitioned to their next generation and how they are thinking differently  for both their investing and philanthropy.
03:45 – 04:30 PM Sports Investment – Turning Passion into Profits 
Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd – Moderator
Mr. Paraag Marathe, Vice Chairman, Leeds United Football Club; President of 49ers Enterprises and EVP of Football Operations, San Francisco 49ers (NFL)

Mr. Peter McCormick, Ex Chairman of the Premier League Football Association Board, Chairman of the Football Board and of the Legal Advisory Group of the League, Chairman of the FA (Football Association)

Ms. Sharon Foulston, Chairman, The Sharon Foulston Foundation

Mr. Danny Federman, Owner of Maccabi Tel Aviv Basketball Club

This panel will answer questions such as: Was it sports passion or money that drove you? Why this sport? Has it been successful? What have the issues been? The lack of ethics in sport at a high level – what is your moral compass?
04:30 – 04:40 PM Art, Pleasure or Investment – Perspectives from the Primary and Secondary Market 
Ms. Alexandra Wood, Associate Director, SAATCHI YATES
Mr. Stefano Amoretti, Director, SAATCHI YATES
A discussion hosted by Mr. Stefano Amoretti and Ms. Alexandra Wood, Directors at Saatchi Yates, a commercial art gallery representing a new generation of contemporary artists. Founded by Phoebe Saatchi Yates and Arthur Yates, the gallery specialises in exhibiting breakthrough art alongside a secondary market program.
05:00 – 06:30 PM Cocktail Reception @ SAATCHI YATES Gallery


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. 

