Family Office Forum, London 2024 Conference

After university he worked in hospital design and management in the UK and North Africa and venture capital in France.

He studied modern languages, diplomatic and art history at Oxford. Further studies included an MBA at INSEAD where he went on to join the faculty researching electronic information and news systems.

He has been active in film production finance and the music business in the U.K, France, and the US, and been involved at an early stage in the development of Internet infrastructure in Europe and location-based services companies.

He is currently an active investor in med-tech and biotech both in Europe and the USA. He is the holder of several patents in Internet services, medtech and sleep medicine.

With a strong foundation in financial stewardship and a keen entrepreneurial spirit, Constance has made significant contributions to the fields of publishing, advisory services, and executive leadership.

Constance holds an Executive Master's degree in Financial Stewardship from the prestigious Harvard Kennedy School, where she honed her expertise in financial management and strategic decision-making. Her education has provided her with the necessary knowledge and skills to navigate the complex financial landscape and make informed investment recommendations.

As a writer and entrepreneur, Constance successfully established her own publishing company, Constance Holst, based in New York. Under her leadership, the company thrived for many years, publishing a wide range of literary works and fostering creative talents. Constance's experience in the publishing industry has honed her ability to spot emerging trends, identify lucrative opportunities, and build successful business ventures.

Constance's career has expanded beyond publishing, as she has actively engaged in various roles within the art, design, production, and financial technology sectors. Her extensive network and deep understanding of these industries have positioned her as a sought-after advisor and director. Through her advisory services, she has provided strategic guidance and invaluable insights to organizations seeking growth, innovation, and financial success.

One area in which Constance has demonstrated exceptional expertise is in applying the Peter Principle to investment strategies, particularly in the analysis of startups and growth in companies. Drawing upon her knowledge of hierarchical dynamics and talent management, she has developed a unique approach to evaluating investment opportunities. By identifying the alignment between skills, roles, and growth potential, Constance maximizes the chances of success while mitigating risks associated with hierarchical structures.

Constance has held executive board positions in esteemed organizations, leveraging her expertise to drive strategic initiatives, shape business direction, and foster collaboration among diverse stakeholders. Her contributions as a board member have been instrumental in achieving sustainable growth and enhancing organizational value.

Born and raised in Copenhagen, Constance carries a rich cultural heritage and an international perspective. Her passion for finance and investment was further nurtured by her family's strong banking legacy. Constance is proud to come from a family of bankers, including her husband, John A. Morgan, an accomplished investment banker, and her father-in-law, Henry Sturgis Morgan, the esteemed founder of Morgan Stanley. This family heritage instilled in

Constance a deep understanding of the financial industry and a commitment to upholding the highest standards of excellence and integrity.

Currently residing in Connecticut with her family, Constance seamlessly blends her Danish roots with her global experiences, providing a unique lens through which she approaches her professional endeavors.

I am honoured to be a part of the esteemed Family Office Conference in London. With my extensive background in financial stewardship it should be a great experience.

As a publicist, director, advisor, and executive board member, I am passionate about fostering innovation, driving growth, and maximizing and empowering individuals and organizations to navigate the complexities of the financial landscape with confidence and foresight using the simple Peter principles in a new way.

Committed to actualizing technology-based solutions that solve the climate crisis, Veronica has an extensive investment portfolio backing materials alternative, eco brands, climate tech and new sustainable business models.

From 2012-22, Veronica led investments into and successfully exited the Karl Lagerfeld brand, after helping to grow it into a global fashion business with many profitable product expansions.

Veronica was the President of Iconix China from 2008-15, launching 12 mass market American brands and opening 1000 stores in China.

Trained as a scientist, Dr Sarkissian co-invented the bestselling videogames Tetris and Wordtris before going on to found vast business and philanthropic networks in major capitals around the world. He holds top leadership positions in international organisations such as the East West Institute, Euro‐Atlantic Security Initiative, Global Leadership Foundation, the World Economic Forum and others.

