Family Office Forum, Zurich 2019 Edition
We are currently busy with the 2019 Edition forum programme, should you wish to be involved in a prestigious speaking capacity, please contact us.
Justin Aldrich Rockefeller
Impact Investor and Co-Founder
Justin Rockefeller is Global Director of Family Offices and Foundations at Addepar, the financial operating system designed to bring common sense and ethical, data-driven investing to our financial world.............
Addepar serves, pro bono, as the transaction-level data platform for The ImPact, a social enterprise Justin cofounded to increase the probability and pace of solving social problems by improving the flow of capital to businesses creating measurable social impact. The ImPact provides families with the knowledge and network they need to make more impact investments more effectively. Those who make The Pact commit to 1) explore the impact of all of their investments, and 2) invest to create measurable social benefit.
Since 2009, Justin has served on the board and the investment and audit committees of Rockefeller Brothers Fund; he helped steer the private foundation towards mission-aligned investing of its endowment. He also serves on the board of Japan Society.
In 2002, Justin received a B.A. from Princeton University. Justin is married, has one daughter, and lives in New York City.
Her Excellency Ambassador
British Ambassador to Switzerland and to Liechtenstein
Jane Owen is currently Her Majesty’s Ambassador to the Swiss Confederation and non-resident Ambassador to Liechtenstein..............
Prior to this she has served in the following areas:
2014 - 2016 Chief Operating Officer at UK Trade and Investment in London
2010 - 2014 HM Ambassador to Norway
2006 - 2010 Director, UK Trade and Investment - India, British High Commission, New Delhi
2002 - 2006 Director of Trade Promotion, British Embassy, Tokyo
1998 - 2001 Deputy Head of Mission, British Embassy, Hanoi, Vietnam
1996 - 1998 Head of Mediterranean and Asia Section, European Union Department, FCO
1993 - 1996 Head of Exports to Japan Unit, Department of Trade and Industry
1990 - 1993 Second Secretary (Commercial), British Embassy, Tokyo
1988 - 1990 Japanese language training, FCO
Jane was educated at Ellerslie School in Malvern, and Trinity College, Cambridge (BA Hons in Russian, French and German). She was born in Bilston in the West Midlands.
Lucius von Bethmann
Lucius von Bethmann, born in 1995, descendent of the Bethmann banking family.............
He holds a B.Sc. in Industrial Engineering and Management from the KIT after spending two years on a British Boarding school. During his Gap year he completed an internship at a forestry consulting firm; Boscor Forst GmbH, Bethmann Bank and at an automotive supplier; Vorwerk Autotec. He is currently working on a prestigious bordelaise wine estate to fulfil a dream and to ace his third fluent language. Lucius is an ambitious rower and competed in national competitions.
Tessy de Luxembourg
VICE Impact EMEA
Tessy was 5 years in the Luxembourg military where she took part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment being the only female member of Her draft.............
She received the UN medal of recognition for this mission. Here awards include: 2012- the Order of Civil and Military Merit of Adolph of Nassau; 2016- the Mrongovius medal of recognition for her work on spreading humanistic ideas globally; 2017- the ‘Woman of the Decade Award’ from the Women Economic Forum for her work in women empowerment, security and peace.
Tessy is a UNAids Global advocate for Young Women and Adolescent Girls, she is the patron at UNA-UK, where she holds the highest position in the organisation that tackles issues of sexual violence in conflict. Moreover, Tessy is the Co-founder of Professors Without Border, a social enterprise that aims to bring quality education all around the world. She hold the position as Director of VICE Impact for the whole EMEA regions and Director of Special Projects. Moreover, she has her own consultancy where she works with global brands, institutions and individuals where she advises them on a variety of topics.
Tessy holds a BA of Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors. She is a globally recognised speaker on topics on education, women in the workforce, millennials, global health and Impact.
Joel Dietz is the founder of Swarm, including co-founding child projects Swarm Fund.............
(www.swarm.fund), Swarm Club (www.swarmclub.com), Swarm Syndicates, and Swarm Research, now with 30+ staff across related projects. Broadly speaking, Joel's projects look at the growing impact of AI and blockchain on finance and other aspects of human life, searching for creative solutions that integrate the best of both worlds. The platforms and communities he has created, including his engagement in the Burning Man and fine art worlds, are focused on creative synergies between what might initially seem like contradictory impulses.
Joel has long been a pioneer in the open source software and digital currency movements. Among other things, he co-founded the first smart contract educational channel (EtherCasts), the Ethereum Silicon Valley meet-up, wrote the original “AppCoin Manifesto,” and built the first decentralized asset and governance platforms on the Bitcoin blockchain. Joel facilitated a blockchain-community living space in Palo Alto and has presented at every major blockchain conference and festival about real assets, AI, Decentralized Autonomous Society, DAO Democracy, Futarchy, and Liquid Democracy. He holds degrees from Brown University and the University of Pennsylvania and awards from Google and Salesforce.com.
Alex Stephany is a well-known technology leader based in London. Mr Stephany is the CEO of Beam: the world's 1st platform that crowdfunds employment training for people from disadvantaged backgrounds. .............
Beam is a "social impact business" funded by the Mayor of London alongside pre-eminent figures from the worlds of technology and finance including the cofounder of Booking.com and former COO of Equities from Goldman Sachs.
Previously, Mr Stephany was CEO of JustPark, the UK's leading parking mobile app which is funded by BMW and venture capital firm, Index Ventures, and has over 1.5m UK customers. While running JustPark, Mr Stephany also led the largest ever crowdfunding campaign for a startup in history - raising the legal maximum of EUR5m from 2,700 investors and customers of the app.
Mr Stephany is also the author of The Business of Sharing, a critically-acclaimed business book on the sharing economy published by Macmillan. Mr Stephany advises the Seoul Government and Mayor on using collaborative models to solve problems.
Mr Stephany started his career in corporate law, training as a lawyer at global law firm, Clifford Chance LLP. Mr Stephany holds a Double First Class Honours degree and scholarship from the University of Oxford. Mr Stephany is presenting at the family office forum to raise new funding for Beam from those wishing to make the greatest possible impact with their capital through scalable technology that helps people to help themselves.
Opalesque founder Matthias Knab is an internationally recognized and highly connected expert on hedge funds and alternative investments with three decades of experience in information technology, consulting and finance...............
Opalesque, the first internet based media company focusing on hedge funds and alternative investments (2003), publishes six electronic publications to a global subscriber base of over 70,000.
The firm also produces the popular Opalesque.TV video series (www.opalesque.tv) with leading hedge fund personalities like Julian Robertson, Izzy Englander and many more.
Director, Client Advisor
Henley & Partners
Jacopo Zamboni is a director and client advisor at Henley & Partners Switzerland AG..............
He provides advice on residence and citizenship planning to private banks, family offices and lawyers, throughout Switzerland and Luxembourg.
Prior to joining Henley & Partners, Mr. Zamboni worked for a Swiss insurance company where he advised multinationals on the ways to protect their mobile employees, as well as managing relationships with Swiss private banks that required tailor-made insurance solutions for high net worth individuals.
Mr. Zamboni holds a Master of Science degree in Finance from Bocconi University, Italy, and is fluent in English, Italian and French.
Manfredi Mattei Filo della Torre
Manfredi is a Real Estate business developer, active in real asset and investment management since 2002..............
He currently serves as Managing Director of “Janus.PE - the Private Debt Investment Platform”, Independent Advisor to the Board of “Innovation First & Partners” a London based Private Office and Secretary General to “Fondazione Alberica Filo della Torre”. Previously he served as Executive Manager in a private Family Real Estate Management Firm with excess of € 35 M OAUM.
Professionally grown between Rome, Paris & London, he developed a diversified pan-European network, with native PR capacity.
Experienced in deal sourcing, business planning, fund-rising & development of small sized [€ 5-25 M] property investment opportunities, he partners with private qualified investors.
Manfredi has a solid track-record on private investment schemes, managed as SPV's architectures, financed with preferred equity & private debt structure issued as GP equity convertible bonds.
He is invited regularly as pro-bono speaker to Family Office / Private Equity conferences, to explore innovative structures & opportunities in Real Estate investments and prop-tech.
Senior Vice President
IHHR Hospitality Pvt. Ltd.
Mahesh is Head of Wellbeing at award winning wellness retreat Ananda in the Himalayas in India and Senior Vice President at group company IHHR Hospitality..............
He also manages the Ananda Spa Institute, the integrated institute for spa and wellness therapy education.
With over 25 years of experience of strategic consulting and brand building across industry leaders like Accenture and Oberoi Hotels, Mahesh’s current goal is to build on the success of Ananda and create a multi-faceted global holistic wellness company. He is currently establishing a new wellness brand and wellness advisory services within this portfolio.
His deep interest in the world of health and wellness started and continues through his association with Ananda.
