Family Office Forum, Zurich 2017
November 2016: 160+ Family Offices met in Zurich: See the 2016 report here
Expect 160+ UHNWI and Family Offices.
No product presentations or specific pitches - topics covered are key issues of Family Offices,
such as Asset Allocation, Operations and Tools.
And click here to see speakers from the 2016 Conference
Her Royal Highness Princess Tessy of Luxembourg
Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................
She volunteered to take part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment, from March to August 2004, being the only female member of Her draft. She received the UN medal of recognition for this mission. In 2005, She was posted to the Luxembourg Embassy in London. She took up a post at the Permanent Mission of Luxembourg to the United Nations in Geneva.
She received a diploma in the educational sector and several certifications in Psychology. After spending two years in the United States during which Princess Tessy studied occupational therapy the Princess has now moved to England, where she works in the “security and research” sector.
Princess Tessy is very much involved in charities and NGOs acting in favour of people with specific needs, She is actively taking part in charitable events in Luxembourg as wells as in London. It is five years now that she has joined, as an active member, the Luxembourg “Groupe de Support Psychologique” (GSP).
Princess Tessy graduated from Richmond, the American International University in London with a BA in Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Princess Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Princess Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors.
In England, Princess Tessy works as a Director in an intelligence company. Princess Tessy has also launched her own NGO called Professors Without Borders and is the new patron of the United Nations Association.
Princess Tessy is also the Global Advocate for Young Women and Adolescent Girls at UNAIDS, is the newly appointed Patron for UNA-UK, and is an Associate Fellow at Chatham House, a globally recognized think tank patronized by the Queen in the center for Global health and security.
A keen sportsperson, Princess Tessy regularly practices the following sports: swimming, scuba diving, spinning, skiing and hunting. She is a member of the Niederkorn Fanfare. She likes classic and contemporary music and is particularly interested in jazz. She regularly attends conferences and seminars on "psychology and social development", topics she also enjoys reading about most. In addition to Her native Luxembourgish, she also speaks fluent French, English and German.
On 29 September 2006, she became Tessy de Nassau when she married Prince Louis of Luxembourg. The princely couple has two sons, Prince Gabriel, Michael, Louis, Ronny of Nassau and Prince Noah Etienne Guillaume Gabriel Matthias Xavier of Nassau. H.R.H. the Grand Duke granted the title of Princess of Luxembourg, Princess of Nassau and Bourbon-Parma to the wife of Prince Louis on 23 June 2009, Luxembourg's National Day. In 2012, Princess Tessy received the Order of Civil and Military Merit of Adolph of Nassau. In 2016, Princess Tessy received the Mrongovius medal of recognition for her work on spreading humanistic ideas globally.
Cherie Blair CBE, QC
Founder and Chair
Omnia Strategy LLP
Cherie Blair CBE, QC is the Founder and Chair of Omnia Strategy LLP, a pioneering international law firm that provides strategic counsel to governments, corporate and private clients.....................
She is a Queen’s Counsel and wife of former British Prime Minister Tony Blair.
With over 35 years’ experience specialising in dispute resolution and human rights, Cherie has represented over 30 governments as well as many well known individuals, families and multinationals. Through Omnia Strategy, Cherie now helps her clients to find elegant solutions to complex problems.
Cherie is also the Founder and Patron of the Cherie Blair Foundation for Women, a charity that provides programmes for women entrepreneurs in developing and transition countries.
Cherie studied law at the London School of Economics and was appointed Queen’s Counsel in 1995. In 2000, she was one of the founders of the ground-breaking Matrix Chambers before going on to launch Omnia Strategy in 2011.
Cherie has appeared in the European Court of Justice and in multiple Commonwealth jurisdictions and also lectures internationally. Among others, she is the Chancellor Emeritus and Honorary Fellow of Liverpool John Moores University; Governor Emeritus and Honorary Fellow of the LSE and Chancellor of the Asian University for Women.
Cherie sits as an Honorary Chair of the World Justice Project, she is an advisor to the B-Team and is an Independent Director of Renault Group.
In 2013, she was awarded the CBE in the New Year Honours for her services to women’s issues and charity.
Jamie Lowther Pinkerton
Jamie Lowther-Pinkerton recently retired as Principal Private Secretary to The Duke and Duchess of Cambridge and Prince Harry (2005-14)...................
Prior to that he spent five years in the security sector, designing security solutions for Not-for-Profit organisations operating in hostile environments. He co-founded Objective Team, a company training journalists and others working in hostile environments.
Previously, he was an officer in the British Army, serving in the Irish Guards (79-87), the SAS (87-95) and as an operations officer working for the Chief of the Defence Staff (95-98). He is a trustee of the HALO Trust, the world’s largest humanitarian mine- clearance charity, and the Royal Foundation of The Duke and Duchess of Cambridge and Prince Harry.
He is a Deputy Lieutenant of Suffolk, an Honorary Master of the Bench at Middle Temple and an Extra Equerry to The Duke of Cambridge.
Mitgründer und CEO
Zukunftsfonds Heilbronn (zfhn)
Thomas Villinger kam 2006 als Mitgründer und CEO zum Zukunftsfonds Heilbronn (zfhn). Zuvor begleitete er als Gründer und Geschäftsführer den Unternehmensaufbau der Innovationsfabrik Heilbronn GmbH............
einem großen Zentrum mit 60 Start-Up Unternehmen mit Schwerpunkt auf Industrie, Elektronik und Kommunikation.
Er ist in zahlreichen Aufsichtsratsgremien der Early Stage Beteiligungen vertreten. Thomas Villinger hat über 12 Jahre Erfahrung im Venture Capital Bereich mit Firmen wie CapGemini, KfW Kreditanstalt f. Wiederaufbau und Weltbank, wobei er seinen Schwerpunkt auf M&A und Private/Öffentliche Kapitalbeschaffung für Wachstumsunternehmen in Europa, den Golfstaaten und den USA setzte. Vor dieser Tätigkeit war er in der Technologie-Industrie für das Venture Capital unterstützte Geschäft zuständig.