He is the founder of Eurasia House International and the Founding Director of the Eurasia Centre at Cambridge Universities Judge Business School. A recipient of the Order of the Merit of the Italian Republic and the John Edwin Mroz Global Statesman Award, he has been profiled extensively by the Financial Times and the Spectator and is a frequent commentator on global affairs in such leading publications as Time Magazine, The Times of London, and The Telegraph. His next book, The Small States Club: How Small Smart States Can Save the World, due to be published in the winter by Hurst, 􀁚as named alongside Martin Wolf's forthcoming as the most anticipated book of 2023 by the prestigious Diplomatic Courier journal.

www.presidentsarkissian.com

She holds a first-class honours degree in Literature , Philosophy and Journalism. She is the President and co-founder of NetworkHER, an organization that seeks to connect professional women around the world , across all interests and fields - business, politics, media, philanthropy, academia, science and art.

This organisation is a dynamic combination of bringing women together in a spirit of collaboration rather than competition and supporting and guiding each other not just to build businesses but also creating a rare incubator where women can lean on each other’s experiences to support and guide each other to be more effective leaders in the workplace.

Francesca Agostinelli is the former co-host of the TV show Bold Women. Her weekly interviews gave voice to dynamic and accomplished conservative women with inspiring and empowering stories.

Francesca Agostinelli is involved and a strong supporter of charities that support Women , Children and Cancer Research. She is on the board 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 and she is the MC of the annual Gala.

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

Francesca Agostinelli sits on the advisory board of the Robert F. Agostinelli Foundation, which provides support for American war veterans and broad-based freedom agenda. She is extremely active in the organisations that the Foundation supports including the Warrior 100 veteran, the Bush Institute, The American Valor and the National Memorial Day parade in Washington DC.

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 splits her time between London, Rome, Palm Beach, Monaco and Paris.

Speaking five different languages, Francesca is a mother of 4 young children and she is an incredibly passionate woman, who takes the utmost pride in all that she does.

....a Joint Venture with Molson Coors. 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 131 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.

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.

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 (FCA) 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) for a two-year term, he is now Vice President until June 2023. 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. Joined Policy Exchange & the ICC (International Chamber of Commerce) as a Board Member in 2022.

The boutique rehab clinic NEOVIVA is the result of a long journey that began with his own recovery from addiction some 35+ years ago. When his best friend queried him about his drastic career change and asked whether he wants to change the world, Oliver’s simple answer was “YES”. Years of research into best practices in addiction treatment and extensive site visits to treatment centres around the globe led to the creation of NEOVIVA. “It is my sincere wish that anyone suffering from addiction can find help, and I truly believe that anyone has the ability and the potential to recover from addiction,” Oliver says.

ertified as a Postgraduate in Addiction Psychology & Counselling and with a Master’s Degree in Addiction Studies from King’s College London as well as an “Expert in Animal Assisted Therapy” by the University of Basel, his team would also attest that Oliver is “certified as a little dreamy and a bit impatient”. His zest for action is undeniable, and he wants to implement his visions today rather than tomorrow. When he is not involved in something NEOVIVA-related, he likely is trying to birdie the next hole, training his three donkeys to become therapy donkeys, or enjoying a stroll with his old dog.

MSc in Addiction Studies (King’s College London)
PGCert in Addiction Psychology & Counselling (LSBU)
PGCert in AAT (University of Basel)

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.”

...to facilitate the generation of superior returns for families globally through the establishment of world class infrastructure and access to a global network.

Zaid is seeking to build on the success of Kimera, a single-family office based in Dubai, United Arab Emirates, where he was the CIO for 6 years. There, he put in place an institutional standard infrastructure, including a team of very talented individuals, to support the execution of a global mandate across all asset classes, investing in public equities, private equity, venture capital, fixed income, real estate and hedge funds.

Zaid successfully established a global network of contacts across the investment ecosystem, which helped Kimera secure access to premium transactions. Leveraging this network, Kimera maintained a healthy pipeline of opportunities throughout the year and invested across the life cycle of companies, from late seed stage to public equity. Private investments were made on both a direct basis and through funds whilst the public equity portfolio was managed internally.

