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Jeff Gordon. President and CEO, TEXAS COASTAL ENERGY ...

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Wednesday, 6 June 2012<br />

8:00 – 10:00<br />

10:00<br />

10:30-10:35<br />

10:35-11:35<br />

11:35-11:55<br />

11:55-12:15<br />

12:15-12:35<br />

Current as of: 5/25/2012<br />

Exhibit Set-Up<br />

Registration Opens<br />

Co-Chair Welcoming Remarks<br />

Jason Cavanagh, Managing Director, SAINT LEONARDS, FAMILY OFFICE<br />

International Private Wealth Discussion- What are family offices thinking right now?<br />

� Risk Management <strong>and</strong> the European Situation<br />

� Asset classes of interest in the current environment<br />

� Most loved <strong>and</strong> loathed investment products family offices are reviewing today<br />

� Best tips for investment managers- how to approach a family office successfully<br />

Moderator:<br />

Karim Shariff, Principal, MAJLIS INVESTMENT MANAGEMENT<br />

Panelists:<br />

Carol Pepper, <strong>President</strong>, PEPPER INTERNATIONAL<br />

Raul Biancardi, <strong>CEO</strong>, Managing Partner, AMWAJ ANALYTICS (MFO)<br />

Daniel Shakhani, Principal, RDS CAPITAL<br />

Nabil Hamadeh, <strong>CEO</strong> & CIO, CAPITAL GROWTH MANAGEMENT (MFO)<br />

Oil is Green - Drilling For Financial Opportunities in US Oil <strong>and</strong> Natural Gas Projects<br />

<strong>Jeff</strong> <strong>Gordon</strong>. <strong>President</strong> <strong>and</strong> <strong>CEO</strong>, <strong>TEXAS</strong> <strong>COASTAL</strong> <strong>ENERGY</strong> COMPANY<br />

Non Correlated Litigation Investment Funds<br />

Aaron Taunt, Regional Manager- Middle East, ORION LITIGATION<br />

"Ideas on how to capture the risk premium in corporates to enhance fixed<br />

income returns <strong>and</strong> diversify equity risk"<br />

� Risk Management <strong>and</strong> the European Situation<br />

� Substantial equity volatility, little reward, how to diversify? Where to corporates fit?<br />

� Corporate credit offers a consistent <strong>and</strong> attractive premium -- two paths to capturing it.<br />

� How? Ideas on how to capture the credit risk premium<br />

� I) Long credit II) Long/short credit<br />

Tim Kasta, Partner, DCI


12:35-13:45<br />

13:45 – 14:45<br />

14:45 – 15:45 TRACK A<br />

Current as of: 5/25/2012<br />

Meet the Manager Showcase<br />

Welcome Lunch in the Exhibit Hall<br />

In this session five investment managers will present their individual investment strategies to<br />

the congregation. Each manager will have ten minutes to speak about their background,<br />

strategy, methodology <strong>and</strong> performance of their funds. It is suggested that they present for<br />

eight minutes <strong>and</strong> have a Q&A session from the audience for the following five minutes.<br />

Moderator:<br />

Giles Adu, Inward Investment Manager, JERSEY FINANCE<br />

Panelist:<br />

Jonas Martenson, Managing Director <strong>and</strong> Founder, RESSCAPITAL AB<br />

