10/1 to 10/2

Family Office and Wealth Preservation

CAIA members receive a 20% discount off registration costs

This conference suits Family Offices seeking high level discussion of investment strategy and portfolio construction within the alternatives space.

If part of a well-diversified portfolio, alternative investments can help to lower the risk associated with the market and generate magnified returns. External advisors can help the family make the most of alternative investments to grow and protect their wealth.

Now that traditional markets have experienced significant volatility, alternative asset classes such as hedge funds, private equity, and real estate have become more important than ever because they generally are less sensitive to market volatility and are designed to do well in both up and down markets.

Conference sessions will focus on the following:

• Architecture Issues:
  • Is 'small still beautiful' or 'beautiful again'? Is ''too big to fail' being superseded by 'small and flexible'?
  • Which options exist for smaller organizations?
  • Do only small entrepreneurs / Family Businesses suffer?
  • Single family offices or multi-family offices? Advantages & disadvantages of each
  • Services provided - investment only? Accounting? Legal? Concierge services?

• Structural Concerns:
  • Interacting with trustees, who does what
  • How do trust structures fit with family offices?

• Economic environment:
  • How are Family Offices affected / how do they cope with a downturn in the world economy?
  • Are Family Offices immunized and well diversified for longer periods of recession or does their long-term horizon ignore short-term downturns?
  • Has the risk-awareness & appetite of UHNWI changed?
  • Insulation of family offices
  • Will the wealth creation in BRIC countries and the increased demand prevent a global downturn?

• Investments outlook 2009
  • Is top Real Estate still an investment which is immune in times of credit crunches?
  • Are Commodities still hot?
  • Is Gold a viable long-term investment?
  • Can Private Equity and Venture Capital offer true investment alternatives?
  • Do Hedge Funds live up to their expectations and create neutral to superior returns in falling markets?

Our Family Office conferences are known for lively, interactive sessions where endowments, foundations, family offices and advisors offer their views and relay their experiences as they work to preserve and grow their assets in increasingly complex markets.

Event Organizer: Financial Events International

Location: Geneva