Kimera successfully generated sustainable superior returns by focusing on long-term value creation through an opportunistic approach to investing, whilst placing increasing emphasis on ESG and impact investing.

Zaid currently serves on the boards of portfolio companies in various sectors, ranging from Fin-tech to digital healthcare to the experience economy.

Prior to this, Zaid worked at the Abu Dhabi Investment Authority (ADIA) for 16 years, covering private equities, public equities and strategic investments. Before joining ADIA, he spent over a decade in management consultancy, audit and accountancy, including five years with PwC. As well as holding CFA®, FRM® and FCCA® designations, Zaid received a BSc in Mechanical Engineering from the University of Manchester, UK.

The managing director of the Berlin Institute for Sustainability Management has made a name for herself as a futurologist, keynote speaker, author and social impact founder. Her inspiring keynotes deal primarily with the topics of self-leadership and leadership, future mindset and green management.

She is a multiple founder of sustainable startups, including GetYourWings, the learning space for future designers, CoCarrier, a crowd-shipping provider, and HealthMedo, an international platform provider with a focus on mental health offerings. She has many years of international management experience in business development for consumer goods companies, including Samsonite and Fielmann. Anabel contributes her know-how to several committees and boards, including as Chairwoman of the Circular Economy Future Council, as a member of the Board of Directors of the British Chamber of Commerce, as President of the Club of Budapest Germany and as a member of the Board of the Plant for the Planet Foundation.

Anabel has received several awards for her entrepreneurial and voluntary commitment, including the CEO eLearning of the Year award, as an ambassador for women companies, the German Federal Ministry of Economics and Technology's women entrepreneurs initiative, the Google Impact Challenge for her online learning game Code and Safe the Planet and as an influencer as LinkedIn Top Voice Sustainability.

Anabel comes from an international family of entrepreneurs. In addition to business studies, she studied among others product design, education/psychology, trend management and art history.

Having founded a pioneering youth-led anti-racism and conflict resolution charity in 1998, James has spent two decades directing his family's philanthropic efforts while working for or founding charitable organisations addressing social issues in the UK. In 2009 he co-founded a music entertainment company, which he sold in 2012 before joining the team at Nexus Global, a network of next gen investors and philanthropists.

ames established Nexus in Europe, growing the community and convening educational events and experiences across the continent until 2016. With an interest in ethical real estate and the future of cities, James was given a carve-out of family funds to co-invest in small residential real estate projects in Lisbon, Portugal, where he lived until 2018.

Passionate about creating community and designing inspirational events and experiences for entrepreneurs and investors, James has since worked with other organisations and high net wealth families to catalyse more leadership and capital in impact investing.

As the father of a neurodiverse five year old, James's own impact investing continues to focus on ethical real estate as well as regenerative health, including the gut and soil microbiomes.

In addition, he was at that time lecturer at the cooperative bank academy as well at the state academy in Karlsruhe/Germany.

Following his training as Certified EFFAS Financial Analyst, he was Head of Research & Asset Management and Investor Relations at a securities trading bank in Frankfurt/Germany.

In August 2001 he took over to build up and management of the Weberbank Family Office in Berlin.

From October 2010 to September 2016, he was Managing Director of the Family Office of the biggest finance banking group in Germany (calles Sparkassenfinanzgruppe) under the name Nötzli, Mai & Partner AG in Zurich.

Since October 1, 2016, Mr. Zenner is managing partner of Family Office 360grad AG in Stans / Nidwalden. He has experience since 21 years consulting in family business and family entrepreneurs.

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.

His technical experience includes appointment as a Research Professor at a major US university, a past senior Space Program Manager at the US’s premier advanced technology agency (DARPA) and holding multiple patents in advanced space technology.

He is an active entrepreneur, co-founding and serving as VP/CFO for Millennium Space Systems in CA (bought by Boeing Inc.), youngest elected member of an international Executive board for a German startup, Vanguard Space, one of the first companies ever created for commercial space servicing, and creator of a national Space research center at the University of Southern California.

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.

He established PIABO with the mission to support the rise of globally ambitious tech entrepreneurs in achieving growth targets and ultimately conquering the market. Tech heavyweights such as Google, Stripe, Silicon Valley Bank and Shopify trust in his advice.