Lauge Sletting, Managing Partner, NORTH SEA CAPITAL<br />

Jean-Marc Molina, Founder, IT-LYSE<br />

Tim Devlin, Portfolio Strategist, US Equities, ARTIO GLOBAL INVESTORS<br />

Commodities <strong>and</strong> Precious Metals -<br />

Imperative to have in your portfolio<br />

� How to get the investment cycle right?<br />

� A never ending growth story or a<br />

bubble?<br />

� Realistic values<br />

� How to invest in the right commodities<br />

� Selecting managers or direct<br />

investments<br />

Moderator:<br />

Steen Ehlern, Managing Director,<br />

FERGUSON PARTNERS FAMILY<br />

OFFICE (MFO)<br />

Panelists:<br />

Duncan Cameron, Market Strategist, THE<br />

PHYSICAL GOLD FUND SP<br />

Ivo Knoepfel, Managing Director,<br />

ONVALUES INVESTMENT STRATEGIES<br />

AND RESEARCH LTD.F<br />

Kit Tatum, VP Business Development,<br />

DULUTH METALS LIMITED<br />

TRACK B<br />

State <strong>and</strong> outlook Global Credit Markets<br />

� Will Germany support the Euro?<br />

� Attractive risk/yield relationships?<br />

� Emerging Markets Credit<br />

� Most attractive sovereign credits/Least<br />

Attractive<br />

� Most attractive corporate credits/Least<br />

Attractive<br />

� Convertible bonds: pricing <strong>and</strong> risk<br />

rewards<br />

Moderator:<br />

<strong>Jeff</strong>rey Balash, <strong>CEO</strong>, COMSTOCK<br />

INVESTORS LLC<br />

Panelists:<br />

Robert Levin, Chief Executive Officer,<br />

TRANSCLICK INC.<br />

Simon Richards, Portfolio Manager &<br />

Partner, NAC CREDIT VALUE FUND


15:45 – 16:30<br />

16:30 – 17:00<br />

17:00-17:45<br />

Current as of: 5/25/2012<br />

Discussing the benefits of investing in Real-<br />

Assets<br />

� Benefits of Scarcity<br />

� How to get direct exposure /<br />

ownership using Managed Accounts<br />

� Exit strategy <strong>and</strong> liquidity<br />

� Regulatory & Tax considerations<br />

� Asset performance with relation to<br />

equity markets<br />

Moderator:<br />

Pierre Condamin Gerbier, Managing<br />

Director, PRIVATE FAMILY OFFICE<br />

Panelists:<br />

Marcus Disselkamp, Managing Partner,<br />

IMMOBILIS (FAMILY OFFICE)<br />

Oliver Rothschild, Chairman, OLIVER<br />

ROTHCHILD CORPORATE ADVISORS<br />

Lisa Best, Advisory Committee Member,<br />

Investment Structures, GLOBAL GREEN<br />

MANAGEMENT S.à r.l.<br />

Opportunities in Real Estate within Europe<br />

<strong>and</strong> Beyond<br />

� Real Estate assets as a source of<br />

income vs. other asset classes<br />

� Future global cities in 10/20 years,<br />

especially in the Emerging Market<br />

space: strong dem<strong>and</strong> for real estate<br />

� Active management to increase<br />

potential returns from real estate<br />

� Still-present potential for risk reduction<br />

in real estate<br />

Moderator:<br />

Antonio C. Martínez, Partner, VICTORIA<br />

CAPITAL MANAGERS<br />

Panelist:<br />

Jacques Ouwerx, <strong>President</strong>, Family Office,<br />

LB CAPITAL ADVISERS LLP<br />

Jordi Boza, <strong>President</strong> & <strong>CEO</strong>, RETAIL &<br />

REAL ESTATE CONSULTANTS S.L.<br />

Afternoon Refreshment Break<br />

Global Fixed Income: The Current World<br />

View<br />

� The Prudent of Use of Global FI in<br />

Asset Allocated Portfolios<br />

� Current Macroeconomic Policies <strong>and</strong><br />

their impact on FI<br />

� Risks <strong>and</strong> Opportunities in Sovereign<br />

Debt<br />

� The Role of Corporate Credits <strong>and</strong><br />

High Yield<br />

� Fixed Income HF Strategies, including<br />

Distressed Debt <strong>and</strong> Direct Lending<br />

Moderator:<br />

Sharath Sury, Executive Director, SIFIRM,<br />

Adjunct Professor of Economics,<br />

UNIVERSITY Of CALIFORNIA, Board<br />

Member, SANTA CLARA SHERIFF’S SAB<br />

Panelists:<br />

H.P. Shah, <strong>CEO</strong>, VALUE PLUS FAMILY<br />

OFFICE<br />

Arif Bhalwani, <strong>CEO</strong>, THIRD EYE<br />

CAPITAL<br />

Mortiz Schildt, Managing Director, MSB<br />

BETEILIGUNGEN GMBH (SFO)<br />

Investing Abroad: Securing Opportunities<br />

Outside the European Market<br />

� Drivers to invest abroad - growth?<br />

Diversification?<br />

� Risks of investing abroad - FX?<br />

Sovereign risk? Liquidity? Investor<br />

Protections?<br />

� How different environments can affect<br />

your returns?<br />

� Emerging v Frontier markets<br />

� Opportunities for Private capital<br />

Moderator:<br />

Peter Gibson, <strong>CEO</strong> & Principal Advisor,<br />

DYNASTY FAMILY OFFICE<br />

Panelists:<br />

Abbas Hashmi, Chairman, Q&A<br />

CONSULTING<br />

Geoffrey Fink, Managing Partner <strong>and</strong> Head<br />

of Investments, DELTA PARTNERS<br />

GROUP<br />

Ileana Salas, Head of Europe & Middle<br />

East, BRAM- BRADESCO ASSET<br />

MANAGEMENT


17:45 – 18:30<br />

