We have started working on the 2023 forum programme; should you wish to be involved in a prestigious speaking capacity, please let us know at speaker@prestelandpartner.com.

Should you be interested in becoming one of our few thought-leading forum sponsors and showcase your expertise with a sophisticated content-based approach, contact us at office@prestelandpartner.com

See the Agenda for 2022 here.

28 - 29 September 2021: 115 Family Offices met, see the report here.
25 - 26 September 2019: 139 Family Offices met, see the report here.
2 - 3 October 2018: 129 Family Offices met, see the report here.
3 - 4 October 2017: 149 Family Offices met, see the report here.
4 - 5 October 2016: 138 Family Offices met; see the report here.
15 - 16 September 2015: 142 Family Offices met; see the report here.
11 - 12 October 2014: 102 Family Offices met; see the report here.

 

See the Forum Speakers below:

London 2022 speakers confirmed so far

Michael Greve
Founder
lastminute.de, web.de

Michael is one of the most successful founders of the German-speaking Internet industry....

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Together with his brother Matthias, he created numerous ventures including lastminute.de and turned it into the largest last-minute travel site in Germany. Most notably, the brothers founded WEB.DE, and after a successful IPO, grew it into one of the country's largest internet portals and online media businesses.

After the successful sale of his companies, Michael created the seed-stage venture capital investor Kizoo that came to fund and mentor some of Germany's most promising tech startups including Babbel, Staffbase, and Mambu.

Forever Healthy started out more than a decade ago as a personal quest to shed the extremely unhealthy lifestyle he acquired while building WEB.DE, and over time turned into the focus of his entrepreneurial energy: To enable people to vastly extend their healthy lifespan and be part of the first generation to cure aging.

Initiatives of Forever Healthy include the evaluation of new rejuvenation therapies, evidenced-based curation of the world's cutting-edge medical knowledge, the annual Undoing AgingConference, funding research projects on the root causes of aging, and supporting the creation of startups turning that research into therapies for human use.

Francesca Agostinelli
President and co-founder
NetworkHER

Francesca Agostinelli is an Italian businesswoman , entrepreneur, and philanthropist.....

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She holds a first-class honours degree in Literature , Philosophy and Journalism. She is a commercial and residential real estate advisor both In Europe and America and active as Founder and Director of ERA international, a global luxury real estate brokerage firm.

She is the President and co-founder of NetworkHER, an organization that seeks to connect professional women around the world. Francesca Agostinelli is the former co-host of the TV show Bold Women.

Her weekly interviews gave voice to dynamic and accomplished conservatives women with inspiring and empowering stories. Francesca Agostinelli is the MC of The American Italian Cancer Foundation, a New York based non-profit organisation that supports cancer research, education, and control , emphasising the outstanding resources of Italy and the United States.

Francesca Agostinelli also sits on the advisory board of the Robert F. Agostinelli Foundation, which provides support for American war veterans and broad-based freedom agenda. She has become increasingly active over the years in the organisations that the Foundation supports including the Warrior 100 veteran support effort of the Bush Institute as well as the National Memorial Day parade chaired by her husband. As a frequent public motivational speaker Francesca Agostinelli is dedicated to sustaining an agenda of classical values in a modern age where woman can and do make a difference.

She is a Trustee of Museo Del Prado, in Madrid, Spain. An institution dating back more than 200 years, housing the world’s richest and most comprehensive collection of Spanish paintings, as well as masterpieces of other European paintings.

Francesca Agostinelli currently splits her time between London, Rome, Paris and Palm Beach. Speaking five different languages, Francesca is a mother of 3 young children and is an incredibly passionate woman, who takes the utmost pride in all that she does.

Christian Busch
Managing Member
Glass Cube Investments

Christian Busch is a Multicultural Entrepreneur (Europe/ United States) and Investor specialized in Tech and Real Estate....

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My businesses are built on the power of strong connections with likeminded people. Founder Ellis Accelerator and Glass Cube Investments. Naturally, curious lifelong learner with a strong interest in the Bricks, Clicks and Crypto.

A passionate connector, strategic, goal-driven professional with 20 years of experience in media and technology, consulting and advisory, helping companies grow and expand internationally. Christian has worked with more than 75 international technology companies supporting them in their international expansion to the United States or occasionally Europe.

German-born, Christian has spent most of his professional career in the United States, occupying senior positions at multiple companies, ranging from senior consumer marketing roles to corporate development and strategy. After a long and successful executive career, Christian embarked on his entrepreneurial journey in 2012 and combined his business knowledge with one of his passions: investing.

Currently, he is the Managing Partner for the German Accelerator U.S., Ellis Accelerator and Glass Cube Investments.

Lord Karan Bilimoria CBE DL
Founder & Chairman
Cobra Beer

Karan Bilimoria is the founder of Cobra Beer, Chairman of the Cobra Beer Partnership Limited....

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....a Joint Venture with Molson Coors, and Chairman of Molson Coors Cobra India. In the Monde Selection, one of the most prestigious quality awards in the world for beer, the Cobra range have collectively been awarded a total of 128 Gold and Grand Gold medals since 2001, making it one of the most awarded beers in the world.

Lord Bilimoria is the Founding Chairman of the UK India Business Council, a Deputy Lieutenant of Greater London, a former Chancellor of Thames Valley University (now the University of West London); he was the youngest University Chancellor in the UK when appointed. Karan was a former Senior Non-Executive Director of the Booker Group now TESCO PLC (2007-2016); he is one of the first two visiting entrepreneurs at the University of Cambridge; he is a founding member of the Prime Minister of India’s Global Advisory Council.

In 2006, Karan Bilimoria was appointed the Lord Bilimoria of Chelsea, making him the first ever Zoroastrian Parsi to sit in the House of Lords. In 2008 he was awarded the Pravasi Bharti Samman by the President of India. He is an Honorary Fellow of Sidney Sussex College Cambridge and was Chair of the Advisory Board of the Judge Business School, Cambridge University from 2015-2020 and subsequently appointed as an Honorary Ambassador.

He qualified as a Chartered Accountant with Ernst & Young and graduated in law from the University of Cambridge. He is also an alumnus through executive education of the Cranfield School of Management, the London Business School and the Harvard Business School. In July 2014, he was installed as the seventh Chancellor of the University of Birmingham, making him the first Indian-born Chancellor of a Russell Group University in Great Britain, and he is the President of the UK Council for International Students Affairs (UKCISA). Since 2017 Lord Bilimoria has been a Bynum Tudor Fellow at Kellogg College, University of Oxford.

Lord Bilimoria is an Honorary Group Captain in 601 Squadron Royal Air Force. In June 2020, he was appointed President of the Confederation of British Industry (CBI). In September 2020, he was appointed as a Visiting Fellow at the University of Oxford based at the Centre for Corporate Reputation. Karan has been awarded Honorary Doctorates from University of East Anglia, University of Birmingham, Brunel University, Cranfield University, University of Exeter, Heriot-Watt University, London Metropolitan University, Staffordshire University, York St John University, University of West London (previously Thames Valley University), and University of Westminster. Karan is also President of The UK Council on International Student Affairs (UKCISA) and Co-chair of the All Party Parliamentary Group (APPG) for International Students.

Thomas Kottmann
Director
Piëch Family Office (SFO)

Born in 1974 he is a Portuguese/Swiss Wealth Management Professional and Single Family Officer of Anton Piëch (1978) great-grandson of Ferry Porsche and son of Prof. Ferdinand Piëch (Volkswagen Group).....

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Thomas holds a degree in business management and is a Certified International Investment Analyst. He has been in senior management positions in the Swiss Banking Industry where he was advising both, Institutional as well as Private Clients for UBS, Credit Suisse, Merrill Lynch and Bank of Tokyo-Mitsubishi during 27 years from 1991 till 2018. During his past years Thomas was advising a client book of Single Family Offices (approx. 2.5bn AuM) in the headquarter based Premium Clients franchise of Credit Suisse at Paradeplatz in Zurich.

Since 2018 Mr. Kottmann operates through his Zug based consulting company Fortiori Consult. He signs responsible as a member of the Board of Directors of Mr. Piëch’s participation company AMYP Ventures AG and is a member of the Board of the Toni Piëch Foundation. Besides that Thomas holds some Advisory Board mandates with associated companies.

Thomas Kottmann lives - with his Portuguese wife and the two sons (born 2007, 2013) - in the southcoast of Portugal (Algarve). Since June 2020 Mr. Kottmann represents Switzerland in his mandate as the Honorary Consul of Switzerland.

Simon Foster, ACA MCSI
CEO
TY Danjuma Family Office Limited

Mr. Simon Foster joined the TY Danjuma Family Office in May 2011.....

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Mr. Foster is an experienced Single Family Office CEO and has in excess of 25 years’ experience acting in for diverse family offices, private investment vehicles and their portfolio companies from bases in the UK and Bermuda.

Simon has twice been the architect for the initial creation of family office / private client investment structures. In addition to his role within the TY Danjuma Family Office he sits on numerous Boards and previously acted as Chairman of the Family Office Council – a Family Office industry body.

Simon is a qualified accountant and holds both the UK ACA and Canadian CA accounting designations in addition to a BA (Hons) in Accounting and Finance. He also has extensive corporate finance and shareholder exit experience including IPOs, trade sales, mergers and acquisitions, structured finance and restructuring programs.

He is also an individually chartered member of the Chartered Institute of Securities and Investment.

Sophia Swire

Social Entrepreneur and ESG investor

Sophia is an award-winning social entrepreneur and ESG expert....

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She started her career in finance at Kleinwort Benson and went on to establish over 200 private schools in Afghanistan and Pakistan. She launched the global fashion for pashmina shawls on the shoulders of Christy Turlington and Kate Moss in British Vogue. Her sustainable fashion brand sold at the leading stores globally and was the best-selling accessory line at Harrods, for over a decade. She also marketed her artisan-made products online through one of the first ever e-commerce sites, which was designed for her by Conde Nast.

Through her NGO, Future Brilliance, she established the first jewellery school and Digital Literacy training project in Afghanistan. She worked in the Ministry of Mines and Petroleum in Afghanistan as senior advisor to the Minister on artisanal mining and gemstones.

Swire was contracted by World Bank, USAID, Department of Commerce and others to develop and deliver the National Gemstone and Jewelry Sector Development policy and strategy for Afghanistan.

She ran for office in the 2014 European Elections as a prospective MEP. Since then, she has invested exclusively in female-led start-ups, as an active member of tech communities from Silicon Valley to the Gulf region.

She has returned to finance as founder of Gender Equity Diversity Investments (GEDI), a VC network and firm dedicated to investing in successful female-led, tech-enabled, ESG businesses in MENA, Europe and US. Considered a thought-leader and pioneer in the social impact and gender-lens investing space, Swire’s work has been covered in several books and international media such as the Financial Times, The Sunday Times and the BBC. She has been recognised with three awards, most recently at the UN.

www.gedi.vc | www.sophiaswire.com

Raza Jafar

CEO Enshaa
Founder Global Sustainability Network

Raza Jafar is a UAE based businessman, serial entrepreneur, humanitarian and philanthropist.....

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Mr. Jafar’s business ventures include banking, aviation, real estate development, and hospitality management. He led the team to establish the Palazzo Versace Hotel in Dubai. Other key projects he has led include the development of Emirates Financial Towers and Dubai’s D1 tower, as well as the management of The Capital Club in Dubai, Bahrain, Nairobi, and Lagos.

Innovation and improvement in the way healthcare is delivered has been a growing passion for Mr. Jafar. In 2016 he established THB Global, a health and wellness management company offering excellence in healthcare services using technology, combined with a uniquely personalized care approach.

Since a young age he has combined business with philanthropy and a humanitarian approach to projects. Central to his approach is a belief in the adoption of a triple bottom line framework, seeking a balance of commercial success, environmental sustainability & social justice.

Mr. Jafar is the founder of the Global Sustainability Network (GSN) to drive progress in support of achieving Goal 8 of the United Nations’ Sustainable Development Goals.

The GSN brings together over 1500 leaders from each respective sector; faith, government, business, media, and non-profits to work jointly to accelerate the achievement of Goal 8. The group meets quarterly, rotating between the Vatican, the UN HQ in New York, Lambeth Palace in London, and Dubai.

Samantha “Sammy” Leslie
Trustee
Castle Leslie Estate

Growing up on the Northern Irish border during the Troubles, in an era of mistrust of the “big house” and a bitterness at the histories that went with it, the Leslie’s had very little income....

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The family survived by selling land, timber, archives, and contents, until it reached a tipping point.

As the second youngest of six children, I was not expected to take on running of the estate. In 1991, aged 24, I got the chance to attempt a rescue before its sale.

In 1992, I sold dad’s car to match fund a €5,000 grant, starting the Victorian tearooms with guided tours of the decaying Castle. I baked scones, told ghost stories and gave tours to generate income. That year I won the National Enterprise Award.

In May 2022, we celebrated 30 years in business and the estate is thriving. Held by the Castle Leslie Preservation Trust, it is leased me, and in turn, I run the Castle Leslie Estate, our hospitality business on the basis of a social enterprise, adding benefit to local communities, supporting local business, charities, and creating jobs.

In 2017, the Leslie Foundation was established to help unlock a ground-breaking series of projects and acts of philanthropy to allow the Castle Leslie Estate to continually serve the region in perpetuity in innovative ways over the next 100 years.

Today, the Estate supports more than 200 jobs and more than 100 local businesses. We strive to continue to grow, seeking to expand beyond just a traditional hospitality offering immersive experiences, biophilic buildings and traditional skills.

Graham David Bell
Managing Partner
Bridge Partners

Mr. Bell possesses 35 years of corporate finance and management consultancy experience.....

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....during which time he has spent over 25 years in the Middle East (GCC) working on behalf of local and international client base operating across a diverse array of industries.

He founded Bridge Partners in September 2004 as a Strategic Investment Advisory Firm through a network of Pan-Arab business leaders.

Bridge Partners has successfully introduced various investment opportunities with a focus on healthcare, clean tech, security and F&B, direct investments globally and locally, new technologies and innovative businesses to Bridge Partners network for investment.

Graham has developed a superior network in the region based on his 25 years in the region, including senior government officials, Royal family members, top executives in the private sector and the heads of the major families in the region with a focus on Saudi Arabia.

Previously he was an Associate Partner at PriceWaterhouseCoopers, based in Riyadh and Bahrain responsible for business development, quality control, programme management and the overall management of the Saudi Arabian practice.

Mr. Bell has also held senior management positions within Ewbank Preece/Mott Macdonald (Engineering Consultants), InterMatrix (cross border strategy consultants) and Lloyds Bank International.

Nataliya Johnson
CEO & Founder
Vasant Capital

Nataliya is a London-based investor and entrepreneur, running her own family office since early 2018......

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These days, her focus is on a tech scheme, particularly fintech and healthtech. Impact and ESG considerations have been embedded in her investment decision-making process from day one of her professional life.

Prior to setting up a family office, for over eight years, Nataliya was running a London-based finance advisory company, covering the UK, Ukraine, and the Baltics, with the industry focus on information technologies, telecoms, ports infrastructure, and commercial real estate, relying on the vast international investor, entrepreneur, and broader business community she has developed within the previous two decades, visiting around thirty countries across Europe, North America and Middle East for investment-related purposes. Prior to that, she worked in the commercial real estate and merchant banking divisions of Morgan Stanley in London. Nataliya started her professional life in politics and diplomacy.

She is a speaker at the international industry conferences in various European countries, at one of the UK renown universities and on the Ukrainian national TV. In 2013, Nataliya was appointed by the UK Government’s international trade department as the Catalyst UKTI member, responsible for promoting UK globally as an attractive business destination. Back then, she also wrote for and was interviewed by the FT publications on FDI into and awareness of Ukraine. In 2020, Nataliya has been appointed the member of Tech London Advocates, an 8,000-firm body that is part of the Global Tech Advocates.

She has been educated in five universities in four countries in two continents, including at Harvard and at Cass Business School. Nataliya is a British National and is fluent in English, Russian, and Ukrainian. Her hobbies are travelling, reading, psychology, geopolitics, exploring various cultures, sports, musicals, spending time with her family, and in nature.

Cynthia Dalagelis

ESG and Sustainability Advisor

Since 2005, Cynthia Dalagelis has worked with leading family offices, brands, technology agencies and private enterprises to conceptualize, develop, invest in and grow ESG forward businesses.....

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Her current focus is on bridging the relationship between her network of global family offices, sovereign wealth funds, and institutions with ESG entrepreneurs, funds, and values-aligned growth strategies.

Hon. Claudine Schneider

Congresswoman, businesswoman and consultant

The Honorable Claudine Schneider (R.-RI) Congresswoman, businesswoman and consultant...............

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Author of the first and only revenue neutral Global Warming Prevention Act (A Roadmap); Co-Founder of Energia Global (Costa Rica) and consultant - enlisted 50 Fortune 500 Corporations to reduce their greenhouse gases; ESG Advisor to utilities & others.

Kyle Hong
Founder
Alcove Investment Management

Kyle is a venture capitalist, entrepreneur, and philanthropist....

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He’s the founder of Alcove Investment Management, a global seed stage venture capital fund, and has spent the last 5 years investing in and growing technology startups in various domains from seed to 10 figure valuations across the US and emerging markets.

Having been raised in more than 5 countries across 3 continents, Kyle utilizes his diverse background and skill set to build, nurture, and exit leading venture-backed companies and funds. He is especially passionate about enabling technology innovators to leapfrog towards Industry 4.0 and building disruptive technologies from scratch, starting with zero legacy code.

Kyle specializes in alternative investments and currently acts as the Chief Investment Officer of Bol Park Family Office, a single family office based in San Francisco. Bol Park Family Office has deep roots in Asia and Northern California as founding members of BBK Corporation, which through its subsidiary companies Oppo, Vivo, Oneplus, and several others, makes it the 2nd largest smartphone manufacturer worldwide behind Samsung (20%+ market share).

Today, Kyle combines expertise and capital with tech pioneers, UHNW investors, and various institutions to source and calibrate unique, proprietary investment opportunities across the US and emerging markets. He wishes to drive impact by carefully curating forward thinkers globally and re-imagining a future of endless learning for a sustainable future.

Viktoriya Tigipko
Founding & Managing Partner
TA Ventures

Viktoriya Tigipko is the Founding and Managing Partner of a global early-stage VC fund TA Ventures with 200+ investments, 65 exits, 3 unicorns, 6 IPOs in US/EU since 2010....

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Viktoriya is the Founder and the President of ICLUB Global, the global network of angel investors.

She is also the founder of WTECH, an international network of women tech founders and entrepreneurs with 5k+ members. She is the Chairman of the Board of the Ukrainian Startup Fund and a Member of the Committee for Innovative development of the Ukraine economy.

