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Panel of experts including...

Wen Tan, Co-Head of Asia Private Equity, Aberdeen Standard Investments Ltd, Hong Kong

Ruben Sinha, Registered Foreign Lawyer (England & Wales), Bryan Cave Leighton Paisner LLP, Hong Kong

Patricia Woo, Partner, Squire Patton Boggs, Hong Kong

Matthew D. Puhar, Partner, Akin Gump Strauss Hauer & Feld, Hong Kong

Anne-Marie Godfrey, Partner, Akin Gump Strauss Hauer & Feld, Hong Kong

Nelson Yuan, Senior Vice President & Alternative Strategist, PIMCO Asia Limited, Hong Kong

Xuong Liu, Managing Director & Transaction Advisory Group Asia Leader, Alvarez & Marsal Consulting (Shanghai) Limited, China

Victor Lye BBM CFA CFP, Founder & Chief Executive Officer, PIVOT Fintech Pte Ltd, Singapore

Rohan Juneja, Head of Business Operations, Onchain Custodian® Pte Ltd, Singapore

Dr Andreas Wenger, General Manager, Asia Pacific, IMTF Banking Software Pte Ltd, Singapore

Janjira Jaruprateepkul, Institutional Trader, Flow Traders Asia Pte Ltd, Singapore

Dominic Volek, Managing Partner & Head of Southeast Asia, Henley & Partners Singapore Pte Ltd, Singapore

Tan Woon Hum, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok LLP, Singapore

Valerie Mantot, Head of Business Development, Asia Pacific & Mauritius, SANNE Group, Singapore

Cheong Wing Kiat, Managing Director/Family Strategist, Business Concept Pte Ltd, Singapore (3rd generation family member, Wen Ken Group, founded in 1937 in Singapore)[read more...]

Kevin Ho, Managing Director/ Chief Investment Officer, Capital Asia Investments Pte Ltd, Singapore

Marcio Bogorici, Senior Vice President, PIMCO Asia Pte Ltd, Singapore

Rohit Bhuta, Chief Executive Officer, Crossinvest (Asia) Pte. Ltd, Singapore

Alex Chan, Chief Executive Officer, Babbobox Pte Ltd, Singapore

Linda Beidler-D'Aguilar, Partner, Glinton Sweeting O'Brien, The Bahamas

Henry Zhang, Founding Partner, Morningside Capital Management Inc, Canada

Benjamin Seigel, Baltimore Opportunity Zones Coordinator, Baltimore Development Corporation, USA[read more...]

Marc Rosenberg, President, Quality Manager Consultants LLC, USA

Korb Maxwell, Shareholder, POLSINELLI, USA


Asian Family Offices Conference 2019

Reviewing Investment Choices,
Fund Tax Exemption & Legal Considerations

21 & 22 November 2019* Singapore***

  1. Overview
  2. Programme
  3. Gallery
  4. Delegates
  5. Exhibitors
  6. Exhibition Opportunities
  7. Free Downloads
PROGRAMME
DAY ONE (21 November 2019)
08:30 Registration
09:00 Opening Remarks by Conference Chairman Korb Maxwell, Shareholder, PPOLSINELLI, USA
09:15 Contemporary thoughts for Asian Business Families Cheong Wing Kiat Managing Director/Family Strategist Business Concept Pte Ltd Singapore
(3rd generation family member, Wen Ken Group, based in Singapore)

10:00 Morning Refreshments
10:15 Opportunity Zones investments for family offices outside the US: Exploring Baltimore City Opportunity Zones investments Benjamin Seigel Baltimore Opportunity Zones Coordinator Baltimore Development Corporation USA
10:45 Family Office Governance – A Bahamas Perspective Linda Beidler-D'Aguilar Partner Glinton Sweeting O'Brien The Bahamas
11:15 Family Office: Latest trends in structuring and beyond Patricia Woo Partner Squire Patton Boggs Hong Kong
11:45 Independent asset managers and family offices Rohit Bhuta Chief Executive Officer Crossinvest (Asia) Pte Ltd Singapore
12:15 Why family offices should have a bigger appetite for hedge fund allocation Marc Rosenberg, President, Quality Manager Consultants LLC, USA
12:45 Lunch
14:00 Institutionalizing family office functions Kevin Ho Managing Director/Chief Investment Officer Capital Asia Investments Pte Ltd Singapore
14:30 Family office and family trust Tan Woon Hum Head of Trust, Asset & Wealth Management Practice Shook Lin & Bok LLP Singapore
15:00 Role of secondaries in family office portfolio Henry Zhang Founding Partner Morningside Capital Management Inc Canada
15:30 Afternoon Refreshments
15:45 New Opportunity Zones regulations and expanded program opportunities for family offices Korb Maxwell, Shareholder, POLSINELLI, USA
16:15 Navigating the complexity of ETFs investing for family offices, including access hidden liquidity and trade ETFs efficiently Janjira Jaruprateepkul, Institutional Trader, Flow Traders Asia Pte Ltd, Singapore
16:45 Building family legacy through citizenships and residence programs Dominic Volek Managing Partner Henley & Partners Singapore Pte Ltd Singapore
17:15 End of Day 1
DAY TWO ( 22 November 2019)
09:00 Opening Remarks by Conference Chairman Korb Maxwell, Shareholder, POLSINELLI, USA
09:15 Opportunities in the Public and Private Credit markets Marcio Bogoricin Senior Vice President PIMCO Asia Pte Ltd Singapore