18:30 – 19:30<br />

Thursday, 7 June 2012<br />

8:00 – 8:45<br />

8:30 – 8:40<br />

8:40 – 9:40<br />

Current as of: 5/25/2012<br />

Exhibits Open<br />

Making absolute returns in an era of no<br />

return - how private equity makes it<br />

work<br />

� Are funds willing to invest in early<br />

stage companies.<br />

� Common early stage problems.<br />

� Are companies monitored after<br />

investing.<br />

� What attributes to look for in a<br />

manager<br />

� Where do we see opportunities in this<br />

market<br />

Moderator:<br />

Hans van Tuyll, INDEPENDENT<br />

ADVISOR<br />

Panelists:<br />

Robert Anthony, Co-Founder, ANTHONY &<br />

CIE (MFO)<br />

Manfred Krikke, Partner, PARTNERSHIP<br />

CAPITAL GROWTH<br />

Thomas Foussé, Partner <strong>and</strong> Managing<br />

Director, THE CARLYLE GROUP<br />

Managed Futures: What do you buy<br />

when you invest in a CTA?<br />

� Are CTAs the unloved children of the<br />

Hedge Fund World?<br />

� What is wrong with being systematic?<br />

� Do you buy Alpha, Beta or good luck<br />

when you invest in a CTA?<br />

� Does past performance in managed<br />

futures guarantee future profits?<br />

Moderator:<br />

Olivier Zucker, Managing Director,<br />

ZUCKER & CO INVESTMENT<br />

ADVISORS LTD<br />

WELCOMING COCKTAIL RECEPTION<br />

Panelists:<br />

Franz Hartlieb, Head of Research,<br />

HASEBICHLER ASSET MANAGEMENT<br />

Christoffer Dahlberg, Managing Director,<br />

ESTLANDER & PARTNERS<br />

Continental Breakfast<br />

Co-Chairpersons’ Welcoming Remarks<br />

Robert Anthony, Co-Founder, ANTHONY & CIE (MFO)<br />

How to build a philanthropic portfolio? The delicate balance between heart <strong>and</strong> mind-<br />

� What is the correlation between happiness <strong>and</strong> giving?<br />

� New trends in philanthropy: social stock exchanges <strong>and</strong> social bonds<br />

� A macro perspective: what we keep on learning from the poor<br />

Moderator:<br />

Chris Clarke, <strong>President</strong> & Family Office Director, FIRST AFFILIATED HOLDINGS<br />

INC. (MFO)<br />

Panelists:<br />

Farahnaz Karim, Chief Executive Officer <strong>and</strong> Founder, INSAAN GROUP<br />

Jessie Johnson, Key Client Manager, WISE PHILANTHROPY ADVISORS<br />

Valérie Issumo, Designer of the Ethical Water Exchange, PRANA SUSTAINABLE<br />

WATER<br />

Marie-Athena Papathanasiou, Principal, ECOPROSPERITY LTD


9:40 – 10:00<br />

10:00-10:20<br />

10:20 – 11:20<br />

Current as of: 5/25/2012<br />

Keynote Speaker:<br />

“THE EUROZONE CRISIS: THE TIP OF THE ICEBERG?”<br />

Francesco Bongiovanni, <strong>President</strong>, CODIMA- COMPAGNIE D'INVESTISSEMENTS<br />

MONACO ASIE S.A.M.<br />

From the author of ‘The Decline <strong>and</strong> Fall of Europe’, which The Wall Street<br />

Journal praised as ‘the most perceptive account to date’ of the European crises,<br />

<strong>and</strong> The Guardian<br />

“A wake-up call for the 21 st century”, a review of the intractable challenges<br />

facing Europe today (not limited to the debt <strong>and</strong> currency crisis), where it could<br />

lead Europe, <strong>and</strong> what it all means for the continent as well as for the rest of the<br />

world.<br />

Intelligent Equity Investing - Does High Risk = High Return?<br />

� The Equity Risk Challenges facing Investors<br />

� Redesigning Financial Risk Analysis within the Equity Asset Class<br />

� Smart Beta or Cheap Alpha – the Results<br />

Matthew Carr, Managing Director, RABOBANK INTERNATIONAL<br />

What Investment Styles & Strategies best enable long term sustainable performance?<br />

Moderator:<br />

Jean-Yves Chereau, Chief Investment Officer, HALKIN INVESTMENTS LLP<br />

Panelists:<br />

Lancelot Frick, <strong>President</strong> & Founder, FRICK CAPITAL<br />

Jacques Ph. Roulet, Independent Risk Manager, INDEPENDENT PORTFOLIO<br />

ANALYTICS<br />

Richard Shaw, Director, BEARING CONSULTING<br />

Keith Allman, Investment Manager, BAMBOO FINANCE


11:20- 12:20<br />

12:20 – 13:45<br />

13:45 – 15:00<br />

15:00– 16:00<br />

Current as of: 5/25/2012<br />

Hedge Funds: Are they still relevant to the asset allocation process of wealth managers/<br />

multi-family offices?<br />

� Can wealth managers consider allocations to single manager hedge funds? If so can they<br />

master the skills required for a due diligence?<br />

� Why investors’ allocations to hedge funds in wealth management practices have<br />

declined?<br />

� Can wealth managers consider allocations to single manager hedge funds? If so can they<br />

master the skills required for a due diligence?<br />

Moderator:<br />

Jason Cavanagh, <strong>CEO</strong>, SAINT LEONARDS FAMILY OFFICE<br />

Panelists:<br />

Michael Beattie, Co-Founder, Chief Investment Officer, TRADEX GLOBAL ADVISORS<br />