Viktoriya is the Founder and the President of the Odesa International Film Festival; and the Chairman of the Supervisory Board of the Ukrainian Film Academy.

In 2022 Viktoriya co-founded OneUkraine, a charitable platform to provide humanitarian aid to Ukraine and to set the foundation for Ukraine’s recovery.

Vianney Mathonnet
Director
Kappafrik Group

Vianney Mathonnet is the Director of Family of Kappafrik Group an Africa-focused Single Family Office.................

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He worked widely across Sub-Saharan Africa in the energy, hospitality, and infrastructure sectors with a proven experience in management, private equity, and venture capital. In Central and Southern Africa, Mr. Mathonnet was in charge of internal auditing and cost optimization for multinational companies and managed various African profit centers with up to +400 employees. In West Africa, he spearheaded the expansion of the Kappafrik Group Family Office and lead several M&A and RTO.

He is a Director at the Board of multiple public and private companies all involved in private direct investments on the African continent such as the Impact Investment Cooperative, Kapower, and Reservoir Capital Corp. (REO.CN) investing in baseload clean power assets. Mr. Mathonnet is an advisor to Adalabs, a pan-African incubator specialized in Blockchain, AI, and smart technologies and has undertaken various investments in real estate, tourism, digital marketing, and micro-finance as an angel investor.

Mr. Mathonnet holds a BSc in Management and is a Certified Financial and Modelling Analyst.

Angela de Giacomo
Board Member
Family Officer (Asia)

Angela advises families and is on the Board of a few Asian and one German company.....

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She recently also advised the Ethereum Foundation with regard to their Road Map to India. Prior to that Angela was the Head of an Indian-American Family Office (2013 to 2021) and commuted between Asia, the US and Germany.

The family she worked for is the Bissell Family, the promoter family of Fabindia, one of India’s most ethical retail chains. Before joining the Indian Family Office and serving as Board Member, Angela spent seven years working with KPMG as a certified German tax advisor (Steuerberater, M&A Tax).

In 2017, she moved to Berlin and initiated the German Indian Startup Exchange Program (GINSEP) and later the WunderNova Frauen Sommer- and Thinkfest in May 2019 and August 2021, where Germany’s First Lady gave the opening remarks.

Angela was selected as Top 40 under 40 by Capital in 2019 and was selected as Top 100 women in Germany by Focus in 2020.

Deepak Lalwani OBE
Founder Director
Lalcap Ltd

Deepak Lalwani OBE is Founder Director of Lalcap Ltd, a London based company specialising in doing business with India.....

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He is only one of two persons from India to be elected as a Member of The London Stock Exchange more than 30 years ago and is regarded by peers as an authority and pre-eminent contributor on the Indian economic story.

He is a qualified UK accountant (FCCA) and a Chartered Fellow of UK’s Chartered Institute of Securities and Investment (Chartered FCSI).

He has a great passion to enhance UK-India business and investment ties. For over 27 years he has authored and published the influential “India Report”, which is distributed to key decision makers globally, including investment managers at global financial institutions, businessmen worldwide, Chambers of Commerce, UK MPs, members of The House of Lords in the UK and the media.

He has served as a board director at the UK-India Business Council. He is also a guest speaker on India at MBA programmes of major UK business schools.

A philosopher at heart, he has been involved with many charitable causes over the years, including having the honour and privilege to be a Samaritan.

Deepak’s great passion to strengthen business ties and deepen goodwill between the UK and India earned him the honour of the OBE in the U.K. from Her Majesty The Queen.

Neil Patel
CEO & Founder
Kabuki Venture

An experienced technology entrepreneur with a background in property and technology...

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Neil has over 20 years’ experience as a founding CEO for innovative companies as well as board member of various public and private companies in the UK, Canada and Australia. He was the founder of Webidiotz, a digital marketing agency (2008-2016), the founder and CEO of One Move Technologies (2005-2008) and the founder of Madisons Estate Agents (2000-2005).

Neil completed two public listings raising over $40m for multiple projects. Currently, Kabuni is a privately held company in the UK building a vision to unlock the design potential of every human being and elevate life.

After living 11 years in Canada with his four kids and wife of 15 years, Nina Jane Patel, Neil and his family returned to the UK. A family of entrepreneurs, with a deep passion for leaving a legacy - their four kids run a charitable project - Give A Free Lunch addressing solutions to solve world hunger.

Octavian Graf Pilati
Family Member
Sub Umbra

Octavian grew up in a family focused on the forestry and tourism industries...............

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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.”

Matthias Real
Head Private Clients and Single-Family Offices (SFO)
SEBA Bank Ltd

Matthias spent most of his 20+ years career in finance with Bank Julius Baer Ltd....

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....out of which he was based in Los Angeles for two years and in Singapore for seven years. During his time in Julius Baer, he held various leading positions on the Private as well on the institutional side.

Since 2016, he has also followed the Crypto market closely due to various engagements during his time in Singapore.

In June 2021, he converted his private crypto interest into work and joined SEBA Bank as Senior Product Sales within the Investment Solutions division.

In March 2022, he was promoted to the Head of Private Clients & SFO. He also finalizes his part-time MAS in Business Administration at the University of Zurich (Major Entrepreneurship & Strategic Management).

Ronnie S. Stangler, M.D.
Chief Health and Well-Being Officer
Private Single Family Office

Ronnie S. Stangler, M.D., is a physician and board-certified psychiatrist, based in New York City................

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Clinical Professor at the University of Washington School of Medicine, Department of Psychiatry and Behavioral Sciences, she is also an Advisor to the Department of Genetics, Harvard Medical School, where she consults for the Personal Genetics Education Project (pgEd). Dr. Stangler has served for over a decade as Chief Medical Officer to an international family office in London and Liechtenstein, where she creates and implements programs of health, well-being and resilience for multidimensional financial, legal, educational and philanthropic components of the organization and the individuals they serve.

Founder and Principal of Genome Advisory, the premier global genomics consultancy, Dr. Stangler integrates her decades of expertise as a physician and psychiatrist with her unique understanding of wealth and its impact on individuals and systems. She is committed to helping families of wealth and their advisors successfully navigate the disruptive science of genomics, which offers both great opportunities for enhancement of health, well-being and lifespan, but also presents major risks to safety and privacy.

Dr. Stangler has unique expertise assisting families of wealth, their legal counsel, financial advisors and trustees with unprecedented ethical, social, legal, privacy, moral and behavioral quandaries related to the use of genomics. She tailors a bespoke approach incorporating personal and family values, mores, and culture, all critical components of decision-making in this new world of reading, writing, and creating biology.

Dr. Stangler incorporates genomics into philanthropy and legacy creation. She fosters the development of hyperagents of change, the next-generation of philanthropists and social entrepreneurs who connect financial capacity with resilient emotional disposition and moral compass. These collaborative visionaries are creating original solutions to problems of global health, poverty, climate and social justice.

Dominik von Eynern
Family Member Partner
Blu Family Office

Dominik has more than 18 years of experience in financial derivatives, principal investment and business development............

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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).

Alfie Best
Chairman
Wyldecrest Parks

Alfred William Best, better known as Alfie Best (born 1970), is a British businessman and philanthropist who is the current chairman of Wyldecrest Parks, a mobile home park company.....

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As of September 2018, Best's businesses in the UK include 91 residential mobile home parks, seven holiday mobile home parks and a golf course in Herefordshire, along with a 50% share in 15 sites in the US, totalling £285 million.

In 2019, Best featured in the Sunday Times UK rich list and in 2020 he was #382 in the Sunday Times 2020 UK rich list with a net worth of £341 million, an increase of more than £100 million from last year.

Philip Mayer
Head of UK Family Office Team
Barclays Private Bank

Philip Mayer currently heads up the UK Family Office Team for Barclays................

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He has spent the last 20 years covering many of the largest and most sophisticated Family Offices from around the world, with a focus on the UK, Greece, Continental Europe, Emerging Markets and the Middle East. He spent 12 years at JPMorgan in Geneva and London, advising and managing portfolios for some of the largest clients of the bank. He also lead the International Investments and Emerging Markets businesses in London. After having spent a couple of years at a Multi Family Office where he set up and ran their Investment Advisory business, he joined Julius Baer where he headed up the Advisory & Markets business in the UK and was a member of the Executive Committee.

Philip has now been with Barclays for 2 years and is helping drive the development of the Family Office proposition across the bank.

He holds a Master degree in Finance and Marketing from HEC Lausanne, Switzerland and also studied at the London School of Economics. Philip has two young daughters and enjoys running, golf, skiing, squash and classical music.

Thomas F. Wiese
President of Institutional Solutions
Crown Global Insurance Group LLC

Tom is the President of Institutional Solutions at Crown Global Insurance Group LLC......

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He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of Institutional Investors, Family Offices and Ultra-High Net Worth Individuals. The Company offers custom solutions that enable investment managers and investors to enhance their returns on investments in alternative assets and managed accounts. For non-U.S. Institutions, Crown Global provides efficient and effective solutions to block ECI, FIRPTA and Branch Profits Tax on their U.S. investments. The Company operates globally and maintains offices in North America, Switzerland and the Cayman Islands. Since its founding in 1998, Crown Global has established a solid track record of issuing U.S. and non-U.S. compliant private placement life insurance and annuity policies for Institutional and Ultra-High Net Worth Clients.

Tom has over 30 years of extensive experience in the insurance, asset management and financial services industries. Prior to joining Crown in 2021, he was the Executive Managing Director, Institutional Solutions and Head of the Institutional Business at Lombard International where he achieved a dramatic compounded annual growth rate (CAGR) in assets under management from 2016 to 2021. Tom was formerly a Managing Director and Client Executive at BNY Mellon responsible for the overall client management and strategic business development for a number of the bank’s largest global insurance clients. His previous experience also includes positions as the EVP for Business Development in Hartford Life’s Institutional Solutions Group, COO for Marsh’s Benefits Business, CAO for Nationwide’s Asset Management subsidiary Gartmore Global Investments and VP of Operations and Systems at Prudential Investments. Tom started his career in financial services working as an Originator for Merrill Lynch Capital Markets followed by several business development and management roles at the Bankers Trust Company.

Tom holds a B.S. in Mechanical Engineering from Lehigh University and an M.B.A. from the Wharton School at the University of Pennsylvania. He is a Series 7 and 66 Registered Representative, a Series 24 Registered Principal and is Life Insurance Licensed.

Christopher J.R. Tyrer
Head of
Fidelity Digital AssetsSM Europe

Chris Tyrer is head of Fidelity Digital AssetsSM in Europe, which provides enterprise-grade digital asset solutions for institutional investors.....

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He leads all client service activity for the region, addressing their needs to secure, trade, and support digital assets.

Prior to joining Fidelity Digital AssetsSM, Chris served as a managing director at Barclays Investment Bank, leading its digital assets project, which examined the market opportunities for the firm. He also served as global head of commodities trading for Barclays following a long career in traditional financial markets.

Chris earned his Bachelor of Science degree in accounting and finance from the London School of Economics.

Torbjørn Bull Jenssen
CEO
Arcane Assets

Torbjørn Bull Jenssen is the CEO of Arcane, listed on NASDAQ First North, and a long term bitcoiner....

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He is an economist by education and wrote his master thesis on bitcoin back in 2013. In addition to running Arcane, Torbjørn is a profiled public speaker and a thought leader in the space; he has also served as an adviser to the Norwegian government on digital assets.

He is the current chair of Pure Digital, a London-based project, building an inter-bank market for tier 1 banks to trade cryptocurrencies, and a board member of the lightning-based derivatives platform, LN Markets.

Susan Danziger
Founder
The Spark of Hudson, HudsonUP, Wally Farms
Building Eutopia = a good place

Named one of 2021’s Worthy 100, Susan was honored for making a serious impact both personally and through her business....

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She has invested in approx. 100 start-ups and funds founded by predominantly women and BIPOC entrepreneurs/investors. Susan also founded Wally Farms, an experimental hub for climate, as well as The Spark of Hudson, a learning and community hub that launched HudsonUP, the first small city universal basic income (UBI) pilot.

Her family office is named Eutopia — Greek for a “good place,” not a perfect place.

Cindy Gallop
Founder & CEO
MakeLoveNotPorn

She is the founder and CEO of MakeLoveNotPorn, the world’s first human-curated, user-generated social sex videosharing platform – ‘Pro-sex. Pro-porn. Pro-knowing the difference’....

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Cindy Gallop graduated from Somerville College, Oxford University, and has spent 37 years working in brandbuilding, marketing and advertising, 16 of them for global creative agency Bartle Bogle Hegarty (BBH), for whom she founded their US office. She was voted Advertising Woman of the Year in 2003.

She is the founder and CEO of MakeLoveNotPorn, the world’s first human-curated, user-generated social sex videosharing platform – ‘Pro-sex. Pro-porn. Pro-knowing the difference’ – which she launched at TED in 2009.

She is Entrepreneur In Residence at Susan Danziger’s family office Eutopia Holdings. Cindy speaks at conferences around the world and consults, describing her consultancy approach as, “I like to blow shit up. I am the Michael Bay of business.”

Piet Jansen
Managing Director
Yes We Can Healthcare Group

Yes We Can Youth Clinics is recognised as the world-leading treatment centre for 13-25 year olds suffering from a wide array of mental health issues...

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...addictions and related behavioural disorders. With a global reputation for excellence and the highest staff to client ratio in Europe (400+ staff vs 170 beds) over 8,000 young people have been through the Yes We Can Programme and gone on to rebuild their lives.

Piet Jansen is the Managing Director at Yes We Can Youth Clinics. As a Keynote speaker at many events, he enjoys grasping the attention of any audience, addressing universal issues that often resonate long after the event has passed.

Of Dutch origin, yet a true internationalist having studied International Affairs and having lived in Salamanca, London and Bordeaux, he now travels the world on behalf of Yes We Can to build a network of like-minded professionals to help as many families in need as possible. His mission is to create a world- leading environment where every young person can feel safe and be given a reason to change. “Young people getting their lives back on track motivates me to carry this message around the globe. Seeing hope and joy return in the lives of others is my raison d’être. There is nothing more powerful than seeing these apparently broken flowers reach for the sun and stand straight again in all their beauty.”

Adam Caller
Founder
Tutors International

Adam Caller is an expert in private tutoring, an entrepreneur, and a highly respected education consultant.....

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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.

Bilal Zein
COO
Quanon Capital Ltd

In 2001 Bilal set up Quanon Capital Ltd (Single Family Office)................

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Since, Bilal is responsible for providing services including investment strategy, opportunity sourcing, deal closing (M&A), on-going monitoring of investments, Real Estate, Treasury, Tax and corporate structuring, investment & consolidated reporting, Bank and Trustee liaisons as well as Concierge (lifestyle) services

Prior to Quanon, Bilal had 10 years’ experience in the industry up to C level ranging from industrial trading, contracting, commercial, setting up, trouble shouting and turning around businesses.

Bilal holds a Bachelor of Electrical Engineering from the American University of Beirut, an MBA from ESCP, and a Diploma in Company Direction from the IOD London. Bilal Joined the Family Firm Institute and obtained his Advanced Certificate In Family Business Advising and Advanced Certificate In Family Wealth Advising. Bilal has several diplomas and certificates in corporate finance, M&A and Governance from Insead, London Business School and City. Joined STEP in 2018.

Proficient in English, French and Arabic. Bilal enjoys travelling with the family, playing squash and basketball.

Joost van Koot
Director
Europe & Escapes
Yes We Can Healthcare Group

Joost van Koot is the Director Europe & Escapes at the Yes We Can Healthcare Group...

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He is a seasoned business professional with over 20 years of extensive experience in international business environments. Joost has joined Yes We Can Youth Clinics to work with and from his heart and soul in order to be able to give back to others what he has found himself.

He speaks from the heart about his own experience; going from a happy child to a young adult living in hell and how he has been able to turn around life for the best; now enjoying a wonderful life in recovery; “It’s not about how many times you fall it's about how many times you get up”.

Joost is launching a lifechanging program for adults as this family man is determined to give everyone who is stuck in life the chance to dream again and to make those dreams happen.

Bijan Foroodian

Family Principal

Mr Foroodian is part of the team at a private family office and an active investor...............

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In his current role he looks at a variety of investments from early stage private to large cap public companies. His career includes a brief tenure at New Jersey based MPI after having served as Principal of a London based multi family office firm focusing on PE deals in the financial services industry. Mr Foroodian’s experience includes his roles as chief investment officer of Inflection Point Capital Management, Chief investment officer of Innovest Strategic Value Advisors, Vice President of Dresdner Kleinwort Benson, Barclays Global Investors and Mackenzie Financial.

Mr Foroodian is a CFA charter holder. He completed his studies at the University of Oxford in Engineering, Economics & Management and has a MBA from Imperial College.

John Trammell
Managing Director, Global Strategic Relationships
Symphony Financial Partners

John Trammell is with Symphony Financial Partners as Managing Director, Global Strategic Relationships. Symphony is a Tokyo based Japanese deep value equity investor................

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John is currently on the board and a past President of the NY Episcopalian Diocesan Investment Trust. Trammell also serves on the Investment Committee of Episcopal Diocese of New York, is a member of the Investment Committee of Somerset Hills Learning Institute and St. James Parish. He is also a past member of the Advisory Board at Tiedemann Investment Group.

He was previously the Global Co-Head of Asset Management at Cantor Fitzgerald Investment Advisors from December 2011 until 2015. Prior to joining Cantor, Mr. Trammell was the CEO of Cadogan Management, LLC, an asset management firm, a position he held from September 2007. Prior to joining Cadogan, he spent seven years at Investor Select Advisors, a hedge fund investment platform, where he served as the Chief Executive Officer. Mr. Trammell joined Investor Select Advisors from Argonaut Capital Management in New York, a global macro hedge fund, where he was Chief Operating Officer. Mr. Trammell began his career with the Hudson Institute, a New York-based think tank, where he served as a primary economic research assistant to Herman Kahn, the founder and a noted strategist. Mr. Trammell received a BA in History and Economics from DePauw University and studied at Waseda University in Tokyo, Japan.

Mr. Trammell has also spent time as a MD / Institutional Sales with Solovis, LLC., an institutional money management and analytics software platform. Prior to Solovis, Mr. Trammell was a member of the management committee at Novus Partners, a financial technology firm utilizing both public and private data for portfolio analytics.

Mr. Trammell is the co-author of several books and has written numerous articles for publication.

Alex Pollak
Head of UK & Israel
21Shares

Alex Pollak is Head of the 21Shares business in the UK and Israel as well as Eliezer Ndinga, Director of Research.....