The 2018 London Family Office Conference


Agenda – June 19th, 2018
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
09:10-09:35 AM The Green Investment Panel 
Moderator: Mr. Ben Goldsmith, CEO, Menhaden Capital Management LLP
With: Mr. Warner Philips, Partner, Social Impact Ventures, Mr. Gavin McAlpine, Chairman, RES Group, Mr. George Polk, Managing Partner, Tulum Trust, Mr. Gijs Voskamp, Founder, Ocean Capital
This panel will discuss the panelists’ experiences of investing in different ways in the green industrial segment.
The Alternative Investment Session
09:35-09:55 AM Something’s Brewing in the Cannabis Industry – Legalization and the Rise of Marijuana BeerMr. Dooma Wendschuh, Co-Founder & CEO, Province Brands of Canada
09:55-10:10 AM Spain, still an Attractive Market to Invest? – Mr. Juan Carlos Smith, Co-Founder, Eneas Alternative Investments
10:10-10:30 AM The UK Student Property and Care Home Sectors: Fundamentals for Investment – Mr. Arran Kerkvliet, Investment Director, One Touch Property
10:30-10:40 AM Italy: New Tax Opportunities for Foreign Investors – Ms. Angela Cordasco, Senior Tax Lawyer, Loconte & Partners
 10:40-11:10 AM Refreshment Break
 11:10-11:30 AM Fireside Chat with Keynote Speaker Prof. Jonathan Shalit OBE (Hon Dr)
With: Prof. Jonathan Shalit OBE (Hon Dr), Chairman & Founder, InterTalent Rights Group
Moderator: Mr. Guy Avshalom, President & Co-Founder, Blackbox Multimedia
The High Tech / Blockchain / Cryptocurrencies Session
11:30-11:50 AM Cashback – Thanks to your Data Treasure  – Mr. Daniel Arber, Board Member,
11:50-12:10 PM The Opportunities in the Blockchain & Crypto Space – Mr. Avishai Ziv, CEO, Alignment Group, and Partner, Singulariteam, Mr. Itamar Nir, Managing Director, Alignment Group
12:10-12:25 PM Decentralized ICO Deal Curation, Valuation Forecasting and Funding Failures, Success and Future Developments – Mr. Dominik Zynis, Co-Founder, WINGS Foundation
12:25-12:45 PM Why Bitcoin Cash is the Best Payment Solution: Blockchain Secrets – Mr. Ron Tarter, President, Still Meadow Holdings Limited
The Real Estate Session 
12:45-01:05 PM Current State of the North American Commercial Real Estate Markets – Mr. J.D. Parker, Senior Vice President – Northeast Division Manager, Marcus & Millichap
01:05-01:25 PM The Real Estate Panel – Navigating Uncertainty in Real Estate Investing
Moderator: Dr. Christiane Schmelter, Founder & Managing Director, araneo GmbH
With: Mr. David Neuhoff, Managing Partner, Linus Capital, Mr. Georg Tünsmeyer, CEO, NFM AB, Mr. Gregor von dem Knesebeck, Managing Partner, K5, Mr. Nainish Bapna, CIO, Veddis
Global real estate markets have recovered from the depths of past financial crisis with the help of strong investment, financing, and development activity. However, a new US administration, Brexit, financial deregulation, and rate hikes are just a few examples of recent challenges to the status quo. This panel with participants from various countries will discuss investing through uncertainty and how to view risk and opportunity in today’s real estate markets.
01:25-02:25 PM Lunch
The Sports Session
02:25-02:45 PM Keynote Speech: Mr. David Lloyd, Former Professional Tennis Player & Global Entrepreneur
02:45-03:00 PM An introduction to a new investment strategy – Mr. Jawad AhmadChief Financial Officer, Bellavue
03:00-03:20 PM The Sports Panel
Moderator: Mr. Howard Lewis, 2nd Generation, The Schorr Collection and Founder, OFFLINE
With: Mr. Scott Rudmann, Co-Founder & Vice-Chairman, Glory Sports International, Mr. James Clayton, Consultant, Mr. Tom Huston, COO, UN Global Sustainability Index Institute (UNGSII) Foundation
This panel will discuss key themes that concern the future of sport: its packaging and monetization, how can sports organisations can better connect with consumers, what are the emerging trends and which sector should families be looking to invest in, which sports entrepreneurs should be watched and where smart (and not so smart!) money is going.
03:20-03:40 PM The Innovation in Philanthropy Panel
Moderator: Ms. Dorinda Wolfe Murray, Founding Trustee & CEO, FirstLight Trust
With: Ms. Maria Luisa Catrambone, Member, Catrambone Family, Mr. Ian Frith, Impact & Philanthropy Lead, Acumen, Ms. Rafia Qureshi, Executive Director, The Womanity Foundation, Mr. Kevin Van Nguyen, Director, Strategy & Operation, ASDO Foundation
03:40-04:00 PM Refreshment Break
04:00-04:15 PM Direct and Evergreen Investing versus Standard Short Term Venture Capital. The Hambro Perks Model. – Mr. Rupert Hambro CBE, Chairman, Hambro Perks
04:15-04:35 PM The SFO Panel
Moderator: Mr. Aylon Morley, Tech Investment Director, Wentworth Hall
With: Mr. Aditya Nagarsheth, Investor, Perpetual Ventures, Mr. Stephan Ott, Partner, Ott Capital Ventures, Mr. Rodrigo Jesus, Board Member, SFO
This panel will provide a comprehensive view on family offices’ investment process. Discussion will include sourcing, selecting, diligencing, structuring, finding co-investors, troubleshooting, and getting to a successful exit. Panelists will discuss personal experiences, recommendations, and truth from the trenches.
04:35-04:50 PM Investing Like Harvard and Yale: Endowment Style Investing for Family Offices – Mr. Michael AzlenFounder & CEO, Frontier Investment Management LLP
The conference will be followed by a networking cocktail at Albert’s Private Members Club, London.