Frederic Robert, Founder, ALPHA FINANCE ADVISORS<br />

Antoine Bordelais, Managing Director, CAPITAL PRIVATE WEALTH SA<br />

David Arnaud, Director, Family Office, SGFC, S.A.<br />

LUNCHEON<br />

Emerging Markets- Emerging, Re-Emerging, or Sub-merging- Which Markets matter?<br />

� Has Greece affected our thinking on global markets <strong>and</strong> emerging markets in particular?<br />

� What are the new markets for 2013? Taking a look at Kenya.<br />

� How the spread of the Internet is driving massive wealth creation in emerging markets:<br />

Russia's experience<br />

� Emerging Markets <strong>and</strong> Commodities, how to extract value ?<br />

Moderator:<br />

Eric van Dijk, Principal, LMGEMERGE<br />

Panelists:<br />

Luis Gómez, Partner, TREE CAPITAL LLC<br />

Dmitry Alimov, Managing Partner, FRONTIER VENTURES<br />

Denis Vengust, Investment Manager, BALKAN EMERGING FRONTIERS FUND<br />

Andrew Brudenell, Portfolio Manager of HSBC GIF Frontier Markets, HSBC GLOBAL<br />

ASSET MANAGEMENT<br />

Hicham Hammoud, Investment Manager & Advisor, MARS CAPITAL SA<br />

International & Regulatory Tax Issues: Do you want to be an investor, an investment<br />

professional or a tax advisor in today’s regulatory environment? A brief overview of the<br />

latest regulatory changes.<br />

� A changing l<strong>and</strong>scape for investment funds.<br />

� Transparency requirements <strong>and</strong> taxation: what will required of clients from now on<br />

from he position of the US, the EU, Singapore, Switzerl<strong>and</strong>.<br />

� The new FATCA regulations<br />

Moderator:<br />

Philippe Szokoloczy-Syllaba, Managing Partner, MY GLOBAL ADVISOR (MFO)<br />

Panelists:<br />

Jarrett Bostwick, Of Counsel, HANDLER THAYER, LP<br />

Aaron D. Schumacher, Associate, WITHERS LLP<br />

Alex<strong>and</strong>re von Heeren, <strong>CEO</strong>, MANDARIS AG


16:00-16:25<br />

16:25- 17:45<br />

16:45 – 17:30<br />

17:30-18:30<br />

18:30-19:30<br />

Friday, 8 June 2012<br />

8:30 – 9:15<br />

9:15 – 9:30<br />

Current as of: 5/25/2012<br />

Exhibits Open<br />

AFTERNOON REFRESHMENT BREAK<br />

St<strong>and</strong>alone<br />

The Benefits of Investing in Wine, Art & Film in 2012<br />

� Art Investments Options: Direct Acquisition vs. Collective Investment Schemes, Pros &<br />

Cons<br />

� Exemptions: Capital Gains Tax exemption<br />

� Consideration of Provenance / Storage <strong>and</strong> Insurance (Cost of Carry)<br />

� Passion investment where the passion / interest for the underlying asset comes into play<br />

Moderator:<br />

Marie Fucci, PRIVATE INVESTOR<br />

Panelists:<br />

Massimiliano Subba, Member of the Board Of Managers, ANTHEA -<br />

CONTEMPORARY ART INVESTMENT FUND SICAV FIS<br />

Adriano Picinati di Torcello, Director, Art & Finance, DELIOITTE LUXEMBURG<br />

Preserving Family Wealth For Generations to Come<br />

� The role of the Family Office<br />

� Family dynamics, multigenerational issues <strong>and</strong> succession planning<br />

� Assessment of the capabilities of family office model<br />

� Wealth protection: the role of an independent advisor specialized in risk control <strong>and</strong><br />

investment audit<br />

� The relationship among family business, family private wealth <strong>and</strong> family legacy<br />

Moderator:<br />

Laurent Roux, Principal, GALLATIN WEALTH MANAGEMENT, LLC (SFO)<br />

Panelists:<br />

Piero Marchettini, Managing Partner, ADELAIDE CONSULTING<br />

S<strong>and</strong>y Loder, Chief Executive, AH LODER ADVISERS<br />

Rosalyn Breedy, Managing Partner, BREEDY HENDERDON LLP<br />

COCKTAIL RECEPTION<br />

Continental Breakfast<br />

Co-Chairpersons’ Welcoming Remarks<br />

Michael Maslinski, Director, MASLINSKI & CO LTD


9:30 – 10:00<br />

10:00 – 10:30<br />

10:30-11:30<br />

11:30-12:30<br />

12:30-13:00<br />

13:00<br />

Current as of: 5/25/2012<br />

The Effectivity of Family Offices <strong>and</strong> Asset Management<br />

Dr. Luigi Carlo De Micco, Founder, DEMICCO & FRIENDS<br />

"Cultural Challenges When Going Abroad -Facts, Experiences, Outlook from Gulf <strong>and</strong><br />

