Family Office Forum, Cayman Islands Event Speakers
14th - 15th October 2023, Ritz Carlton
The Cayman Islands 2023 edition of our Family Office Forum brings together around 40 billionaires, principals, family members, private Single Family Office decision makers* and only about four expert partners sharing their relevant and deep insights:
To view the 2023 Agenda, please click here
She represents Dart at single family office gatherings and on advocacy and thought leadership initiatives, and assists other families interested in learning about Cayman’s value proposition for the purposes of corporate relocation or residency.
Originally from Canada, Sue moved to the Caribbean over a decade ago.
She holds an MBA from the University of Guelph and a BA from Mount Allison University, as well as certificates in board directorship, investment migration, revenue management and protocol.
She serves on the boards of Cayman Finance and the Cayman Islands Family Office Association, and she is a member of Private Client Global Elite and 100 Women in Finance.
Went to school in the UK and studied mechanical engineering at the Technical University Vienna.
In November 2014 the Family was hit by crisis due to a failed investment. In August 2015 it was decided that Octavian takes on the management of the crisis to try and navigate it.
Since then the crisis was passed and Octavian now manages his own small family office in Vienna focused on disstressed assets and venture capital.
"To turn adversity into business opportunity.”
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).
In 1999, he founded Tutors International, a world-class private tutoring company for UHNWIs that specialises in full-time residential private tuition. Tutors International is based in Oxford, England, but has a global client base.
A former schoolteacher, Adam has academic excellence at the heart of his company. This, combined with his entrepreneurial acumen, has earned Tutors International a reputation for skilfully merging superlative standards and educational innovation. From sourcing tutors for families living on superyachts, to founding micro-schools in the Puerto Rican mountains, Adam has the expertise to support the most unique requests to suit lifestyles and educational ambitions across a wide range of families.
Adam has extensive experience with students of all ages and backgrounds. He began teaching in 1987 while still an undergraduate at Glasgow University, before receiving his teaching qualification from the University of York in 1991. He has received specialist training in the non-medicinal management of dyslexia and Attention Deficit Disorder. Adam has also worked as a private tutor for prestigious families across Europe. His experience, insight and drive ensure that he is at the forefront of improving standards across the industry and a leading voice in education affairs globally.
To distinguish himself and his company, Adam is committed to delivering a level of personalised service that is unmatched by other private tutoring firms. A customised global search is conducted for every tutor according to the individual specifications of each Client.
Adam is highly sensitive to the educational and personal needs of children. Having worked for high-net-worth families himself, he is adept at building rapport with all stakeholders, garnering a thorough understanding of the unique aspects of UHNW living.
Adam Caller is well-known and accomplished figure in premium education worldwide.
With a background in audit from PwC, Victoria joined the corporate team at Tutors International in 2011. She had a pivotal role in the structural transformation of the company and continues to facilitate its evolution as a growing enterprise. Within the company, she is known for her calm and measured approach to problem solving, her diplomatic skills and her continuous pursuit of knowledge.
As COO of Tutors International, Victoria is involved with a range of projects, from the tiny details of daily operations right up to company structure, mergers, and acquisitions. She is a natural connector-of-people, and a capable generalist with the ability to fulfil many different functions and specialities within the company.
Victoria is passionate about education and is a self-proclaimed life-long-learner. She completed her TEFL and TESOL qualifications (teaching English to speakers of other languages) during her gap year, where she also sailed in the Tall Ships Races and discovered a love of sailing. She speaks reasonable Swedish and is currently brushing up her French and Spanish skills.
She read Politics with European Studies at the University of Exeter. Victoria went on to study an MA in War and Society and was elected Vice President of the Post Graduate Guild of Students. She has most recently completed an MA in Education from the University of Bath.
Victoria’s professional interests lie in the intersection between education and the future of work, with a particular focus on the role of educators in preparing children for remote working positions. She volunteers as a co-opted governor at her local primary school and serves as the honorary secretary for a local charity which combats homelessness.
As a daughter of teachers, Joanna was brought up in an educationally conscious environment. She started tutoring mathematics and flute to her peers, aged 16, and has been teaching or learning ever since. She is fully fluent in French, Spanish and English.
Having studied Marine Sciences at Southampton University, and having completed a Maitrise in Oceanography at the Universite de Bordeaux, Joanna embarked upon several years of travelling, volunteering and working as a marine scientist and diving instructor in Indonesia, the Seychelles and Fiji before she settled into a career as an educator on a full-time basis.
Joanna finished her PGCE in London, where she focused on secondary mathematics. In addition to being a maths specialist, Joanna is highly experienced across all the sciences, as well as several languages. This all-roundedness has seen her teach a wide variety of subjects and students, all around the globe, most notably onboard a superyacht in the South Pacific, as well as two years in Mustique.
Joanna particularly enjoys teaching through practical experiences and travelling with her students to bring learning to life. She believes a well-rounded education is so much more than just what happens in the classroom.
Her wealth of experience, working closely with UHNW families and depth of understanding of the bespoke nature of each tutoring role, is now being directed toward ensuring the all-important match between the client family and their tutor.
Philip represents private clients and family offices on the financial aspects of cross-border transactions in which they participate and leads a specialist team which structures and establishes single family offices in the Cayman Islands and assists with the deployment of private capital in acquisitions and other commercial transactions.
Philip has received the "Leading Individual" ranking in Banking, Finance & Capital Market in the Legal 500 Caribbean directory since 2018.
Scott has also worked in the Global Investment Funds Group at Walkers since 2018 and therefore brings institutional experience into the private capital context where he works, in particular, on setting up family investment companies, fund structures and investment vehicles whether stand-alone or within more developed single family office structures. He also works for multi-family offices and supports investment managers who cater to UHNW investors.
In his investment funds practice, Scott advises on a broad range of matters including private equity and hedge fund formation, downstream acquisitions and divestments, exits, end-of-life issues, mergers and acquisitions, joint ventures and corporate reorganisations. Scott advises a broad range of clients from start-up managers to some of the world's largest investment firms.
No sales, product presentations or pitches - topics covered are
- Organising your Wealth - what options, how best?
- Investing your Wealth - an exchange of views
- Family Governance - ensuring family harmony
The marvellous setting of the Ritz Carlton on Grand Cayman's seven mile beach provides us an informal environment to meet peers - a private and safe place for:
- A welcome reception on Friday evening
- A full day of program on Saturday with keynotes and topical breakout sessions
- An exclusive beach BBQ Saturday evening
- Plus brunch on Sunday followed by knowledge-sharing and networking
Only 1 hour from Miami, 3 hours from NYC and direct flights with BA from LHR!
We are currently working on the program, come back soon to see the details.
Don't miss this truly special event and join us at the Cayman Islands Family Office Forum taking place on 14th - 15th October 2023 at the Ritz Carlton, Grand Cayman.
* Principals, family members, private Family Office and Family Business decision-makers attend the forum for free (as long as their role is not to offer any solution or service to the audience) and our attendees have or manage at least $150M+ (usually it is much more). For your free admission, please contact us at: email@example.com.