Tilo is a keynote speaker at international innovation conferences such as NOAH, DLD, and MWC as well as a passionate and active supporter of the tech ecosystem as a mentor for founders.

As a value-adding investor in numerous VC funds worldwide, he accelerates the growth of upcoming business stars. He is also the author of the book "Light Your Fire!" on personal branding for Movers, Shakers and Visionaries.

Vishal is an experienced entrepreneur with multiple company exits. He has over 20 years experience in fashion, media, real estate and private equity. He has a broad base of expertise in entrepreneurship, operations, finance and business development. Vishal was the founder of Elite Models in London. He founded Elite Models in the UK which is part of the €200 million public listed Elite World Group.

The Valkin Group is also a holding company with majority and minority stakes in various companies (including both public listed and private) across different industries from consumer goods to trade finance globally.

These organisations all specialized in different industries, giving Alexei a wide ranging view of the needs of UHNW families.

In 2019 Alexei launched Mayfair Collective Ltd which is a Business Development Consultancy helping SME's to grow their businesses in the area of Private Client.

Networking is key to all and everything Alexei has achieved over the years both on behalf of families and his current clients. Connecting people for mutual benefit has produced a "We, NOT Me" ethos, that Alexei now lives by.

Franck spent 20 years in Ocala, Florida, and Lexington, Kentucky training young horses (yearlings) into becoming racehorses. Franck developed a conditioning method based on patience, observation, and empathy to teach the young thoroughbreds to race. The yearlings learn via a system whereby they shadow a team of accomplished older horses, known as “schoolmasters”, in a gentle and calm environment.

Renowned for his natural and progressive training method, Franck has sold thoroughbreds to the most prominent investors of the sport; Sheikh Mohammed Bin Rashid Al Maktoum, Stonestreet Farm/Barbara Banke, Team Valor International, and more.

Most recently, Franck has been selected to purchase 35 horses for Mukesh Ambani and is also acting as a special advisor for the Royal Family of Bahrain.

Franck is also a respected writer in his field and in 2020, was nominated for ‘Best Specialist Writer Derby Award’ (SkySport/HWPA) by an international panel of judges representing the industry. In 1996, he was a speaker at the 3rd International Workshop on Animal Locomotion (IWAL 3).

Notably, Franck has been a vocal and determined opponent of the use of therapeutic drugs on race day in America and has been instrumental in the formation of the ‘’Water Hay Oats Alliance’’ in 2012.

Holder of a Master's Degree in Exercise Physiology, Franck has also worked as a Research Associate in Animal Genetics for France's National Research Institute for Agriculture, (INRA), (years 1992-1994).

In the 1990s, he contributed to the innovation of an original gait analysis system based on body 3D acceleration measurement and software for automatic gait analysis and phenotyping horses' exercise ability, (Equimetrix {R}).

Edward is also the Co-Founder of Fund Placement Israel (FPI), a boutique private capital placement agent in Israel that has successfully raised over $5 billion

Previously, Edward worked in private markets investing and investment banking at Arison, Goldman Sachs and Rothschild. He also served as a private markets educator at the Israel Finance Institute and London Business School.

Edward holds an Executive MBA from the London Business School and a BS in Mathematics from Tel-Aviv University.

Went to school in the UK and studied mechanical engineering at the Technical University Vienna.

In November 2014 the Family was hit by crisis due to a failed investment. In August 2015 it was decided that Octavian takes on the management of the crisis to try and navigate it.

Since then the crisis was passed and Octavian now manages his own small family office in Vienna focused on disstressed assets and venture capital.
"To turn adversity into business opportunity.”

He comes from a business family now in the 5th generation. Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.

Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).

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.

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.

Before CSP, Francesca was the Head of Knowledge Development at the Global Steering Group for Impact Investment, where she was responsible for Knowledge creation and knowledge development activities across a global community of impact investors.

She previously worked at SystemIQ, Big Society Capital and Morgan Stanley. She is a board member at North Kensington Community Energy, a cooperative creating community owned solar energy projects in London.