Thomas Villinger studierte Volkswirtschaftslehre und Geographie an der Johann Wolfgang Goethe Universität FFM. Darüber hinaus weist er einen Abschluss als Master of Business Administration (MBA) der Schiller International University (USA&F) auf.
Ingo is the European representative for the GIIN, the Global Impact Investing Network. He is a seasoned PE/VC and impact investor and a recognized expert in this area................
Ingo serves as an advisor and board member of numerous companies, funds, UHNW and family offices. He is on the Investment Committee and part of the team that founded the LeapFrog Financial Inclusion Fund, a specialized emerging markets investor managing $1bn+. Furthermore, he is a German National Advisory Board member of the G8 Social investment task force.
Ingo has more than 20 years of international experience in M&A, private equity and strategy in financial services and technology. He has a trackrecord of managing PE-backed digital businesses as CEO, CFO & COO as well as Head of M&A/Global Corporate Development at Swiss Re. He has also had a long career in leadership roles in GE Capital and has been the Investment Director for Softbank’s Venture Capital fund.
Media Tenor Ltd
Roland Schatz is Founder and CEO of Media Tenor Ltd., the Research Institute of InnoVatio Verlags AG, www.mediatenor.com..................
With over 120 employees and offices in Beirut, Boston, Hanoi, London, New York, Pretoria, St. Petersburg, Tianjin, Vienna and Zürich, Media Tenor is the leading provider of ongoing international media content analysis, including in-depth analysis of new and traditional global media content.
Mr. Schatz has a Masters in philosophy, economics, history and political science from the University of Fribourg and Bonn. Aside from a background in journalism and numerous entrepreneurial ventures, Mr. Schatz has served as trustee for the Education Africa Foundation in Johannesburg, the Innovation Institute in Pretoria and the Board of E-Standards in New York.
In 2008 the UN High Advisor President Sampaio appointed Roland Schatz as Global Media Expert. Together with Prince Ghazi of Jordan he founded the C1WorldDialogue Foundation in 2009 www.c1worlddialogue.org. In 2010 Schatz launched the Global Media Impact Center in Boston, enabling PhD students to write their thesis based on the more then 100 Mio datasets of ongoing Media Analysis. In 2013 he was appointed Senior advisor to the UN General Director developing and implementing the perception change program at the UN. In Feb 2016 he founded the United Nations Global Sustainability Index Institute Foundation, UNGSII, www.ungsii.org.
He is teaching strategic communication management and perception change at universities in Augsburg, Atlanta, Berlin, Bonn, Lugano and Prague, since 1990. He publishes regularly on Reputational Risk, Financial Sentiment and Media Impact, recently in Washington Post, Harvard Business Review, Business Day, etc. Since 2009 he hosts together with UN Academic Impact the Unlearning Intolerance Masterclasses.
Gordon W. Ommen
Founder and Principal
Gordon W. Ommen is the founder and principal of BirdDog Capital, LLC a single family offices investing for it’s own portfolio primarily agriculture, Capitaline Advisors, LLC, a private equity firm; and BlackFork Farms, LLC a 4th generation family farm located in Eastern South Dakota...................
He is the former, chairman and chief executive officer of US BioEnergy Corporation, a $2 billion biofuel production and marketing company.
Mr. Ommen founded US BioEnergy in 2004, raising $1.5 billion in debt and equity capital. In December 2006, US BioEnergy launched a successful IPO trading on the NASDAQ Global Market. In 2002 he founded Capitaline Advisors, a private equity firm that has invested over $100 million in agribusinesses and farmland.
From 1992 - 2002, Mr. Ommen served as the president, chief executive officer and director of Fishback Financial Corporation, a $1 billion multi bank holding company, based in Brookings, South Dakota ranked as one of the top 50 agricultural lenders in the United States. He led Fishback Financials acquisition activities in the 1990s. In 1997, he took on additional duties as President and director of First National Venture Capital, a venture capital subsidiary of the banking corporation.
In 1988, Mr. Ommen and a group of investors founded Coastal Virginia Bank, a commercial bank based in Virginia Beach, Virginia. He became Coastal Virginia Bank’s president, chief executive officer and director in 1999. At the age of 30, he was the youngest bank CEO in the Commonwealth of Virginia.
In 1982 (while in college), Mr. Ommen served as janitor and maintenance man of the First National Bank in Brookings, a subsidiarity of Fishback Financial Corporation. Ten years later he was named chief executive officer of Fishback Financial Corporation.
Mr. Ommen is active in business, education and civic affairs. He serves on the board of directors of Big River Resources Corporation, KFI Engineering and Manitou Island Corporation. He is a member of the Economics and Management Initiative Business/Industry Task Force for South Dakota State University.
Mr. Ommen graduated Minnesota West Technical College in 1979 with an associates of arts in digital electronics. He received a BS degree in commercial economics from South Dakota State University in 1983, and a MS in economics from South Dakota State University in 1987.
Mr. Ommen serves as a keynote speaker at industry and civic events, speaking on the agriculture supply chain, biofuels production and values based leadership. He was named a finalist for the Ernst & Young Entrepreneur of the Year award in 2007. He has served as an adjunct professor of Economics at South Dakota State University and currently serves on a number of Boards.
Gordon is an instrument rated pilot and a published nature poet who enjoys bicycling, tennis, skiing, pheasant hunting and writing. Gordon, his wife Jerilynn, and their two golden retrievers Kaja and Anja live in White Bear Lake, Minnesota.