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As one of the world’s leading ETP crypto issuers and digital assets firm, he is responsible for developing the 21Shares footprint locally to meet the growing investor appetite for crypto solutions across both markets.Before joining the 21Shares Team in December 2021, Alex spent the previous 15 years at BlackRock where he served in multiple leadership roles, including as the BlackRock and iShares Country Head for Israel, and more recently, working with UK institutional investors around their long term asset allocation needs.

Prior to joining BlackRock, he was a Portfolio Manager at a London based hedge fund, Marble Bar Asset Management.

Eliézer Ndinga
Director Research
21Shares

Eliézer leads the research department at 21Shares....

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He has helped grow assets from $20 million to over $2 billion in assets by providing insights into crypto markets including DeFi, NFTs, crypto infrastructure, and patterns associated with the global economy and geopolitics.

His research is often featured in Bloomberg, Business Insider, and other leading news outlets to build crypto products and tokens ahead of market trends and help financial institutions, journalists, regulators, and the community navigate the cryptoasset industry.

Experienced as a Venture Capital Associate in New York investing in seed and early-stage companies, including a billion-dollar Fintech startup, Eliézer's experience in crypto started in 2014.

He obtained his master's degree in International Business with Honors and wrote his master's thesis on how the Bitcoin network could improve financial inclusion in developing economies.

Tom Siegel
Founding Partner
Off the Chain Capital

Off the Chain is the #1 performing hedge fund over the past 5 years in the HFRI database (Hedge Fund Research). ...

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Tom Siegel is a Founding Partner of Off the Chain Capital, a value oriented digital asset and blockchain investment firm. Off the Chain is the #1 performing hedge fund over the past 5 years in the HFRI database (Hedge Fund Research).

Tom also serves as the firm’s Chief Financial Officer. In addition, he is a partner with Cure8 Ventures, a venture capital fund focused on food, health, and wellness, which is affiliated with his family’s food manufacturing business in the US. He has over 30 years of experience as a venture capitalist and entrepreneur. Tom serves on the board of, or is an advisor to, several private companies and is an active angel investor. Past investments have resulted in many public offerings and acquisitions, including sales of his companies to Microsoft, Google, Twitter, among many others.

Previously, Tom was a founder and Managing Director with Shepherd Ventures, a Senior Vice President with Advantage Capital Partners, and a Managing Director with Illinois Ventures. Earlier in his career, Tom founded and served as CEO of companies in the food, software, and publishing industries. Tom’s career started at KPMG as a Management Consultant and a member of its M&A Group.

Tom received a BA in Economics and an MBA from the University of Illinois. He is a Certified Public Accountant (CPA) and also holds the designation of Chartered Financial Analyst (CFA). He is a member of the CFA Institute, past Chairman and President of the CFA Society San Diego and past board member of Software San Diego and the Barnes-Jewish Hospital Foundation. The US Small Business Administration has selected him as a Financial Services Advocate of the Year. Tom has been an advisor and/or board member for dozens of privately-held companies and has completed hundreds of venture capital investments.

Professor James Stewart MCIArb
Partner and Head of Strategy (Family)
Penningtons Manches Cooper LLP

James is a Resolution accredited specialist family lawyer and an arbitrator, who is regularly instructed in complex international high-net-worth cases......

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General Editor of the ‘Blue Book’, the definitive comparative guide to international family law (Family Law: A Global Guide, Thomson Reuters, Fifth Edition 2021), James is a fellow of the International Academy of Family Lawyers (IAFL).

Dual-qualified in England & Wales and Northern Ireland, James is a Resolution accredited specialist family lawyer and an arbitrator, who is regularly instructed in complex international high-net-worth cases. He is described in the Tatler Address Book as ‘undoubtedly one of the leaders in family law globally’.

A former Chambers High Net Worth Family Lawyer of the Year, James is described by clients and peers as ‘warm and engaging’ with ‘astonishing skills in international financial matters’. James shines in difficult cases that need strategic vision, diligent execution and a motivated, able team. He has been inducted into the Legal 500 Family Law ‘Hall of Fame’ and is Top Ranked in the legal directories.

In September 2020, James became a Visiting Professor of Law at Ulster University, Ireland’s second largest university. He serves on the consultation board of Practical Law and chairs the legal committee of the peacebuilding charity, Co-operation Ireland and the Legal Dinner, which has become one of the highlights of London’s legal calendar.

Throughout lockdown, James organised and moderated the International Family Law Clubhouse events, which were attended by young family lawyers from around the world and which was pivotal in keeping international family lawyers in touch during this difficult period.

With a focus on complex family disputes, marital agreements and cases with an international dimension, including claims for financial relief following overseas divorces (Part III), James has become the family lawyer of choice for family offices, trustees and others who find themselves embroiled in complex English divorce and family proceedings.

Outside of the law, James is interested in peacebuilding, travelling and all things Greek. He has recently acquired a home in Athens, where his Penningtons Manches Cooper has a well-established office.

Konrad Laesser
Head of Institutional Sales EMEA
Genesis

Konrad is responsible for accelerating Genesis’ client acquisition and revenue expansion strategy within the region.....

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Konrad began his career at Goldman Sachs, where he was an Executive Director within Global Markets. He was an integral member of the Multi-Asset Platform Sales team, where he drove growth strategy by scoping new markets, evaluating customer cohorts, and converting engagement into commercial results.

After leaving Goldman Sachs and prior to joining Genesis, Konrad was Head of Cash & Trading at BW Gestao, a leading single-family office. At BW Gestao, he was mandated to build out and scale its global fulfilment capabilities. In this capacity he was responsible for workflow and system design as well as investment/instrument selection.

Thomas Puskas
Founder & CEO
Ecowatt

Thomas has over 30 years’ experience in project development, being involved in several high-profile projects....

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Including the preparations for the planned Vienna-Budapest World Fair, wind, solar and hydro power plants with a total capacity of over 1200MW, real estate and infrastructure projects in Austria, Hungary, Romania, Ukraine, and Russia.

Besides infrastructure projects, Thomas is actively working in scientific research and development of natural and technical inventions in cooperation with scientific institutions and supporting educational, cultural, and various social projects.

Niall Husbands
Senior Consultant
Landy Tech Ltd

Niall is the Managing Director of InDecision Limited, a boutique management consultancy....

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....and is a Senior Consultant to the Landytech team. Niall specialises in commercial and operational strategy for financial services businesses, notably in the Fiduciary, Private Equity, Treasury and Investment sectors.

Previously he has held board level positions in Private Wealth, Funds, Corporate, Treasury and Investment businesses in Jersey, and served with HSBC in Paris as Head of Wealth, Europe and in Dubai as Head of Wealth Management, MENA.

He is a Judge for the annual Private Asset Manager Awards, the UK's leading awards in the private asset management business.

Originally a linguist, his first role was as an interpreter at the 1992 Barcelona Olympics.

Natacha Beaumont
Founder & Managing Director
Beaumont, Advisor (SFO)

Natacha has more than 25 years expertise in corporate finance, investment strategy and Family Office management....

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Natacha has had a 10 year career in international corporate and investment banking, initially at Crédit Lyonnais Brussels and VP in Paris, and then at EY and Arthur Andersen.

She subsequently served as strategic and marketing consultant before joining early 2004 a major Belgium-Swiss family office, becoming CFO and Investment Director, where she is now the nonfamily Board member. In 2014 she founded Beaumont & C° to serve independently a selected number of entrepreneurial families. Her area of interests are direct and alternative investments (VC-PE/RE), treasure assets (Art), digitization, NextGen and sustainability for entrepreneurial stakeholders.

Sitting at several boards of international family Holdings, Wealthtech and professional associations, gives Natacha valuable insights into the most recent trends and thoughts around the world. Natacha had leading roles in setting up a renowned Art Centre in China, developing the first Belgian green certificate building and creating the Belgian US-listed biotech Unicorn. She is engaged on several projects to help CEO-starters with their venture and is an active member of the social welfare organisation Lions club Gandalys.

Natacha is tri-lingual (NL-F-Eng (D)), holds an MBA from Solvay – ULB, a Master in Risk Management, and a MSc. in Business Engineer from Ehsal – KUL.. Natacha is also a Wharton and recently a Harvard alumnus. She co-initiated the family office workshop at EVCA (now Invest Europe), is member of Women on Board and since July 2018, Board member at the Family Office Circle Foundation in Zürich.

Laila Charlton-Meyrick
Executive Director
Coutts Family Office

Laila has been advising family offices and high net worth individuals on all aspects of their wealth, including, latterly, their impact investment philosophy at Tribe Impact Capital....

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Laila has been working in the financial services sector for the last 22 years with her career spanning across management consultancy with McKinsey & Co to UBS AG and Credit Suisse advising family offices and high net worth individuals on all aspects of their wealth, including, latterly, their impact investment philosophy at Tribe Impact Capital

A passionate believer in having a positive impact on our world through investments, she has helped a wide range of clients define and develop strategies which help achieve their sustainability and impact goals.

Laila has also worked as an independent consultant with two private equity firms, focusing on the oceans (Ocean 14 Capital) and the energy transition (Magnesium Capital) and continues to support the Make My Money Matter campaign and First Time and Gender Diverse Fund Manager initiative.

Laila is a Chartered member of the Securities Institute.

Kenneth A. Berenger
Executive Vice President
OriginClear

In January of 2022, Ken Berenger was recognized as co-creator of the breakthrough water asset investment program, Water On Demand™, and received a promotion to Executive Vice President, OriginClear.....

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Mr. Berenger has over twenty-five years of banking, investment, consulting, sales force training, and corporate finance experience. His experience ranges from public markets, private debt and equity, to consumer debt counseling and resolution as well as real estate financing and working extensively with distressed homeowners and legal professionals to assist in the foreclosure crisis of 2008.

Early in his career he spent six years in the securities industry as a licensed (series 7, 63 & 24) representative of both a NYSE and an NASD (now FINRA) New York based firm. These firms primarily focused on achieving public listings for small and microcap companies.

Over the last decade, Mr. Berenger has held corporate officer positions for public companies in both investor relations and business development where he utilized his experience in both capital markets and sales force training to successfully aid companies in raising sufficient capital to acquire FDA-approved technologies as well as patents that created opportunities for one of these companies in the billion-dollar Traumatic Brain Injury Treatment market. He joined OriginClear in 2018 and began working with CEO Riggs Eckelberry in early 2020 to develop a solution to the funding of water decentralization, culminating in the company’s signature initiative, Water On Demand.

Ken Berenger states: “We’re seeing a revolution in how water is handled in the United States, and I believe the world, forced by the twin trends of infrastructure neglect and population migration away from the big cities. I am proud to be part of the team helping to enable this revolution in true water decentralization.”

Ken is a married father of three.

2021 Event Speakers

Jack R. Selby
Managing Director
Thiel Capital

John R. Selby (Jack) is a technology, finance and independent film entrepreneur. His primary role is as Managing Director at Peter Thiel’s family office, Thiel Capital, in Los Angeles, California................

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As a “PayPal Mafia” member, Jack co-founded, along with Peter, Clarium Capital Management, a macro hedge fund after selling PayPal to eBay in October 2002.

At PayPal, Jack joined as an original employee and later served as a Corporate Officer/Senior Vice President, overseeing the company’s international and corporate operations. As an active technology investor and advisor, Jack is involved with companies such as SpaceX, Palantir, Affirm, Blend, Bird, Group Nine Media, Paradox AI, Q Bio, Openspace, FreedomPay, et al. As an independent producer, Jack’s film credits include Silk Road, Freeheld, Bernie, Act of Valor as well documentaries Fastball, Comic-Con Episode IV: A Fan's Hope, et al. Jack received a Bachelor of Arts in Economics from Hamilton College and currently serves as a Charter Trustee and member of the Investment Committee for the college’s endowment.

Jack’s other philanthropic activities include the Navy SEALs Foundation, member of the Board of Directors at the Arizona Commerce Authority, cohost/founder of the Arizona Technology Innovation Summit with Governor Doug Ducey, founder/chairman of invisionAZ, and co-founder and member of the Board of Directors for the Wyoming Global Technology Partnership with Governor Mark Gordon. Jack is a resident of Teton Village, WY and Paradise Valley, Arizona.

Natalie Munk
Founder
Kaylo

Natalie Munk’s journey to Kaylo has spanned over 20 years...............

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It began when she was forced to take control of her own health, jumping in and out of the medical and alternative healing worlds to recover her optimum health.

Observing how mental illness and chronic disease were skyrocketing, and dreaming of a better way, Natalie found herself on a mission to empower others to live happier, healthier and fuller lives, combining holistic and preventative wellness with tools for living more joyfully.

With a career spanning fashion, art, architecture and most recently as Creative Director of Porto Montenegro, Natalie launched Kaylo as a bridge to connect her learnings about conventional medicine, alternative natural healing, ancient wisdom and the journey of the heart.

Through Kaylo and its community, Natalie is building one all-embracing and transformative home for healing, health and personal growth.

Stephen Brenninkmeijer
Principal
Willows Investments UK
Chair
European Climate Foundation

Stephen is a private investor with interests in impact investing and education................

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For 30 years he was involved in family-held retail business. He has been active in strategic investing since 2002, and founded Willows Investments in 2008 with the aim of supporting promising ventures with a social mission.

He is Chair of the Social Stock Exchange (UK) and serves on the board of responsAbility Participations AG (Zurich).

He is on the supervisory boards of the European Climate Foundation (The Hague) and Pymwymic Group BV (Netherlands).

He is on the advisory boards of Auticon (UK), Sutton Trust (UK) and Econnoa GmbH (Germany).

Dominik von Eynern
Founding Member
Family Hippocampus

Dominik comes from a business family which is now in its 5th generation. ............

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He holds a BSc in Economics and a MSc in finance, worked in the international investment banking industry and co-founded a family office.

His research on family dynamics is inspired by insights from cognitive neuroscience, behavioural economics, dynamic complex system theory and chaos theory.

Lord Anthony St John of Bletso

Lord St John of Bletso, aged 61, Crossbench member of the House of Lords since 1978...............

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Qualified in law. Currently Chairman of several Public and Privately listed companies. Has recently served on the House of Lords Ad Hoc Select Committee on Artificial Intelligence.

Arvind Narula
Social Entrepreneur Chairman & Founder
Urmatt Group

Arvind Narula, social entrepreneur, Chairman and founder of the Urmatt Group, is a pioneer of the organic agriculture industry in Thailand, Argentina, Myanmar and Laos................

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He has also been an advisor to projects in Tanzania, Sierra Leone, India, and Brazil. Arvind has also founded food businesses in Sweden and Singapore.

In over three decades he has developed one of the world’s most successful contract farming models, including the largest organic crops operation, the largest organic eggs brand in Thailand, and most recently, an organic certified organic instant noodles operation. All with global sales.

He has invested in several innovative and successful projects in the field of agriculture and agricultural value added products. His impact-award winning group companies are focused on benefitting the poorest farmers through science and innovation, zero waste, and sustainability focus.

A past member of the YPO International Board, he also served as the chair for S.E. Asia.

Arvind speaks seven languages and graduated in Economics from Heidelberg and Paris and the Sasin Institute of the Chulalongkorn University.

Effie Datson
Global Head of Family Office
Barclays Private Bank

Effie Datson joined Barclays in June 2020 as Global Head of Family Office................

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She is responsible for building, managing and growing our Global Family Office (GFO) proposition and product set, and to deliver the One Barclays mandate. Working in partnership with the business, product heads and COO team she brings focus and capability to the coverage effort of the largest global clients across the Private Bank.

Effie has more 25 years’ experience in financial services and a wealth of expertise in product and business development for complex financial solutions across alternatives, derivatives and structured products and investment expertise in multi-hedge fund portfolios. She joined Barclays from UBP where she was Head of Hedge Funds. Prior to joining UBP, Effie held senior roles at banks including Goldman Sachs and Deutsche Bank, where she was responsible for distribution of liquid alternatives and sustainable investing.

Effie holds an MBA from Harvard Business School and an AB magna cum laude from Harvard College. She is founder and former board member and chair of 100 Women in Finance (formerly, 100 Women in Hedge Funds) in EMEA.

Fiona Banister
Catalyst, Solutionist
www.decarbonized.org

Fiona Banister is a multidisciplinary catalyst for human rights, social good, climate resilience and sustainable development worldwide....

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Her goal is to create positive impact and innovate change. With a global team of scientists, farmers, technologists, social impact investors, youth and family offices, she is curating the deep decarbonization impact investing climate summits and ongoing climate tech panel series: decarbonized.org.

Aligned with an international network, her current focus is on cultivating core impact projects that help the environment and empower humans to invest and participate with the lens of the 17 UN SDG Goals. This includes collaboration on sustainable infrastructure for regenerative forest holdings, decarbonizing shipping, marine protection technology, inclusive health technology, renewable energy, eco-green low-income housing, blockchain, fin-tech, IoT, organic food and micro-finance.

Driving for an equal access to opportunities for the “inbanked”, she is involved in a disruptive fin-tech banking system using a smart biometric ID/wallet for peer-to-peer payment technology. Extolab.com and Ethernom.com.

Fiona is an impact investing member of FO groups and participate with Nexusglobal.org and www.amazoninvestor.org groups. She is an alliance builder for conservation and sustainable projects.

Inspired by the vital human rights actions of the Indian environmental lawyer M.C.Mehta, she is advocating for environmental education programs so to cultivate the next generations as our climate leaders and stewards. As a trained Waldorf teacher, parent, biodynamic gardener, herbalist and yogi, her alchemy is in respecting biomimicry and learning lessons from nature.

Fiona believes that if you can see a problem, then you can collaborate to create the impact solution and plant an organic seed for the next generation to grow.

XPRIZE Rainforest team ACTNOW Amazonas Action Alliance is Co-lead by Fiona Banister, Naira Tukano, (www.cobracanoa.com) Ecuadorian Amazonian Indigenous environmental biologists, Brazilian environmental lawyers and global teams aligned with vital groups empowering change. ACTNOW we are in development of robotic tech for climate monitoring, health kits and clean water filtering technology.

Philip Mayer
Head of UK Family Office Team
Barclays Private Bank

Philip Mayer currently heads up the UK Family Office Team for Barclays................

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He has spent the last 20 years covering many of the largest and most sophisticated Family Offices from around the world, with a focus on the UK, Greece, Continental Europe, Emerging Markets and the Middle East. He spent 12 years at JPMorgan in Geneva and London, advising and managing portfolios for some of the largest clients of the bank. He also lead the International Investments and Emerging Markets businesses in London. After having spent a couple of years at a Multi Family Office where he set up and ran their Investment Advisory business, he joined Julius Baer where he headed up the Advisory & Markets business in the UK and was a member of the Executive Committee.

Philip has now been with Barclays for 2 years and is helping drive the development of the Family Office proposition across the bank.