Germany, Europe"<br />

Uta Gruda, <strong>CEO</strong>, GCC- GERMAN BUSINESS INVEST<br />

Equity Investing - Has it worked? Then <strong>and</strong> now<br />

� What is a “risk-adjusted” return?<br />

� Alternatives | have they failed us?<br />

� Which regions should we look at?<br />

� Liquidity versus strategy , complex versus simplicity<br />

� Discussing Currency Problems<br />

Moderator:<br />

Massimiliano Saccone, Principal, XTAL STRATEGIES<br />

Panelists:<br />

Steve Frambes, Managing Partner, JACKSON CONSULTING GROUP<br />

Robert Smithson, Partner, TAUBE HODSON STONEX PARTNERS LLP<br />

Renato Aless<strong>and</strong>ro Iregui, Principal, RAIRE FAMILY OFFICE (SFO)<br />

Manager Selection: Best Practice Approaches <strong>and</strong> Advice on How to Avoid Pitfalls<br />

� Which are the key selection criteria?<br />

� Which tools to benchmark the managers before the due diligence?<br />

� How can you remain in a best-in-class selection process?<br />

� Explaining how to write a m<strong>and</strong>ate with a family protection twist<br />

� How do you organize follow up efficiently for each of your customers<br />

Moderator:<br />

Linda C. Mack, <strong>President</strong>, MACK INTERNATIONAL LLC<br />

Panelists:<br />

Thierry Brunel, Partner, INTUITAE FAMILY OFFICE<br />

Silvia Flesia, Managing Director, IGA INTERNATIONAL GULF ADVISORS<br />

Lorenzo Ward, Managing Director, LH WARD<br />

Investor Wrap-Up<br />

"Your chance to evaluate the conference <strong>and</strong> the "take away" for your fund."<br />

Roundtable Panelists:<br />

Tushar Patel, CIO, DHANDSA FAMILY OFFICE/HFIM<br />

David Copl<strong>and</strong>, Investments Director, BERN SQUARE<br />

Closing Remarks<br />

Lunch in the Exhibit Area


Current as of: 5/25/2012<br />

2012 CONFIRMED INVESTORS & CONSULTANTS<br />

Derek Gregory, Principal, XOY ADVISORS<br />

Linda C. Mack, <strong>President</strong>, MACK INTERNATIONAL LLC<br />

Jarrett Bostwick, Of Counsel, HANDLER THAYER, LP<br />

S<strong>and</strong>ra Zarrouk, Premium M<strong>and</strong>ates Officer, STIGMA PARTNERS<br />

Carol Pepper, <strong>President</strong>, PEPPER INTERNATIONAL<br />

Giovanni de Francisci, Principal, PETSHEK FAMILY OFFICE<br />

Sherif Hegazy, Associate, PARKERLLOYD FAMILY OFFICE<br />

Marta Drummond, Founder, MARTA DRUMMOND STRATEGIC CONSULTING,<br />

GMBH<br />

Lancelot Frick, <strong>President</strong> & Founder, FRICK CAPITAL<br />

Peter Gibson, <strong>CEO</strong> & Principal Advisor, DYNASTY FAMILY OFFICE<br />

Shahrazad Rais, Senior Portfolio Manager, INFINITY CAPITAL S.A.M.<br />

Christian Philippsen, Principal, PHILEAS FAMILY OFFICE<br />

Willem van Aalst, Managing Partner, SIRIUS INVESTMENTS BV<br />

Philippe Szokoloczy-Syllaba, Managing Partner, MY GLOBAL ADVISOR (MFO)<br />

Thierry Brunel, Partner, INTUITAE FAMILY OFFICE<br />

Amanuel Mazengia, Executive Vice <strong>President</strong> & CIO, UNIFUND SA PRIVATE<br />

INVESTMENT FUND<br />

Michael Hutchinson, Principal, THE HUTCHINSON CONSULTANCY<br />

Peter Meier, Centre for Alternative Investments & Risk Management, ZURICH<br />

UNIVERSITY OF APPLIED SCIENCES<br />

Nigel Holley, Principal, PRIVATE FAMILY OFFICE<br />

Piero Marchettini, Managing Partner, ADELAIDE CONSULTING<br />

Laurent Roux, Principal, GALLATIN WEALTH MANAGEMENT, LLC (SFO)<br />

Gerard Hofmann, Executive Director, INFIDAR FAMILY OFFICE<br />

Giovanni de Francisci, Principal, PETSHEK FAMILY OFFICE<br />

Warren James Lowe, Partner, CAPITALIS GROUP<br />

Farahnaz Karim, Chief Executive Officer <strong>and</strong> Founder, INSAAN GROUP<br />