Prior to joining the firm, he was a technology and industrial investor at Citadel. Before that, he was an equity research analyst at Goldman Sachs, covering the Aerospace and Defense sector. He started his career working for the US government in public diplomacy and national security.

Matthew holds a B.A. from Middlebury College and is a board member of the Nepal Children's Health and Education Foundation.

In her prior role she was the founder and Managing Director of Melana Capital, which was a boutique business focused on structuring co-investments, fund investments and club deals for family office clients.

She previously built and ran the Capital Introduction business within the Apex Group.

Having started her career in the Alternative Funds industry over 20 years ago at Credit Suisse First Boston, after which she worked for a Long/Short Equity Fund in Marketing & Investor Relations. She subsequently worked for a Global Macro Fund in the same capacity.

During her career Leah has built up an extensive network of Investors, managers and influencers across the industry, with deep knowledge and experience of all aspects of fund formation, servicing and asset-raising.

She also ran net promoter score initiatives for all of North American Sage products. She then ran sales, marketing, and customer success for the largest US Sage Partner, Blytheco before heading out into the start-up world at Bloomreach, leading their advisory team.

While at Blytheco she also started a magazine with over 50,000 subscribers called Bellwether. At WealthVP Apryl leads their experience team focused on customer experience and marketing.

Apryl has a degree in Psychology and is trained in Nero Linguistic Programming and Hypnosis. She has studied how these techniques relate to buying cycles and digital marketing.

Mr. Hartwig built enterprise software companies, including SquadPod, a SaaS company. Leif also founded and launched TruQuest Corporation, a corporate coaching program that helped generate billions of dollars in revenues for companies including State Farm, Nationwide, and Prudential. Additionally, Leif has raised over 200 million from private investors.

Leif earned the Sterling Award in Scottsdale as the Best Small Business in 2017 and the prestigious Aragon Award for Best Innovative Software Collaboration Company in the US in 2016. Leif served as Chairman of the Board for The American Heart Association in Tucson, AZ, and as a board member for the Tucson Medical Foundation. Leif has a BS degree in Business Administration from the University of Arizona.

Prior to founding ARTEX, Yassir successfully set up two similar ventures: ITRAXX at BNP Paribas, the first liquid credit index family and the most traded product in credit in 2020. The UBS PIN CDS platform took UBS to top ranks in CDS houses within a short timeframe.

During his career was involved in controls assurance work, new fund launches, valuations of unlisted investments and review of incentive schemes. A qualified chartered accountant, he has a Master’s Degree from the London School of Economics and is a member of the Institute of Directors in the UK and holds a STEP diploma.

He is responsible for ensuring that commercial, client acquisition, and product strategies continue to support a rapidly growing international client base.

Before joining Fidelity, Manuel served as an Executive Director at Goldman Sachs, where he ran the Market Solutions group in Europe, managing infrastructure and FinTech partnerships.

Manuel earned his Master of Engineering degree in Software Engineering from the University of Southampton.

he strategy is now in its 9th year and has to date invested in more than 40 pure play blockchain venture funds in the Americas, Asia and Europe; and in a combined portfolio of 400+ blockchain and crypto projects including approximately 50% of all blockchain unicorns. Our funds rank in the top decile amongst all funds in their respective categories on both Pitchbook and Preqin. Headquartered in San Francisco with a presence in Grand Cayman, London, New York, Zug and Zurich, the alternative investment management firm, was co-founded by Alison Davis and Matthew Le Merle who, with Lou Kerner, also comprise the Managing Directors of Blockchain Coinvestors Acquisition Corporation 1. Matthew is also Managing Partner of Keiretsu - the most active early-stage venture investors backing over 300 companies a year.

Matthew’s career has spanned being a global strategy advisor, professional services firm leader, corporate operating executive, private equity and venture capital investor, and board director. His board work has included Chairman or Non-Executive Director roles in 15 public and private companies and active Advisory Board roles in fast growth companies. Matthew’s board experience includes a broad range of industries including Digital Content/videogames, eCommerce, Fintech/Blockchain, Business Services, Consumer and Retail.