The 2017 London Family Office Conference

08:00-09:00 Registration and Refreshments

09:00-09:10 Opening Remarks: Mr. Denny CharedCEO, DC Finance
Conference host: Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd

09:10-09:30 Post-Brexit Investing and the Known Unknowns – Ms. Gina Miller, Co-founder SCM Direct and Founder of True and Fair Foundation

The High Tech and Innovation Session

09:30-10:10 Investing in Innovation 

Moderator: Mr. Aditya Nagarsheth, Investor, Perpetual Ventures

With: Mr. Dov Moran, Founder & CEO, Grove Ventures, Mr. Charles Crawford, Author, Speeches for Leaders, Mr. Michael Lee, Managing Partner, Fortus Capital Partners, Mr. Laurence Kemball-Cook, CEO & Founder, Pavegen

10:10-10:20 Pioneering Last-Mile Logistics in Space – Investing in NewSpace – Mr. Arie Halsband, Founder & CEO, Effective Space

10:20-10:50 Creating Sustainable Impact – Philanthropy as a Means to Make a Real Difference by Dr. Percy Barnevik, Co-founder and Honorary Chairman of Hand in Hand International.

10:50- 11:20 Refreshment Break

11:20-11:40  The Options for Managing Significant Wealth – Mr. Ian Dembinski, Head of Rathbones Private Office

11:40-11:50  Unlocking the World of Private Equity – Mr. Martin Lally, Managing Director, Key Capital Management

11:50-12:00 Unconstrained Investing – Mr. Vassilis Papaioannou, Chief Investment Officer, DOLFIN

12:00-12:30  The Real Estate Session
Moderator: Mr. Ryan McWater, Principal DeRoyce
With: Mr. Leslie de Ruiter, Managing Director, R365|Christie’s International Real Estate, Mr. Stephan Ott, CEO, Ott Immobilien, Mr. Bhavik J. Shah, Co-Founder and Director, Niveda Group

12:30-1:20 Lunch

1:20-2:00  The Single Family Office Panel
Moderator: Ms. Honor Huyette, Director, Unifund
With: Mr. Per Wimmer, CEO, Wimmer Financial, Mr. Gaurav Burman, Director, Dabur India Limited, Mr. Ian Dembinski, Head of Rathbone Private Office

2:00-2:30 The Impact Investing Panel

Moderator: Ms. Jean Ahlefeldt-Laurvig, Managing Director, ASDO
With: Ms. Nneka Eze, Partner, Dalberg Global Development, Mr. Galahad Clark, Shoe Maker, The Crossway Foundation, Ms. Tram Anh Nguyen, Senior Advisor, Niveda Family Office, Ms. Jordana Friedman, Director, Impact Evaluations, ASDO

2:30-2:50 The Neuroscience of Wealth – by Mr. Simon Bloom, CEO & Founder, Simon Bloom Consultancy

2:50- 3:10 Refreshment Break

3:10-3:45 The Next Generation Panel
Moderator: Professor Rania Labaki, Associate Professor, EDHEC Business School
With: Mr. Hector Fleming, Executive Director, Imara Holdings Limited, Mr. Harry Wulfsohn, Executive Director, Imara Holdings Limited, Mr. Jan Olszewski, Family Member, Solaris Bus & Coach S.A.

3:45-4:15 The Expedition Panel

Moderator: Ms. Sharon Foulston, FAB Forums
With: Mr. Per Wimmer, CEO, Wimmer Financial, Mr. Sandy Loder, Chief Executive, AH Loder Advisers Ltd.

4:15-4:40 The Arts Panel

Discussion about Transparency and Technology in the Art World: a Welcome Value Generator or a Poisoned Chalice?