Huda Alamoudi, <strong>CEO</strong>, HUDA ASSOCIATES<br />

Denan Li, Head of Corporate Affairs, HUDA ASSOCIATES<br />

Ian Leibbr<strong>and</strong>t, <strong>CEO</strong>, CAPITALIS PARTNERS LTD<br />

Michiel Wolderling, Partner, CAPITALIS PARTNERS LTD<br />

Jessie Johnson, Key Client Manager, WISE PHILATHROPY ADVISORS<br />

Jean-Yves Chereau, Chief Investment Officer, HALKIN INVESTMENTS LLP<br />

Sharath Sury, Executive Director, SIFIRM, Adjunct Professor of Economics, UNIVERSITY<br />

OF CALITFORNIA, Board Member, SANTA CLARA SHERIFF’S SAB<br />

Antonio C. Martínez, Partners, VICTORIA CAPITAL MANAGERS<br />

Rahul Mehta, Director, PARKERLLOYD FAMILY OFFICE<br />

Pierre Condamin Gerbier, Managing Director, PRIVATE FAMILY OFFICE<br />

Karim Shariff, Principal, MAJLIS INVESTMENT MANAGEMENT<br />

Viktor Meng, Manager, BSCOPE<br />

Abbas Hashmi, Chairman, Q&A CONSULTING<br />

Raul Biancardi, <strong>CEO</strong>, Managing Partner, AMWAJ ANALYTICS (MFO)<br />

Anyes Adams, Trustee, BELLEVIE TRUST<br />

Michael Hutchinson, Principal, THE HUTCHINSON CONSULTANCY<br />

Daniel Koppelkamm, CFA, Principal, MOUNTAIN PARTNERS<br />

Pieter Abts, Manager, ABTS & PARTNERS GMBH<br />

Hans van Tuyll, INDEPENDENT ADVISOR


Current as of: 5/25/2012<br />

Stefan-Erik von Euw, Managing Partner, ALDEN CAPITAL<br />

Farhad Tavakoli, Senior Manager, LOBNEK WEALTH MANAGEMENT<br />

Massimiliano Saccone, Principal, XTAL STRATEGIES<br />

<strong>Jeff</strong> Balash, <strong>CEO</strong>, COMSTOCK INVESTORS<br />

Allan Chambers, UK Representative, E.S.S.S.A. (Geneva)<br />

Robio Perez Ochoa, Director, MEDLAR ADVISERS<br />

Christian Mustad, Partner, EDGAR BRANDT ADVISORY SA<br />

Giancarlo D’Oria, Managing Partner, AD CAPITAL PARTNERS SA<br />

Robert Levin, <strong>CEO</strong>, TRANSCLICK INC.<br />

Gustavo Montero, Partner, GAM CONSULTING GROUP<br />

Jason Cavanagh, Managing Director, SAINT LEONARDS, FAMILY OFFICE<br />

Edgar Br<strong>and</strong>t, Managing Director, EDGAR BRANDT ADVISORY SA<br />

Deirdre Billes, Director, BILLES FAMILY OFFICE<br />

Brooks Miller, Principal, DUMBARTON GROUP FAMILY OFFICE<br />

Richard Evans, Managing Director, DEBERE INTERNATIONAL<br />

Mohsen Sohrabi, Founder, MBS CAPITAL ADVICE S.A.<br />

Lindsay Jones, Head of Europe, BALFOUR CAPITAL<br />

Felipe Trevino, Partner, BEAMONTW FAMILY OFFICE, LLC (SFO)<br />

Jacques Ouwerx, Managing Partner, LB CAPITAL ADVISERS LLP<br />

Khaled Said, Partner, CAPITAL GENERATION PARTNERS LLP<br />

David Inglesfield, <strong>CEO</strong>, WHITE MOUNTAIN PARTNERS<br />

Eric van Dijk, Principal, LMGEMERGE<br />

Marius Ciuzelis, Managing Partner, MC WEALTH MANAGEMENT<br />

Aless<strong>and</strong>ro Albrighi, Managing Partner, AD CAPITAL PARTNERS SA<br />

Keith Allman, Investment Manager, BAMBOO FINANCE<br />

Karolis Zasas, Financial adviser, MC WEALTH MANAGEMENT<br />

Francisco de Santibañes, Principal Partner, HANSEN FAMILY OFFICE<br />

Tushar Patel, CIO, DHANDSA FAMILY OFFICE/HFIM<br />

Silvia Flesia, Managing Director, IGA INTERNATIONAL GULF ADVISORS<br />

Dominic Voisin, Founder & Managing Director, THALLO CAPITAL SARL<br />

Sylvain Veron, Deputy CIO, EUREKA IIA SA FAMILY OFFICE<br />

Daniel Shakhani, Principal, RDS CAPITAL<br />

Marie Fucci, PRIVATE INVESTOR<br />

Joe McCarthy, CIO, ISLANDBRIDGE CAPITAL LIMITED<br />

Robert Anthony, Co-Founder, ANTHONY & CIE (MFO)<br />

Valérie Issumo, Designer of the Ethical Water Exchange, PRANA SUSTAINABLE WATER<br />