Mahesh feels a strong connection with holistic Indian traditions of Ayurveda, Yoga, mantra chanting and classical art forms. Trained in Indian classical violin and vocal music, Mahesh comes from a long ancestral line of Carnatic classical musicians and composers in Tamil Nadu, India. Growing up in a family of Vedic scholars and classical Bharatnatyam dancers, Mahesh was exposed to the unique rhythm in music, dance and Sanskrit chants at an early age. He is a follower of Ananda’s traditional Hatha Yoga practice and has worked to incorporate Ananda’s core Ayurvedic principles into his daily life.
Mahesh and his family live in Delhi and they share his passion for travel and discovering new places, experiences and traditions.
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.............
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.
CEO and Founder
Yann Borgstedt is a Swiss entrepreneur, born and raised in Geneva and educated in the United States.?...........
He has created, invested in and managed a variety of diverse business activities in the fields of real estate development and exhibition handling in France, England, United Arab Emirates and Switzerland. In 2005, Yann started The Womanity Foundation? which focuses on women's education, training and development in Afghanistan, Brazil, India, the Middle East and North Africa. In 2015, the Womanity Foundation has been listed among the Top 200 NGOs Globally.
Yann is a member of the Global Advisory Council of EDGE Certification (formerly the Gender Equality Project of the World Economic Forum), a board member of Internews and Change.org Foundation and an Ashoka Support Network member since 2007. He has a small portfolio of social investments (Microdon, Allbright, les Eclaireuses).
He has been welcomed by Women Moving Millions as the first European and as one of the rare male members in recognition of his contribution to women’s empowerment. It was an honour for him to be invited to speak at the 2013 TEDx CoventGardenWomen. Yann received the BNP Paribas Award for Individual Philanthropy (Special Jury Prize) in May 2016.
Yann is a member of YPO (Young Presidents Organization) network.
Max Kohler Foundation
Fatiah Bürkner has 17 years of experience in philanthropy from different perspectives. .?.............
Since 2016 she is the Managing Director of the Max Kohler Foundation in Switzerland. Prior to this she was the head of fundraising in Switzerland at UBS Optimus Foundation for two years. Before joining UBS, she worked for 6 years as a Relationship Manager at the private bankers Lombard Odier in Zurich and Japan where she advised Japanese families on philanthropy among others. In Japan, she held nationwide seminars about effective grantmaking for the Japan Foundation Centre. Prior to that she worked on a research project at the Centre for Social Investments at the University of Heidelberg (Strategies for Impact in Philanthropy) and at the Bertelsmann Foundation in Germany.
Fatiah holds an MA in Japanese Studies and Art History and an MBA in European Management and speaks German, English and Japanese. She is a board member of the Philanthropy Roundtable in Zurich and currently works on a bilingual book on Japanese philanthropists.
Dr. Mathias Terheggen
Dr. Mathias Terheggen is a social-sector expert and globally experienced professional and executive.. .?.............
Having worked with leading private philanthropists and foundations as well as governments and multinational corporations he brings almost two decades of hands-on experience in addressing social and environmental challenges from both sides of the social/private sector interface.
Mathias serves several social enterprises, foundations and start-ups as consultant, advisor, board member and shareholder and regularly publishes and speaks on philanthropy, corporate responsibility and social finance. He strongly believes in the power of markets to drive systemic change, philanthropy’s ability to innovate and the importance of balancing prosperity and sustainability for every society’s development. And that these believes, when combined with building and growing high-powered, values-driven teams and organizations, yield economic and social benefits to all stakeholders alike.
Since receiving his PhD in physics from the Swiss Federal Institute of Technology in Zurich he has built his focus on social sector topics at McKinsey & Company, as Global Head Philanthropy Services at UBS, COO of the Asia Philanthropy Circle in Singapore and Managing Director of the EDGE Certified Foundation. He sits on the board of Roots of Empathy Switzerland and the Cherie Blair Foundation for Women and works as an independent consultant.
Mathias lives with his partner and two daughters in Zurich.
Unity Investment AG
With over two decades of experience in the Enterprise Information Technology & Banking industry............
Sean has established a wide range of complex business and project knowledge as a CEO, CTO, contractor, consultant, program manager, business analyst, developer and security analyst. His work varies from developing cross-platform trading systems, over real-time algorithm manipulation and injection frameworks, to high-performance/high-security order routing systems. Being a leader with a computer science engineering background as well as a licensed derivative trader with the experience of working together with the markets leading global banks and stock exchanges.
Sean is much more than your average creative mind for creating complex, yet scalable and secure crypto and banking solutions.
BBS (BEST BUSINESS SOLUTIONS)
Sergey Bogatyrev is an investor, entrepreneur and advisor on international taxation, corporate structuring, entrepreneurship and economic development in highly uncertain environment.............
Mr. Bogatyrev possesses Bachelor of Economics Degree from Lomonosov Moscow State University. At the start of his career in Moscow, Russia, he’s got banking and stock market experience and was awarded “The Smartest Manager” title by DENGI magazine in 1998.
Later he joined Russian business and management consultancy firm where he was dealing with developing optimal corporate structures for business and investment projects for over 10 years.
Mr. Bogatyrev relocated to Singapore in 2010, switching to entrepreneurship and starting his own consultancy business.
He is a recognized expert in developing practical solutions for international investment and business projects that are in compliance with ever-changing legal enviroment.
His areas of interest include but not limited to the following:
- creation of corporate structures that are compliant with the new rules for global transactions (Automatic Exchange of Information, BEPS, CFC rules etc.);
- traditional investments (real estate, financial markets, physical gold);
- alternative investments (arts, colour diamonds, collectible wines);
- investments in blockchain projects;
- wealth management strategy for the first-generation wealth etc.
Mr. Bogatyrev assists his clients with:
- creation of investment strategies;
- creation of business development strategies;
- corporate structuring;
- asset allocation;
- citizenship by investments.
The core value of his expertise is providing independent and unengaged advice and his true passion is finding the best solutions that assist investors and entrepreneurs to achieve their personal goals in wealth creation, preservation and transfer to next generations.
Rishi Deva is a gold record-winning music industry veteran, specializing in artist management and versed in all sectors of the business. He has helped numerous multi-Grammy-winning and platinum-selling artists successfully navigate their careers. .............
Rishi is also the CEO of the international record label Kupid’s Play. As a music manager, he represents the chart-topping, award-winning Canadian musician, yogini, activist and author Parvati.
Rishi combines his passion for arts, ecology and communications with his MBA in marketing and entrepreneurial studies and BBA in accounting to curate innovative sponsorship alliances for suitable artists and brands. He brings this uniquely potent blend to his pro bono work for the all-volunteer Canadian and American charity Parvati.org to prevent world hunger, poverty and mass extinction by establishing the Marine Arctic Peace Sanctuary (MAPS). He is a recognized Climate Reality Leader, personally trained by former US Vice President Al Gore.
Rishi is also a founding member of Parvati.org, personally recruited by the founder, Parvati. The vision for MAPS came after their journey to the North Pole, where Parvati sang as the northernmost musical performer ever, in order to raise awareness of the melting polar ice. MAPS protects the Arctic Ocean ice, our planet’s air conditioning system, to keep our weather patterns stable and compel a global shift to sustainability.
Rishi now assists Parvati.org to set a new standard for artistic, technological and ecological achievement, rooted in the understanding of our inherent interconnection. He advises on their groundbreaking public education strategy featuring Parvati’s exceptionally broad creative offering to powerfully awaken an inner call to action within the hearts of humanity, in the general public and in our world leaders alike to scale MAPS at the necessary exponential speed to protect all life on Earth.
Marwitz Family Office
Julian Marwitz is a family member of Marwitz Family Office, a Single-family office from Germany with close links to the largest shopping mall owner in Europe..............
The biggest focus of activity is within real estate and private equity. Julian is originally from Hamburg and has previously worked in corporations such as Microsoft, Volkswagen, SAP and Allianz.
He has also served as the Executive Assistant to the CEO of JLL and was involved in strategic planning for growth and innovation within JLL in Europe, the Middle East and Africa. Moreover, he was the Account Manager for Qatar Investment Authority and contributed to several large real estate deals. Recently, his own company Arineos is involved with a new heating and cooling solution that does not require energy any more. He is a regular participant at conferences such as the World Economic Forum in Davos, Milken Institute Summit and family office events.
Julian holds a Master of Sciences in Sustainable Urban Development at the University of Oxford and has previously studied law in Geneva, Hong Kong and Germany, finishing with the German State Exam.
Matej Tomazin has finance in his blood.............
He has vast financial experience in the emerging industry of digital asset management and has been involved in the finance industry for over twenty years.