Moderator: Ms. Bernadine Brocker, Co-Founder & CEO, Vastari
With: Dr. Anna Dempster, Head of Academic Programmes at Royal Academy of Arts, Mr. Julian Radcliffe, The International Art and Antique Loss Register Ltd


5:30-7:30 PM Cocktail Reception – Gagosian Gallery


The 2016 London Family Office Conference

DC Finance’s first Family Office event, huge success with over 120 High Net Worth Families and Single Family Offices. The event took place at the Westbury hotel on May 24th, 2016

Speakers include: Lord Perry Mitchell, Ms. Catherine Pegard, President, Versailles Palace, Mr. Renaud Dutreil, Former Chairman, LVMH,   Mr. Ian Prideaux , CIO, Grosvenor Estate,Mr. Ben Goldsmith , Financier,  Dr Yossi Vardi, ‘Godfather’ of Israel’s hi-tech scene, Mr. Simon Isaacs, 4th Marquess of Reading, JNF UK, Former COO, Lionsgate, Mr. Jochen Wermuth, Founding Partner and CIO, Wermuth Asset Management (SFO),Ms. Katherine Hill Ritchie, Pex Global (SFO), Mr. Howard Lewis (Family Member),  Mr. Jonathan Lidster, Northern Trust, Mr. Arnaud de Coninck, Solvay Group (Family Member), Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Limited, UK Ms. Sharon Foulston (SFO), Arnaud de Coninck Solvay Group, Family Member,  Dr. Sabine Rau, Prof. of Entrepreneurship at King’s College, Mr. David Kilshaw, Private Client Partner, E&Y, Mr. Zami Aberman, President Pluristem Therapeutics INC, Mr. Aditya Nagarsheth, Partner, Perpetual Value Partners (SFO), Mr. Nainish Bapna, CIO, Veddis Single Family Office (SFO), Mr. Alec Letchfield , CIO, Hansa Capital Partners (SFO),  Mr. Aylon Morley, 2nd gen and High Tech Investor, Mr. Guy Avshalom, Former COO, Lionsgate, Mr. Julian Marwitz, 8th Generation of the Niederegger family business, Mr. David Lifschultz, Principle, L Investments (SFO), Mr. Garreth Wood, Philanthropist and Entrepreneur.

2016 Agenda

08:00-09:00 Registration and Refreshments

 09:00-09:10 Opening Remarks: Mr. Denny Chared, CEO, DC Finance
Conference host: Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd

The High Tech and Innovation Session

09:20-10:00 Investing in Innovation – Panel Discussion
Dr. Yossi Vardi, Entrepreneur and Angel Investor
Mr. Ben Goldsmith, CEO, Menhaden Capital
Mr. Gilad Novik, CTO, Horizons Ventures
Lord Parry  Mitchell, The House of Lords
Mr. Guy Avshalom, Former COO, Lionsgate
Mr. David Lifschultz, L investment Single Family Office

10:00-10:10 Investing in a Changing World: Three Unfashionable Assertions– Mr. Tim Garratt, Partner, Baillie  Gifford & Co.

10:10-10:30 Longevity and Regenerative Medicine – Cell Therapy by Pluristem – Mr. Zami Aberman, Chairman & CEO Pluristem Therapeutics Inc.

10:30- 11:00 Refreshment Break

 The  Investments Alternatives  and Asset Allocation Session

11:00-11:10  Helios III – Distributed Power Generation in Europe and Israel– Mr. Erez Gissin, Founding Managing Partner, Helios Energy Investments

11:10-12:10 The Single Family Office Panel
Ms. Katherine Hill Ritchie, CEO, Pex Global
Mr. Aditya Nagarsheth, Partner, Perpetual Value Partners
Mr. Nainish Bapna, CIO, Veddis Single Family Office
Mr. Ian Prideaux, CIO, Grosvenor Estate
Mr. Dirk Huelsermann, Managing Director and Trustee, JKH Stiftungsverwaltungs GmbH Family Office

12:10-12:20 Tax and Legal Structures for Family Offices – Mr. David Kilshaw, Private Client Partner, Ernest & Young, UK

12:20-12:30 Divest-Invest for Moral and Financial Reasons: Impact Investing Given More Competitive Renewable and Greater Resource Efficiency – Mr. Jochen Wermuth, Founding Partner and CIO, Wermuth Asset Management

