European Family Office Winter Symposium 2018

One Great George Street, London, UK
February 26, 2018 - February 27, 2018

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The 7th Annual European Family Office Winter Symposium will explore the challenges and opportunities in today’s global investment climate. This family office event is the premier event for high net worth individuals and family offices. Private investors and asset managers from around the world will visit this intimate setting to discuss the latest trends and issues in the industry. The program blends educational discussion panels led by thought leaders, and pre-arranged One-to-One meetings. This symposium aims to provide an educational environment for productive networking and the fluid exchange of ideas.

To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of

Jakub Adamowicz, Director of Development, Trigon Investment Fund Company

Karl Beinkampen, President and CIO, Wilshire Private Markets

Keynote Speaker

Simon Bloom, CEO, Simon Bloom Consultancy

Susanne Bregy, Managing Director, Rhodanus Capital

Kevin Corrigan, Chief Investment Officer, Sandaire

Fred Ellis, Financial Intelligence Analyst, SARs Desk - Financial Investigation Unit, City of London Police

Vince Knowles, Investments & Strategy Manager, Ceniarth (SFO)

Deepak Lalwani OBE, Chairman, LALCAP (UK)

Tom Minney, CEO, African Growth Partners Ltd.

Vinod Nair, Managing Partner, Altavista Investment Management

Michael Parsons, Chief Executive Officer, Wren Investment Office (MFO)

Tushar Patel, Managing Director, Dhandsa Family Office/HFIM

Markus Schuller, Founder, Managing Director, Panthera Solutions

Tor Svensson, Chairman, CFI.co

Heli Tiirmaa-Klaar, Head of Cyber Policy Coordination, European External Action Service

Keynote Speaker

Sean West, Global Deputy CEO, Managing Director, EMEA Region, Eurasia Group

Giles White, Chief Investment Officer, Rampart Capital LLP (MFO)

Professor Trevor Williams, University of Derby, Member, Institute of Economic Affairs

Grant Wilson, Chief Investment Officer, Asset Risk Consultants (UK) Limited

Theo Vermaelen, Professor of Finance INSEAD, DIM Funds

Dominik von Eynern, Principal, Blu Family Office (MFO)

TBA, ICONOMI

1star
One Great George Street
One Great George Street, Great George Street, London, United Kingdom
+44 (0)20 7665 2323

Opal Group is pleased to recommend the following hotels. Both are within walking distance of One Great George Street
Conrad London St. James
22 – 28 Broadway, London SW1H 0BH

Just a stone’s throw from One Great George Street, with 256 guest rooms and suites housed within the walls of the former Queen Anne’s Chambers, a stay at Conrad London St James brings the surrounding Westminster and St James’s location to life. All rooms benefit from free WiFi, king sized bed, media hub with Bluetooth technology and Nespresso Coffee maker. The Conrad is part of the Hilton brand.
St. Ermin’s Hotel
Westminster, London SW1H 0QW

The St. Ermin’s hotel is just a four minute walk away from One Great George Street. This four-star deluxe hotel complete with 331 spacious rooms is in the Marriott family.

Registration Pricing

Standard Rate
Networking Manager (Includes 2 passes for company employees, a table to host meetings, access to the Meeting Portal for One-on-One Meetings and conference app, and Pre-event attendee list with names, titles, companies, phone numbers, and mailing addresses (we do not share e-mail addresses)) $8,000 USD
Manager/Service Provider Attendee Passes (1 pass. Access to conference app. NO ACCESS TO MEETING PORTAL) $3,195 USD
Family Offices, Private HNWI, Non-Discretionary Consultants, Endowments, Foundations* Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

Geopolitical Recession or Depression?

Presented by

Sean West, Global Deputy CEO, Managing Director, EMEA Region, Eurasia Group

How to Solve the Third Generation Wealth Trap

Presented by

Simon Bloom, CEO, Simon Bloom Consultancy

  • Global Economic Outlook
  • New Challenges in Structuring your Family Office
  • Tax Efficient Portfolio Construction
  • New Investment Styles for Family Offices
  • Best Practices in Impact Investing
  • Asset Protection Strategies
  • Challenges of the Trustee/Beneficiary Relationship
  • How to Raise Capital from Family Offices
  • Direct Investing / Co-Investing
  • Risk Management
  • Private Equity and Venture Investing for Family Offices
  • Impact Investing
  • Engaging the Next Gen
  • …and many more!
  • Family Offices
  • Endowments
  • Foundations
  • Consultants
  • Attorneys
  • Financial Planners
  • Accountants
  • Tax Planners
  • Estate Planners
  • Philanthropy Specialists
  • Family Business Experts
  • Succession and Generational Wealth Planners
  • Asset Protection Specialists
  • Trust Companies
  • Tax Efficient Portfolio Managers
  • Long-Term Care Specialists
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Academics Specializing in Family Businesses
  • Private Equity
  • Insurance Companies
  • Luxury Companies – Private Jets, Automotive, Executive Car Service, etc.

Manager vs. Investor Breakdown

    Investor Breakdown