He holds a Master degree in Finance and Marketing from HEC Lausanne, Switzerland and also studied at the London School of Economics. Philip has two young daughters and enjoys running, golf, skiing, squash and classical music.

John Learmonth
Managing Director
Deanbridge International

John Learmonth is co-author, alongside Professor Heinrich Liechtenstein, of the First Edition of The European Family Investment Company Report...............

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...published by his company Deanbridge International in association with IESE Business School.

Previously John had founded Campden Publishing, organising the first conference in Europe for family offices as well as pioneering its provision of meetings and information for family businesses, family investment companies, significant private investors and their advisors both in Europe and Asia.

Since selling Campden, John has been engaged in various projects including participating in turnarounds, advising a merchant bank and working with a family-owned investment holding company. He is a graduate of Gonville and Caius College, Cambridge.

Lawrence O'Hana

Rivertrade

Lawrence has been with Rivertrade, a London based SFO, for the past 12 years where he assists in the development of its private equity portfolio...............

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Before joining Rivertrade he was at Lehman Brothers where he managed the bank’s corporate charitable foundation.

Before joining Lehman’s he spent 14 years as the managing partner of a leading Irish economic development consultancy implementing industrial and banking sector restructuring and privatisation programmes throughout Central and Eastern Europe, Russian, the CIS, Middle East, Africa and Asia.

He is Chair of a contemporary art museum in Ireland, a trustee of a Franco British arts charity in the UK and France and a trustee of a UK based sports charity. He was awarded a Chevalier l’Ordre des Arts et des Lettres in 2008.

Francesca Agostinelli

Entrepreneur Philanthropist

Francesca Agostinelli is an Italian business woman , entrepreneur and philanthropist................

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She holds a first class honor degree in Literature , Philosophy and Journalism.

She is a commercial and residential real estate advisor both In Europe and America and active as Founder and Director of ERA international, a global luxury real estate brokerage firm.

She is the President and co-founder of NetworkHER, an organization that seeks to connect professional women around the world.

Francesca Agostinelli is the former co-host of the TV show Bold Women.

Her weekly interviews gave voice to dynamic and accomplished conservatives women with inspiring and empowering stories.

Francesca Agostinelli is the MC of The American Italian Cancer Foundation, a New York based non profit organisation that supports cancer research, education and control , emphasising the outstanding resources of Italy and the United States.

Francesca Agostinelli also sits on the advisory board of the Robert F. Agostinelli Foundation, which provides support for American war veterans and broad based freedom agenda.

She has become increasingly active over the years in the organisations that the Foundation supports including the Warrior 100 veteran support effort of the Bush Institute as well as the National Memorial Day parade chaired by her husband.

As a frequent public motivational speaker Francesca Agostinelli is dedicated to sustaining an agenda of classical values in a modern age where woman can and do make a difference.

Francesca Agostinelli is mother of 3 young children and resides in London and Palm Beach .

Matthew C. Le Merle
Co-founder/Managing Partner
Fifth Era Keiretsu Capital

Matthew Le Merle is co-founder and Managing Partner of Fifth Era and of Keiretsu Capital...............

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........the most active early stage venture investors backing more than 175 companies a year.

Matthew is an expert on corporate growth, innovation and business transformations having advised leading companies including Amazon, Cisco, eBay, Google, HP, Microsoft, PayPal and many others on growth and innovation-related issues. In the blockchain and crypto domains, Matthew is General Partner of the Keiretsu Capital Blockchain Fund of Funds and an advisor at BitBull Capital and Bitwise. He also provides advisory services through his team at Fifth Era Blockchain and is an advisor at ACX, Atlas Money, Hadron, Liquineq, and ReadyUp.

Earlier in his career, Matthew spent 21 years as a strategy, operations and corporate finance advisor to Fortune 500 CEOs, boards and executive teams with McKinsey & Company, and as a practice leader with A.T. Kearney and Monitor Group where he led both firms’ West Coast practices and at Booz & Company. He was also a corporate executive at Gap Inc. where he was SVP strategy and corporate development and SVP global marketing.

Matthew is an adjunct professor at Singularity University, bestselling author and keynote speaker. He received a B.A. (Double First) and Master’s from Christ Church, Oxford, and an MBA from the Stanford Graduate School of Business. He was born in London, UK, and is now a dual US/UK citizen and lives in the San Francisco Bay Area and London, UK with his wife, Alison Davis, and their five children.

Matthew also has experience working at a Russian Hedge Fund and with Arab Sovereign Wealth Funds.

Bilal Zein
COO
Quanon Capital Ltd

In 2001 Bilal set up Quanon Capital Ltd (Single Family Office)................

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Since, Bilal is responsible for providing services including investment strategy, opportunity sourcing, deal closing (M&A), on-going monitoring of investments, Real Estate, Treasury, Tax and corporate structuring, investment & consolidated reporting, Bank and Trustee liaisons as well as Concierge (lifestyle) services

Prior to Quanon, Bilal had 10 years’ experience in the industry up to C level ranging from industrial trading, contracting, commercial, setting up, trouble shouting and turning around businesses.

Bilal holds a Bachelor of Electrical Engineering from the American University of Beirut, an MBA from ESCP, and a Diploma in Company Direction from the IOD London. Bilal Joined the Family Firm Institute and obtained his Advanced Certificate In Family Business Advising and Advanced Certificate In Family Wealth Advising. Bilal has several diplomas and certificates in corporate finance, M&A and Governance from Insead, London Business School and City. Joined STEP in 2018.

Proficient in English, French and Arabic. Bilal enjoys travelling with the family, playing squash and basketball.

Philip Blackwell

Family Principal Entrepreneur

The bulk of his career has been spent in publishing and retail including being Group CEO of Blackwell's the Oxford publisher and bookseller...............

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...taking a break to go to business school and spend 5 years in management consulting.

Following a liquidity event Philip established a family investment vehicle with a focus on strategic growth capital, asset-backed investments (including property, art and collectibles) and active participation in social impact investing.

He was educated at Winchester, Sandhurst and London & Wharton Business Schools.

Captain Brendan O’Shannassy
Private Yacht Captain
Master Unlimited

Brendan O’Shannassy is an Australian Master Mariner who has held command on some of the most lauded Private Yachts of the Modern era working for some of the most renowned Private owners and their teams.................

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In 1988 Brendan commenced a 9-yr Maritime Career with the Royal Australian Navy, that included service throughout Asia Pacific and Indian Ocean regions. After Naval service he broadened his experience by working in commercial shipping. This included, Harbour Services, Offshore Support and Remote area Logistics support.

A passion for Ocean Yacht Racing in 2001drew Brendan to join the Yachting community, though ironically, since this time all employment has been with Motor Yachts. This has included Captaincy of the Iconic MY OCTOPUS, construction and delivery of VAVA II (the largest private yacht construction project in the UK (2012)), construction and delivery of the 106m MY AMADEA and Captaincy of the industry disrupting MY ULYSSES / ANDROMEDA.

Brendan is also a qualified DPO and licensed Marine Pilot (2014). He has completed undergraduate studies in Oceanography and Politics of Marine Affairs and Post Graduate Studies in Maritime Law, and Business.

Brendan is active in the yachting community as a Board Member of the International Superyacht Society. Social contributions include; support for Ghami School in Nepal and annual fundraising for the Brain Tumour Foundation.

Matt Norman
CIO
Kenjiro Private Office

Matthew is the Chief Investment Officer of Kenjiro Private Office...............

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........a Single Family Office originating from Japan. Kenjiro invests globally and across asset classes. Matthew holds numerous board positions on behalf of the family and is also a trustee of UK charity. Matthew’s prior family office experience includes eight years as the Head of Investments for a London based Brazilian family.

Matthew also has experience working at a Russian Hedge Fund and with Arab Sovereign Wealth Funds.

Nainish Bapna
CIO
Veddis Single Family Office

Nainish Bapna has been at a London-based SFO since 2012...............

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...where he is involved in investing across multiple asset classes and portfolio management across the world, including managing a real estate portfolio of development investments in the US, UK and UAE. His real estate strategy has been to work with a few developers across several investments, which has meant that Nainish has been active across the sector – planning, development & regearing of residential, commercial and industrial assets, and providing mezzanine & bridge loans.

Nainish started his career as an equity research analyst, and moved on to entrepreneurship, founding companies in digital media advertising and renewable energy.

Prior to Veddis he was at a London based PE fund focusing on growth-cap investments across Europe.

Yuri Lobyntsev
CTO & Co-Founder
Cindicator Capital

Yuri started coding at the age of ten. He is now an out-of-the-box inventor, investor, entrepreneur, and distributed application developer..................

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Yuri has 10+ years of expertise in big data, machine learning, leading research groups, neuroscience and tech entrepreneurship. In 2015, Yuri сo-founded Cindicator.

He is passionate about new challenges and revolutionary ideas.

Yuri is a member of the Global Shapers community and ambassador of both the Global Education Futures Initiative and the Seasteading Institute. He is a Blue Frontiers Advisor, as well as an avid traveller.

Catherine Shiang
Managing Director
Asia Capital Advisor, Ltd

Catherine serves as Managing Director at Asia Capital Advisor, Ltd., a single family office, for the past 12 years..............

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In this capacity she has participated in transactions from various roles, limited partner, principal and advisor with venture capital, private equity, mergers & acquisitions and long short hedge funds including: Projects of Energy Investments Corp (Panama), Sands China, Ltd. (Macau), Frontier Resource Group (then privately held, now listed on SEHK), Starr International Co. Inc. (Asia), Dragon Capital Group (Vietnam), Vision Investment Management (Hong Kong) in strategic developments and Equinox Group (Nigeria).

She has served as a member and observer on various boards of portfolio interests, and has been seconded time to time to various organizations in special situations: She was Special Advisor to the Chairman of Equinox Group, a Nigerian based resource and real estate corporation on in bound investment projects; Special Advisor to the CEO of Sands China, Ltd., Special Advisor to the Deputy CEO of UC Rusal during their dual listing on the Securities Exchange of Hong Kong and NYSE-Euronext Paris Exchange, and Autorité des Marchés Financiers building out their compliance and institutional investor and retail programs; and Executive Advisor to the Chairman at Prudential Corporation Asia she advised on the proposed acquisition of $1.3Bn AIG Global Investments Asia Real Estate Fund portfolio.

Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.

Doris Sommavilla
Principal
Union Hotels Canazei and Sommavilla Costruzioni

Doris is third generation family member of hotels and residential development business. ..............

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Her background is in quantitative finance at Bocconi University. She has worked for PIMCO, Allianz Global Investors and is specialized in italian distressed deals.

She is part of an Italian family which has invested since 3 generations its wealth mainly in its Hospitality (8 hotels in the Dolomites), entertainment (8 clubs, 5 restaurants and conference rooms) and residential projects in Italy and Romania (development of 2000 residential units/ GDV 100mln). Within her family, she is responsible for sourcing single name NPLs backed by hotels in distress and for structuring and implementing their turnaround (operative/ financial). At the moment she is working on two NPL hotel deals backed by two hotels in a prime location in the Dolomites to be added to her portfolio.

In her previous role as Chief Restructuring Officer, Doris joined the Board of Directors of distressed businesses to support other family’s business recovery during special situations (succession, litigation, liquidity crises) . Working 7 years for a restructuring advisor appointed by multiple Italian banks, Doris has been referred to multiple family hotel businesses in Italy to help with their turnaround often originated from succession matters, litigation or illiquidity issues.

Doris experience at PIMCO and Allianz Global Investors include developing financial models for Portfolio Managers at and delivering performance attribution analysis for institutional investors investing in high yield and more in general fixed income mandates. She has also been a key player in the acquisition of new mandates from institutional investors (mainly pension funds, foundations, endowments and insurance companies).

Her qualifications include: Master in Family Office, Master of Science in Quantitative Finance at Bocconi University, CAIA qualification, CISI Capital market qualification, IMC qualification and RDR qualification. Doris is a first time pass in all CFA levels (L1 Dec 15, L2 Jun 2016, L3 Jun 2017). She is fluent in English, Italian and Has a good level of german.

Christopher J.R. Tyrer
Head
Fidelity Digital Assets SM

Chris Tyrer is head of Fidelity Digital Assets SM in Europe, which provides enterprise-grade digital asset solutions for institutional investors...............

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He leads all client service activity for the region, addressing their needs to secure, trade, and support digital assets.

Prior to joining Fidelity Digital AssetsSM, Chris served as a managing director at Barclays Investment Bank, leading its digital assets project, which examined the market opportunities for the firm. He also served as global head of commodities trading for Barclays following a long career in traditional financial markets.

Chris earned his Bachelor of Science degree in accounting and finance from the London School of Economics.

Octavian Graf Pilati
Family Member
Sub Umbra

Octavian grew up in a family focused on the forestry and tourism industries...............

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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.”

Tobias Edelmeier
Chief Financial Officer Head of Capital Markets
Quentum Capital

Tobias Edelmeier is the Chief Financial Officer and Head of Capital Markets at Quentum Capital...............

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He has over 10 years of investment banking experience in trading, research and financial modelling in global capital markets as well as a vast network of institutional contacts.

After early experience in academic research on capital markets and M&A internship roles during his studies, Tobias started his career at Barclays Capital Investment Bank in Frankfurt and London (Institutional Equities Sales). Subsequently, Tobias joined Goldman Sachs International in a sales trading capacity in London focussing on equity delta-one products and global portfolio trading covering large institutional and hedge fund clients. Most recently and for the last 5 yearsTobias was a senior portfolio trader and index researcher for UBS Investment Bank in London focussing complex trades and European index research.

Tobias Edelmeier holds a Bachelor degree in Business & Economics and Financial Markets from the University of Wuppertal. Tobias also holds an M.Sc. from ESCP Europe in Business Administration and Management & Finance. Tobias is also a certified data scientist (RITTech).

Kristine Tompkins
Co-founder
Tompkins Conservation

Kristine McDivitt Tompkins is the president and co-founder of Tompkins Conservation, an American conservationist, and former CEO of Patagonia Inc...............

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For nearly thirty years, she has committed to protecting and restoring wild beauty and biodiversity by creating national parks, restoring wildlife, inspiring activism, and fostering economic vitality as a result of conservation.

Having protected approximately 14.7 million acres of parklands in Chile and Argentina through Tompkins Conservation and its partners, Kristine and Douglas Tompkins, her late husband who died in 2015, are considered some of the most successful national park-oriented philanthropists in history. As president of Tompkins Conservation, she works closely with strategic partners Rewilding Argentina and Rewilding Chile.

Kristine also serves in various positions of global leadership in conservation, including as Chair of National Geographic Society’s Last Wild Places campaign. She was the first conservationist to be awarded the Carnegie Medal of Philanthropy. In 2018 she was named the United Nations’ Global Patron for Protected Areas. Her 2020 TED Talk, "Let's Make the World Wild Again," has over two million views.

Duncan Grossart
Founder
Journeys With Purpose

Duncan Grossart is a zoology graduate and lifelong conservationist with a great love of nature, wilderness and travel................

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Duncan Grossart is a zoology graduate and lifelong conservationist with a great love of nature, wilderness and travel.  His career spans award-winning entrepreneurship through to travel and environmental causes.  He is the Founder and Managing Director of Journeys With Purpose

His rewilding and landscape-scale restoration experience includes work with Rewilding BritainWildEastThe European Nature Trust and Rewilding Europe, and he is a trustee of the Pelorus Foundation.  In addition to this, he is a fellow of the Zoological Society of LondonRoyal Geographical SocietyRoyal Society for Asian Affairs and Scientific Exploration Society, a published photographer, and a member of the Green Angel Syndicate and Young Presidents’ Organization.  

For more about rewilding from around the world, see his recent talk – “Rewilding, and Why It Matters”

Paul Newsome
Head of Investment Solutions Private Equity
Unigestion

Paul Newsome, Partner, is the Head of Investment Solutions within the Private Equity team and a member of Unigestion’s Private Equity Investment Committee...............

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He joined Unigestion in June 2002. Paul began his career in 1995 as a Financial Analyst at Procter & Gamble. He then advised on public and private capital raising for technology companies at Quartz Capital and later was an investment officer at BancBoston Capital, making and managing venture capital investments in Europe. Paul has a first class Master's degree in engineering, economics and management from Oxford University and is a Chartered Management Accountant.

Tony Clamp
Deputy Director Private Sector Facility
Green Climate Fund

Tony is Deputy Director of the Green Climate Fund’s Private Sector Facility based in South Korea...............

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....and has led its equity and debt investment program in renewable energy, e-mobility, climate finance and private equity funds globally, managing a portfolio of USD3.0 billion since 2017.

He has over thirty years’ experience in private equity, sustainable investment and in energy and environmental finance across multiple sectors in developing and developed markets.

ony has held senior positions with private equity fund managers CVC Capital Partners, IFM Investors and 3i and was Head of Project Finance at Thames Water, where he led multiple equity and debt investments in the energy and infrastructure sectors in Asia, Europe and North America.

Tony spent ten years with the International Finance Corporation (IFC) in Washington, DC where he managed an enterprise investment fund for SMEs in Africa and led the development of private investments in the electricity, transportation and water sectors in Asia and Latin America.

Tony has an MBA from the City University Business School in London and an undergraduate degree in engineering.

Molly Webb
Founder
Energy Unlocked

Molly has 15+ years of experience in market acceleration & advocacy for global innovation in tech, climate change, smart cities and energy...............

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She has worked in partnership with companies and cities (Google, Cisco, BT, Arup) at The Climate Group and UK think tank Demos. Molly set up the non-profit Energy Unlocked in 2015 to accelerate energy system transitions through policy, programme design and innovator support, including with Greater London Authority, the Coalition for Urban Transitions, International Energy Agency and innovators including Gommyr and LO3 Energy. She founded Yoyu Tech Ltd in 2020 to make it easy for consumers to access the carbon value from energy actions at home.

She serves as jury member for cleanweb and clean tech awards.

Earlier in her career, she worked in software and IT product development in New York, Tokyo and London. Molly has an MSc in Environmental Policy from the London School of Economics.

Jeremy Leggett
Founder
Bunloit Rewilding Ltd

Jeremy is a social entrepreneur, writer and climate campaigner...............

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He is founder and exec director of Bunloit Rewilding Ltd, a start-up sequestering carbon, growing biodiversity and accelerating the rural green new deal on Scottish estates (two at present). Before embarking on the Bunloit project in March 2020, he founded Solarcentury (1998-2020), one of the world’s most respected solar energy companies, winner of a Queen's Award for Enterprise in Innovation. He also founded SolarAid (2006-2020), an international charity set up with a levy on annual Solarcentury profits, winner of a BITC Unilever Global Development Award.