The Impact Investing Session

12:30-13:10 The Impact Investment & Philanthropy Panel
Ms. Iris Leibowitz, Legal Consultant for Single Family Office
Ms. Josephine Korijn, Next Gen and Impact Investment Consultant
Lord Simon Isaacs, 4th Marquess of Reading, JNF UK
Mr. Garreth Wood, Scottish Philanthropist and Entrepreneur
Ms. Alexandra Korijin, Next Gen and Impact Investment Consultant
Ms. Cecile Blilious,Founder & Managing Partner, Impact First Investments

13:10- 13:20 Delivering Performance from Event Driven Arbitrage in CIS Markets – Mr. Gene Zolotarev, CEO, Maximus Capital

13:20-14:20 Lunch

The Family Business Session

14:20 – 15:00 The Next Generation Panel
Professor Rania Labaki,Associate Professor of Management, EDHEC Business School
Ms. Sharon Foulston, Chairman, Aladdin Ventures
Mr. Jonathan Lidster, 4th Generation, owner & former family office executive
Mr. Arnaud de Coninck, Next Generation, Solvay Family Member
Mr. Julian Marwitz, Niederegger, 8th Generation, German Family Office

15:00-15:20 One on One –  Women in Family Business
Professor Sabine Rau, Entrepreneurship & Family Business, King’s College London
Ms. Andrea Wirsching, CEO, Weingut Hans Wirsching

Luxury and Lifestyle Session

15:20-15:50 Marketing Luxury to the Ultra High Net Worth Panel
Mr. Ross Westgate, CEO, Infinity Creative Media
Mr. Thierry Gausseron, Vice-President, Versailles Palace
Mr. Renaud Dutreil, Former President, LVMH
Ms. Shelley Cline, President, TCS World Travel

15:50-16:40 The Art of Investing in Art Panel
Mr. Howard Lewis, 2nd Generation,The  Schorr Collection and Founder, OFFLINE
Ms. Elmerice Habsburg-Lothringen, Art Consultant
Mr. Trent Belasco, Founder, Belasco & Co.
Mr. Simon Greenman, CEO, Mutual Art Group
Mr. Bernard Shapero, CEO, Shapero Rare Books, Ltd.

Homeland and Cyber Security Session

16:40- 17:00 Radical Extremism and Cyber Insecurity:Is There Light at the End of the Tunnel? – Mr. Ed Butler, Counter Terrorism Expert and Specialist in Operational Risk Management

18:00 Shapero Rare Books & TCS Cocktail Reception

The 2022 London Family Office Conference

08:00 – 09:00 AM Registration & Breakfast
09:00 – 09:15 AM Opening Remarks and Conference Moderator 
Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd 
09:15 – 09:40 AM The Film, Entertainment and Art Panel
Mr. Howard Lewis, OFFLINE, Schorr Collection and Mr. Guy Avshalom, Head of Technology Media & Telecommunications, McCarthy Denning Limited
The panel whereby the focus will be on film, entertainment and art
09:40 – 09:50 AM Investing In Turbulent Times – A Model Portfolio for the 2020s
Mr. Graham Rowan, Chairman,  Beaufort Private Equity
Has there ever been a more challenging time to build and protect multi-generational wealth? In this enlightening talk Graham shares both his Big Picture thesis and the model portfolio he uses as a framework for over 700 HNW investors in 37 countries. He illustrates his talk with examples of how the companies Beaufort members invest in are performing today and his forecast for the next five years.
09:50 – 10:00 AM Crypto Wealth Creation for the Next Generation
Mr. Ferdinando Ametrano, Co-Founder & CEO, Checksig
Crypto investment is complex, even for the most sophisticated investor. The safekeeping of crypto wealth from technical mistakes and cyberattacks, the buying/selling process, and digital estate planning.
10:00 – 10:10 AM From Traditional Finance to Decentralised Finance
Dr. Karl-Michael Henneking, Chief Marketing Officer, Spool
Why DeFi needs TradFi and vice versa. A $4tn + market. How Family Offices and HNWI can participate.
10:10 – 10:30  AM A Fireside Chat: A Traditional Investment Approach to Digital Assets
Ms. Pouneh Bligaard, CEO, Dragonfly Asset Management and  Mr. Aylon Morley, SFO, Wentworth Hall; Active Member and Investor in the Blockchain and Cryptocurrency Ecosystem
Dragonfly Asset Management’s approach to digital assets is unique as it blends decades of traditional investment management experience with tech-native blockchain expertise. Dragonfly utilises a highly disciplined fundamental analysis approach to identify compelling digital asset investments, within a rigorous risk control framework
10:30 – 10:40 AM A Global Polycrisis – Gold and the Seven Deadly Sins