Alex<strong>and</strong>ra Martinez, Associate Partner, ST. JAMES'S PLACE WEALTH MANAGEMENT<br />

GROUP<br />

Antoine Mont<strong>and</strong>on, Managing Director, FAMILY OFFICE INTERNATIONAL SA<br />

Shahrazad Rais, Managing Director, INFINITY CAPITAL SAM<br />

Frederic Robert, Founder, ALPHA FINANCE ADVISORS<br />

Lara Park, Partner, THAMES PRIVATE INVESTMENTS LLP<br />

Julia Bal<strong>and</strong>ina Jaquier, Board <strong>and</strong> Investment Committee Member, SIFEM AG<br />

Reijo Pentikäinen, Principal, NORCHEN ALTERNATIVE ADVISORS<br />

Steen Ehlern, Managing Director, FERGUSON PARTNERS FAMILY OFFICE (MFO)<br />

Francis Akpata, MAJLIS PARTNERS<br />

Edward Goodchild, Managing Director, CHAWKER & CO<br />

Edmond Haiat, <strong>CEO</strong>, H CAPITAL<br />

Marcos Camhis, Director, INDEPENDENT FAMILY OFFICE<br />

Alexis Alexiou, Member of the Board, Director of Investments, TASOS ALEXIOU S.A.<br />

Sanjeet Bhavnani, Managing Director, SB CAPITAL PARTNERS<br />

Nikos Merlemis, Member of the Board, TASOS ALEXIOU S.A.


Current as of: 5/25/2012<br />

S<strong>and</strong>y Loder, Chief Executive, AH LODER ADVISERS<br />

Eric van Dijk, Principal, LMGEMERGE<br />

Craig Cowan, Investment Director, BAYSTONE GROUP (SFO)<br />

Fabio Lopez Ceron, Director, FIDALSER<br />

Jose Fern<strong>and</strong>ez , Partner, FITZROY INVESTMENT ADVISORS<br />

Alex<strong>and</strong>er Singer, Principal, KALLISTO INVESTMENT ADVISORS<br />

Norbert Koenigstein, Managing Partner, KOENIGSTEIN GLOBAL ADVISORS,<br />

MEDIATORS FAMILY OFFICE<br />

Nicholas Huttman, Managing Director, LES BASTIONS INVESTMENT ADVISERS SA<br />

Alex<strong>and</strong>re von Heeren, <strong>CEO</strong>, MANDARIS AG<br />

Maribel Montero, Investment & Advisory, METHOD INVESTMENTS AND ADVISORY<br />

(MFO)<br />

Nathalie Fruchaud, Analyst, METHOD INVESTMENTS AND ADVISORY (MFO)<br />

Christophe Douineau, General Manager, NAGOS SA<br />

Reijo Pentikäinen, Principal, NORCHEN ALTERNATIVE ADVISORS<br />

Bilal Zein, COO, QUANON CAPITAL LIMITED (SFO)<br />

Alistair Peel, Managing Director, SALAMANCA PRIVATE CLIENTS<br />

Pan Pan, Investment Manager , VOGEL & CO<br />

Olivier Zucker, Managing Director, ZUCKER & CO INVESTMENT ADVISORS LTD.<br />

Jacques Ph. Roulet, Independent Risk Manager, INDEPENDENT PORTFOLIO<br />

ANALYTICS<br />

Eric Odman, Partner, CLEAR EIGHT CAPITAL SA<br />

Daniel Macias, Managing Director, PANGEA ADVISORS SA<br />

Marie-Athena Papathanasiou, Principal, ECOPROSPERITY LTD<br />

Marlene Wittman, Family Office Coordinator, AQUITAINE FAMILLE LTD<br />

Jorgen Eriksson, Partner, BEARING CONSULTING<br />

Ivo Knoepfel, Managing Director, ONVALUES INVESTMENT STRATEGIES AND<br />

RESEARCH LTD.<br />

Chris Clarke, <strong>President</strong> & Family Office Director, FIRST AFFILIATED HOLDINGS INC.<br />