Starting out as a broker and portfolio manager, he went on to become a fund manager, the CEO of his own fund management company, and finally the CEO of the biggest private fund management company in Slovenia. With wide-ranging interests, he has also founded or been an early investor in start-ups in the food industry (organic and vegan products), IT (sensors, IoT), and digital marketing (virtual reality, social media campaigns) in Slovenia and abroad.
Co-Founder & Executive Director
As an international curator and consultant, Anne-Marie Melster has made a name for herself in the field of art, climate change and sustainable development............
through numerous interdisciplinary art projects with ARTPORT_making waves. Since 2006, as the co-founder and executive director of this interdisciplinary art organisation, she has collaborated with internationally renowned artists (Olafur Eliasson, Tino Sehgal, Barthélémy Toguo, etc.), institutions (United Nations, Pro Helvetia, Embassy of Switzerland in Paris, Grand Palais Paris, IUCN, Kunstmuseum Bonn, etc.) and companies, to raise awareness about climate change through the arts. She has created art programs for various climate conferences, among others for the COP21 in Paris and COP23 in Bonn in 2017. Each of these programs involves entire cities in various locations to address civil society as well as the delegates, thereby contributing to social change. Last but not least, she is one of the curatorial pioneers at the interface of art and climate change. Furthermore, in 2018 she founded Talanoa Consulting, an agency which supports companies on the road to sustainable development.
Apart from being a regular speaker at institutions like UNESCO, she is also a guest lecturer at the Academy of Fine Arts (Polytechnic University of Valencia), the University of Hamburg and the Universidad Veritas in San José, Costa Rica and is collaborating with the Ringling College of Art + Design, Sarasota in Florida.
She holds an MA in Art History, Spanish Philology and Political Sciences from the University of Hamburg and is fluent in German, English, French, Spanish, Italian, Portuguese and Catalan.
Born in New Zealand with a Dutch nationality, then lived in Austria, Italy, Netherlands, Great Britain, Saudi Arabia and Germany, Michael Breman can be described as a multi-cultural, speaking five languages fluently..............
Dr. Roni(t) Meshie Mai Lami
PhD, Individual & Family Wealth Psychology Across Generations
Dr. Lami Consultancy
Dr. Roni(t) Meshie Mai Lami is an internationally renowned expert on the psychology of money, success and relationships............
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.
Optimus Prime Family Office
David A. Pieper is running with Optimus Prime GmbH a German SFO with a family background in the Machine Building Industry.............
Furthermore he is a German real estate expert for many UHNWI in Optimus’ network.
Deepak Lalwani OBE
Deepak Lalwani is Chairman at Lalcap Ltd which is based in London and specialises in India investments. ...................
He was elected as a Member of the London Stock Exchange 30 years ago and is only one of two persons from India to have been elected. He is regarded as an authority and pre-eminent contributor on the India economic story. He is a qualified UK accountant. For over 22 years he has authored the influential "India Report".
Deepak was honoured in New Delhi with the prestigious "Bharat Samman Pravasi Award" by the NRI Institute. He was awarded an OBE in The Queen's Birthday Honours List 2010 for services to UK's financial services. He comments on TV, radio and in the press about India and chairs and speaks at many high level seminars in the UK and at MBA programmes of major UK business schools.
Head Market Development Africa
Swiss Re Corporate Solutions Ltd
Christina Ulardic heads the Business Development for Environmental and Commodity Markets, Swiss Re Corporate Solutions with focus on technology, new products and innovation............
She was responsible for the Market Development Africa leading origination efforts in weather, agriculture and energy risk transfer; clients being investors, financial service companies, corporate and public sector entities.
Christina works in impact investing being an angel investor herself. She dedicates time to co-creating innovative businesses, such as Blooom, a digital farm to fork platform serving the entire agri value chain.
Christina sits on the Advisory Board of the Impact Hub Zurich and Fairtrasa and on the Board of Basel Agency for Sustainable Energy. She is a jury member of Venture Kick Switzerland and Mentor in the MassChallenge program.
Christina received her Master of Science, Geology from the University of Freiburg, Germany and Basel, Switzerland. Before joining Swiss Re she worked for the Geological Survey in Chile, the climate change program of the United Nations Institute of Training and Research in Geneva and the German Federal Ministry for the Environment in Berlin. In 2004 she obtained a Master of Public Administration at the John F. Kennedy School of Government, Harvard University, USA.
Dominik von Eynern
Blu Family Office
Dominik has more than 18 years of experience in financial derivatives, principal investment and business development. He comes from a business family now in the 5th generation.............
Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.
Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).
Yacht Consultancy Ltd vs Programm: Derek Munro, Divergent Yachting
Derek Munro is the Owner of Yacht Consultancy Ltd, an independent service provider for the construction of new Yachts.............
Derek is also the Chairperson of Superyacht Charities set up in 2015, with 4 industry associates as Trustees.
Yacht Consultancy has been in operation since 2004 during which time we have been involved in numerous yacht build projects at yards in Italy, Germany and The Netherlands.
We have acted as the Owners Representative for numerous motor and sailing yacht projects of various sizes.
The latest project is the recently launched SY Black Pearl at 106m. She is currently the largest privately-owned sailing yacht.
Not only is she the largest sailing yacht but the technology integrated onboard makes her the greenest yacht currently sailing the worlds oceans.
Derek Munro grew up in Malaysia, the Solomon Island and New Zealand.
Educated in New Zealand where I studied Agricultural Economics at Massey University. After university I spent two years working in Management, Design and Sales before heading off to get some Overseas Experience.
With a university friend I back packed across Australia, Indonesia, Malaysia, Thailand and then through Israel and Egypt.
I landed my first job on a sailing yacht out of Eilat, Israel heading for Spain in 1986. Since then I have sailed to many wonderful places as the Captain / Engineer. I have crossed all Oceans and a number of the worlds seas.
Life at sea as a Captain/Engineer finished after the arrival of our first daughter. It was then I moved ashore working for an Engineering firm in Auckland as part of their design and sales team to all the ship yards in New Zealand.
On returning to Europe in 2004 I started consulting and working in the role of Owners Representative / Project Manager.
Chairman & Founder
Topan was founded in 2011 (www.topan.ch) and has a multi year team expertise in investment banking and strategic and financial services...............
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 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 managing 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 SwissGerman, German, English, Spanish and proficient in French and Italian.
Founder & CEO
Beinhoff & Co. AG
Lenka Beinhoff is Founder and CEO of Beinhoff Family Office (www.beinhoff.com) in Switzerland...........
She coaches international families and members of the next generations how to build a successful family legacy where substantial wealth and family business get transferred into the next generations. After having studied business, banking and finance at the University of Economics in Bratislava and St. Gallen, Lenka studied the family wealth and business advisory at the Family Firm Institute in Boston (www.ffi.org) and The Bowen Family System Therapy at the Bowen Center for Family Study in Washington (www.bowencenter.org). During her professional career, she discovered her today’s passion for ancient healing practices, modern neurosciences and energy medicine. Her positive experiences led her and her daughter Caroline L. Beinhoff to the foundation of the Institute for Family Healing (www.instituteforfamilyhealing.com) in Switzerland.
Lenka’s life purpose is to combine traditional advisory work for families with ancient wisdom and modern energy medicine to accelerate their successes in achieving unexpected results for the family today and the future generations while enhancing the family harmony and the family health.
Second Generation Member
Martin Pasko is member of the second generation of the Family Pasko from Slovakia.............
In 2007, he started his professional career as a software developer at ESET (www.eset.com), a global IT security company well known for its efficient antimalware products. ESET was co-founded by his father, Peter Pasko, and counts to the biggest investments of the family portfolio. Today, Martin is involved in family’s real estate investment projects, and also serves as project manager in the Family Gallery Nedbalka (www.nedbalka.sk) which is their own philanthropic project with a unique collection of the Slovak modern art.
Family Pasko aims to lead by example for other family businesses in Slovakia with the goal to enhance the local philanthropy initiatives and to save the Slovak heritage for the generations to come.
Martin studied at the Institut National des Sciences Appliquées de Lyon (INSA) in France, graduating from the Department of Telecommunications. He speaks Slovak, English and French.
Michael von Stumm
Kurt A. Engelhorn
Mr. Michael von Stumm is nowadays an advisor to Kurt A. Engelhorn and his family on their investments and philanthropic activities. This covers a number of interests including property, private equity, art and classic cars...................
Michael’s background is in the insurance industry where he worked for many years with a particular focus on art risk management. During this period he lived in Cologne, New York, Milan and London.
Michael holds a Master’s Degree in Industrial Administration from Union College in Schenectady, N.Y., USA and an MBA from Ludwig-Maximilian-University in Munich, Germany.