Viktoriya is the Founding Partner of TA Ventures, a venture capital fund, investing in innovative seed-stage/Series A web and mobile tech companies mainly in the USA and Europe..................
As of June 2017, TA Ventures has 100+ companies in its portfolio and has achieved 29 exits. Portfolio highlights: Azimo, Dreamlines, FinanzCheck, NU3, SumUp, Wallapop. TA Ventures is focusing on SaaS, Marketplaces and DeepTech in FinTech, TravelTech, Digital Health and other sectors.
TA Ventures actively helps its portfolio companies and partners with setting up fully proprietary, cost-efficient R&D centers in Ukraine/Europe.
Viktoriya is the founder of Code Club Ua, President of Odessa International Film Festival, Founder and Chairman of the Supervisory Board of Ukrainian Film Academy.
SFO advisor (UK)
Gabriel Stein graduated from Stockholm School of Economics in 1980. In 1981 he worked at the Israeli Ministry of Finance international relations department...................
From 1982 to 1990 he ran Stein Brothers, a public affairs and economics research consultancy, first in Stockholm and (from 1990) in London. From 1991 to 2012 he was chief international economist of Lombard Street Research where he helped set up the company's world service. During this time, he wrote and commented on all major world economies. From 2012 to 2014 he ran his own macroeconomic forecasting consultancy, Stein Brothers (UK). From 2014 to 2016 he was Director, Asset Management Services at Oxford Economics; and from October 2016 to August 2017, he was Managing Director, Developed Markets Research at 4Cast RGE.
He is a senior fellow of the Adam Smith Institute. From 2013 to 2016 he was visiting professor in the Department of Economics at Royal Holloway University of London; and from 2013 to 2016 he was senior non-resident fellow at the Chongyang Institute for financial Studies, Renmin University, Beijing.
He has an MA in military history from Buckingham University and has written a novel which has received numerous kind letters of rejection.
Eva Helene Yazhari
Co-Founder and CEO
(SFO and not for profit fund, USA)
Eva Helene Yazhari is a Co-Founder and Chief Executive Officer of Beyond Capital Fund and a member of the Investment Committee. ...................
Throughout her career, Eva has been involved in management and investment efforts in both non-profit and corporate settings. She is currently ensuring that the capital allocated from the Beyond Capital Fund portfolio is put to effective use in accordance with due diligence best practices.
Eva was previously a Vice President at EnTrust Capital Inc., an asset management firm where she worked on the fund of hedge fund investment team and specialized in due diligence and portfolio construction. She holds regular roundtables in Los Angeles and Switzerland for banks, foundations and individuals, in addition to being a panelist at SOCAP and numerous family office conferences. Eva is also a member of Toniic, a global network for impact investors and the Young Presidents' Organization Social Enterprise Network Ambassador for the Americas.
Eva graduated from Barnard College, Columbia University with a B.A. in Mathematics, and lives in Dallas, Texas.
Hon Julia Gillard AC
Chair, Global Partnership for Education
27th Prime Minister of Australia
Australia (SFO, Australia)
Julia Gillard was sworn in as the 27th Prime Minister of Australia on 24 June 2010 and served in that office until June 2013. ..................
As Prime Minister and in her previous role as Deputy Prime Minister, Ms Gillard was central to the successful management of Australia’s economy, the 12th biggest economy in the world, during the Global Financial Crisis and as Australia positioned to seize the benefits of Asia’s rise. Ms Gillard developed Australia’s guiding policy paper, Australia in the Asian Century. Ms Gillard delivered nation-changing policies including reforming Australia education at every level from early childhood to university education, creating an emissions trading scheme, improving the provision and sustainability of health care, aged care and dental care, commencing the nation’s first ever national scheme to care for people with disabilities and restructuring the telecommunications sector as well as advancing a national broadband network. In foreign policy, Ms Gillard strengthened Australia’s alliance with the United States, secured stronger architecture for the relationship with China, upgraded Australia’s ties with India, and deepened ties with Japan, Indonesia and South Korea. Ms Gillard has represented Australia at the G20, including winning Australia’s right to host the 2014 meeting, the East Asia Summit, APEC, NATO-ISAF and chaired CHOGM. Under Ms Gillard’s leadership, Australia was elected to serve on the United Nations Security Council. .
Ms Gillard is the first woman to ever serve as Australia’s Prime Minister or Deputy Prime Minister. In October 2012, Ms Gillard received worldwide attention for her speech in Parliament on the treatment of women in professional and public life.
Ms Gillard is a non-resident Distinguished Senior Fellow with the Center for Universal Education at the Brookings Institution in Washington. In February 2014, Ms Gillard was appointed chair of the Global Partnership for Education, a leading organization dedicated to expanding access and quality education worldwide. Ms Gillard also serves as Patron of Camfed, the Campaign for Female Education, which tackles poverty and inequality by supporting girls to go to school and succeed, and empowering young women to step up as leaders of change.
Ms Gillard also serves as an Honorary Professor at the University of Adelaide, and is Patron of the John Curtin Prime Ministerial Library in Perth, Western Australia. Ms Gillard is a member of the board of directors of Beyond Blue, which is committed to helping Australians understand and manage anxiety and depression. Ms Gillard is Patron of the Layne Beachley Aim For The Stars Foundation, which supports girls and women to invest in their future to fulfill their potential. Ms Gillard serves on the Board of Governors of the Committee for the Economic Development of Australia.
n recognition of her public service, Ms Gillard was awarded a Companion in the Order of Australia in January 2017.
Ms Gillard’s memoirs, My Story, were published by Random House in September 2014. The second edition of her book was published in July 2015.
Co-Founder and COO
Oculus Financial Intelligence
Yousef Al-Majali is a co-founder and Director of Oculus Financial Intelligence and serves as Chief Operating Officer of the company..................