Mr. Jason Cozens, Founder & CEO, Glint 

There are seven main crises that are currently reforging global economics; People are looking for alternative ways to save, in order to protect their wealth, but most of these come without liquidity.
10:40 – 10:50 AM Specialty Finance: The Best Kept Secret in Private Debt?
Mr. Robert Stafler, Co-Founder & Chief Executive, Fintex Capital
10:50 – 10:55 AM Mr. Michael Crowe, CEO, Finance Isle of Man
10:55 – 11:30  AM Coffee Break  Sponsored by Finance Isle of Man & Locate Isle of Man
11:30 – 11:50  AM Special Keynote  – A fireside Chat 
Mr. Stephen Brenninkmeijer, Family Member, Investor and Philanthropist and Mr. Adam Morley, Director, Arts Culture and philanthropy & Mayor of London’s Creative Industries Hub Manager
11:50 – 12:00 PM Investor Insights from the Leading Global Web3 Accelerator
Mr. Jamie Burke, Founder & CEO, Outlier Ventures
Outlier Ventures is the world’s largest Web3 accelerator. With over 180+ companies accelerated and invested into, Outlier Ventures is on target to invest in 200 new companies over the next year, generating more than 300x returns over multiple market cycles since 2014. 
12:00 – 12:10 PM Art as an Investible Asset Class
Dr. Vedat Mizrahi, Chief Financial Officer, MINTUS
Mintus is an FCA regulated alternative investment manager and an online platform that facilitates fractional ownership of high-value Contemporary Art by removing structural limitations around market access, risk management and origination process.
12:10 – 12:20 PM The Future of ‘Physical’ Reality – Merging the Physical and Digital Worlds
Mr. Kiryl Chykeyuk, Founder and CEO, HYPERVSN
We live in a 3D world. We see each other in 3D, touch 3D things , we live and breathe 3D – it’s just the way we’re built. However, up until today, we have been seeing  digital information in 2D only. Naturally, we are more inclined to see 3D because it is more emotionally engaging, and this is the most fundamental, biological reason 3D content adoption is happening across the world as we speak, with the boom of VR, AR and the Metaverse.  
12:20 – 12:35 PM Ukraine, Taiwan, and Critical Infrastructure:  How Family Offices, Investors, and C-Suite Executives Ought Think About Cyber Collateral Damage and Destructive Cyber Attacks
Mr. Jamil N Jaffer, Founder & Executive Director, National Security Institute, George Mason University Law School
In light of the recent Russian invasion of Ukraine and the potential threat of a Chinese invasion of Taiwan in the not-so-distant future, family offices, investors, and C-suite executives must increasingly consider the potential risk posed by cyber attacks that are either designed to create destructive effects or which may result in collateral damage to their organizations or investments, even where they are not the intended target.

This session will look at the lessons of cyber attacks like Colonial Pipeline, JBS, NotPetya, Sony Pictures, and Las Vegas Sands, as well as recent trends in geopolitics and cyber operations to help senior leaders think about and plan for threats to their operational and business infrastructure.

The session will provide tools and frameworks for the assessment of cyber geopolitical risk in private sector boardrooms and executive offices.

