Family Office Investment Summit: UK

Organization: Family Office

Venue: Marriott London Grosvenor Square

Location: London, United Kingdom

Event Date/Time: Mar 19, 2014 / 8:30 am - (GMT) End Date/Time: Mar 19, 2014 / 6:00 pm - (GMT)
Registration Date: Mar 18, 2014 Time: 17:00:00(GMT)
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This year's Family Office Investment Summit features an esteemed line up of family office speakers, leading investment managers and expert practitioners to rigorously analyse and interrogate all parts of the family office investment portfolio. This is the meeting place for family office executives to explore the challenges they face when making investment decisions on asset allocation and management of risk vulnerabilities. The comprehensive agenda covers all asset classes from equities, to real estate, to private equity and will explore new opportunities in markets and regions including Africa, South America and Asia, as well as examine the current investment climate in Europe.

The Family Office Investment Summit 2014 is an opportunity to explore the wealth preservation goals of the family office as well as the more specific investment opportunities that promote growth within the investment portfolio.

Key topics include:

  • Keynote address: We are delighted that Adam Wethered, Co-Founder, Lord North Street will deliver one of the summit's keynote addresses
  • CIO ROUNDTABLE: DIVULGING BEST PRACTICES IN PORTFOLIO CONSTRUCTION AND ASSET ALLOCATION - How family offices are currently allocating their assets, how to diversify a portfolio and mitigate risk.
  • REAL ESTATE: CHALLENGES FOR THE FUTURE - Do families invest in real estate for acquisition or cash flow? Are families geographically agonistic?
  • INVESTING IN SOUTH AMERICA IN AN AGE OF OPPORTUNITY - The 2014 World Cup and the 2016 Olympics: What impact does this have on your investment strategy for Brazil? How do we mitigate issues of compliance and political risk, in order to make healthy and successful investments in South America?
  • PRIVATE EQUITY INVESTING - Sourcing quality direct investments: sector and geographic consideration and examining the outlook for the deal environment
  • INVESTING IN THE EUROZONE - Why investing in the Eurozone is still a healthy option for an investor. The political outlook for the Eurozone and its impact on investments
  • IMPACT INVESTING - Should the social impact be a guide for the investment opportunity? How are family values played out when making an impact investment?


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