Yousef is fluent in Arabic, speaks basic Mandarin and holds a BA in International Relations from the University of Exeter. He brings significant financial markets, company operations and business development experience to Oculus as well as extensive market experience internationally, having worked out of the Levant, the GCC Region, North Africa, Malaysia, Azerbaijan, and The Far East as well as the United Kingdom. Yousef has experience as a Private Equity professional, Hedge Fund Analyst and entrepreneur in the defence, security and intelligence sectors.
Yousef began his career as an entrepreneur, founding Salim Security Group Ltd, a private security company registered in the Hashemite Kingdom of Jordan. Between 2008 and 2011 Yousef also worked closely with Skytech International (also known as Skytech Helicopters) an international defence equipment brokerage based in Belgium.
He later co-founded Communication Management Consultants Ltd, also registered in the Hashemite Kingdom of Jordan.
By 2012 Yousef was Chief Operating Officer of a Private Equity investment brokerage and principle investor focused on the Middle East and South East Asian regions. In his capacity as COO Yousef was also the Middle East Director for and Board Representative to EON Reality Inc. (www.eonreality.com), a company registered in the State of California. In 2014, prior to co-founding Oculus, Yousef was a senior equity analyst for Camargue Capital Management LLP, a global long/short equity Hedge Fund based in London.
Leader Family Office Services, EY
Peter Brock is the Executive Director and Leader Family Office Services in Germany, Austria and Switzerland at EY, Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft in Düsseldorf. ......
Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants.
Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions.
Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates, resisting tax challenges from government revenue services and resolving disputes..............
As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.
Tortoise Capital Advisors
David Berenger is vice president of European business development at Tortoise and coordinates the firm's European expansion efforts......
David has more than two decades of financial services experience, most recently serving as a product specialist at La Française International, a division of the CMNE group headquartered in Paris. Previously, David spent 10 years in the European Distribution division of Fred Alger Management, where he was responsible for the oversight of the private bank, multi-manager and advisor relationships throughout Europe.
David has a Bachelor of Science degree in psychology and economics, and a Master of Business Administration degree from the Stern School of Business at New York University.
Aitua O. Ekhaese
North Hill Advisory Partners
Aitua Ekhaese is the Managing Partner of North Hill Advisory Partners, a London based Investment Advisory firm focused on the Family Office sector..........
Prior to North Hill, he was a Partner at Havenvest Private Equity Middle East Limited ( formerly HSBC Private Equity Middle East Limited) , a private equity firm focused on growth capital and buyout opportunities in the MENA region. Prior to Havenvest, Aitua was a Director at Aspen Advisory Services Ltd; a London based private family investment office. Before Aspen, Aitua was the Head of Investment Banking and Co-Head of Corporate Finance at Saudi International Bank, London.
Aitua is a qualified Chartered Accountant and holds a BA in Economics from the University of Manchester in the UK.
Yes We Can Youth Clinics
Piet Jansen’s career is drenched in social engagement. His first venture was the set-up of a conglomerate of private language schools for students............
after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next.
In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.
Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.” Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.
Dominik von Eynern
Blu Family Office
Dominik has more than 15 years of experience in financial derivatives, principal investment and business development. He comes from a business family now in the 5th generation............
Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.
Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).
Dr. Julia Balandina Jaquier
Author of Catalyzing Wealth for Change: Guide to Impact Investing
Julia is a recognized expert in impact investing and a trusted adviser to some of the largest HNW families, private foundations, international banks, and the Swiss and the UK Governments...........
She is an adjunct professor at the University of St. Gallen, an author of one of the first books on impact investment (2011), and a member of several boards and Investment Committees, including at SIFEM (the Development Finance Institution of the Swiss Confederation) and Unilever. She started her career at McKinsey in 1993, then managed the European private equity business of a large institutional investor, and pioneered and led an impact investment fund, prior to starting her strategic consultancy practice in 2010.
Her latest book, Catalyzing Wealth for Change: Guide to Impact Investing for HNW Individuals, Family Offices, Foundations, and Family Businesses, has been published in May 2016.
Expo Investments (Bronfman Family Office), Canada
From modest beginnings as an immigrant at the end of the nineteenth century, the family patriarch Samuel Bronfman began to create what would become the leading distiller in North America...................
As a direct recipient of the wealth created by the Seagram Company, the family office multiplied the value of this cash flow by continually reinvesting in various ventures, ranging from chemicals to real estate.
Eli is the managing member of Distillers Capital LLC, a fundamental market neutral hedge fund firm, which trades proprietary capital. He is a managing director of Lincoln Avenue Capital LLC, which invests directly in affordable real estate assets in North America.
He previously worked on the equities team at IceFarm Capital, a global discretionary Macro Fund and Arrow Capital, an event driven Fund. He began his career at Goldman, Sachs & Co. in the Securities division.
He holds a BA from Williams College.
Dr. Jason Fox
Dr Jason Fox is a modern day wizard-rogue, author and leadership adviser..............
Oft sought after for his pioneering philosophies and expertise in motivation design, Dr Fox shows forward-thinking leaders around the world how to unlock new and meaningful progress—amidst a volatile sea of complexity, uncertainty, ambiguity, paradox and doubt.
His clients include Fortune 500 companies around the world including Microsoft, PepsiCo, HP and McDonald’s, to other multinationals such as Toyota, Beam Suntory, Vodafone, Honda, Sony, Gartner, Johnson & Johnson, Xero, HP, Red Cross, Pandora, KPMG, and The International Institute of Research (not to mention banks, universities, telcos, government agencies, insurance companies, software developers, associations, intergovernmental world forums, and so on).
In addition to serving as leadership adviser, Jason is also an in-demand keynote speaker who works particularly well with sceptical audiences who have ‘seen it all before’. In 2016 he was awarded Keynote Speaker of the Year by Professional Speakers Australia, entering him into the Speaker Hall of Fame.