Caroline L. Beinhoff
Chief Next Generation Officer
Second Generation Member
Caroline L. Beinhoff is a member of the second generation of the Beinhoff Family and Chief Next Generation Officer at the Beinhoff Family Office.........
coaching younger members of the families who wish to build family success in the future. She is a co-founder of a new family start-up Institute for Family Healing (www.instituteforfamilyhealing.com). The Institute focuses on Key Performance Accelerationâ, Family Accelerationâ and Health & Fitness Accelerationâ using modern neurosciences and energy medicine to enhance the performance of an individual and a multi-generational family.
Caroline graduated at the Kantonsschule Enge in Zurich with focus on economics, business and law. She speaks Slovak, German, English, French and Chinese.
Heiner A. Weber
Heiner A. Weber is a largely hands-on investor in growth companies through Katalysen & Partners, Stockholm............
He is also on the board several Fintech companies, of the business intelligence consultancy Alaco (Suisse) and senior advisor to the leading New York based AI company IPsoft. He started his career in electronic options trading, as co-founder and managing partner at a pan-European options trading company, and was later responsible for teams covering semi-institutional clients, such as single family offices and trusts at Swiss private banks. With some of these clients he is still exchanging investment and allocation ideas and sometimes engaging in a co-investment.
Other assignments included being the managing partner of a start-up boutique investment bank mainly focusing on frontier markets and leading the investor strategy in a mega real estate project in Spain, EuroVegas, coordinating negotiations between land-owners, developers and politicians. Heiner has a CAIA, PRM and CQF, studied at EPFL and IMD.
Richard M. Beinhoff
Ambassador for Beinhoff Family Office
2nd Generation Member
Richard M. Beinhoff is a member of the second generation of the Beinhoff Family who proactively took on his role as an Ambassador for Beinhoff Family Office. ............
He is part of the Arising Next Generation of the Young Family Business Leaders and participates in our own NEXT GENERATION ACCELERATION® program. Richard’s passion is connected to the food technology and wellbeing of humankind and animals . He speaks English, German, Slovak and French.
FullCycle Energy Fund
Caitlin Sparks, General Partner at FullCycle Energy Fund............
She possesses over a decade of international expertise in clean energy development and climate change; environmental assets, markets, and policy; resource recovery and global sustainability initiatives. She founded The Gold Standard, a certification standard for quality renewable energy project development; managed a renewable project portfolio extending from Brazil to China for Camco Global; co-founded The Bioenergy Association of California (BAC) an industry association to promote development of sustainable bioenergy in California; led a consulting practice focused on bioenergy and biofuel development; and has routinely advised international, national and state policymakers.
Caitlin possesses over fifteen years of strategic business acumen and has founded four companies, including Matternet Inc., a drone company named a 2015 Technology Pioneer by the World Economic Forum and “world-changing” by Google X.
Sparks studied religion and philosophy at Wesleyan University and evolutionary neuroscience at the University of California, Berkeley, where she graduated Summa Cum Laude. She researched the evolution of human cognition at Harvard University and studied emergent technologies and innovation at Singularity University.
GFEP Family Equity
In 2009, Thorsten founded the first and leading investment office to professionalize long-term portfolio entrepreneurship for family equity investors............
With six partners and offices in Munich, Frankfurt and Hamburg, GFEP Family Equity strategically structures, builds and manages fully individualized portfolios of direct, private and strategic investments. The investment office thereby creates scalable entrepreneurial value for its clients.
Thorsten has been Single-Family-Officer for six years responsible for the direct private investment portfolio of Professor Dr. h.c. Roland Berger, Founder of Roland Berger Strategy Consultants, one of the world's leading strategy consultancies. Prior to that Thorsten worked with PricewaterhouseCoopers’ Transaction Advisory Practice, lead-advising UK Private Equity funds in leveraged buy-out transactions.
Sassorossi, Fraschetti & Associati
Clarissa is member of the fourth generation of Sassorossi, Fraschetti & Associati Italian family office open since 1932, professionally involved in company law, tax and business advising..............
After successfully graduating from the International School of Florence with excellent achievements, she is now on her first year at King’s College University London studying History and International Relations.
She speaks Italian, English, Spanish and French.
Dr. Peter Dobler
PSplus Software + Consulting GmbH
Dr. Peter Dobler is the managing partner of PSplus Software + Consulting GmbH in Germany.............
In 1996 he founded the company in cooperation with bank Sal. Oppenheim. PSplus is a leading supplier of software for family offices and asset management.
He previously worked for 8 years as director of Watkins AG, a Swiss based software vendor of private banking applications, and 6 years as senior manager for KPMG in international banking projects. He started his career with CMG in Germany as project analyst and project manager with various implementation projects for international banks.
Peter studied economics at university of Würzburg with a degree in business administration and holds a doctorate of economic sciences.
Serge Conesa brings over 30 years of experience in data communications and the IT networking industry..............
His experience ranges from working in the business of internationally expanding major telecommunications and civil infrastructure businesses coordinating all the key elements of a new business: including time, money, resources and technology throughout multiple geographies and cultures. Serge has been the former COO part of Midas Green Technology funding team. He has been working with Chris Boyd to develop the Generation 3 and 4 for 2 years creating a business portfolio greater than $100M and now the Immersion4 DTM (Dynamic Thermal Management) technology. He has held key positions in both sales and marketing management with start-ups such as Livingston Enterprises, Nuera and Dynarc. He has also been responsible for building and implementing the entire operations in the EMEA region covering Sales, presales, post-sales, marketing and business development for these companies. Serge is also a former member of VCG International, company helping European or US based start-ups such as Wave7Optics, Hyperchip, Mahi Networks, QoSMetrix, Ditech Communications, Movaz, Ercom, RRT, Avvasi, Andrexen, Navayo, Bee Ware, Horne International, Midas Green Technology, Invoxis, Sea Orbiter;. to extend and increase market share in North America and internationally. Prior to Dynarc, Serge was Director of Strategic Alliances for the Inter-Networking Systems Business Unit at Lucent Technologies. Serge helped form the corporate data strategy and led several key acquisitions. In this role he identified and defined portfolio requirements, assembled multi-disciplinary M&A teams, specified product and vendor requirements, researched potential partner and acquisition targets; and performed detailed business case and financial analysis on targeted companies and products. Serge led some of the WW OEM agreements and acquisitions including ActivCard, SUN Microsystem, BULL, Infovista and Nexabit. Prior to Lucent technologies, Serge held Key Executive Sales management and business development roles at Alcatel, AT&T and AMP.
“The path to the future” 2 Proprietary & confidential Cannot be communicated without Immersion4TM written consent Since March 2011, Serge primary focus has been to bring a new interpretation to utility management and savings by:
• Redefining system approach leading to a methodology which includes agility, to provide real-time actionable insights to reduce the utility consumption from the building to the scale of a country in respect with the security and data integrity of all parties involved.
• Creating a Universal Assessment Platform “UAP” to provide a unified and cohesive SaaS solution that enables C level building owners and municipalities to realize the full benefit of their smart grid and energy system investments.
His vision will help corporate and government customers assess, optimize, and manage the life cycle of resources utilization for enhanced efficiency and reduced energy consumption. At the highest levels of governments, energy independence is recognized as key to maintain a nation’s economic and political security. His work is giving now the ability to respond to the call from the White House, not only in addressing, but also in helping to solve the nation’s need for energy independence in a climate of greater demand and diminishing resources, and to replace the current inefficient industrial model of resources management with a new highly efficient model. For these accomplishments Serge has been elected to become a National Interest of the United States of America due to the importance of his work which shifts the paradigm of energy management. As a dedicated family man, he always had the desire to help children who are less fortunate. He is currently creating foundations focus on education to provide freely an integrated video conferencing solution to schools and K12 around the world.
Union Hotels Canazei and Sommavilla Costruzioni
Doris is third generation family member of hotels and residential development business. ..............
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 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 business in Italy to help with their turnaround often originated from succession matters, litigation or illiquidity issues.
Doris experience at PIMCO and Allianz Global Investors includes 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 pensione 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.
a DRW Company
Lucas Friss is on the Business Development team at Cumberland – a DRW Company.............
one of the world’s largest liquidity providers in cryptoassets. Lucas joined DRW in 2016 as a trader within a specialized fixed income group and was primarily focused on U.S. Treasury Bonds and derivatives products.
Lucas transitioned to the Cumberland team in 2017 to help support 24-hour trading operations, including trading, onboarding, and relationship management. Lucas recently relocated to London to take on an expanded role, continuing to support trading operations while working with the business development team to identify and attract new counterparties in Europe.
Lucas earned a BA in political science from the University of Chicago.
Leslie Johnston joined C&A Foundation as its first Executive Director in late 2013 and brings over 20 years of management experience across multiple sectors, including smallholder agribusiness, entrepreneurship and corporate philanthropy..............