(MFO)<br />

Steve Frambes, Managing Partner, JACKSON CONSULTING GROUP<br />

Ryan Bonifacino, Director, FAIRHILLS GROUP (SFO)<br />

Antoni Ferrer Garcia, Director of Investments, BOYSER FAMILY OFFICE<br />

David Imbert, Consultant, ONVALUES INVESTMENT STRATEGIES AND RESEARCH<br />

LTD.<br />

Douglas Gardner, Senior Partner, GARDNER ASSET MANAGEMENT LLP<br />

Marcus Disselkamp, Managing Partner, IMMOBILIS (FAMILY OFFICE)<br />

Gareth Shepherd, Partner, IJ PARTNERS<br />

Yana Litovskaya, Executive Director, IJ PARNTERS<br />

Louis Guerrier, Chairman, ANTIUM SA FAMILY OFFICE<br />

Antoine Bordelais, Managing Director, CAPITAL PRIVATE WEALTH SA<br />

Christos Glavanis, Managing Director, LCT INVESTMENTS LIMITED<br />

Christian Schattenmann, CFO, BAMBOO FINANCE<br />

Daniel Goldstein, FAMILY OFFICE ADVISOR<br />

Adele Levinge, <strong>CEO</strong>, DENNIS FAMILY OFFICE<br />

Haresh Shah, <strong>CEO</strong>, VALUE PLUS FAMILY OFFICE<br />

David Copl<strong>and</strong>, Investments Director, BERN SQUARE<br />

Lorenzo Ward, Managing Director, LH WARD<br />

Christopher Hill, <strong>CEO</strong>, KRISKEN MANAGEMENT SA<br />

Richard Shaw, Director, BEARING CONSULTING<br />

Joanne Godbold, Investment Analyst, HALLWOOD FAMILY OFFICE<br />

Christine Eggs, Director FXB Europe, FXB INTERNATIONAL


Current as of: 5/25/2012<br />

Aline Albasini, Communication Officer, FXB INTERNATIONAL<br />

Johann Blain, Program Officer, FXB INTERNATIONAL<br />

Scott Schaffran, Partner, SYZGY FAMILY OFFICE (SFO)<br />

Vico Grecchi, PRIVATE INVESTOR<br />

Olivier Brunisholz, Partner, FONS FAMILY OFFICE NETWORK SERVICE SA<br />

Dirk van Bentum, Managing Director, SPHAERA FAMILY OFFICE (SFO)<br />

Mario Kozma, Chief Investment Officer, BELHOUL INVESMENT OFFICE, LLC<br />

Nabil Hamadeh, <strong>CEO</strong> & CIO, CAPITAL GROWTH MANAGEMENT (MFO)<br />

Oliver Rothschild, Chairman, OLIVER ROTHCHILD CORPORATE ADVISORS<br />

Arnaud Veroux, Director, INTUITAE SWITZERLAND<br />

Frank Gerritzen, Partner, PEERS GROUP<br />

Xavier Pralat, PRIVATE INVESTOR<br />

Ibrahim El-Khoury, Founder, WISE & EXPERT INTERNATIONAL<br />

Julia Engelking, Philanthropic Consultant, IMPACT PHILANTHROPY<br />

Renato Aless<strong>and</strong>ro Iregui, Principal, RAIRE FAMILY OFFICE (SFO)<br />

Pierre Theron, Principal, ERLEN STREET CORPORATION<br />

Jacob Scotiniades, Family Office Manager, ALBERCA FOUNDATION FAMILY OFFICE<br />

Bryan A. Train, Director, THE WORSHAM GROUP<br />

Philip Boigner, Director, Technology Investment, DUBAI SILICON AUTHORITY,<br />

GOVERNMENT OF DUBAI<br />

Michael Gabelli, Director & Trustee, GABELLI GROUP CAPITAL PARTNERS (MFO)<br />

Deborah Webster, DEBORAH WEBSTER CONSULTING<br />

Sarah Caygill, Director, ACTIUM HOLDING SA (SFO)<br />

Federico Cribiore, Vice <strong>President</strong>, GABELLI CAPITAL PARTNERS (MFO)<br />

Declan Conway, <strong>CEO</strong>, AVANT CAPITAL<br />

Wolfgang Wetzel, Owner & Chairman, WETZEL GROUP GMBH C/O FAMILY OFFICE<br />

Muneera Al Mubarak, Director, FERGUSON PARTNERS FAMILY OFFICE<br />

Keith Allman, Investment Manager, BAMBOO FINANCE<br />

Rosalyn Breedy, Managing Partner, BREEDY HENDERDON LLP<br />

Paul Delahaut, Principal, ALENA SA<br />

Morris Z<strong>and</strong>, Senior Vice <strong>President</strong>, JBW PARTNERS SARL<br />

Eric Halff, Executive Director, Multi Family Office, ARKION FAMILY OFFICE<br />

Nina Sidalova, Associate Director, ARKION FAMILY OFFICE<br />

David Arnaud, Director, Family Office, SGFC, S.A.<br />

Kirill Ganin, Associate, ORACLE CAPITAL PRIVATE OFFICE<br />

Concetta Lanciaux , Director & Founder Luxury Goods Advisor, CRANS-MONTANA<br />

Raimund Solonar, Managing Director, CAREY GROUP AUSTRIA GMBH

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