Jason is the bestselling author of The Game Changer, and How to Lead a Quest: a handbook for pioneering executives, and his research has been featured in the likes of Smart Company, Huffington Post, BRW and The Financial Review.
As well as the above, Jason enjoys partaking in extreme sports such as reading, beard maintenance and coffee snobbery.
Independant Family Business Advisor
Mr. Hillerström (TEP) is one of Europe’s leading independent Family Business and Family Office advisors...............
His expertise includes Succession Planning, Conflict Management, building Shareholder’s Agreements, creating Family Constitutions, Emergency Planning, overall Wealth Management Planning, Financial Education and all types of Family Office solutions.
Mr. Hillerström previously worked in his family’s own business (shipping), for Banque Kleinwort Benson (private banking) and for PricewaterhouseCoopers where he created a European Family Business and Family Office Service. He has worked with over 130 families in 26 countries and hence has a great understanding and respect for different religions and cultures.
Mr. Hillerström has an MBA from IMD Switzerland. He is frequently asked to lecture on his experiences and knowledge in this area, is the author of numerous articles that have appeared in financial and business magazines and co-authored the book “Wise Wealth” published by Palgrave Macmillan in December 2010.
Brunswick International Finance (UK)
A specialist Mortgage Broker for 15 years, having worked for a large international bank, a national Mortgage Broker and International Financial Service providers................
In 2008 he started Willow Private Finance, which was established to bring together his experience and contacts in dealing with HNW individuals/ families, offshore and expat clients and latterly founded Brunswick International Finance. He provides a truly holistic service by advising on residential, commercial, development, bridging & Lombard lending.
Prof Dr Peter Lorange
Dr. Lorange is currently Honorary President of the Zurich Institute of Business Education, former Lorange Institute of Business Zurich, of which he was founder and Chairman from 2009 to 2015.................
Previously, Dr. Lorange was president IMD, from 1993 to 2008. He is currently Emeritus Professor at IMD. He was Professor of Strategy at IMD and held the Nestlé Chair and subsequently the Kristian Gerhard Jebsen Chair of International Shipping. He was formerly president of the Norwegian School of Management (BI) in Oslo. Mr. Lorange was affiliated with the Wharton School, University of Pennsylvania for more than a decade in various assignments, including director for the Joseph H. Lauder Institute of Management and International Studies and The William H. Wurster Center for International Management Studies, as well as The William H. Wurster Professor of Multinational Management. He has also taught at the Sloan School of Management (M.I.T.), IMEDE (now IMD), and the Stockholm School of Economics.
Mr. Lorange serves on the board of directors of several corporations including Marsoft International A/S, Keystone and Globalpraxis. He received his undergraduate education from the Norwegian School of Economics and Business, was awarded a Masters of Arts degree in Operations Management from Yale University, his Doctor of Business Administration degree from Harvard University, and has been awarded 6 Honorary Doctorates.
Dr Jean-Philippe Chetcuti
B.A., LL.M.(Warwick), LL.D., TEP
Chetcuti Cauchi | Legal | Tax | Corporate
Dr Jean-Philippe Chetcuti, managing partner of Chetcuti Cauchi Advocates, a leading law firm with offices in Malta, Cyprus, London and Zurich..................
Dr Chetcuti heads the firm's Private Client practice, specialising in private client tax planning, wealth structuring and citizenship and residency planning. Dr Chetcuti is a key advisor on Malta Citizenship by Investment, Cyprus Citizenship by Investment, the Malta Golden Visa, the Malta Global Residence Programme and buying property in Malta and Cyprus. Dr Chetcuti was the first to be licenced by the Identity Malta Agency (licence IIP 001) to directly file citizenship applications under the Malta Individual Investor Programme. Within his tax planning and wealth structuring function, he specialises in the use of Cypriot and Malta holding companies, Malta & Cyprus participation Exemption regimes, Malta & Cyprus royalty companies, Malta & Cyprus trusts and foundations and Professional Investor Funds. Jean-Philippe spends his time between the firm's Malta and Cyprus office.
Dr Chetcuti is the Technical and Education Officer of the Maltese branch of STEP, the Society of Trust & Estate Practitioners, a member of the Malta Chamber of Advocates and sits on the executive council of the Institute of Financial Services Practitioners. He is also a co-founder and secretary of the MAFE Malta Association of Family Enterprises and has led proposals for the enactment of a world first Family Business Act in Malta.
CEO & Founder
Aradhana is a global authority on the travel, tourism and hospitality industry with 17 + years of experience in four continents across 50+ different countries...................
In 2014, she was chosen and featured as one of the 50 most influential next generation leaders who will likely define the future of the hospitality industry by Swiss Economic magazine Bilan. Aradhana is founder and CEO of Aptamind Partners (previously Bridge.Over Group) a specialist Strategic Hospitality & Tourism Consulting practice that advises ambitious leaders in family offices, governments, private investors and international organisations on hospitality related investments. Aptamind works in over 60+ countries, spanning Europe, Asia, Middle East, and Africa providing critical direction and insight that translates into measurable business growth.
Aradhana serves as Special Advisor to the Board of World Tourism Forum Lucerne and is Chairwoman of the Board for the Global African Tourism Summit. She also serves on the Board of ETC which is a charity that beautifully weaves together her passion for Africa with the purpose of educating the children - a cause very close to her heart.
Antonis Schwarz, Next Gen impact investor and founder of the Guerrilla Foundation is the European Community Manager for The ImPact....................
Mr. Schwarz is an impact investor, activist and philanthropist of Greek-German origin. He has used his inherited wealth to support a variety of social causes since 2011 and has recently established his own foundation called Guerrilla Foundation. In the past, Antonis co-founded Vouliwatch, a Greek parliamentary monitoring organization that aims to increase political accountability. He is currently working as the European Community Manager for the impact investing network The ImPact.