At C&A Foundation, Leslie led the development of the foundation’s first global vision, mission, and strategy, anchored on making fashion a force for good. She oversees team of over 50 people in nine countries and a grant budget of over EUR 50 million, working to improve lives and livelihoods across the foundation’s five signature programmes.
Prior to this role, she managed the Swiss-based Argidius and COFRA Foundations, committed to helping enterprising people to help themselves. As the Deputy Director for TechnoServe in West and Southern Africa, she co-managed a $20 million portfolio and a diverse team. She also has top-tier management consulting experience, having worked for McKinsey & Company in DC and South Africa. She holds a Master of Science in Foreign Service from Georgetown University and a double Bachelor of Arts in Political Economy and French from University of California at Berkeley.
Leslie currently serves on the boards of Fashion for Good B.V., COFRA Foundation, GoodWeave International, CottonConnect, and the Organic Cotton Accelerator.
Steinbeis Consulting Impact Investing
In his daily business life, Lothar Jakab is the Director of Steinbeis Consulting Impact Investing.............
and manages direct impact investments on behalf of public and private investors in sub-Sahara Africa in agribusiness, renewable off-grid electrification, waste management, health and education since 2004. His business unit is a profit centre within the larger Steinbeis Verbund with a consulting, knowledge and technology transfer track record in more than 80 countries during the last 45 years. Mr. Jakab is also the organizer of the Impact Investing Roundtable Frankfurt.
Since 2009, he also serves as the Chairman of the Board of Primus Valor AG, an issuer and asset manager of closed end funds in green affordable housing and solar parks, where he was a founding member in 2007. Before, Mr. Jakab worked in mergers & acquisitions, strategy consulting and corporate finance.
He started his career in one of the largest, family owned facility management companies in Germany after finishing his studies in Business Administration at the University of Mannheim.
Dr. Céline Wong
24th Generation Member
Named Top 100 Women in Fintech 2018, Céline Wong manages a VC Fintech fund Life. Sreda based in Singapore after a successful start-up exit as a Fintech entrepreneur..............
In addition, she consults international financial and blue chip corporations in digital innovation and technology transition by applying design thinking and agile work methodologies from Zurich.
With a strong family business experience in global Logistics and Jinko Solar, she is chairing the sustainable impact investment committee within the Wong family foundation.
Besides the family office engagement, she is a fellow at the Centre for Sustainable Finance & Private Wealth at the University of Zurich.
She is a trained consultant by BCG and is currently a nominee to the WEF, Young Global Leaders. Céline holds a PhD in Politics and Finance, MBA and BA (Hons) Dunelm.
Jean Francois Desjacques
CEO, Founder & Partner in a Swiss Family Office he’s in charge of acquisition & arbitration for Major UHNWI Families............
Born the 3rd February 1954 Hanoi Vietnam Geneva & Moscow based Offices and representative offices Geneva-Moscow-Baku-Barcelona-Singapore-Rio de Janeiro Ceo of Eastinwest SA -Swiss Family Office JF began his career 41 years ago in the real estate industry He was appointed as MD of Major Multinational Companies (Societe Auxiliaire d’Entreprises + Groupe Bouygues ) Being one of the youngest MD in this industry in France .(1976-1991) He also spent 7 years in a company now taken over by Expedia, his role was to make hospitality-hotels strategies (1993-2000) marketing and promotions.
He opened representative hotel offices in CIs Russia with Anna Konchakova DESJACQUES in the mid 90’s From 2000 he has with his partners made major deals and also distress for Banks Institutions Corporations Funds Individuals In their commercial real estate strategies:
Activity-Hospitality/Commerce-Shops/Land Development/Offices/Residential JF has a good knowledge of the market ,he is extremely well internationally connected With UHNWI of Cis-Asia-Middle East Families/Corporation Funds Banks and FO.
And participates as Vip Guest-Speaker-Moderator to many international high end conferences-seminar-events from all over the Globe He was interview by several Medias and TV including Forbes Russian magazine golden edition in 2006.
CEO, Founder & Partner in a Swiss Family Office he’s in charge of acquisition & arbitration for Major UHNWI Families He’s a member of:
Luxembourg-Russia Chamber of Commerce
Switzerland China Chamber of Commerce
Switzerland-Hong Kong Chamber of Commerce Association des Amis del’Azerbaijan Also @ Committee of Organization of Charity Foundations Heart for India Womanity The Red Pencil Foundation
He has an international culture having worked in more than 40 countries.
Is an Investment Director at SLM Partners,responsible for management of the SLM Silva Fund in Ireland.............
Prior to joining SLM, he was an independent consultant working on a number of high profile land-based impact investment strategies and before that, Investments & Operations Director at New Forests ($3bn AUM), based in Singapore, where he held a number of board positions. He has written several published papers and book chapters on forest investment and featured in TV documentaries on sustainable forest management for the BBC, ArteTV (France) and NHK (Japan).
He is a Graduate of the Australian Institute of Company Directors, hold an MBA from Melbourne University, an MSc in Forestry from Oxford University, and a BA (Hons) in Natural Sciences from Cambridge University.
Philippe H. Berthoud
Philippe H. Berthoud, born in 1966, is a co-founder of PROSPEROUS Group.............
The company is unifying a selection of very smart seniors with unrevaled careers of the Swiss and Global Banking and Finance industry. We are pooling investment ideas, creating innovations and qualifying niches.
Philippe H. Berthoud is known in the industry as developer of various financial market innovations such as.the very first unit-linked Payout-Plan at FLEMINGS (1997), was responsible for the introduction and development of EURO STOXX50 from the green to the No.1 Index in Europe (1998-2000), organized and licensed in parallel the very first ETFs in Europe (1999). Following by GiF, the first NOT sales-driven Alternative & Hedge Fund platforms advising and supporting Pension Funds (2002), developing in parallel to Lyxor the first Core-Satellite Strategies by combining ETFs with GiF (2002-03). During his stay in St.Petersburg (RUS), he developed GRiP, the first global fund platform in Russia (2013). Most recently the bond marketing platform www.LiLiBonds.com and its sub-service platform www.GreenieBonds.ch which is the first global platform for sustainable bonds and Greenbonds with 950 listed products (2016/17). Currently, he is finalizing AST FEE, the first foundation for Swiss Pension Funds focusing on Renewable Energies (2017/18).
Much more important for the 0% yield capital markets : he created the idea of TIM : The INCOME Masterclass and led its R.I.I.S.P path of development. TIM is a (ultra-)conservative investment strategy platform but smart and sharp, which redefined the INCOME asset class for the safety focused investor and the risk averse portfolio manager. Please check www.TIM-Strategy.com .
Beside various postdiploma studies in finance, portfolio management and marketing, Philippe holds a MBA of Stanford (CA) and Zurich University, a bachelor of Zurich University of Applied Science and most recently he get through the HSG REM, the Renewable Energy Management education of the University of St.Gallen.
Philippe is multi-lingual and speaks 6 languages - assisted by a good glass of wine some more… ;-)
Raffles Family Office
Mr Jaydee Lin is the Chief Operation Officer of Raffles Family Office..............
Mr Lin is responsible for the day-to-day operations of all departments and the growth of Raffles Family Office. Specialities: Business development, branding, ATL/BTL/TTL engagement, communications and media relations, seniorlevel account management and team leadership.
Mr Lin holds a Bachelor of Science Degree in Business Administration from the Heinrich Heine University in Dusseldorf, Germany. He’s also fluent in English, German, Mandarin as well as Cantonese. Based in Hong Kong, he splits his time between Hong Kong, Singapore and Beijing.
Prior joining RFO, he was a Sales Manager at Rakuten Inc
Prof. Dr. Walter Zocchi
Professor in Organizational Behavior Change in Family Business
Belarusian State University
Associate Professor of Organizational Behavior Change in Family Business at Faculty of Economy and Tourism and at School of Business and Management of Technology at Belarusian State University (Minsk)..............
Visiting Professor of Family Business at Minsk Innovation University - Minsk (Belarus)
Previous Italian academic experiences as Professor of Family Business for BA and MBA courses : Università di Pisa, Università di Urbino, Università LUISS Guido Carli - Roma, Università Cattolica – Milano, Università Vita Salute San Raffaele - Milano
Author SIAE of the university courses “Family Business” and “ Mergers and acquisitions for family companies”
Lecturer in Rome at Economics and Finance Ministry Higher School and in many foreign Universities. (Balcan area, CIS countries, south east Europe, Asia, south America)
Scientific director of Italian interuniversity research in family business field for IntesaSanPaolo bank group. (published)
Member of ITFERA (Italian Family Enterprise Research Academy).
Founder of Family Business Office in Milan for strategic consulting to important family business in Italy , CIS countries, Asia and South America. Advisor for the most important fashion and food family companies brands in Italy. Strategic advisor for law offices, family offices, banks (corporate and private divisions) and wealth management companies.
