Zurich Family Office Conference

Family Office Forum, Zurich 2017

The Speakers

 

The Family Office Forum Zurich is the annual meeting of Family Offices and UHNWI from all over the world,
a truly global gathering of Family Offices held in English:
 
November 2013: 164 Family Offices met in Zurich: See the 2013 report here
November 2014: 172 Family Offices met in Zurich: See the 2014 report here
November 2015: 162 Family Offices met in Zurich: See the 2015 report here
November 2016: 160+ Family Offices met in Zurich: See the 2016 report here
 
14 - 15 November 2017:  160+ Family Offices will meet again under one roof.
 
The Family Office Forum Zurich,  has a simple formula:
More Family Officers on stage than solution providers.
More Family Officers in the audience than solution providers.

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

TBC

Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................


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    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.

Jamie Lowther Pinkerton

DS-48

Jamie Lowther-Pinkerton recently retired as Principal Private Secretary to The Duke and Duchess of Cambridge and Prince Harry (2005-14)...................


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    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.

Thomas Villinger
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............


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    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 Weber

GIIN

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................


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    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.

Roland Schatz
Founder, CEO
Media Tenor Ltd

Roland Schatz is Founder and CEO of Media Tenor Ltd., the Research Institute of InnoVatio Verlags AG, www.mediatenor.com..................


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    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
BirdDog Capital

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...................


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    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 Tigipko
Founding Partner
TA Ventures

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..................


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    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.

Gabriel Stein

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...................


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    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
Beyond Capital
(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. ...................


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    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. ..................


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    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.

Yousef Al-Majali
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..................


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    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.

Peter Brock
Executive Director
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. ......


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    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
Chairman/Senior Partner
RPC

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..............


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    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.

David Berenger
Director
Tortoise Capital Advisors

David Berenger is vice president of European business development at Tortoise and coordinates the firm's European expansion efforts......


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    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
Managing Partner
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..........


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    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.

Piet Jansen
Director
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............


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    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
Partner
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............


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    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...........


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    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.

Eli Bronfman
Principal
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...................


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    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

Author (Australia)

Dr Jason Fox is a modern day wizard-rogue, author and leadership adviser..............


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    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.

Håkan Hillerström

Independant Family Business Advisor
(Switzerland)

Mr. Hillerström (TEP) is one of Europe’s leading independent Family Business and Family Office advisors...............


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    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.

Wesley Ranger
Director
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................


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    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.