Mr. Schwarz has studied Politics (BA Kings College London) and Business (MA IE university Madrid). In the past, he has worked at Ashoka, a global organization supporting social entrepreneurs, Bonventure, the first German venture philanthropy fund, as well as Yunus Social Business, a global social business accelerator.
Christian Stadermann studied history and economics in Munich, Pisa and London. He has been working in the financial sector with banks and family offices for more than 20 years....................
At Deutsche he was assistant to the chairman, in equity sales and head of the International Private Banking desk in Frankfurt. At Sal.Oppenheim he covered family wealth across all asset classes.
During his 6 years in Switzerland he served complex and taxed wealth from German UHNWI, before running HQ Trust, the multi-family office of the Harald Quandt Family. In 2012 he started his own business LOGOS PATRIMON, introducing the concept of a virtual family office for wealthy families in Germany.
Michael Von Stumm
Kurt A. Engelhorn
Mr. Michael von Stumm is nowadays an advisor to Kurt A. Engelhorn and his family on their investments and philanthropic activities. This covers a number of interests including property, private equity, art and classic cars...................
Michael’s background is in the insurance industry where he worked for many years with a particular focus on art risk management. During this period he lived in Cologne, New York, Milan and London.
Michael holds a Master’s Degree in Industrial Administration from Union College in Schenectady, N.Y., USA and an MBA from Ludwig-Maximilian-University in Munich, Germany.
Founder and Executive Director
Dan Choon is a visionary technology enthusiast focused on strategy & technology while executing on imminent synergies between Europe and Asia....................
Dan is Executive Director of Dyan, a private investment office for Asian and European families. Dyan is specialized in technology investments with a focus on technology transfer, applications and growth in the South East Asian region. Dyan Sarl and its investment arm Cycle Management Sarl and Cycle Investments S.A. are based in Luxembourg with offices opening in Singapore. Dyan Private Investments align strategic interests of East Asian and European investors. Dan is Dyan’s visionary, builder, and cooperation enhancer. He leads the strategic and corporate development of Dyan and takes care of portfolio development and strategic cooperation. He supports both Families and strategic investors regarding their cross-border technology investments.
Prior to Dyan, Dan co-founded Venionaire Investment GmbH, a Venture Capital Fund based in Vienna investing in high-tech start-up companies in Europe. Previously, Dan also founded Ganzfeld, and worked as a technology M&A specialist, performing technical due diligence and IT consulting. Dan developed technology investment strategies for international customers and analyzed technology investment opportunities in Europe and selecting. At age 15, he co-founded an award winning project for gifted students (Heidelberger Life-Science-Lab).
He has lectured in Microeconomics at the Baden-Württemberg Cooperative State University Mannheim (DHBW).
Tempest Film Production
Helge is CEO of newly founded Tempest Film Production and Distribution in Munich and Berlin....................
1956 Born in Cologne
1975 Studies in law and politics in Munich, Geneva and Paris
1979 Freelance journalist, radio host and TV producer for 15 years
1989 Law firm established in Munich and Cologne, specialized in entertainment & copyright law, later becoming the law firm Sasse & Partner with offices in Hamburg, Cologne, Munich and Berlin
1991 Co-founder of the later TV production conglomerate Me, Myself & Eye AG
1993 Co-founder of broadcaster VIVA TV (AG), shareholder and member of the board, sold to VIACOM in 2004
2006 CEO of Senator Entertainment AG
2014 CEO of newly founded Tempest Film Production and Distribution in Munich and Berlin
Dr Thorsten Querg
Since May 2016 Member of the Advisory Board RIAM Alternative Investments, Frankfurt....................
Since July 2015 Founder of DVC StartConsult GmbH, Berlin
Since January 2014 Senior Partner FOCAM AG Strategic Asset Allocation
Since March 2011 Member of the Investment Committee VERIUM AG, Zurich Strategic Asset Allocation
2009 to 2013 Member of the Board/CIO FOCAM AG, Frankfurt
2005 to 2006 FINANCIAL CONSULTING, Berlin/Frankfurt Strategic Asset Allocation for Family Offices
2005 to 2017 KINDERNOTHILFE e.V., Arbeitskreis Berlin Charity work
2003 to 2005 HENDERSON GLOBAL INVESTORS Ltd., Frankfurt Head of Retail Sales & Marketing Germany & Austria
1999 to 2003 FRANKLIN TEMPLETON INVESTMENT SERVICES GmbH, Frankfurt Key Account Manager Germany
Since 1992 FINANCIAL CONSULTING, Berlin Founder
Ph D in History (FU Berlin)
Master in Political Science, Journalism and History (FU Berlin)
Astrid von Soosten
Head of Resource Development
European Molecular Biology Laboratory
Astrid von Soosten, CFRE, is Head of Resource Development at the European Molecular Biology Laboratory, the premier European life sciences research institute.....................
She is passionate about putting money to good purposes and has advised HNWI on philanthropic engagements in Europe and the US. She is active in a variety of professional associations and hopes to make a lasting contribution to raising the profile of philanthropy in Germany and Europe. Astrid’s career in raising financial support for educational institutions in Europe, Asia and the US spans 20 years and she has served as president and trustee to a variety of educational institutions. She has also mentored young fundraisers and has spoken at international conferences on the theme.
Astrid holds a third degree black belt in Aikido - a so-called ‘martial art’ that is aimed at conflict resolution. Her training in what Aikidoists prefer to call the ‘art of peace’ is an important element in how she conducts professional affairs.
In another life she was trained as a sinologist at Ludwig-Maximilians-University in Munich and Fudan University in Shanghai. She holds a master’s degree in Chinese studies and speaks Chinese fluently to this day.