Scientific partner at www.spplaw.by (law firm for CIS countries).
Author of 16 books as “the Family Business: family, family company and private wealth”, “Managing the family business and the succession process”, “Discontinuities and synergies in family business succession”, “Family Business & Family Company” and “Family Business Actors in Italy”; “When Family is Business” , “Communication, organization and strategy of the value for family business”, “ economic and strategic profiles of Family Business” ,” Longevity company and family Business”; articles, academic papers and research reports. Founder and President of Family Business Research Centre “Father to son” in Milan (Italy). Speaker in the most famous scientific congress about family business all over the world.
Rajaa Mekouar Schneider
Head of Syndicate/Investment Team
Rajaa is a seasoned Private Equity investor with a 20-year experience in Consumer- and Food-related sectors across Europe and emerging markets............
where she developed longterm trust-based relaConships and networks, in parCcular with Family Offices and entrepreneurs.
Since 2016 she has been a senior team member of Kharis Capital, a long-term direct investment firm backed by families and dedicated to Consumer markets across Europe, where she heads the Syndicate. Kharis was founded in 2015 and completed 6 investments (€600m+ AuM), including Quick Service Restaurants (900 restaurants across 6 EU countries), Digital MarkeCng and Organic Branded Food (www.khariscapital.com).
Before joining Kharis, Rajaa was the founding partner of Maera Capital, an advisory and coinvestment bouCque dedicated to private investors with a focus on consumer and agribusiness investments. There, she sourced, executed and monitored a number of direct investments on behalf of internaConal family offices and companies.
Amongst her achievements with Maera Capital is the foundaCon and build up of Terra Magna Capital, an vehicle dedicated to LaCn American farm investments (row crops across 110,000 hectares in 4 countries). She also advised Louis-Dreyfus CommodiNes on their farming operaCons ($100m+ AuM) and a privately owned sovereign group in Africa.
Rajaa´s Private Equity career started at Draper Fischer Jurvetson, the leading US Venture firm before she joined Lazard European Private Equity Partners, of which she was a founding principal. She became later an Associate Director at Change Capital Partners (www.changecapitalpartners.com), an LBO mid-cap fund originally backed by the Halley family, and focused on European mid cap investments in the consumer/FMCG/retail.
Rajaa is a graduate of HEC Grande Ecole in France and holds an INSEAD MBA. She speaks English, French, German, Spanish and Arabic. Rajaa was born and raised in Morocco and holds BriCsh ciCzenship, having spent most of her career to date in London before moving to Luxembourg at the end of 2015.
She is the elected Chairwoman (2018-2020) of Luxembourg Private Equity AssociaNon (www.lpea.lu), where she iniCated the LPEA Insights series (www.lpeainsights.lu). As such, she is a regular guest speaker at PE conferences in Europe and is a mentor for young talents keen to enter the PE industry.
The Litus Foundation
Mitja Hinderks is the founder of the Litus Foundation, which has the mission to help slow global warming and enable creatures to adapt to it.............
he Foundation’s first project is to develop uncooled internal combustion (IC) engines for all applications and fuels. They don’t exist yet, and apparently only the Foundation is working on this. Uncooled engines – a 21st century enhancement of today’s products – would cut energy use, operating costs and CO2 emissions by about half; be two to ten times lighter and smaller; nearly silent; more reliable, and cost about the same as today’s units.. Once they are on the market, the world would switch from cooled to uncooled engines within two decades, cutting global man-made CO2 by around 20%. The global engine market is worth over $650 billion annually.
Mitja developed the intellectual property (IP) and patents on uncooled engines and other energy saving technologies. He has over thirty years’ experience as an engineering, industrial and architectural designer. Other engineering work includes on low back-pressure exhaust systems; band brakes for high-load uses; continuously variable transmissions (CVT's) with no power limitation; hybrid electric vehicles and aircraft; as well as large hydrofoil marine craft.
Past architectural design includes all ward accommodations for a 1,000-bed teaching hospital for the University of Stellenbosch, South Africa; refurbishment of major interior spaces of Union Station, and of the Press Club Building, both in Washington DC. Working with Dworsky Associates in the early 90's, he undertook much of the design development of Los Angeles’ Walt Disney Concert Hall, collaborating with designer Frank Gehry's office.
He studied engineering with the Open University and, previously, architecture at the University of Cape Town and at the Regent Street Polytechnic. He maintains a strong interest in the arts and sciences, and was briefly a professional photographer.
Dr. Michael Mergenbaum
Inventor / Former Director
Grown up in a family business Michael became a globally experienced executive and professional for Business Engineering inside Family Firms. With fascination for Disruption and key business competencies for tomorrow, he strongly believes in people and business ethics as drivers for above average performance............
Having broad functional experience in Europe, Americas, the Arabic World as well as Asia, Michael served industry leaders like e.g. Hilti on operative and general management positions, global sales management, corporate development and innovation and technology management. Coupled with the ability to think in terms of opportunities and with gift of capturing people he creates settings and cultures that embraces growth, market impact and change to enterprises.
Today he is impulse generator, sounding board as well as speaker and desired partner for sustainability, differentiation and globalization of corporations for C-levels, board members and families. Within the process “from good to great” he creates with strategic focus a professional canvas that fosters clients from different parts of the world to engage themselves with ideas, skills and self-responsibility.
He holds Master and PhD degree in mechanical engineering (RWTH Aachen, Germany) completed with an executive MBA in the field of Business Engineering (HSG, Switzerland/Santa Clara University, USA). He is Certified Supervisory Expert (CSE) as well.
Michael is fluent with German, English and Dutch and he also knows basic Russian. Attracted by any kind of sports on water (molten or frozen), he today lives in the Switzerland and Austrian Alps.
Dr. Stephan E. Knobloch
Dr. Stephan E. Knobloch is a Strategic Advisor to IOME, a private investment partnership of women principals from the Gulf with its head office in Riyadh, Kingdom of Saudi Arabia.............
Additionally he is a member of b-to-v’s Investor Circle, heads his own family’s investment office since three decades, and is an advisor to several other single and multi family offices. Stephan is a serial entrepreneur in IT & Telecommunications, Automotive, Cleantech and Technology with several exits. He has over 30 years of experience in the start-up and turn-around business and played a major role at o.tel.o and Toll Collect. He has an education in computer science, law and economics.
Susanne’s passion for societal impact, innovation and collaboration finds expression in her recently founded company Impact Relation.............
She aims at integrated business & impact strategies for a more sustainable future and holds mandates in the private, public, and social sector. As Co-Director of Ashoka Switzerland she has been responsible for building up the Swiss- German chapter of Ashoka, the world’s largest network of Social Entrepreneurs. Today she still serves as a member of the board of the Ashoka Switzerland foundation. Before joining Ashoka, Susanne co-founded a medical-device company where she is still a shareholder and member of the Board of Directors. She has started her professional career at the Henkel- Group where she held different international management positions. She has sat in several juries and advisory boards and is member of the committee of the Zurich Philanthropy Roundtable.
Susanne is a business graduate of the University of Cologne and studied at HEC Paris, grew-up in Germany, Egypt and the USA and is mother of twin-boys.
Axel is fascinated by long-term change drivers and their economic impact primarily in the fields of robotics, AI, battery technology and cyber-security..............
He has spent 7 years in investment management in London at Liongate Capital, BlackRock and, most recently, LGIM. Going forward, he will be focusing on big data analytics. In the midst of the 2007-8 global food price crisis, Axel worked at the French Embassy to the United Nations (WFP, FAO and IFAD). Axel is an MSc in Management & CEMS graduate from the London School of Economics (LSE) and HEC Paris. He also holds an MSc in International Relations from the LSE and an Institut d’Etudes Politiques degree in France.
Dr. Hannes Schmid
Founder and Vice-President
Born in Zurich in 1946, Hannes Schmid is today one of the most important photo-artists in Switzerland..............
Continuing journeys took him around the world, where he developed his own characteristic visual language as an advertising, fashion and freelance photographer, characterized by personal ties to the objects. Hannes Schmid achieved worldwide fame with his staging of the iconic cowboy - the Marlboro Man. Legendary, is his collection of over 70,000 photos of the biggest rock stars.
In more recent times, Hannes Schmid has also attracted attention with his photographs and photorealistic art. And since 2012 he has been involved in humanitarian activities for children and families in Cambodia, one of the poorest countries in the world, with the non-profit association Smiling Gecko www.smilinggecko.ch
In recognition of his exemplary commitment to the people of the slums of Phnom Penh, he was honored with a Honorary Doctorate in April 2018 by the University of Zurich.
Dott. Ing. Maurizio Totta
Maurizio Totta was born in Torino, and graduated in mechanical engineering at the Technical University there.............
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. 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.
Burrell Healthcare Holdings
Chet Burrell has held senior level positions in the US healthcare system for over 30 years..............