12:35 – 01:00 PM The Family Dynamics Panel
Mr. Ian Morley, Chairman, Wentworth Hall Consultancy Ltd – Moderator
Ms. Gina Miller,Co-Founder, SCM Direct
Mr. Alan Miller, Co-Founder, SCM Direct
Mr. Aylon MorleySFO, Wentworth Hall
Mr. Adam Morley, Director, Arts Culture and philanthropy & Mayor of London’s Creative Industries Hub Manager
This is a session that will include parents and Children and Husbands and Wives who work and invest together. We will explore the dynamics of such Family relationships. Their focus and Interests. How they make investment decisions. How they separate family life from business. Can they avoid being like the Family portrayed in the TV series Succession?
01:00 – 02:00 PM Lunch
02:00 – 02:40 PM The Rock Pile:  Cherie Blair CBE KC and Award-Winning Film Director, John Deery, will Discuss their Upcoming Feature Film Project, The Rock Pile, Set in Present-Day Jerusalem, and the Investment Opportunities it Offers
Cherie Blair, leading international human rights lawyer and wife of former British Prime Minister, Tony Blair, will be talking about her role as Executive Producer on ‘The Rock Pile’. Together with award-winning director/producer, John Deery (‘Conspiracy of Silence’), they will discuss the vision for this exciting project, the importance of the film to the Middle East as a depiction of the Israeli-Palestine crisis, and the investment opportunities it offers. The film will be produced with Hollywood producer Alexandra Milchan (‘The Wolf of Wall Street’).
02:40 – 03:10 PM The Future of Marketing Panel
Ms. Cindy Gallop, Founder & CEO, MakeLoveNotPorn, Former CEO, Bartle Bogle Hegarty Moderator
Ms. Zoe Scaman, Founder, Bodacious & Strategy Lead for 77X
Ms. Lindsey Mclnerney, Co-Founder & CEO, Sixth Wall
Mr. Daiman Routley, Investor & Venture Builder, Founders Factory
How do you market most effectively in the world of Web3, fandoms, the metaverse, NFTs, gaming, crypto, the creator economy, a whole new digital future? A thought-provoking, mind-expanding discussion as we share unique insights and perspectives on how there have never been more innovative, creative, immersive and compelling ways to, not sell, but make people want to buy.
03:10 – 03:40 PM Modern Affluence and its Influence on Luxury – Panel
Mr. Ben Whattam, Co-Founder, Modern Affluence Summit – Moderator
Mr. William Hutchings, Co-Founder, ABLT Group LTD
Mr. Damian Mould, Co-Founder, ONE Luxury Group
Ms. Cheryl Calegari, Global Marketing Leader
Mr. Chris Kenna, Chairman & Founder, Brand Advance
Luxury can be seen as an outdated and meaningless word through the lens of contemporary culture, but the values that underpin it are not, allowing brands to differentiate themselves and their products, and of course their margins as a result. We’re seeing an emergence of consumers placing ‘near’ equal importance on their cultural capital as on their financial capital. Our prediction is, Brands which can offer both growth to these consumers cultural and financial capital will be the most valuable of any in the world. The challenge is to ensure that businesses and brands create and maintain relevance for these modern affluent consumers buying today, and more importantly for those who will be buying tomorrow. Our panel will seek to uncover insights in how businesses investing in ‘luxury’ businesses can be successful. 
03:40 – 04:10 PM The True Legacy: Harnessing Your Power To Make Positive Impact Panel
Ms. Mary Ann Thompson-Frenk D.D (h.c.), Co-Founder/President of The Memnosyne Institute and co-founder of Eco-Eco and UTF Holdings 
Lord Andrew Stone, Baron Stone of Blackheath, Former Managing Director of Marks and Spencer  
Mr. Sky Andrew, an English former Olympian who won three gold medals at the 1989 Commonwealth Table Tennis
Celebrities who is currently using his love of the sport to uplift struggling UK neighborhoods worldwide. All three leaders work on a global and  ocal level with a passion for harnessing their influence, socially, economically and more to effect positive change in the world and will share stories and advice to empower you to do the same.