An Entrepreneur of the Year at the New Energy Awards, he was the first Hillary Laureate for International Leadership in Climate Change, has won a Gothenburg Prize, and was the first non-Dutch winner of a Royal Dutch Honorary Sustainability Award. After taking a D.Phil in Earth Science at the University of Oxford, he taught at the Imperial College of Science and Technology (1978-1989).

He was scientific director of the climate campaign at Greenpeace (1990-1996), and has been an occasional lecturer on courses in business and environment at the universities of Oxford, Cambridge, and St Gallen (Switzerland). He has written four books about the climate crisis, as he has experienced it on the front lines for three decades. www.jeremyleggett.net.

Lloyd Reynolds
Head of UK & Asia Wealth
Unigestion

Lloyd Reynolds, Director, is Head of Asia & UK Wealth at Unigestion..............

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He joined Unigestion in September 2016. Prior to joining Unigestion, Lloyd was at Goldman Sachs Asset Management, Managing Director, Head of International Marketing Strategy from 2006 to 2009, and Head of Sub-Advisory Asia from 2009 to 2012. Lloyd also worked for Ellis Munro Asset Management in Singapore from 2013 to 2016. Lloyd holds a BA (Hons) from Queen Mary & Westfield College, University of London, UK.

Ankush Jain
CIO | Co-Founder
Aaro Capital

As Chief Investment Officer at Aaro Capital, Ankush directs the firm’s investment strategy, leading fund selection and portfolio construction...............

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Before co-founding Aaro Capital, he was part of the Multifund investment team at $24bn Nedgroup Investments, where he was actively involved in the asset allocation process as part of the International Investment and Strategy Committees. He also advised on manager screening and manager selection across multiple asset classes.

Ankush has broad experience in financial markets, working closely with both institutional investors and HNWIs, and has been actively trading cryptocurrencies on his personal account since 2017.

He holds an MSc in Investment & Wealth Management from Imperial College Business School. He is also a CFA Charterholder and a member of the CFA Institute.

Emmanuel Akintunde
Managing Director Founder
GF Entertainment

Emmanuel, an award-winning actor, musician and entrepreneur, is the Managing Director and Founder of GF Entertainment...............

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Having trained at the prestigious New York Conservatory for Dramatic Arts in 2009, he made his way back to the UK to start a career as an actor in 2010. Emmanuel spent 6 years an an actor working in film, TV, commercials and theatre. However, 2016 found him at a crossroads where he had to decide between continuing his career as an actor or going full throttle in the new company he started in 2014; he picked the latter.

GF Entertainment was born in 2014. However in 2017 is when the company found its' true identity. GFE, as it is commonly coined by clients and stakeholders, is a boutique entertainment company providing A-list artists, DJs and access to the world’s most sought-after invitation-only events for Ultra High Net Worth Individuals (UHNWIs). Emmanuel brings his unrivalled experience and ‘black book’ to sourcing and providing the most spectacular and hard-to-reach acts, artists and events within the entertainment industry and around the world.

Since its launch, GF Entertainment has been propelled into the limelight, having been featured in the likes of Forbes, Boat International and Spears 500, an annual publication detailing the top private client advisors, wealth managers, lawyers and service providers for HNW individuals. Their expert team has carefully carved an unbeatable reputation as one of the most coveted entertainment companies out there.

Between celebrity galas, VIP Yacht parties, impossible-to-get concert tickets and private performances from your favourite A-List artists or DJ, there's nothing we can't arrange.

Instagram: @eagfe LinkedIn: Emmanuel Akintunde

John White
Founder
Calibrate Partners

ohn White began his career in finance 1986 and joined SBC O’Connor (now UBS) in 1991 where he traded Equity and Equity Derivatives...............

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He joined Morgan Stanley in 1999 as Head of UK Equity Trading and then European Equity Proprietary Trading. In 2004 John joined GLG Partners and founded the award-winning Alpha Select Fund until 2014 when he set up his Family Office which is an active investor in technology. John then graduated with an Executive MBA from London School of Economics, NYU Stern School of Business, HEC Paris in 2017.

Recently, John launched the Calibrate Master Fund, as part of Calibrate Partners which also offers wealth management and tax solutions to international families.

Craig Kemsley
Partner Head of Tax and Legacy
Calibrate Law Limited

Craig has advised international families and entrepreneurs for over 30 years...............

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Craig works with eminent families deploying offshore capital within the UK or to third jurisdictions. Craig has assisted families establish their UK offices, advised on the investment and divestment of supremely valuable assets and has also structured investment clubs between families. Craig often deals with cross border and multi-jurisdictional transactions involving families or family members investing in business assets, real estate or financial assets. The taxation of non-UK domiciliaries (‘non-doms’) is an area of particular interest to Craig.

Craig recently joined Calibrate Law which is a new and specialist law firm focussed on delivering most of the legal needs of the wealthy family through a triumvirate of services: legal counsel and litigation, tax and legacy, and family. Uniquely, Calibrate Law was co-founded by the principal of an active London based SFO.

Craig is a Fellow Chartered Accountant and a Certified Tax Advisor. Craig was previously Head of the London Private Client Tax practice at Grant Thornton and a tax partner at Deloitte internationally.

Oliver Dale
Managing Director
Maison Privée Ltd

Oliver Dale specialises in providing expert advice to private families in health, safety and wellbeing and takes a holistic approach to supporting your personal and team safety and security................

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Having worked across Europe and established and run operations in South America and currently working with a broad range of cultural sensitivities, he has developed systems and networks designed to discreetly and seamlessly manage private family safety systems.

Growing up in a rural environment Oliver cut his teeth in the London financial district before working in Australia, South Africa and Chile. Returning to the UK in the early 2000s, Oliver has since majored in developing bespoke systems for Ultra High Net Worth individuals.

Oliver recognises that his clients want to feel safe, comply with local legal requirements and maintain a loyal, reliable and discreet team around them. Keeping that team well and secure is the key to maintain a stable and comfortable private environment for the family. Oliver works closely with a dedicated in-house team and a network of carefully vetted and approved contractors who provide a range of tailored services.

Vincent Corver

Steinway Artist, Pianist, Composer & Producer

Vincent Corver, official Steinway Artist and internationally established Pianist, Composer & Producer was pre-nominated for the Grammy Awards by the Warner Music Group...............

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His recordings and performances, received global, five-star acclaim from The Gramophone Magazine, BBC Music Magazine, The Guardian, The Independent, American Record Guide & others. His recent musical score for the international campaign “Qurated For You” by the Qatar Tourism Authority for the FIFA World Cup 2022 has been airing to over One Billion people daily in over 700 different formats all across the globe, including on NYC Times Square, London Piccadilly Circus, CNN Int, Bloomberg, Al Jazeera, SKY, and many others.

Represented by BMG Rights Management & GF Entertainment, his recordings and compositions earned him the Diapason D'Or Award, Triple Platinum at the Marcom Film Awards, including one Platinum and two Gold Awards at the AVA Digital Awards. In 2016 Corver became a Native Instruments Inc. Feature Artist, producing various collaborations projects with the Universal Music Group. He works in close relationship with the renowned DJ Paul van Dyk releasing the opening album track “While You Were Gone” and tracks like “Escape Reality Tonight” and "Reprise". His music is currently being performed at all major music festivals around the world, including TomorrowLand, Cream Ibiza, Creamfields, Amnesia, Electric Castle, Ministry of Sound and many others.

As a composing, recording- & performing artist, Corver has worked with a wide variety of artists & orchestras around the globe. He founded the internationally recognised London Steve Reich Ensemble in 2004, featuring global concert appearances including a world-premiere with the London Royal Ballet, choreographer William Tuckett and principal dancers. In 2006 he performed for Michael Jackson at the piano in London. His VEVO Music Video “Why”, aired nationwide in the US. Vincent's recent film scores, “The Followers of Gilgamesh” and “I Ran” were awarded premiere screenings at the NewPort Beach Film Festival, Beverly Hills Film Festival and Cape Town Film Festival in 2017. Working closely with the Qatar Film House in recent years, he composed and produced the music for leading brands such as Vodafone, IBQ, FIFA, & Qatar Airways. Instagram: @vincentcorver

Zayn Kalyan
Director & VP Corporate Finance
Hemptown USA

Zayn Kalyan is an experienced investment banker and business development executive with Altus Capital, and has served as the VP of Corporate Finance for Hemptown since late 2018...............

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Starting his career as a software engineer, his background in the "ground-up" development of start-up technology companies serves as his foundation in finance. Since joining Altus, Mr. Kalyan has played an instrumental role in the origination of over $50 million in financing.

Mr. Kalyan has served in upper management and on the boards of multiple public companies since 2014. He has hands-on experience in the day-to-day management of small and medium size organizations.

Steve Sokić
Group Head of Private Wealth
IQ-EQ

Steve leads IQ-EQ’s global Private Wealth segment and sits on the group's executive committee................

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His dedication to and reputation within the private client, trust and family office industry over the last 27+ years is widely respected and prior to IQ-EQ has included private client stewardship, fiduciary, and executive roles globally at Sanne, Royal Bank of Canada and Deloitte.

He is a frequent speaker at international private client industry events, holds several professional qualifications including Chartered Professional Accountant (CPA), and is a tri-national of Canada, Croatia and Britain.

Catherine Grum
Head of Family Office Services
BDO LLP

Catherine leads BDO LLP's Family Office Services group in the UK...............

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Her practice focuses on family offices and enterprising families. She advises families and individuals throughout the process of transitioning wealth and across the family office life cycle from entrepreneurs to established family offices and the next generation. Her specialisms include family governance, family office creation and philanthropy.

Catherine’s passion is to help families engage and connect with their financial affairs with meaning and purpose. For some this means working with them to establish a family succession plan or facilitating a programme to support the next generation, for others it might be identifying how they can start their journey into philanthropy or conducting a review of the family office or trusts they already have in place to ensure they still align with their objectives and remain fit for purpose.

She is a member of the Society of Trust & Estate Practitioners, the Purposeful Planning Institute and Philanthropy Impact.

Catherine has previously been named as one of ePrivateClient's 50 Most Influential and is one of Family Capital’s Top 100 Family Influencers 2020.

Andrew Davis
Head, Investment Promotion
Invest Hong Kong

Mr Andrew Davis is the Head of Investment Promotion, in the UK for Invest Hong Kong, the SAR Government Department responsible for attracting and facilitating foreign direct investment into Hong Kong...............

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Mr Davis joined Invest Hong Kong in February 2010 initially as Associate Director-General in the Hong Kong Head Office. As part of the senior leadership team of InvestHK, he managed the Tourism & Hospitality, Creative Industries, Consumer Products, Business & Professional Services and Transport & Industrial sector specialist teams. In this global client facing role he undertook events and promotional events around the world. Clients were extremely varied and ranged from global brands such as GE, LinkedIn, Chicago Booth University, Bloomberg and FC Barcelona to SME’s, startups and NGO’s. He was also responsible for various other cross organisational activities including CRM replacement and adoption of social media platforms such as LinkedIn.

In 2015, for personal reasons, he relocated to the UK to lead the UK Team. Recent successes for the UK team include Fortnum & Mason, Charles Russell Speechlys, Soho House, Ebury and Capricorn Capital, who have established operations in Hong Kong.

Prior to joining Invest Hong Kong, Mr Davis worked in both investment promotion and trade development for International Business Wales and its predecessor the Welsh Development Agency (WDA) for more than 13 years in a number of different senior roles. These included Director of Trade & Investment London, Executive Vice President Asia Pacific, and Director of Strategic Accounts. Before joining the WDA in 1996, Mr Davis worked predominantly in London and Asia Pacific with a financial services, procurement and consultancy agency, including postings in Papua New Guinea and Malaysia.

Graham Rodford
CEO & Co-Founder
Archax Ltd

Graham is a qualified accountant, with over 20 years’ experience in financial services................

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Prior to Archax, Graham was COO, CCO and Partner of Omni Partners, a $1.4billion hedge fund based in London, where he was responsible for all operational activities and compliance. Before Omni, Graham held several senior operational, finance and compliance roles in the asset management and banking space, including HSBC, Caliburn Capital, Leo Fund Managers and Coutts Bank.

Graham has worked in both digital asset and traditional markets and has been responsible for funds across a wide range of investment strategies – including macro, event driven, long short, systematic and private equity. He has also run operations for an $8billion alternative investments business and has worked throughout his career in various regulated environments, including the FCA, SEC and NFA/ CFTC. Graham has a BA (Hons) Accounting from the University of Bournemouth.

Ben Page Fort
Global Head
Nasdaq Asset Owner Solutions (AOS)

Ben is Global Head for Nasdaq Asset Owner Solutions (AOS)...............

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He is responsible for expanding domestic and international markets for AOS solutions which address the needs of asset owner and allocator clients. Nasdaq Asset Owner Solutions, an integrated platform powered by eVestment, Solovis and Nasdaq Private Markets, has more than 600 clients worldwide—ranging from $50mm single family offices to $600B sovereign wealth funds.

Prior to joining Nasdaq, Ben spent more than a decade in financial technology, including leading client strategy at Algorithmics and developing new product markets at StatPro.

Mike Scala
Founder
The Impact Agency
Global Ambassador & Partnerships
Bankers Without Boundaries

Mike Scala has founded a number of organizations deploying capital globally while implementing sustainable solutions and impact across all sectors................

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He has led efforts both on the ground and behind the scenes traveling around the world to work with family offices, NGOs, and the public and private sector.

In addition, his work with SAP, The World Health Organization, governments, institutions and cities to mobilize capital while aligning them with risk reduction, scaling, and more have resulted in providing aid and opportunities to millions across continents the past two years alone. His work has been recognized at The World Economic Forum and he is helping lead the movement around a more sustainable future bridging the gap across generations.

He is also the Founder of The Impact Agency, a private specialized agency that works with family offices, foundations, NGOs, and the public and private sector. They provide accountability, scale, and maximum return on impact of philanthropic investment/giving. With a track record of a minimum of 2-5x return on impact, (that is for every $1 million they deliver up to $2-$5 million of value out into the world) they are empowering underserved communities and diversity around the world and supporting the transformation of philanthropy, reimagining wealth intergenerationally, and across the private sector internationally. With experience in the areas of disaster relief, youth and community engagement, COVID relief, education, environmental sustainability/clean energy, tech, human rights, art and culture, and more, it is the first of its kind as a "one stop shop" for all things impact related.

Leopold Feiler
Managing Director
Global Energy Storage (GES)

Leopold Feiler is a serial entrepreneur in the fields of strategic marketing, digitalization and renewable energy................

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He conceptually designed and realized countless successful and award winning marketing campaigns and sales activations for international brands and companies. As a Futurist and Blockchain enthusiast since the early days he is consulting companies on digital transformation processes and guides on impact and business models of upcoming technologies.

Currently, Mr. Feiler is focussing on the energy sector; as cofounder of a company aiming to disrupt energy markets worldwide by revolutionizing and shaping the future of renewable energy implementation with smart utility scale energy storage systems to realize sustainable smartgrids.

Amin El-Gazzar
CEO
Yieldster

Amin El-Gazzar is the co-founder and CEO of Yieldster. He is a serial entrepreneur and technologist who created successful outcomes for several high-tech companies...............

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Amin holds four patents and wrote his first Artificial Intelligence (AI) program at 14, predicting the position of an electron in an atom. His passion is to create simple systems that solve complex problems with emerging properties.

He founded Yieldster in 2020 because he found Decentralized Finance (DeFi) a space that needed a complete solution that solves the immense complexity of investing in DeFi. He built the Yieldster platform enabling investors to securely run automated and customized investment strategies on DeFi.

Before Yieldster, Amin was the CEO of IUNO, a decentralized banking platform on the blockchain that allows billions of unbanked people to access banking services.

Prior to IUNO, Amin was the founder and CEO of Prediktiv, a Content management platform and marketplace focusing on high impact content creation for Fortune 500 customers.

Amin was the founder and CEO of Venali, a global provider for mission critical transactional messaging services to Fortune 500 corporations and governments. Clients included the US Department of Energy, Federal Reserve Bank, Walmart, Bank of America, Citi Bank, and Geico. The company was acquired in 2006 by J2 Global (JCOM).

He was also the founder and CEO of Vision Lab Telecommunications, an innovative messaging network company providing critical messaging services to the marketing and advertising industries.

Amin started his career by founding and leading the SCG Consulting Group, a technology solutions provider for Siemens AG, Microsoft, Intel and other Fortune 500 companies. SCG developed and deployed the global Siemens Knowledge Network.

Amin is fluent in English, German, Arabic and French.

Eugene Zhuchenko

RealPort

Eugene Zhuchenko has more than 20 years of infrastructure experience...............

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At RealPort, Eugene focuses on developing investor solutions. His prior roles include: CEO of Long Term Infrastructure Investors Association; infrastructure portfolio management at APG Asset Management; leading M&A projects at APM Terminals; and providing infrastructure advisory services at PricewaterhouseCoopers

Eugene has been a board member in several private equity infrastructure companies in Europe and North America.

He is a Chartered Certified Accountant and holds an MBA from the University of Chicago Booth School of Business.

Matt Hawkins
CEO & Founder
Cudo Ventures & Cudos

Matt is a tech entrepreneur, Building and founding C4L in 2000 which was one of the fastest growing ISP's in the UK & winner of many fast growth awards...............

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including Times Tech Track 100, Deloitte UK Top 50, Deloitte EMEA Fast 500 & many more. C4L provided approx 1% of the UK’s internet infrastructure and was one of the largest private networks in the UK including their own data centre & scaled to over 1% of the UK's internet traversing it. Customers included Government, FTSE 250, Top 100 VARs, ISPs, Resellers & SMB's. C4L was acquired in 2016 so Matt could start Cudo to make better use of the world's computing capacity.

https://www.linkedin.com/in/mathewhawkins/

Related Article : https://www.cbronline.com/interview/cudo-ventures-five-questions

Kai Chen
Partner, Fund Manager
True North Impact

Kai is a seasoned management consultant and venture investor, having worked in various advisory and management roles for clients in natural resources, financial services, and software industries...............

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Kai began his professional career as employee #2 at Berq Capital, a green technology-focused venture capital firm, deal-making and growing the team. He then joined Deloitte Strategy and Operations as part of the M&A Consulting practice, where he advised on corporate acquisitions and divestitures for natural resources and financial services clients.

At the end of his tenure at Deloitte, Kai revisited his venture capital roots and worked as the chief advisor to the CEO of a tech unicorn in San Francisco.

Kai co-founded True North in 2018 and the organization made the news early in 2020 for supplying 17 million of Canada’s N95 masks early into the pandemic.

Adam Caller

Tutors International

Adam Caller is an expert in private tutoring, an entrepreneur, and a highly respected education consultant...............

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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.