Nelson Yuan Senior Vice President & Alternative Strategist PIMCO Asia Limited Hong Kong

10:00 Morning Refreshments
10:15 Investing in Private Equity Funds – the essentials from a legal perspective Anne-Marie Godfrey, Partner, Akin Gump Strauss Hauer & Feld, Hong Kong

10:45 Legal perspective on pre-IPO investments Matthew D. Puhar, Partner, Akin Gump Strauss Hauer & Feld, Hong Kong

11:15 Lessons from advising family offices globally over the past two decades Wen Tan Co-Head of Asia Private Equity Aberdeen Standard Investments Ltd Hong Kong

11:45 Latest development on digital asset investments on blockchain and how they can trade and safekeep investment assets Rohan Juneja Head of Business Operations Onchain Custodian® Pte Ltd, Singapore

12:15 Panel Discussion
12:45 Lunch
14:00 Financial due diligence to make the right investment decisions Xuong Liu Managing Director & Transaction Advisory Group Asia Leader Alvarez & Marsal Consulting (Shanghai) Limited China

14:30 Structuring investments for family offices Valerie Mantot Head of Business Development, Asia Pacific & Mauritius SANNE Group Singapore

15:00 Artificial Intelligence (AI) for family offices Alex Chan Chief Executive Officer Babbobox Pte Ltd Singapore

15:30 Afternoon Refreshments
15:45 Harnessing the power of AI and machine learning to deliver good risk-adjusted returns consistently to every family offices Victor Lye BBM CFA CFP Founder & Chief Executive Officer PIVOT Fintech Pte Ltd Singapore

16:15 Innovative RegTech strategy available to family offices to address compliance and regulatory challenges more efficiently Dr Andreas Wenger General Manager, Asia Pacific IMTF Banking Software Pte. Ltd. Singapore

16:45 Trusts under attack – key issues for family offices when considering asset protection Ruben Sinha, Registered Foreign Lawyer (England & Wales), Bryan Cave Leighton Paisner LLP, Hong Kong

17:00 End of Conference

Family Offices are constantly in pursuit of excellent direct investment opportunities to protect and preserve assets for future generations, especially funds that can take advantage from “fund tax exemption schemes” as well as turning Family Office into a level of institutionalization that offers the right governance structure, the right risk-management framework and the level of sophistication

Asia generates a billionaire every other day. The logical extension is that a lot more Family Offices will be opened. The increased activity is also being helped by tax exemptions and other incentives offered by Hong Kong and Singapore. The majority of the Family Offices in the region are established in Singapore and in Hong Kong. Singapore leads in private equity investments, with 34% of Family Offices investing in the asset class. This is followed by Hong Kong (26%) and India (17%).

Traditionally, a Family Office’s primary goal is the preservation of wealth for future generations. However, there are other kinds of family partnerships which are dedicated to building wealth through savvy investments, including a long-term investment mandate with the flexibility to look for the best investment ideas in any asset class, anywhere. Without the risk of investor redemption, they can venture out and invest in illiquid and exotic assets. In recent years, Family Offices have increasingly pursued direct private equity deals. If managed well, they can give families more control over their assets and cost less than farming money out to hedge funds and private banks. On the other hand, Asian Family Offices still have a way to go to achieve a level of institutionalization that offers the right governance structure, the right risk-management framework and the level of sophistication before they can start thinking about turning their Family Office into a business. As such, this Conference provides a timely platform to review options to protect and preserve assets for future generations, as well as to renew focus that build strong family brands and manage solid reputations.