During his long career, he has held leadership positions in the public and private sectors and in both the for-profit and non-profit arenas. He has led major private payers (as CEO) covering millions of people as well as led start up and mid-stage health technology companies backed by private equity and venture players (as Chair and CEO).
He has also successfully led investments in health care technology and service companies over the past decade as part of his larger leadership role as the CEO of the largest payer and health benefits management company in the mid-Atlantic area.
Mr. Burrell has led pioneering efforts to reform financing approaches to healthcare involving new financial incentive/financing models for providers to reward more cost effective, higher quality care. These efforts have been marked by joint efforts with government policy makers and regulators as public-private initiatives in attempts to find solutions to ever increasing and unaffordable health care costs in the US.
Recently he has focused the Burrell Family’s efforts in finding and investing in companies with promising new clinical breakthroughs in diagnostics and treatments as well as in next generation analytics that could yield insights to drive improvements in healthcare.
Noor Sweid has experience in scaling and exiting businesses with a long track record of operating high-growth businesses, as well as identifying and realizing high return investments in emerging markets. .............
She has been named in the Arabian Business 100 Most Powerful Arab Women list three times and has been profiled on the covers of Forbes Middle East, Entrepreneur Middle East, and Arabian Business magazines. Noor serves on several boards, holds an MBA from MIT Sloan, and is a Global Finance Fellow at the Aspen Institute.
Global Ventures is a Middle East and Africa focused venture capital firm. Founded by entrepreneur-turned-investor, Noor Sweid, Global Ventures benefits from the investment region’s record-high digital penetration rates, its burgeoning young population and Noor’s network in, and access to, the global tech community.
Dr. Christin ter Braak-Forstinger, LL.M.
Christin is the founder of PVA Advisory, an independent Philanthropic- and Impact Investing Advisory Firm based in Zurich (founded in 2011)....................
Christin has 15 years of experience as a financial lawyer and project manager for HNWI and a deep knowledge and personal passion in the area of philanthropy and impact investing. She also has extensive grass-roots experience in Africa.
Christin is the author of several books and peer-reviewed articles in banking law, philanthropy and impact investing. She completed her post-graduate study at Duke Law School and wrote her Doctoral Thesis at Harvard Law School. She is a regular lecturer at Universities and speaker at panels.
Privately, Christin is the co-founder and president of an Austrian, Swiss and Ghana based NGO supporting vulnerable children in Africa (www.braveaurora.com). Her private NGO received several renowned awards including the Human Rights Award 2014 of the Upper Austrian Government. The Int. Alpbach Forum Austria elected her as one of the 40 Young Emerging European Leaders 2014.
Peter and his family are the major investors, alongside two other families in Hemanext.............
He became an investor and Board Observer in 2015, after joining his father David Testa who was the founding investor and Director of Hemanext The Testa family represent the family majority ownership of Hemanext which involves a hands-on role with the Hemanext board, management, employees and advisors to continually monitor performance to key milestones and to shape company strategy. Two other families have co-invested alongside the Testas.
Peter is also Co-Founder and CIO of One Investments. Director, Antares European Funds. The Antares Funds are European Equity Long/Short funds following a bottom up research driven strategy. Investment performance has led to multiple award nominations Prior to that he worked for Fleming Investment Management Ltd (FIM). A Director of FIM responsible for the European Smaller Company Funds team before founding One Investment.
He also has a Family investment role advising David Testa (ex-Vice Chairman and CIO of T Rowe Price).
Ocean Independence AG
Swiss-born Peter Hürzeler has over 30 years’ experience in the yachting industry, from merchant deck officer at the age of 21.............
to the present day where he runs, in partnership with Nicholas Dean, one of the world’s foremost luxury yacht brokerage, charter, management, new build and consultancy companies.
From pastime to profession, Peter circumnavigated the globe as a young merchant deck officer, gaining thousands of sea-miles on commercial ships and in parallel acquired his Dutch Master Mariner qualification. Then in 1985, using the knowledge, professionalism and seamanship he had acquired during his commercial training, Peter Hürzeler decided to create one of the industry’s first owner-operated luxury cruise-charter companies. The fleet’s first vessel, 120’ sailing yacht COLOMBAIO, was commissioned and constructed in Holland, commercially certified, registered and operated—this at a time when the likes of the MCA were not even dreamed of. Peter captained COLOMBAIO from her launch in 1987. The yacht was kept solidly booked for several years and the charter operation eventually grew from 1 yacht to 3.
He then made the natural transition to life ashore, forming a company in his home town of Zürich, called Ocean Cruise, specialising in yacht management and brokerage. In January 2005, after masterminding the merger of Ocean Cruise, Sea Independence and Veloná Yachting, Peter joined forces with a long-standing friend and professional associate, Nicholas Dean. Together they formed Ocean Independence: a 16 strong network of offices, spanning the globe. Then 2008 saw the acquisition of Cavendish White, a highly respected and long standing competitor, resulting in the world’s largest central agency listing of crewed luxury super yachts and one of the largest listings of yachts for sale. Peter was also elected for 3 terms as the President of MYBA - the most important global super yachting association.
Syndicate, Investments & Partnerships
Rajaa has been a PE investor since 2002, working as a GP in funds and co investing / advising Families in direct opportunities, out of London until 2015 and from Luxembourg since 2016..............
She is part of the Investment Team at Kharis Capital, a family office-backed firm that focuses on Consumer Mid Cap investments, where she leads Partnerships with Families, among others.
Rajaa is a passionate trainer, public speaker and advocate for PE, an asset class she believes should be demystified and better understood by the wider public, as a value and job creator industry. Rajaa is on the Board of the Luxembourg PE association, LPEA, where she co initiated the www.lpeainsights.lu conference cycles.
Rajaa supports several initiatives in Africa, as a Trustee of Positive Planet UK and a Board Member of family-backed fintech start up Koosmik.
She is a graduate of HEC Grande Ecole and holds an INSEAD MBA. Rajaa is fluent in 5 languages including French, German and Spanish.
Jason is a serial entrepreneur, passionate environmentalist and futurist who argues that industrial revolution is over and the sustainability revolution has begun.............
Based on this he has developed a clear vision and blueprint for business in the 21st century.
He is an inspirational business leader of this nascent revolution. Currently CEO of AgriProtein, he has started and invested in some remarkable business, from the world’s largest insect farms, to an empowering and profitable toilet business in the slums of Africa as well as a company that is set to replace the pesticide industry.
Jason takes business thinking, vision and action – he looks for profitable game changing solutions to the new business paradigms we face. Turning accepted business concepts and models upside down as he looks at business today from the perspective of the future.
His closed systems thinking approach to his own business makes his companies profitable yet simple and brilliant.
Described by Forbes Magazine as 'Lord of the Flies’ and Leadership Magazine as one of ‘Africa’s most inspiring green leaders’, he is a realist with a no-nonsense business focused approach to fixing our problems.
Honorary Consul general for Pakistan in South Africa, he was also awarded the 2013 United Nations Innovation Prize for Africa and the CleanEquity award by HSH Prince Albert of Moncao.
Time Magazine this month named AgriProtein as one of '50 companies inventing the future'
Marlowe Capital Ltd.
Mr. Burguet is Research Associate at the Systemic Risk Centre of the London School of Economics and Portfolio Manager focused of banks equities.............
On the Academic side, his fields of research specialisation at the Systemic Risk Centre are global banks equities, monetary economics, macroeconomy, boom and bust processes and financial history.
Mr. Burguet has previous investment research experience focused on banks equities in London – Societe Generale Corporate and Investment Banking, Mediobanca SPA - and consultancy experience in the investment funds space. In 2018, before starting his finance career in London, he completed the International MBA at the Instituto de Empresa, ranked as 8th Worldwide in the Financial Times 2017 Global MBA ranking. His interests outside his professional life are reading – classical and modern literature - travelling and modern art. Mr. Burguet earned a National Literature Award in Spanish language in 1993 awarded by Alfaguara Publishing House.
Aspen Peak Advisors
Courtney Clark founded Aspen Peak Advisors after having worked in corporate finance specializing in the global emerging growth space for over 12 years. ..............
In 2010, with Aspen Peak Advisors, she began sourcing and due-diligencing Alternative Assets for Single and Multi Family Offices, Endowments, and Foundations. She broadly reviews portfolio diversifying strategies such as Real Estate, Hedge Funds, Venture and Private Equity, in both fund and direct investment structures.
Prior to forming Aspen Peak, as analyst at the boutique investment firm TerraNova Capital Partners she sourced issuers, both private and public, for investment banking services; with a primary focus on traditional and alternative energy and technology. Subsequently, as one of two Managing Directors in the Public Capital Markets Group she provided hands-on service and structuring through all stages of capital raising as well as after-market support.