 

See the 2019 Forum Speakers below:

Jonathan Warburton
Chairman
Warburtons

Jonathan Warburton has held the position of Chairman of the family business for eleven years............

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Overseeing the company’s transition into a national brand. During his time as Chairman, the business has seen growth of over 60%.To a turnover in excess of £500m, with the number of bakery and distribution sites growing by over 40%.

Beginning his career outside of Warburtons, Jonathan spent time gaining knowledge of the baking industry, as well as sales and marketing experience during his time with Unilever.

Joining Warburtons at the age of 23, he progressed from National Account Manager to Sales Director and then Marketing Director – overseeing the development of Warburtons iconic TV ad campaign featuring members of the Warburton family.

As a fifth generation Warburton, Jonathan – along with cousins Brett and Ross – assumed control of the business in 1991, following the retirement of their fathers.

In the decade that followed, Jonathan held the role of joint Managing Director/Commercial Director, laying out the three cousins’ strategy to take the family business from a Northern brand to a truly national one and setting out their vision to become: Britain’s Favourite Baker.

Jonathan was elected Chairman in 2001 and is the seventh person in the history of Warburtons to hold the position.

Outside of the business, Jonathan is a keen sportsman, skiing enthusiastically and playing golf hopefully! However, his main enjoyment is standing on the touchline cheering for his children. Married to Kim, Jonathan is the very proud father of the next generation of Warburtons – Charlotte, twins Harry and Jack, Angus.

Lady Jane Grosvenor

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Perihan Inci
Board Member (2nd Gen)
Inci Holding

She is a Board Member of İnci Holding, where she was the President between years 2013 and 2016...............

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Perihan İnci is graduated from Galatasaray High School in 1982, finished İstanbul University, Philosophy in 1986, and completed Harvard Business School Advance Management Program (AMP) in 2007.

She’s still a Board Member of İnci Holding, where she was the President between years 2013 and 2016. She’s both the founder and President of Investment company PBA A.Ş. and the related companies. She’s also a Board Member of wheel manufacturer company Maxion Jantaş.

Between years 1996 and 2013, she was a Board Member of İnci Holding, a group which carries out activities heavily in automotive supplying industries.

She was the Antalya Honorary Consulate of Belgium between 1999 and 2010 and was honored the “Chevalier de l’Ordre de la Couronne” (Knight of the Order of the Crown) medal by Belgium Kingdom in 2010.

She’s giving speeches in both domestic and foreign activities mainly about Leadership, Being a Woman Manager, Entrepreneurship and the institutionalization of Family Businesses. In September 2015, she was awarded “Woman to watch” Brand Leader. She supports entrepreneurial projects and is certified angel investor. In March 2017, she was awarded “Jury’s Special Award” in the Automotive Sector. In September 2018, she was awarded “IWEC Awards’’ in Shanghai.

She is a member of TUSIAD, WCD, TKYD, TAIDER and TUSIAD - Digital Industry Task Force Leader as well as TAYSAD Vice President. She’s also member of DEİK-Foreign Economic Relation Board in Japan Business Council.

She is a Board Member of TARKEM, a foundation which aims to protect and revive the historical beauty of Kemeraltı in Izmir.

Perihan İnci speaks English and French. She has two children.

Selale Zaim Gorton
Next Generation Member
Inci Holding

Selale Zaim Gorton is a member of the Board of Directors of Inci Holding, Maxion Jantas and Maxion Inci............

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Selale is also the Founding Chairman of Inci Family Office and the Head of Investment Committee for Vinci Venture Capital. Selale previously has worked with Garanti Securities Private Equity in establishment of two separate funds with sizes US$100 million and US$400 million, the latter being a joint investment initiative with Cerberus Capital Partners. Her former financial experience includes world’s largest wheel producer Hayes Lemmerz (now Maxion Wheels), and private equity fund Towerview Capital.

Selale has a BSE in Industrial and Operations Engineering from the University of Michigan, Ann Arbor and an MBA from UCLA Anderson. She has attended Private Wealth Management program at Wharton Executive Education in 2014, passed Level 1 CFA Exam in December 2010, has Turkish Capital Markets Advanced Level certificate and is a certified Six Sigma Black Belt.

Tue Nyboe Andersen

Next Gen Family Member

Tue is the co-founder and Managing Partner of Kukula Capital; Zambia’s first venture capital firm, focused on impact investments and real estate...............

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Tue and his team have raised capital and invested on behalf of DFID, the IFU and high net worth individuals; with an interest in the development of Africa. To date, Kukula has been involved in transactions totalling more than $25m which have resulted in more than 1000 jobs being created. Tue’s investment experience covers a wide range of sectors including agriculture, technology, financial services and real estate. Within real estate, his focus has been on setting new standards in environmentally friendly developments.

Tue is 35 years old and grew up in Denmark. In 2009 he graduated from the University of Copenhagen with a Masters in Economics after which he relocated to Zambia to set up Kukula. He is married to Angelika, a Zambian entrepreneur and real estate developer and together they have two children, Erik Kapinda and Lea Malita.

James Stewart MCIArb
Partner
Penningtons Manches LLP

Chambers High Net Worth ‘Family Lawyer of the Year’ and co-head of Private Wealth at Penningtons Manches..............

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Spear’s Magazine describes James Stewart as ’one of the most visible faces in UK family law’ and, in the words of a leading QC, ‘James is undoubtedly one of the leaders in family law globally”.

James’ practice focuses on high net worth financial cases. He has become the family lawyer of choice for family offices, trustees and other third parties who find themselves embroiled in English divorce proceedings. He has successfully acted in many leading family law cases including Clibbery v Allan [2002], to date the only family case to go to the Court of Appeal on the issue of privacy and press reporting. He is a former Times ‘Lawyer of the Week’ following what was the first case in British legal history where a judge was persuaded to refer a family law dispute to a religious court. He recently acted for a Middle Eastern family office in the reported case of NN v AS & Ors (Part III MFPA: financial remedies: family wealth: joinder of third parties) [2018] and succeeded in asserting the family’s beneficial ownership of a number of London properties and a yacht, the legal titles of which in the name of the husband and which were under attack.

A recognised expert in marital agreements and family governance, James is a Fellow of the International Academy of Family Lawyers (IAFL), General Editor of the definitive publication on the field of comparative international family law, Family Law: A Global Guide (Thomson Reuters, 4th Ed 2018) and one of a small group of leading family lawyers, QCs and senior judges who serve on the family law consultation board of Practical Law.

James chairs the Annual Legal Dinner which has become one of the leading social events in London’s legal calendar and which raises funds for the leading peace building charity, Co-operation Ireland.

Doris Sommavilla
Principal
Union Hotels Canazei and Sommavilla Costruzioni

Doris is third generation family member of hotels and residential development business. ..............

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Her background is in quantitative finance at Bocconi University. She has worked for PIMCO, Allianz Global Investors and is specialized in italian distressed deals.

She is part of an Italian family which has invested since 3 generations its wealth mainly in its Hospitality (8 hotels in the Dolomites), entertainment (8 clubs, 5 restaurants and conference rooms) and residential projects in Italy and Romania (development of 2000 residential units/ GDV 100mln). Within her family, she is responsible for sourcing single name NPLs backed by hotels in distress and for structuring and implementing their turnaround (operative/ financial). At the moment she is working on two NPL hotel deals backed by two hotels in a prime location in the Dolomites to be added to her portfolio.

In her previous role as Chief Restructuring Officer, Doris joined the Board of Directors of distressed businesses to support other family’s business recovery during special situations (succession, litigation, liquidity crises) . Working 7 years for a restructuring advisor appointed by multiple Italian banks, Doris has been referred to multiple family hotel businesses in Italy to help with their turnaround often originated from succession matters, litigation or illiquidity issues.

Doris experience at PIMCO and Allianz Global Investors include developing financial models for Portfolio Managers at and delivering performance attribution analysis for institutional investors investing in high yield and more in general fixed income mandates. She has also been a key player in the acquisition of new mandates from institutional investors (mainly pension funds, foundations, endowments and insurance companies).

Her qualifications include: Master in Family Office, Master of Science in Quantitative Finance at Bocconi University, CAIA qualification, CISI Capital market qualification, IMC qualification and RDR qualification. Doris is a first time pass in all CFA levels (L1 Dec 15, L2 Jun 2016, L3 Jun 2017). She is fluent in English, Italian and Has a good level of german.

Ethan Koh
Entrepreneur
4th Generation Member

London based Ethan Koh is the only international designer in the couture leather business..............

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.... with a unique Asian heritage where east meets west. He is the fourth generation artisan of an exotic skin family business that traces back to the early 1900s, since his great grandfather's arrival in Singapore. Ethan started out at his family's specialist tannery, where he worked with the exotic leather teams for Hermès and Louis Vuitton. In 2018 he was the only young designer to have done an exclusive collaboration with Christie’s to debut his collection with The Ritz Paris with a special collection inspired by the summer blooms of the gardens during Paris Couture Week.

Ethan's intention is to combine the modern voice of luxury with its classic elegance, where authenticity, heritage, craftsmanship and personal touch have been long forgotten with the emergence of as mass-produced luxury and general hype.

Within a short span of eight years, since his studies at London College of Fashion and Central Saint Martins, Ethan has grown the couture house into an international business with remarkable projects with creative visionary Juan Pablo Molyneux for the world’s first ’Space of Dreams’ featuring the world patented ’trapdoor’ on his bags. Currently boasting a loyal couture clientele worldwide, he still manages to keep production limited with his bespoke service at his private salons. Ethan K creations are exclusively stocked in Harrods in London, Galeries Lafayette in Paris and TSUM in Moscow. Today, his exquisite pieces, inspired by the English countryside, Asian-spice influenced colours and precious stone wildlife clasps which he pioneered, have captured the hearts of many discreet luxury connoisseurs, royalty and art collectors.

Nabila Maqsood

Stylist Philanthropist

For three decades, pioneering stylist Nabila has been transforming the ordinary into the extraordinary..............

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With an innate genius for remaining ahead of time and an aesthetic defined by classic sophistication, she has constantly fostered the upward spiral of her career with new benchmarks, innovative techniques and unforgettable images.

Nabila’s creations remain her own, fresh, unblemished by borrowed inspirations and always evolving. It is this originality that characterizes her cutting-edge brilliance. To invent and re-invent style constantly; to make fashion exciting rather than just enjoyable; to work her Midas touch and make statements.

Recognizing the demand in the market for state-of-the-art men’s grooming, N-Gents was launched in 2013. It now caters to an extensive clientele that encompasses avoid sartorialists, society movers and shakers to celebrities or simply put, men who like to look and feel good. N-Gents’ distinctive brand of old-school finesse serves them well.

The ‘Zero’ palette by Nabila is an ingenious, miraculous culmination of her three decades of expertise with state-of-the-art manufacture within European labs. In a handy, cleverly packaged box, it’s a first of its kind all in one face perfecting palette.

The product was initially developed purely out of necessity,” says Nabila. “I had dark circles and needed a pigment to cover them. When no product I used managed to blend effortlessly into my skin, I ended up creating one for myself.

Created with diverse skin tones in mind, the palette comes in seven different shades, running the gamut from very fair to very dark hues.

Work continues to evolve; creative, artistic, always in the spotlight, winning awards and accolades, gaining international significance and never stagnating. It is the chameleon-like ability to change and challenge herself that, three decades later, has made Nabila a powerhouse to reckon with. In her life, change is the only constant.

Dominik von Eynern
Family Member Partner
Blu Family Office

Dominik has more than 18 years of experience in financial derivatives, principal investment and business development............

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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).

Diederik H. Brenninkmeijer

Next Gen Family Member

Diederik Brenninkmeijer is a 6th generation family member and employee of Cofra Holding...............

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.......a family-owned, multinational holding group founded in 1841 operating in Retail, Real-estate and Private Equity. Currently, Diederik works as an ambassador for the family's Impact Fund where he hopes to create an active impact investing community aligning the fund to the family's mission to amaze customers and be a force for good.

Among other projects, Diederik is a Board Member of Kairoi Health. Kairoi Health is an integrated Saas solution for analyzing and optimizing the productivity of healthcare organizations, which can thereby increase revenue and patient satisfaction without adding overhead. Diederik has been on the board for two years.

Diederik is 22 and is finishing his studies at Northeastern University in Boston, where he reads PPE (Politics, Philosophy, and Economics).

Kenneth Winther
Family Principal
Moonwalk

Kenneth is a London-based Norwegian serial entrepreneur with exit experience and a leading authority on innovation and impact ventures...............

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His family champions a new way to develop, finance and grow startups as the most efficacious way to solve the big challenges of our time.

For 15 years, Kenneth developed the next growth ventures for big corporates, advised politicians on innovation strategy, and built R&D and Entrepreneur programmes for the Norwegian Government. He was repeat government appointed Strategy Review Auditor for Statkraft and Statoil and earned professional awards across technology, advertising, media, oil & gas, and professional services with several national TV and news appearances. He was named the 'most innovative person in Norway' by Google.

The Winther family established the Innovatorium Foundation, where it pioneered Scandinavian innovation and entrepreneurship in learning partnerships with global brands like Ferrari, Credit-Suisse, Banco Santander, and Real Madrid, training 1,500 Scandinavian executives and managers on innovation for impact.

The family now disrupts the approach of innovation, entrepreneurship and venture with the family owned award-winning and university endorsed impact venture system: Moonwalk. Moonwalk turns Epic Challenges of our time into Stellar Startups to transform 1 Billion Lives and create Superior Wealth, with 'Norway beyond oil' as its first challenge programme. A proprietary deal-flow of 5 growth companies and 13 seed stage startups are active on three continents.

Kenneth and his family moved from Oslo to London in 2018 to grow the impact ventures and expand Moonwalk operation from a London HQ.

Herman Winther
Next-Gen
Moonwalk

Herman is a trainee with the family business Moonwalk, an Impact Venture Builder................

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He now works on conceptualising and documenting impact across 17 companies.

Herman has since the age of 14 participated in Moonwalk programmes, turning big challenges of our time into viable growth companies: He has provided Sub-Saharan Africa with off-grid electricity; freed women and children from everyday water collection; developed sustainable aquaculture; turned human waste into valuable resource; and reinvented learning and democratised health in various companies.

Herman graduated with honours from the Greener Earth Programme of the United States’ top boarding school, Phillips Exeter Academy.

He graduated top of class in Social Studies with special Headmaster commendation from Oslo Private High, the #1 ranked secondary school in Norway.

Based on own initiative and application and a WISC-test, he was allowed to skip 9th year of education and finished his mandatory education at the age of 17. Herman has been a student representative for Factory of Change, a Norwegian non-profit working for the improved wellbeing of children and youths in education and child services; he has participated in Polytechnic Society’s debate school; and is a brown belt in Shotokan Karate.

Herman recently finished is debut fiction novel, a coming-of-age story with themes of growing up and accepting responsibility over one’s own fate. He plays the guitar and lives in London with his family.

Ibrahim AlHusseini
Founder
FullCycle

Ibrahim AlHusseini is a renowned venture capitalist, sustainability-focused entrepreneur and philanthropist..............

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..... with more than 25 years of experience in operations, sales and finance. He’s dedicated much of his career to helping angel investors find clean technology and natural resource related investments in an effort to advance social change around the globe, while producing significant returns for investors. As founder of FullCycle, Ibrahim is focused on reversing the effects of climate change by accelerating the deployment of climate-restoring technologies.

Through this work, Ibrahim has developed an unparalleled network of industry leaders, investors, and entrepreneurs across the sustainability space. He has raised half a billion dollars of capital to back dozens of companies, and was an early investor in Tesla Motors, Infenera, Bloom Energy, and Proteus Energy, as well as well as Aspiration Inc., WePower, Cadence Health, Cornerstone Capital, and CleanChoice Energy, among others.

Throughout his career, Ibrahim has started and sold numerous businesses. He is the founder and managing partner of The Husseini Group LLC, a firm dedicated to facilitating, financing, and guiding ventures that embrace social enhancement and ecological sustainability. Additionally, he co-founded Natural Solutions Inc., a pioneer in the field of marketing of natural industrial cleaning products, PakIT Inc., a leading designer, developer, and supplier of cellulose fiber molding equipment to the packaging industry, Meca Communications, a company that designed and implemented private-label instant messaging strategies, and EcoPerks, a startup with a loyalty program for environmentally conscious consumers, among others.

Raised in Saudi Arabia by parents who are Palestinian refugees, Ibrahim moved to the United States for college in the early 1990’s, graduating from the University of Washington, where he launched his first multi-million-dollar business out of his dorm room. Ibrahim currently sits on the boards of more than half a dozen organizations that focus on the positive development of our environment and humanity, including The Culture Project and The Global Partnership for Women and Girls.

Prof. Dr. Andreas Heinecke
CEO and Founder
Dialogue Social Enterprise GmbH

Andreas Heinecke is a serial social entrepreneur for more than 30 years. He pursues his mission to mitigate social gaps and foster empathy through exhibition.............

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The most popular one is Dialogue in the Dark, an exhibition where blind people lead the audience in small groups through a set of real-life scenarios in total darkness. His company Dialogue Social Enterprise operates globally and reach out to 800.000 people annually. For his achievements in terms of social innovation and entrepreneurship he became the first Ashoka Fellow in Western Europe and a Global Fellow of the World Economic Forum.

Andreas is a recipient of various international awards, holds a PhD in philosophy and is a honorary professor of social business at the European Business School in Germany.

Dr. Catherine Waldrop, MD
Chief Scientific Officer
CI Investments

Dr. Waldrop has significant experience across many facets of the family office world...............

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She currently invests primarily in medically-related opportunities for her own family office, and advises for other private wealth entities on healthcare capital deployment. In addition to leading her one-to-one business and personal performance design company, Dr. Waldrop is a research-oriented physician with a background in cardiovascular diagnostics, neuropsychiatry, aesthetics, wellness and motivational design psychology.

She is a graduate of Brown University, Columbia University and the University of Virginia Medical School. Dr. Waldrop splits her time between New York, London, and Latin America.

Gordon Grant Curtis
CIO
CI Investments

Mr. Curtis is the Executive Director and Chief Investment Officer for CI Investments, a Single-Family Office in Ticino, Switzerland................

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He has served in such capacities since 2003. During Mr. Curtis' tenure at CI, assets have grown significantly, into the multi-billion Euros of Holdings.

The Family Office has wealth roots dating back many years. It has prospered from private holdings as well as market driven activities. The Family has been an early pioneer in energy technology, medicine, material sciences and proprietary financial venues. Of specific interest are strategies in technological advancements related to socially responsible enterprises.

Prior to Mr. Curtis’ affiliation with the CI Investments, SFO Family Office, he has had vast experience with the public markets and private banking world since 1978. He has consummated transactions across the globe including venues related to: energy, real estate, mining, healthcare, media, transportation, engineering, lighting, marine, industrial components, software development, communications, banking and finance.