Matthew has advised sovereign and regional economic entities on issues of innovation, entrepreneurialism and cluster growth. Clients have covered the globe from China, the EU, and the UK to the US including in his home state of California and the Bay Area/Silicon Valley.

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 bestselling author (The Intelligent Investor – Silicon Valley, Blockchain Competitive Advantage, Corporate Innovation in the Fifth Era, Build your Fortune in the Fifth Era, The Ministry of Bitcoin and Second Chance) 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 San Francisco and London with his wife, Alison Davis.

Previously Bill was Chief Investment Officer for two family offices where he led the investment teams and was responsible for investment strategy and asset allocation. His start in the asset management business was as President and Chief Operating Officer of Vantage Consulting Group, a Virginia-based investment consulting firm focused on bespoke investment advice to institutions and an early pioneer in hedge funds, private equity, and resilient portfolio construction.

Subsequently, he had senior roles at both traditional and alternative investment management firms. In his current role at Chicago Atlantic, he works with institutions, family offices and high net worth individuals. Additionally, Bill currently serves as the independent Trustee of the Winter Park (FL) Police Pension Board, and is a former member of the investment committee for the Juvenile Diabetes Research Foundation, International.

Bill holds a BSE degree in Naval Architecture and Marine Engineering from the University of Michigan and a MBA from the Colgate Darden School of Business Administration at the University of Virginia. He resides in Winter Park, Florida.

He is the Managing Director of N3 Capital, a Los Angeles based multi-strategy family office focused on long term strategic, responsible, and sustainable direct and indirect investing across asset classes including Venture Capital, Private Equity, and Real Estate, looking to solve the world’s biggest problems by supporting the most creative innovators.

Ivan is also the Managing Partner at Navigate Ventures, a B2B Enterprise SaaS early/mid growth stage fund focused on supporting the best entrepreneurs outside Silicon Valley, between series A and the B (Growth) rounds.

Ivan is a member of YPO, IPI, and CEO organizations, and a YPO resource globally. Ivan has also been an Adjunct Professor at USC Marshall where he teaches classes on entrepreneurship and investing. He has also taught at LBS, Technical University of Vienna, and UCLA among other universities. He has a strong global network of senior level relationships and hosts a series of Family Office/VC/CEO Dinners in several cities around the world to discuss the latest asset allocation and VC trends and developments.

Ivan has served on numerous business, corporate, government, and non-profit boards around the world and is a frequent speaker at industry conferences and professional organizations on topics including the state of private capital, Growth Capital, and asset allocation.

Mr. Nikkhoo received his MBA from USC Marshall School of Business and his Bachelor of Science in Engineering from McGill University. He has completed executive education programs at HBS and Stanford and is a General Securities Principal licensed with FINRA/SIPC. He has lived on three continents, has travelled extensively throughout the world, speaks three languages, and is experienced in doing business globally.

With a background in audit from PwC, Victoria joined the corporate team at Tutors International in 2011. She had a pivotal role in the structural transformation of the company and continues to facilitate its evolution as a growing enterprise. Within the company, she is known for her calm and measured approach to problem solving, her diplomatic skills and her continuous pursuit of knowledge.

As COO of Tutors International, Victoria is involved with a range of projects, from the tiny details of daily operations right up to company structure, mergers, and acquisitions. She is a natural connector-of-people, and a capable generalist with the ability to fulfil many different functions and specialities within the company.

Victoria is passionate about education and is a self-proclaimed life-long-learner. She completed her TEFL and TESOL qualifications (teaching English to speakers of other languages) during her gap year, where she also sailed in the Tall Ships Races and discovered a love of sailing. She speaks reasonable Swedish and is currently brushing up her French and Spanish skills.

She read Politics with European Studies at the University of Exeter. Victoria went on to study an MA in War and Society and was elected Vice President of the Post Graduate Guild of Students. She has most recently completed an MA in Education from the University of Bath.

Victoria’s professional interests lie in the intersection between education and the future of work, with a particular focus on the role of educators in preparing children for remote working positions. She volunteers as a co-opted governor at her local primary school and serves as the honorary secretary for a local charity which combats homelessness.