She holds a BA degree (History) from Georgetown University and an MBA degree (Finance) from the University of Colorado Leeds School of Business.
She sits on the board of an international privately held Cannabis Company and has been researching the space for material and institutional investment opportunities since 2014.
Courtney lives between Aspen and New York. She is a mentor in the public school system and a hospice volunteer in her community. Annually she volunteers in Central America providing English language opportunities to both children and adults. An avid athlete, she enjoys telemark skiing, surfing, salsa dancing, and cycling.
CEO and Co-Founder
Project X Global
With a career of over 20 years of experience in value chain, sustainability and banking, Marcela is a recognised leader in purpose-led transformation models............
with a proven track record in South America, North America and Europe. Prior to co-founding Project X, Marcela was Head of Customer Innovation at RBS, and a member of its Corporate Banking Board, where she led innovative programmes transforming the way traditional systems work together, resulting in multimillion pound savings, additional revenue for the bank, its customers and suppliers and significant environmental benefits.
In 2015, she was recognised as Leader of the Year by Business Green and in 2014 she received a Word of Difference Award for her contributions to supplier inclusion.
Thomas Vellacott is CEO of WWF Switzerland, a position he has held since 2012.................
He holds degrees in Arabic and Islamic studies from Durham, in International Relations from Cambridge and in Business Administration from IMD.
Before joining WWF, Thomas worked in private banking for Citibank and as consultant and engagement manager for McKinsey & Co. At WWF Switzerland, Thomas built up partnerships with the private sector and subsequently took on the role of Programme Director, responsible for national and international nature conservation.
WWF Switzerland has 290,000 supporters and forms part of WWF's global network. WWF's mission is to stop the degradation of the planet's natural environment and to build a future in which humans live in harmony with nature.
Chairman & Founder
European Value Fund
Daniel Klein has successfully built-up and led a Swiss-based Single Family Office over the last 5 years...............
He is also Chairman of the European Value Fund and its umbrella fund Klein & Reich SA-SICAV. Not satisfied with the available offering of active equity managers mostly focused on the needs of institutional investors but less for family offices, he launched the European Value Fund in mid-2017 with his business partner. Daniel has been active on a few boards for the last 5+ years. Previously to his current role, he was for 5 years at Bain & Company, one of the leading strategy consultants, where he focused his work primarily on the Private Equity Group.
Daniel holds an MBA (with distinction) from INSEAD and a Master of Science from The London School of Economics.
Matt is the Founder of Decentranet. Matt has been a blockchain evangelist since 2013 when he coordinated the DC Blockchain Meetupand was heavily involved in the BitAngels investment group..............
Matt is the former Co-Founder and Chief Decentralization Officer at d10e, the world’s leading conference on decentralized technologies, philosophies and social organization. He serves as an advisor to Dispatch Labs, ImpactPPA, Humaniq, Securrency, and Loci and has been involved in several early-stage blockchain startups, including Ubiquity and Trive.news.
Matt is a prolific and sought-after speaker as an expert on decentralization at leading conferences worldwide. He has been featured in dozens of media publications, including Bloomberg, Nasdaq, TechCrunch, CoinDesk, CoinTelegraph, Bitcoin Magazine, and more.
Shen Tong is the founder and managing partner of FoodFutureCo. He has been a serial entrepreneur since the 1990s.............
founding Food-X, VFinity among other ventures, and co-founding Food-X B&B Media with 7 successful exits. He was general partner of SOSV, a top tier global multi-stage venture capital fund. His thesis of cultivating tasty, sustainable, healthy, accessible, and affordable food and agriculture businesses comes to life in his work with social and environmental entrepreneurs, building financially sustainable and impactful businesses.
Shen is a long time social activist beginning with his student protest days at Tiananmen in 1989. He was actively involved in the 2011 Occupy Wall Street movement, and continues to advocate for other human rights movements and social justice causes.
VP, Global Leader
Strategic Corporate Alliances
Arnaud leads Ashoka’s Strategic Corporate Alliances initiative, a global initiative aiming at bridging the social and business sectors in order to create new and impactful business models..............
By leveraging and mixing the power of 10 to 15 carefully selected corporate leaders (1 per major industry) and the unique innovation capabilities of first class Social Entrepreneurs, Ashoka aims at not only creating short term tangible economic and social results, but also at spreading a new and meaningful culture of changemaking across sectors and organizations.
Arnaud launched the operations of Ashoka France/Belgium/Switzerland in 2005 and played an active role in the recognition of the Social Entrepreneurship sector in Europe.
Member of the French team of freestyle wrestling during 10 years and graduate from ESCP, he has been involved in the social and humanitarian sector since he finished his studies.
He founded the NGO “Play International” in 1999, managed it for 6 years and chairs it now. He has also contributed to the development of various Social Businesses in France.
Founder, President and CEO
Martin was previously a Partner at Bain & Company and AT Kearney, which acquired his eponymous strategy consulting firm, Cannon Associates,..............
Founded in 1990. In each of these three firms Martin led multiple teams in creating accelerated growth, improved profitability and pathways for innovation at dozens of major corporations. At Hemanext Martin has transformed embryonic IP relating to Red Blood Cell biochemistry into recognized leadership in the field of Red Cell therapeutic potential and safety. Supported by a group of Private Family Office Investors and the National Institutes of Health, Martin and the Hemanext team are on the cusp of receiving regulatory approval in the US and Europe for a transfusion technology which will launch in Europe early next year, with the potential to save hundreds of thousands of lives and billions of dollars annually.
An Englishman living in the United States, Martin has served on numerous Boards in the for profit and non profit sector including the National Symphony Orchestra and the US Russia Business Council.
He is a graduate of the University of Oxford.
Founder and Executive Director
Dan Choon is a visionary technology enthusiast focused on strategy & technology while executing on imminent synergies between Europe and Asia..............
Dan is Executive Director of Dyan, a private investment office for Asian and European families. Dyan is specialized in technology investments with a focus on technology transfer, applications and growth in the South East Asian region. Dyan Sarl and its investment arm Cycle Management Sarl and Cycle Investments S.A. are based in Luxembourg with offices opening in Singapore. Dyan Private Investments align strategic interests of East Asian and European investors. Dan is Dyan’s visionary, builder, and cooperation enhancer. He leads the strategic and corporate development of Dyan and takes care of portfolio development and strategic cooperation. He supports both Families and strategic investors regarding their cross-border technology investments.
Prior to Dyan, Dan co-founded Venionaire Investment GmbH, a Venture Capital Fund based in Vienna investing in high-tech start-up companies in Europe. Previously, Dan also founded Ganzfeld, and worked as a technology M&A specialist, performing technical due diligence and IT consulting. Dan developed technology investment strategies for international customers and analyzed technology investment opportunities in Europe and selecting. At age 15, he co-founded an award winning project for gifted students (Heidelberger Life-Science-Lab). He has lectured in Microeconomics at the Baden-Württemberg Cooperative State University Mannheim (DHBW).
Nicolas Brown is one of the UK and USA's leading documentary filmmakers. He has won three Emmy awards and two BAFTA awards.............
As well as over 35 major festival awards in the USA, China, India, and Europe. For the past five years, he has worked for Passion Pictures as creative director of the Blue Media Lab – a media think-tank dedicated to environmental filmmaking.
He recently produced and directed two episodes of Passion’s Earth: A New Wild, which won a Panda Award at Wildscreen for "Best Series.” Recently he directed National Geographic’s award- winning Giant Screen film Pandas 3D: The Journey Home.
A regular at the BBC, he directed the award-winning Earth’s Natural Wonders, two episodes of the BAFTA-winning Human Planet and the multiple award-winning Climate Chaos with Sir David Attenborough. Nicolas’ Discovery Channel film The Truth About Global Warming with Tom Brokaw won the Emmy for Best Long Form Documentary. He has been invited to lecture in Central America about climate change by the UK foreign Office, and he has given presentations on filming “blue chip” Natural History in America and Germany, and is also co-author of the book Human Planet published by Random House and BBC Books.
Key Account Manager Superyachts
Felix Zimmermann has been Key Account Manager Superyachts at Pantaenius Yacht Insurance since 2006.............
He completed his studies at the Cologne University of Applied Sciences with a Master in Insurance and has over 20 years of experience in the superyacht insurance industry. After joining the traditional family business Pantaenius, Felix Zimmermann initially worked in Monaco before joining the team at Pantaenius' Hamburg headquarters.
His achievements at Pantaenius include notable developments in sales and underwriting. In France and Turkey in particular, he succeeded in significantly increasing Pantaenius' market share. In addition, he intensified international cooperation with boat builders, dealers and brokers in order to further strengthen the company's position as a profound risk partner for the entire industry.
Joanne is a digital health and media entrepreneur with a passion to invest in and promote businesses that are profitable whilst “doing good”................
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.