As a keynote speaker, panelist and moderator, Mr. Curtis has years of experience in addressing many types audiences, particularly for Family Office, Finance, Pension and Retirement Systems. He has also attended, critiqued and presented in many academic settings for young Entrepreneurs including Stanford, NYU, Pepperdine, UGA and Harvard.

Having founded, bought, sold or finance interests in over 100 Companies, Mr. Curtis understands the risks, rewards and lessons spanning from almost 4 decades of business experience through various economic climates. During the Regan years, Mr. Curtis participated in multiple events for young entrepreneurs at the White House as well as had a personal audience with Indira Gandhi.

Mr. Curtis places high regard on the accumulation and dissemination of knowledge. He has attended and received professional schooling achievements, certificates, awards and degrees from 17 different academic institutions including some of the world’s top recognized universities and colleges.

Blane Queripel BSc (Hons) TEP
Client Director
PraxisIFM Trust Ltd

Educated in Guernsey, Blane began his career in 2004 with the States of Guernsey Income Tax Authority where he worked as a Collections Officer.............

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In 2007 he joined PraxisIFM as a Trust Administrator responsible for a diverse portfolio of complex trust and company structures, primarily focused on real estate, for high net worth individuals.

He qualified as a full member of the Society for Trust and Estate Practitioners in 2012 and gained a degree in Management with Trust and Estates from the University of Manchester in 2015. Blane is also a member of the Institute of Leadership and Management.

In his spare time he is a keen sportsman and has represented Guernsey in several sports, most notably cricket playing in World and European ICC Tournaments and representing Europe’s Academy in Singapore and Mumbai.

Angeline Francis Khoo
CEO and Founder
Rosie On Fire

Angeline Francis Khoo is the CEO and Founder of Rosie On Fire, which was founded in 2015..............

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She is responsible for driving global company growth, formation of new commercial partnerships and leading international marketing initiatives. Angeline plays a central role driving the Rosie On Fire mission, which is to enrich the lives of all its company stakeholders, from its customers, to core team to marginalised communities which she integrates into her business. She sets ambitious internal and external targets – shown by her vision to employ a 20% non-neurotypical workforce and recently closing a deal to supply to a significant number of top resorts and boutiques in the Maldives.

Prior to setting up Rosie On Fire, Angeline gained extensive fashion industry experience whilst working within her family owned business, Laura Ashley, as well as exposure within the other international retail sectors of her family owned holding company.

Angeline has both a BA in Law and Masters of Science, the latter from the University of Oxford. She will discuss the benefits and potential difficulties of building a company that is designed to harness the untapped potential of a non-neurotypical staff by giving them responsibility, not handouts.

Mark Borkowski
Founder
Borkowski

Mark Borkowski is an acclaimed PR specialist, writer and industry commentator..............

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He has been leading the British marketing and communications industry for more than 30 years with his agency, Borkowski. Supported by his team of media and culture professionals, Mark has successfully positioned, established, consolidated and managed a breath-taking range of major product and entertainment brands and earned international recognition as a thought leader and innovator

PR Week ranked him alongside Alastair Campbell and Lord Bell in their list of the 25 most influential figures in the industry.

Toby Ruckert

Musician, Entrepreneur, Inventor

A serial entrepreneur and multi award winning inventor of AI related technologies (over 19 patent applications)..............

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Toby is a worldwide leader in AI, IoT and Digital Transformation. Born and grown up in Germany and having lived on an island in New Zealand for over a decade before becoming a digital nomad, Toby is now based out of Singapore. His goal is to empower people to regain control of their digital lives by creating solutions that help to realize the importance of our attention and manage it with awareness to shape our destiny consciously.

Dott. Ing. Maurizio Totta

Impact Investor

Maurizio Totta was born in Torino, and graduated in mechanical engineering at the Technical University there.............

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He was the CEO of the SCS Holding AG from 1995 until May 2008, when the company was sold to Unibail-Rodamco. Since 2010, while still involved in some commercial real estate projects, he has been focussing his activities on impact investments in biotech, renewable energy, sustainable forestry and land development in Europe and South America.

He is fluent in Italian, German, French, English, Spanish, and is currently perfecting his Portuguese. He also has a CHPL (Commercial Helicopter Pilot License). While he was finishing his studies, he started working for the family real estate company in Austria. Through a series of buyouts, the group became the main owner of Europe’s largest Shopping Mall, the SCS, Shopping City Süd near Vienna.

David Clare
Partner
Barnett Waddingham LLP

David joined Barnett Waddingham as a Partner in their Investment Consulting practice in 2012..............

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Prior to this, he had spent most of his career at HSBC Actuaries and Consultants having first qualified as an Actuary and then established the investment consultancy practice in 1992, which he ran until joining Barnett Waddingham.

He has significant experience of advising trustees of both defined benefit and defined contribution pension schemes but more importantly having been around for many years he has seen at first hand the many changes in the investment industry. He has particular experience in designing and running high governance investment committees and promoting the use of investment beliefs to establish a framework to monitor performance. Having always been on the advisory consultancy side he has worked with a large range of clients and has a wealth of knowledge.

He is a strong advocate of bespoke solutions in which you first understand the issue and then you find the solution that fits. His working mantra is to be a catalyst for informed debate. He is keen to cut through jargon and particularly interested in behavioural reactions to events.

David is also a council member of AIMSE Europe and a member of the Fiduciary Management Performance Standard working party. He has also given expert evidence at court on investment-related matters.

Dooma Wendschuh
Co-founder, CEO
Province Brands of Canada

Dooma Wendschuh is the co-founder and CEO of Province Brands of Canada..............

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.....the Canadian company developing the world’s first fermented beverage from the cannabis plant and a suite of premium, non-alcoholic yet intoxicating cannabis-powered beverages. He is a public speaker and leading voice in the burgeoning cannabis industry, as well as an advocate for quality cannabinoid-derived products as safer, healthier alternatives to alcohol, tobacco, caffeine and psychoactives.

Dooma previously co-founded a successful Colorado-based cannabinoid research and consumer product company, and before entering the cannabis industry was co-founder and co-CEO of Sekretagent Productions Inc., best known for its role in developing and launching the wildly popular ASSASSIN’S CREED franchise.

Brian Thompson
Next-Gen Head
Musgrave Family
Education Committee

Based in the Scottish Borders, Brian is Chairman of his Family Education Committee................

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It is a sixth-generation family owned International Food Distributor. The committee is responsible for educating the family and nurturing younger family members as they become part of the next generation and to help the transition out of active participation for the older generation.

Brian is also an ICF registered life coach and Veritage trained family business coach. Through his firm Ducere Advisory Brian helps other family businesses to develop programs to maintain successful family cohesion for generations to come.

Dr. Ronit Meshie Mai Lami, PhD

Business & Family Wealth Psychology Across Generations

Dr. Roni(t) Meshie Mai Lami is an internationally renowned expert on the psychology of money, success and relationships..............

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....Dr. Lami works with families in business and affluent individuals and families across generations. Over the years she has worked with clients from different parts of the world, focusing on finding solutions to non-fiscal aspects of wealth. Dr. Lami facilitates, educates, advises and coaches clients, helping them to develop a deeper understanding of their mind-set and the impact emotions have on matters relating to wealth, relationships, parenting, family history, planning and other processes.

Dr. Lami is widely recognized as one of the most insightful voices on personal and professional development. Her clients regard her as having profound insight and wisdom that is beyond textbook knowledge: she is intuitively gifted at understanding people and their inner workings. For over 18 years she has been helping individuals, couples and families resolve challenges created by their financial status and better understand their relationship with money and wealth. In her work, Dr. Lami guides her clients to understand themselves better, find solutions to their challenges and inspires them to take action.

Her clients call her a “Heart and Mind Alchemist” because of her ability to perceive beyond what is on the surface. Dr. Lami sees her clients’ greatness and empowers them to create positive, long-term change. Unlocking inner dynamics, Dr. Lami provides her clients with insights, tools and techniques to help them break through limitations and overcome obstacles that stand in the way of accomplishing their goals.

Elizabeth Bagger
Next Gen
AVS Danmark

Elizabeth is a passionate advocate for family businesses and the Director General of the UK based Institute for Family Business (IFB)..............

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A membership organisation she’s been proud to serve for a decade. The IFB works to support and promote the UK family business community by providing members with unique learning and networking opportunities and by lobbying Government as the UK’s voice for family business.

Prior to joining the IFB, Elizabeth worked in international corporate governance and spent almost a decade working for her own family business where she now serves as an NED.

She is a Veritage trained family business coach, holds a certificate in family business advising from the Family Firm Institute in Boston, MA and is an accredited facilitator from the Oasis School of Human Relations in the UK.

Francesco Lombardo
Founder
Veritage Family Office (Canada)

For more than twenty years, Francesco Lombardo has been a family business advisor and facilitator who has worked with some of the world’s most successful and affluent families to foster a culture of Safe Space..............

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Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship with money (Money Motto™) and the impact this has on their relationships, family, business, and legacy.

Francesco is the founder of Veritage whose mission is to serve business families by promoting the culture of Safe Space, and supporting clients in their development of a living Family Wealth Constitution (FWC). Intended to support governance in action, a FWC holds individual family members, their relationships with each other, and the relationship they each have with their wealth, all accountable to a set of guiding principles established by the family for the family.

Safe Space: Governance in Action is his fifth book in which he brings a new perspective to the identification and management of behavioural risk through the development of Safe Space and how emotional and psychological safety is critical to maintaining healthy family dynamics through the often difficult and inevitable processes of succession planning and wealth transition.

Lombardo is also the co-creator and one of the leading facilitators of the recently developed Scone Project, an annual, invitation-only, experiential and interactive next-generation leadership development program for business families hosted at Scone Palace in Perth, Scotland during the month of May, now in its second year.

Francesco is a much sought-after international speaker who has made presentations for the Milken Institute, Campden Wealth Conferences, Institutional Investor, Tiger21, various YPO/WPO chapters, and The Society of Trust & Estate Practitioners, among others. Television coverage of his work has included appearances on shows like Money Talks, The Morning Show and Sky News.

Passionate and engaging, Francesco is a leading global expert on the emotional impact money and wealth has on relationships within family businesses and family office operations. He is committed to assisting families find, create, and maintain Safe Space by developing new models for cultural governance, which contribute to the stability, continuity, and sustainability of the family business enterprise, its wealth, and its legacy.

Daniela Herrmann
Chairman & Founder
Topan AG

Topan was founded in 2011 (www.topan.ch) and has a multi year team expertise in investment banking and strategic and financial services...............

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Based on the mission to moving capital in the right direction Topan has developed innovative methodologies for developing Economic Ecological and Ethical values (Triple-E) where deal design aims to best match capital solutions that help to scale businesses. The clients of Topan vary from institutional investors to businesses and single investment vehicles. All are interested in creating substantial financial returns (Economic Values) while developing Ecological and Ethical values which a a new “Value/Risk perspective”. The global outreach Topan has achieved with its presences throughout the world and the appreciation on highly prestigious levels have helped Topan succeed over the years in the sectors Forestry, Energy, Food, Ecosystem Services, Water, Healthcare and Education contributing to the global change while “Making $$$ and Sense”.

Daniela is the founder of Topan and held prior to the foundation of Topan an executive role with a leading asset manager positioned in the Social Responsible Investment („SRI“) universe working in alignment with ESG. She has over 26 years international experience in several partner roles and executive directorships in commodity trading, investment banking and consulting, corporate finance, institutional client relations, management coaching and human resources management. She held a board seat of an affiliate of a globally leading provider of green investment expertise and climate neutral & water services and was the chairman of a charitable trust. Daniela holds a bachelor’s degree in Economics from the University of St. Gallen and an MBA from the University of Zurich and is a certified management coach.

She brings to the consortium a wealth of experience in investment selection, investment guidance as well as scaling businesses on a global level with different methods of deal designing and best matching with capital solutions. She and her teams help to manage the complexity of challenges from the investor perspective and from the business perspective to scale. Her innovative thinking never focuses on the verticals of financial structuring but always on the horizontals to open all pathways to success. She was a finalist at the Enterprising Women of the Year Awards in 2014 and is a certified member of UnitedSucces the worldwide network of woman business owners. Daniela has held a number of speeches and moderated conferences in the global sustainability space. She is fluent in Swiss-German, German, English, Spanish and proficient in French and Italian.

Nasser AlShawaf
Family Principal
Al Bawani

Nasser Alshawaf has been active in establishing businesses in Saudi Arabia, UAE and the United Kingdom including construction..............

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andfinancial services, integrated technologies & communication and real estate. In Saudi Arabia he is currently leading the business expansion plans of Al Bawani, a multi-billion Saudi construction company, including the key initiative on diversification into the water & power sector and managed technology services. The group employs more than 10,000 people in Saudi. In the UK he is leading the development of a high end prime residential project called Regent’s Crescent as well as a mixed-use development in two high-rise towers designed by Zaha Hadid in Vauxhall on River Thames.

Nainish Bapna
CIO
Veddis Single Family Office

Nainish Bapna has been at a London-based SFO since 2012...............

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..........where he is involved in investing across multiple asset classes and portfolio management across the world, including managing a real estate portfolio of development investments in the US, UK and UAE. His real estate strategy has been to work with a few developers across several investments, which has meant that Nainish has been active across the sector – planning, development & regearing of residential, commercial and industrial assets, and providing mezzanine & bridge loans.

Nainish started his career as an equity research analyst, and moved on to entrepreneurship, founding companies in digital media advertising and renewable energy. Prior to Veddis he was at a London based PE fund focusing on growth-cap investments across Europe.

Maurice Ostro OBE KFO
Serial Entrepreneur
Philanthropist

Maurice, an alumnus of Oxford, NYU and Harvard Business School, is a serial entrepreneur and active philanthropist...............

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Having founded, run and sold many successful businesses including Air Fayre an award-winning company, which changed the global model of airline logistics and catering, he is now CEO of the world’s largest supplier of blue topaz to the gemstone industry. As founder of the Ostro Fayre Share Foundation Maurice has spearheaded innovative projects including collaborative spaces for charities to work together in London, economic development projects abroad and interfaith initiatives, including the Faiths Forum for London and Strengthening Faith Institutions. He is also catalysing a collaborative movement called eg (entrepreneurial giving), to create communities of start-up entrepreneurs across the world, helping them be more successful and more purposeful ensuring that business is a force for good.

Maurice has served on multiple UK Governmental bodies, is on the Global Council of Junior Achievement International, Vice Chairman of the Council of Christians and Jews and Trustee of The Womanity Foundation.

Matt Norman
CIO
Kenjiro Private Office

Matthew is the Chief Investment Officer of Kenjiro Private Office...............

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........a Single Family Office originating from Japan. Kenjiro invests globally and across asset classes. Matthew holds numerous board positions on behalf of the family and is also a trustee of UK charity. Matthew’s prior family office experience includes eight years as the Head of Investments for a London based Brazilian family.

Matthew also has experience working at a Russian Hedge Fund and with Arab Sovereign Wealth Funds.

Dimple Sahni
Managing Director Impact Investing
Anthos Family Office

As Managing Director Impact Investing, Dimple is responsible for originating investments, managing relationships...............

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.......and helping to execute strategies for the portfolios at Anthos Asset Management dedicated to impact investing. This includes a global, private, impact investing fund focused on measurable, positive social and environmental returns alongside financial returns, with the aim to promote human dignity, social justice and sustainability.

Dimple is an experienced investment professional who began her career in finance at Goldman Sachs. She then launched an Edtech startup, which was acquired by Accenture. Afterwards, she was a Kauffman Fellow for L Capital Partners before joining the Omidyar Network. Most recently she advised Unilever Corporate Ventures on its exploration of a venture investment program in emerging Asia.

Dimple holds an MBA in Finance from the Wharton School and a BA in Economics from the University of Chicago. Based in Amsterdam, Netherlands she is bilingual and a dual citizen of India and the US.

Feisal Alibhai
Founder and CEO
Qineticare

Feisal Alibhai, is the founder and CEO of Qineticare, the world ’s first ‘family health office’, basedin Hong Kong...............

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At the peak of his entrepreneurial success at age 35, while employing more than 10,000 people in 15 countries.

He was diagnosed with stage 3 cancer. Coming within an inch of his life, he recognized that to recover, remain in remission, and thrive, he needed to immerse himself in a multidimensional approach to health.

This experience taught him that, irrespective of education and wealth, unexpected health issues are rarely handled well. For the past 12 years, Feisal has enjoyed a state of wellbeing beyond anything he experienced in the past—a quality of life we all deserve. Initially set up to service Feisal’s immediate and extended families, Qineticare is now a multi-family health office servicing families around the world. Feisal was born in DRC, raised in Belgium, finished schooling in Canada, and graduated from the Wharton School.

Dhruv Ghulati
CEO and co-founder
Factmata

Dhruv Ghulati is CEO and co-founder of Factmata, an startup developing expert-driven artificial intelligence algorithms to reduce online misinformation..............

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....and promote a quality media ecosystem. Having started his career in the financial markets at Merrill Lynch, Dhruv transitioned into the technology sector, focusing on data. He was the first data product manager at web scraping startup import.io, and later built machine intelligence startups at Entrepreneur First and Techstars London.

Dhruv co-founder Factmata with two of his professors, after leaving industry to study machine learning at University College London and writing an award-winning thesis on automated fact checking using natural language processing. After receiving funding from Google to take his project forward, Dhruv cold-emailed investors like Mark Cuban and Biz Stone (founder of Twitter), persuading them to invest in Factmata and support its efforts to alter how online content is ranked and promoted online.

A Forbes 30 Under 30 leader in technology for Europe, Dhruv has spoken at the United Nations, UNESCO, European Parliament, Web Summit, The Next Web and Founders Forum, and manages a team of 15 engineers and product managers. Dhruv holds a 1st Class MSc in Computer Science from University College London, and a 1st Class BSc in Economics from the LSE.

Bilal Zein

Quanon Capital

In 2001 Bilal set up Quanon Capital Ltd (Single Family Office)................

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Since, Bilal is responsible for providing services including investment strategy, opportunity sourcing, deal closing (M&A), on-going monitoring of investments, Real Estate, Treasury, Tax and corporate structuring, investment & consolidated reporting, Bank and Trustee liaisons as well as Concierge (lifestyle) services

Prior to Quanon, Bilal had 10 years’ experience in the industry up to C level ranging from industrial trading, contracting, commercial, setting up, trouble shouting and turning around businesses.