Director of International Investments
Ipek Mutlu is the Director of International Investments at Esas Holding and serves on the firm’s investment committee...........
Prior to joining Esas in 2017, Ms. Mutlu worked for Virgin Management, Richard Branson’s family office, for 4 years. Previously, she was part of Blackstone’s Private Equity team in London. Before that, she worked for FTV Capital, a growth equity fund in New York. She started her career as a Business Analyst at the Strategy & Corporate Finance Practice in Mckinsey & Company’s New York office.
Ms. Mutlu earned her MBA degree from Harvard Business School and BA degree, cum laude, in Economics and Spanish from Harvard University.
Alexander Classen joined Bedrock in 2016 from Coutts & Co Ltd, where he was CEO, Head of International............
He has over 25 years of experience in Wealth Management and Private Banking. From 2006 to 2010, Alexander was Head of Private Wealth Management EMEA at Morgan Stanley International London. Prior to this, he held the role of General Manager Goldman Sachs Bank AG Zurich, having previously spent five years as Regional CEO of Pictet Asia Private Limited in Singapore.
Alexander started his career in 1985 at Pictet & Cie, Geneva.
QC Partners GmbH
Harald Bareit is managing director and shareholder of QC Partners GmbH.............
Previously he held the position Head of Asset Management with Kepler Capital Markets (now: Kepler Chevreux), where he was already in charge for alternative investment products (largely uncorrelated to traditional shares and bond investments). Prior the business graduate worked as senior portfolio manager at Lupus alpha Alternative Solutions GmbH and at DZ Capital Management GmbH.
As CFA charterholder he held the position as president of the CFA Society Germany – the largest professional association for professional investors and portfolio managers in Germany. As a part of a worldwide network the society holds approximately 122,000 members.
Chairman & Founding Partner
A native of Brooklyn, New York, Robert Rubinstein is a longtime resident of The Netherlands. In 1999, he founded a company to introduce the then-radical concept of sustainable investing..............
This concept became the foundation of TBLI Group – Triple Bottom Line Investing. From its early days, the aim of this small company was and is unabashedly global: To create an inclusive values based economy. The aim is to maximize investment flows into sustainability initiatives by showing the opportunities triple bottom line investing offers to investors.
It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.
TBLI pushes forward the notion that a truly sound investment is one that provides, not just financial rewards, but social and environmental ones, as well. Since then, the concept is now a household name in the financial world. For more than 18 years, TBLI Group has built the ecosystem for the Impact Investing and ESG community through advisory, educational and networking services. Mr. Rubinstein is the Chairman and Founding Partner of TBLI Group Holdings B.V. with headquarters in The Netherlands. The Company was founded in 1998 with the mission of integrating ESG and TBLI into the culture and strategy of international corporate business and investment companies. Mr. Rubinstein has been instrumental in championing Sustainable and IMPACT investment dedicated to solving social issues. Prior to TBLI, Mr. Rubinstein had an extensive career in publishing. He founded the first bicycle magazine in The Netherlands, FIETS in 1981, and Source magazine in 1995, a publication focused on integrating “profits and principles” as a message to the business community. FIETS and Source were based in Amsterdam, The Netherlands. FIETS was sold to VNU Magazines and it is still in circulation today. Mr. Rubinstein taught courses in Sustainable Finance at the Rotterdam School of Management from 2003–2006 and in his career has delivered many lectures at international business schools and universities. Rubinstein is a tenacious public speaker on both TBLI and ESG at global conferences and has been asked to speak at numerous engagements including the Global Reporting Initiative, the inaugural Impact Investing Israel Summit and World Pension Council in Singapore. TBLI was asked to organize a session at COP21, Paris in December 2015 and more recently, Mr. Rubinstein was invited at the request of Natural Step, a leading advisor on Sustainability for the Swedish corporate sector attended by King Carl XVI Gustaf of Sweden. Rubinstein, who lives in Amsterdam with his wife and two sons, was the founding publisher/editor of five magazines, the most recent of which was Source, the first European management magazine devoted exclusively to corporate social responsibility. Rubinstein was Chairman of the Swift Prize of the King Boudewijn Foundation and a commissioner for the State of the World Commission on Globalization. He has served on the boards of numerous organizations, including the Ethical Markets TV editorial advisory board, IMSA (International Sustainability Consultancy), the 3IG International Interfaith Investment Group, the BNP Paribas Investment Partners (ESG), Tellspec, and the ASN Foundation.
Senior Investment Analyst Vice-President
CHELTENHAM INVESTMENTS (SFO)
Sasha Bernier is a Senior Vice-President and Investment Committee member of Cheltenham Investments, a single family office focused on investing in both debt and equity primarily in real estate opportunities and lower middle market companies...............
Mr. Bernier formerly served as a Vice President of Revere Capital, a real estate debt fund with the responsibility for underwriting and structuring new investment opportunities in the real estate debt space. Sasha Bernier has also worked at investment funds GSC Group, a credit focused hedge fund, and Barrington Capital, a debt and equity event driven hedge fund.
It seeks nothing less than to reeducate the financial world that on the opportunities triple bottom line investing offers to investors.
Mr. Bernier graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and a JD from the University of Pennsylvania Law School.
KCG Capital Advisors
Stephen J. McCarthy is the Managing Director of KCG Capital Advisors, a family investment office/foundation administration venture that he co-founded with his late father, John M. “Jack” McCarthy...............
a former Co-Managing Partner/CIO of Lord Abbett & Co. (a $144 billion AUM partnership established in 1929). Mr. McCarthy has over forty years of diversified professional experience in both the financial services and foundation management sectors. Before establishing the family run entity in the mid 1990’s, for almost a twenty-year period, he held senior executive positions in the strategic planning, credit/risk management, business consulting, capital markets and retail brokerage arenas at PaineWebber, Security Pacific, Deloitte, Citibank and Bache respectively.