The Somers Partnership are the trusted human capital advisors to some of the largest and most private family offices. They recruit the most capable and talented C-suite professionals for their clients to achieve compound talent, enabling them to future-proof their families and family offices. They take particular pride in building successful teams around neurodiverse Principals and they understand the unique opportunities this can bring.

Mark Somers was selected by Goldman Sachs to attend the future entrepreneur’s business course (10KSB) at University College London. Twice voted one of the top 100 most influential in the Family Office sector by Family Capital, Mark is a member of the judging panel for the Spears 500 and has won Outstanding Contribution to Wealth Management thought leadership in The Wealth Briefing awards 2021.

Mark’s first career was in the British Army, where he won a university scholarship before attending the Royal Military Academy, Sandhurst. He went on to serve in the Royal Scots Dragoon Guards where he was the first gunnery officer for the new Challenger II Main Battle Tank. Since then, he has moved to Hampshire with his wife Jo to raise their 3 sons.

Throughout his career, Mark has remained dedicated to helping charitable causes. He has been a longstanding committee member for the two largest charity networking events in the wealth management industry, the Grouse and Grape and Gulls' Egg Luncheons in aid of the Cure Parkinson’s Trust. He has also been vested with the Duke of Kent medal for helping establish ‘Caring for Courage’, his regiment’s Afghan and Iraq operation casualty fund.

....and for-profit clients with foundations in and across industries and geographies.

Trish has more than 25 years of human resource experience, focusing on compensation, including nearly 15 years as a consultant working with public, private, and not-for-profit clients in the U.S. and globally. She is a frequent speaker at family business conferences and family office events.

Trish founded Botoff Consulting with the goal of providing good data to families. She led the building of what is today the most robust database of family office/family investment firm compensation data. In addition, Trish has curated a team of highly skilled, experienced consultants with combined decades of subject-matter expertise.

Trish is a visionary and a collaborator, leveraging feedback and direction from other industry leaders to develop Botoff Consulting into the trusted institutional resource it is today. The firm’s extensive expertise includes compensation benchmarking, strategy, and structure; benefits analysis and benchmarking; incentive plan design; performance management; compensation governance; board support; and litigation/expert witness support.

Beyond the bounds of the firm, Trish is a mentor and an advocate for entrepreneurs and women. She has guided and supported colleagues throughout building their firms. Her support through her industry knowledge and commitment to clients and colleagues is immense.

In less than a decade, Trish has built Botoff Consulting into a leading, reliable, and trusted compensation and strategic advisory resource for family and private organisations globally. Botoff Consulting utilises both internal proprietary data and a broad array of best-in-class compensation studies, ensuring the firm captures markets from which clients compete for talent. With principal consultants on both the East and West coasts, the firm serves U.S. and global clients.

As a daughter of teachers, Joanna was brought up in an educationally conscious environment. She started tutoring mathematics and flute to her peers, aged 16, and has been teaching or learning ever since. She is fully fluent in French, Spanish and English.

Having studied Marine Sciences at Southampton University, and having completed a Maitrise in Oceanography at the Universite de Bordeaux, Joanna embarked upon several years of travelling, volunteering and working as a marine scientist and diving instructor in Indonesia, the Seychelles and Fiji before she settled into a career as an educator on a full-time basis.

Joanna finished her PGCE in London, where she focused on secondary mathematics. In addition to being a maths specialist, Joanna is highly experienced across all the sciences, as well as several languages. This all-roundedness has seen her teach a wide variety of subjects and students, all around the globe, most notably onboard a superyacht in the South Pacific, as well as two years in Mustique.

Joanna particularly enjoys teaching through practical experiences and travelling with her students to bring learning to life. She believes a well-rounded education is so much more than just what happens in the classroom.

Her wealth of experience, working closely with UHNW families and depth of understanding of the bespoke nature of each tutoring role, is now being directed toward ensuring the all-important match between the client family and their tutor.

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 an investment focus in Bricks, Clicks and Crypto. Always open to new entrepreneurial ideas and investment opportunities.