Bilal holds a Bachelor of Electrical Engineering from the American University of Beirut, an MBA from ESCP, and a Diploma in Company Direction from the IOD London. Bilal Joined the Family Firm Institute and obtained his Advanced Certificate In Family Business Advising and Advanced Certificate In Family Wealth Advising. Bilal has several diplomas and certificates in corporate finance, M&A and Governance from Insead, London Business School and City. Joined STEP in 2018.

Proficient in English, French and Arabic. Bilal enjoys traveling with the family, playing squash and basketball.

Dr. Bharath Takulapalli, PhD
Founder & CEO
INanoBio Inc

Bharath Takulapalli is the Founder & CEO of INanoBio, a company pioneering technologies at the confluence of nanotechnology...............

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.....systems biology and machine learning. Bharath founded INanoBio with the ambitious goal of developing advanced nano-biotechnologies for resolving biological complexity, to deliver early stage diagnostics for disease preemption, reduce healthcare expenditures to a fraction of todays, saving trillions of dollars. He defines disease preemption as diagnosing, intervening and curing diseases early on, even before symptoms appear.

What disease-specific biomarkers to detect? how to detect them for early diagnosis and to guide precision medicine? These questions have confounded the scientific community owing to the extraordinary complexity underlying disease biology. Over 15 years Bharath has worked rigorously on developing disruptive nano-biotechnology platforms to answer these questions, resulting in over 30 global patents. He invented nano-sensors to detect extremely small amounts of molecular biomarkers in blood; a novel 3D nanopore-transistor to readout the human genome at 1/10 the cost & time needed today; and proteomic technologies to develop disease-specific biomarkers capable of 99% accuracy diagnosis.

Combining these innovations, INanoBio is currently developing a blood-based high accuracy diagnostic test for lung cancer that obviates need for lung biopsy (company’s first product), in addition to research on biomarkers for other cancers and neurodegenerative diseases. Bharath got his bachelors from IIT Madras India, PhD in nano-electronics from ASU and researched nano-bio technologies for over a decade prior to founding INanoBio.

William Vickers

Will Vickers is the 7th generation from a family business based in the north of England, as well as an internationally exhibiting photographer, musician and archivist. ................

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He is currently working alongside his father (the 6th generation of the family) to undertake a smooth succession plan between them, and to cultivate, establish and evolve the family culture to benefit and serve all stakeholders within the business.

Prof. Dr. Ewan Birney
Director
EMBL’s European Bioinformatics Institute

Ewan Birney is Director of EMBL-EBI with Dr Rolf Apweiler, and runs a small research group...............

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He is also EMBL-EBI's Joint Head of Research, alongside Dr Nick Goldman. Ewan completed his PhD at the Wellcome Sanger Institute with Richard Durbin. In 2000, he became Head of Nucleotide data at EMBL-EBI and in 2012 he took on the role of Associate Director at the institute. He became Director of EMBL-EBI in 2015. Ewan led the analysis of the Human Genome gene set, mouse and chicken genomes and the ENCODE project, focusing on non-coding elements of the human genome. Ewan’s main areas of research include functional genomics, DNA algorithms, statistical methods to analyse genomic information (in particular information associated with individual differences in humans and Medaka fish) and use of images for chromatin structure.

Ewan is a non-executive Director of Genomics England, and a consultant and advisor to a number of companies, including Oxford Nanopore Technologies, Dovetail Genomics and GSK. Ewan was elected an EMBO member in 2012, a Fellow of the Royal Society in 2014 and a Fellow of the Academy of Medical Sciences in 2015.

He has received a number of awards including the 2003 Francis Crick Award from the Royal Society, the 2005 Overton Prize from the International Society for Computational Biology and the 2005 Benjamin Franklin Award for contributions in Open Source Bioinformatics. On December 29, Ewan Birney was made a Commander of the British Empire (CBE) as part of the Queen’s New Year’s Honours List for 2019. Ewan received the honour in recognition of his services to computational genomics and leadership across the life sciences.

Hugo Jenney
Partner
Stephenson Harwood LLP

Heading the firm's tax team for the last 15 years, Hugo is a corporate tax lawyer who now spends most of his time advising high net worth families.............

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.......on their estate and group structuring and transactional tax. He has significant expertise in offshore corporate, funds and trust planning, foreign domiciliary taxation, tax-based structured finance, tax disputes and litigation, real estate and M&A transactions. Many of his clients are from the real estate, shipping, rail and aircraft sectors. As well as all corporate and personal taxes he also covers VAT and stamp duties and is a member of the Law Society Stamp Duty Committee and the VAT Practitioners Group. He also has a French law degree.

He has been recommended in The Legal 500 and Chambers UK for over 15 years.
"Described as a "fantastic tax partner" by impressed sources."
Chambers UK 2019

Tirana Hassan
Global Director of Crisis Response
Amnesty International

Tirana Hassan is the Director of the Crisis Response Programme for Amnesty International...............

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Having spent 15 years living and working in war zones, Hassan and her team specialize in investigating human rights and international humanitarian law violations in conflict and crisis situations.

She previously worked in humanitarian operations for Save the Children, UNICEF and MSF in Aceh, Sierra Leone, Liberia, Darfur, Ivory Coast, Somalia and elsewhere, where she managed programs focusing on the protection of women and children in conflict.

An Australian national, Hassan holds honours degrees in both Social Work and Law from Australia and a master in International Human Rights Law from Oxford. She was also awarded the Australian Government’s centenary medal in 2001.

Emily Osborne
Partner
Stephenson Harwood LLP

An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues.............

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..... including moving to the UK, the use of wealth preservation structures such as offshore trusts, foundations and companies; the ownership of UK residential property and tax disclosures and the reporting of beneficial ownership under the various global initiatives.

She advises clients on the law of domicile and residency, including ensuring the availability of tax efficient sources of funds to draw on after becoming UK residents.

Emily is an expert on international pension schemes and other remuneration structures and advises on IPPs, EFRBS, QROPS and QNUPS, acting for both scheme trustees and their members.

"Very much in demand. She is extremely knowledgeable and provides succinct advice. She is an excellent choice for extremely complex cross-border matters."
The Legal 500 UK 2019

Nancy Chien
Partner
Bedell Cristin Jersey Partnership

Nancy has extensive experience in a wide range of offshore matters in both the private client area as well as the corporate sphere. .............

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She is qualified in four jurisdictions (Jersey, UK, BVI and New Zealand) which enables her to provide advice which is global and holistic, being what international families are looking for in an advisor. Nancy advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning. Her international experience stands her apart from other advisors in her field and her clients benefit tremendously from her depth and breadth of experience.

She works very closely with clients to understand their business and family objectives in order that she can provide advice which suits the specific needs of her clients as well as assisting them to identify issues on the horizon which might be relevant for them. In the corporate area, Nancy is one of the few Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked for Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end of service gratuity plans and international savings vehicles. She has been instrumental in the introduction of Jersey's International Savings Plan which came into effect on 1 January 2019. Nancy also has considerable experience in regulatory matters affecting offshore vehicles and service providers, including FATCA, the common reporting standard (CRS) and data protection.

She is fluent in English, Mandarin Chinese and Taiwanese.

Sharon Sophie Solomon
Founder and CEO
The Winstedt School

Founder and CEO of The Winstedt School, an inclusive international school where children who think and learn differently are challenged, inspired and empowered.

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Founder and Director of Quayside Isle Preparatory School on Sentosa, QuIPS is the island’s first preschool. QuIPS students are surrounded by nature, their “PlayStation” which forms a large part of their learning journey.

Inspired by my own experiences as a student and driven by my strong belief that every child has a right to equal opportunity to learn, I decided to pursue my lifelong advocacy to uphold children's rights in education by establishing an educational and innovative infrastructure that addresses diverse learners and absolute inclusion in Singapore.

Paper credentials:

· EMBA (National University Singapore) Candidate 2018-19

· Masters of Education (Australia)

· Graduate Certificate of Research Methods (Australia)

· Bachelor of Psychology (Australia)

· Certificate in Dyscalculia from the College of Teachers (UK)

· Diploma in Instrumental Enrichment ICELP Israel (Mediated Learning, RTI, Cognitive Modifiability)

· Diploma of Associateship in the Teaching of Speech and Drama from the London Guildhall School of Music and Drama (UK)

A former journalist-cum-tea-trolley-pusher at CNBC Asia, I've held executive and leadership positions with AWARE (Association of Women for Action & Research), the Manasseh Meyer International School and Ronald McDonald House Charities®.

Making it work in the mainstream with "That Child".

"That child" who pushes the teacher's buttons, and who somehow cannot fit into the norm and system, is the child who is wired differently. The one that triggers regular emails of the kind every parent dreads. That child with the labels; naughty, unfocussed, lazy, slow and defiant. The Winstedt School calls them diverse learners who think differently. What can a parent do to help their challenging child achieve their real potential?

The Winstedt School of Singapore has over the past decade, reinstated the dignity into being a 'different learner'. Founded by "that child" as a result of having experienced insecurity, failure and intimidation by going through an archaic and traditional education system, TWS exists to redefine the possibilities of education for those who learn differently. The Winstedt School defies convention and creates a movement of equity in education for every child.

Alpa Bhakta
CEO
Butterfield Mortgages Limited

Alpa Bhakta is the CEO of Butterfield Mortgages Limited (BML)...............

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Initially joining Butterfield Private Bank in 2011, Alpa successfully led the transformation of the Bank’s property finance unit, ensuring it was suitably positioned to meet the changing demands of its high net-worth (HNW) clientele. In recognition of her service and achievements, Alpa was selected to head BML following its establishment in 2016.

For the last three years, Alpa has been responsible for consolidating BML’s position as a standalone provider of prime property mortgages across London and the South of England for HNW clients, both UK-based and overseas.

Under her leadership BML has become a renowned and respected lender in the UK’s mortgage industry, ensuring that even in times of political and economic uncertainty, BML’s HNW clients and their brokers are able to access the capital needed to complete prime property purchases.

In recognition of her achievements at Butterfield, Alpa has been awarded numerous industry accolades. Recently, she was named on Citywealth’s 2019 Transatlantic Selection, celebrating the “power women” on both sides of the Atlantic who are setting new industry standards when it comes to meeting the needs of ultra HNW individuals.

Prior to joining the Butterfield Group, Alpa held a range of positions for some of the industry’s most prestigious and recognised names, including BNP Paribas Fortis, Credit Agricole Indosuez and NatWest.

Alpa has worked in the financial services sector for more than three decades. Through this experience, she possesses insight into the world of both HNW finances and the property market that few can match, making her a much-respected figure in the mortgage industry.

Alpa is also regularly featured in the national, international and trade press, offering her expert insight on the property market and the key trends affecting HNW individuals and brokers. In 2019 alone she has been quoted in the Financial Times, Spear’s and Property Chronicle.

David Gwyther
Director
Butterfield Mortgages Limited

David Gwyther is the Business Development Director at Butterfield Mortgages Limited (BML)...............

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He joined BML in late 2018 following his tenure as acting Head of Credit at EFG Private Bank Limited.

His long and esteemed career in the financial services sector began at Barclay’s Bank in 1982. For the next 18 years, he worked across various divisions of the retail bank before joining EFG Private Bank in 2001 as part of its Credit Team. After a successful five years at EFG, he was appointed Head of Credit at Butterfield Private Bank in 2006 – a position that he held for over 10 years.

During this time, David helped ensure Butterfield Private Bank was positioned to meet the needs of its high net-worth (HNW) clientele. In particular, working collaboratively with his colleagues, David aided Butterfield Private Bank in making sure the business could weather the volatile conditions spurred on by the global recession in 2008.

In 2016, he took the opportunity to return to EFG Private Bank Limited as acting Head of Credit, before returning to the Butterfield Group in late 2018, this time as Business Development Director at BML.

David is an expert when it comes to understanding the intricacies of the UK’s seemingly complex residential mortgage market. Specifically, his roles across EFG and Butterfield have granted him expert insight and knowledge to identify and assist the specific borrowing needs of HNW individuals.

Within his current position at London-based BML, David is responsible for helping the company to enhance its credit solutions, forge new relationships with intermediaries and HNW clients, and assist the company’s sales team.

Alongside his professional work, David is also an avid triathlon enthusiast who regularly participates in charity events across the UK.

Maximilian Gehrmann

NextGen Family member

Max derived from a typical German entrepreneurial family............

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Originating from a 16th century Prussian family his ancestors managed to grow wealth and loose it - over and over.

After several years exploring different studies, industries and working in a MFO, he started all over again. In 2016 he founded Gehrmann Capital for equity, debt and mezzanine fundings. In 2018 he co-founded Neuron, a smart-city platform and in 2019 he co-founded the Ankoris for Swiss Real Estate Developments and serves as member of the board of directors.

Max (*1987) is a solicitor, enjoys motorbiking, classic cars and photography during leisure time and lives in Germany and Switzerland.

Damian Payiatakis
Head of Impact Investing
Barclays Private Bank

Damian leads the firm’s efforts to guide individuals, families, and charities to invest for impact to protect and grow their assets and make a positive contribution to our world................

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For families and family offices, this includes advising on how to start incorporating impact into their investment portfolios. As well, facilitating the challenging conversations that address the family dynamics on legacy, values, and decision-making.

His team’s work has been recognised by the UK Cabinet Office and Investment Week’s Sustainable Investment Awards, as well as the UK National Advisory Board on Impact Investing.

Damian sits on the UK Government’s Taskforce on the topic and is a frequent commentator in publications such as Financial Times, CNN Money, Euromoney, Reuters, as well as a speaker & facilitator at impact investing conferences. His work as an intrapreneur has featured in Harvard Business Review.

Damian graduated from Brandeis University summa cum laude with Highest Honours. He also holds both a M.A. in International Economics & Finance from Brandeis International Business School and a M.Sc. in Organisational & Social Psychology from the London School of Economics.

Philip Mayer
Head of UK Family Office Team
Barclays Private Bank

Philip Mayer currently heads up the UK Family Office Team for Barclays................

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He has spent the last 20 years covering many of the largest and most sophisticated Family Offices from around the world, with a focus on the UK, Greece, Continental Europe, Emerging Markets and the Middle East. He spent 12 years at JPMorgan in Geneva and London, advising and managing portfolios for some of the largest clients of the bank. He also lead the International Investments and Emerging Markets businesses in London. After having spent a couple of years at a Multi Family Office where he set up and ran their Investment Advisory business, he joined Julius Baer where he headed up the Advisory & Markets business in the UK and was a member of the Executive Committee.

Philip has now been with Barclays for 2 years and is helping drive the development of the Family Office proposition across the bank.

He holds a Master degree in Finance and Marketing from HEC Lausanne, Switzerland and also studied at the London School of Economics. Philip has two young daughters and enjoys running, golf, skiing, squash and classical music.

Craig Kemsley
Head of Tax and Legacy
Calibrate Law Limited

Craig has advised international families and entrepreneurs for over 30 years...............

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Craig works with eminent families deploying offshore capital within the UK or to third jurisdictions. Craig has assisted families establish their UK offices, advised on the investment and divestment of supremely valuable assets and has also structured investment clubs between families. Craig often deals with cross border and multi-jurisdictional transactions involving families or family members investing in business assets, real estate or financial assets. The taxation of non-UK domiciliaries (‘non-doms’) is an area of particular interest to Craig.

Craig recently joined Calibrate Law which is a new and specialist law firm focussed on delivering most of the legal needs of the wealthy family through a triumvirate of services: legal counsel and litigation, tax and legacy, and family. Uniquely, Calibrate Law was co-founded by the principal of an active London based SFO.

Craig is a Fellow Chartered Accountant and a Certified Tax Advisor. Craig was previously Head of the London Private Client Tax practice at Grant Thornton and a tax partner at Deloitte internationally.

Jake Hockley
CEO
Marclay Associates

Jake is a cyber investigations professional with extensive experience of working with government and private clients at the highest level...............

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He began his career working for the UK Government against threats to National security before founding Marclay and using his expertise to assist commercial clients. Jake is the company CEO and works closely with senior legal contacts in the UK and abroad.

James Tamblin
Director
Marclay Associates

James is former military intelligence officer with experience of leadership in technical defensive environments...............

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He is an expert in risk and security with a background in management and crisis response across several security disciplines. Since leaving the military he has worked in advisory roles in the security and intelligence sector - delivering projects for global banks, consumer businesses, multinational technology giants and family offices across Europe, the Middle East and the Americas.

Antonio Pinedo Hoyvik
Strategy Director
Signe Group

Antonio Pinedo Hoyvik is the second generation of the family office Signe Group..............

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and he is in charge of the International Strategy and is responsible for all new business development for Signe Group.

Signe Group is a Spanish family office with more than 35 years in the security document printing market that is now one of the leaders in the digital transformation business for the last ten years.

Antonio is a multifaceted businessman. Antonio is an Industrial Engineer specializing in electricity and also in industrial business organization. Antonio complements his wide expertise and knowledge with an MBA in International Business Management and several programs in Finance, Management and Technology from prestigious universities across the globe.

Antonio is currently responsible for the internationalization of the group and the creation of new business models, relying on the most disruptive cutting-edge technologies in order to provide tailor made and added value to its customers (family offices, private and professional organisations).

Since joining the Signe Group, Antonio has developed his career in different areas of the organisation and began as Chief Financial Officer of the Group for more than six years, and today he directs the Group's strategic investment finances.

In 2015, with the new change of direction of the company, he assumed the functions of Director of Operations, Strategy and International Business Development. Being at the forefront of the new challenges of the company and constantly ensuring the ongoing internal improvement changes.

During this process of international expansion, Antonio sought, promoted and lead new technological opportunities within Signe. Antonio developed and created new initiatives that controls the new technology companies launched by Signe Group nationally and internationally. This cutting edge technology area is in charge of the most innovative projects that combines the traditional business with the most disruptive technologies such as Electronic Signature, Biometrics, Big data, Artificial Intelligence, Blockchain and IoT.

Joanne Sawicki
Director
Cerescom, UK

Joanne is a digital health and media entrepreneur with a passion to invest in and promote businesses that are profitable whilst “doing good”................

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An award-winning journalist and television producer, (News Ltd, Channel 9 Australia, BBC, and Sky TV), Joanne was founder and Chief Executive of Channel Health – the UK’s first health website and interactive television channel which floated on the London Stock Exchange. The channel had 8 million viewers a month and launched the digital pilots for the UK Government that subsequently became NHS Choices. She was a finalist in the Ernst and Young Entrepreneur of the Year awards.

After selling her company, Joanne became actively involved as an investor or board advisor to innovative media, health and circular economy companies. Joanne is a non-executive director of Laboratories Isocell SA whose patented anti-ageing SOD melon enzyme Glisodin, is marketed internationally www.glisodin.com.

She is also founder of Cerescom (www.cerescom.com), which provides communication strategy, and digital media services to the family office, government, corporate, NGO and charity sectors.