During the past twenty years in the wealth management arena, Stephen has appeared on CNBC’s “High Net Worth” program with Tyler Mathisen and “Bloomberg Business” with Tom Keane, presented at multiple investment conferences for Campden/IPI, FOA, Institutional Investor, IIR/Lido Consulting, Prestel Partners and IMI among others, has written for Trust and Estates magazine and has been quoted frequently in Barron’s, Investment News, Spectrem and Family Wealth Report. Simultaneously, during two decades in the philanthropic/social impact field, Mr. McCarthy has been a planning team member/panelist at the Council on Foundations (COF) Family Foundation Conferences, an organizer/presenter at the Association of Small Foundation (ASF) events, an advisor to the National Center for Family Philanthropy (NCFP), a group discussion leader/board member of Philanthropy New York (PNY) and an award winning mentor/coach/semifinal judge at the annual $300K NYU/Stern Business Plan Competition, where he specializes in the social entrepreneurship track.
An honors graduate of Chaminade HS, Stephen received a Bachelor of Arts in dual majors - Economics and Government - from Wesleyan University, was granted a Master of Business Administration in Finance from the Leonard N. Stern School of Business at New York University and completed an EE Certificate Program in Entrepreneurship/Venture Capital Investing at the University of Pennsylvania’s Wharton School. Mr. McCarthy is trustee of his family’s 30-year-old private foundation, represented his clan as a long-time member of the Institute for Private Investors (IPI), is a founding member/original trustee of The Greenwich Roundtable (GR) and a cofounder of The Gotham Triangle (TGT). In addition, he is President of Shaking The Tree (STT) Interactive Productions (www.shakingthetree.org) and a Partner/Executive Producer with Matthew Miele’s Quixotic Endeavors (QE) film production company featuring corporate/individual biopics such as “Scatter My Ashes at Bergdorf’s”, “Crazy About Tiffany’s”, “Harry Benson: Shoot First”
Formerly CEO Vodaphone Europe
CEO T Mobile USA (UK)
Humm is an artist and investor. He has had a solo exhibition at London's Riflemaker, Hix and Saatchi galleries in addition to group shows in London and Germany..............
Humm is also Senior Adviser for Antin Infrastructure Partners London, Chairman for Eurofiber NL and Board member for Shine Technologies, Israel.
Previously, Humm served as Vodafone's CEO for Europe from 2012 to 2015.From 2005 to 2012 Humm held various executive roles with Deutsche Telekom and later as the CEO of T-Mobile USA from 2010 to 2012.
From 2000 to 2002, Humm was an executive with the online retailer Amazon, where he held roles as Managing Director for Amazon Germany and France, and VP Europe. From 1992 to 1999, Humm was an executive with the grocery retailer Tengelmann in Germany, where he became a member of the Executive Board in 1996 and in 1998 CEO of their food-discounter, Plus. From 1986 to 1992, Humm was with the consulting firm McKinsey & Company in Germany and Los Angeles.
Humm started up various companies, such as Gourmondo.de (2002) an online grocery retailer in Germany.
After studying Philosophy and Business in Germany at the Saarland University and at the University of Michigan in Ann Arbor, Humm began his career in 1982 at Procter & Gamble. In 1985 he received his MBA degree with distinction from IMD Business School in Switzerland.
Humm was born in 1959. He is German, his mother is Belgian. He has three children from his first marriage.
Head of EMEA
(SFO and not for profit fund, USA)
Simon is the Head of EMEA for Oxford Place, a boutique firm which for the last 15 years has been advising the most significant families in the world on their hardest task, how to successfully transition wealth from one generation to the next....................
Statistics show that 70% of families fail to transition their wealth to the second generation and 91% to the third generation. The main reason for this failure is that most families focus their attention on their Financial Capital to the detriment and often exclusion of their Human Capital.
Prior to joining Oxford Place as head of EMEA, Simon was Head of the Family Office for the Kanoo Family, one of the oldest, most respected and wealthiest trading families in the Middle East, which is in its sixth generation with 125 years of trading history.
Simon’s 25 year career encompasses the military as a Coldstream Guards officer, a Chartered Accountant (ICAEW) with Ernst & Young, a senior manager in the family owned Swire Group (based in Hong Kong and Papua New Guinea) and a Partner and Trust practitioner at the highly respected international trust services firm Rawlinson & Hunter.
Simon is also a qualified leadership and performance coach.
Caroline Curtis Dolby
Owner and Founder
Belgravia Therapy International
Caroline Curtis Dolby has been a Multi-Cultural Psychotherapist for 19 years. Specialising in the UHNW complex family dynamics around Wealth & Addiction......................
Owner and Founder of Belgravia Therapy International.
They work in the space of Family Emotional Governance alongside Single and Multiple Family Offices. Area’s of expertise are:- Pre-Divorce. Divorce and Post-Divorce. Cross-Generational issues around Power Dynamics, Addiction and Obsession.Caroline Curtis Dolby has a background in Conference and Event Management for Keith Prowse International.
Head Hunted by the Foreign and Commonwealth Office 1998 to help managed Private Sector Government Sponsorship for the EU Presidency in the UK. Reported to Tony Blair and Robin Cook.
Belgravia Therapy invites Treatment Providers and Wellness Clinics to join our ever expanding group of Trusted Partners on behalf of our Client base.
Advanced Counselling Skills from a Multi-Cultural perspective. BACP (British Assoc of Counselling and Psychotherapy ). RCN (Royal Collage of Nursing). MNCS (Member of the National Counselling Society).
Caroline Curtis Dolby’s family have been members of The Drapers Company since 1645. She is a member of the City Livery and a Freewoman of the City of London.
Chairwoman of The Fund Raising Committee for International Animal Rescue.