A Monthly Feature where Antonio Curia discusses how Family Offices see the world, and shares how Professional Family Offices operate. 

This episode:  A retrospective on 2019, and preview of expectations for 2020.

Family Office Digest Ep 3

Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing. 

Antonio Curia, Executive Director, Wimmer Family Office
Edmund Hubbard, Head of Corporate Art Curatorial from Fidelity AM

Alternative Investments: Art Advisory Pt 4

The Family Office Digest: 002

James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist.   He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.  

In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar

Where are all the Impact Investing Ideas?

While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value. 

Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have? 

Further, what new business models exist that are driving value for clients? 

This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations

You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist. 

Panellists
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC

Moderator
Stephen Wall, The Wealth Mosaic

[Panel] The New Business Models & Technologies that Drive Family Offices

Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments. 

What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact? 

This webinar will cover:

* Creating meaningful impact – identifying strategies 
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint 

You'll leave this webinar with an understanding of who the players are, what they are doing.

Panellists;
Johann Bödecker, Founder and CEO, Pentatonic
Simon Foster, Chief Executive Officer, TY Danjuma Family Office 
Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project

Moderated by 
Rob Garett, Hezar Ventures

Family Office Panel Discussion: Responsible, Sustainable & Impact Investing

This interview will feature Scott Freidheim, who served on the global executive committee of Lehman Brothers as Chief Administrative Officer. Scott has since been the CEO of a public company, sits on many corporate boards in the US and Europe, and is now managing partner Freidheim Capital.  

Scott will open up about what has been learned in the 10 years since Lehman Brothers went bankrupt, and offer suggestions in creating a better safety net than is currently in place. While are worse off, there are mechanisms that can exist to save main street. 

Scott will discuss suggestions on how companies can use crises to gain marketshare versus failing or even staying in the same place. 

Finally,  we'll discuss how he, as someone who has weathered the Global Financial Crisis, the Euro Crisis, and as a general investor, maps his investment lens with his operator lens.

10 Years Later: Insights from a Wall Street & Private Equity Executive

As co founders of the impact investing movement, the GatherLab team has a unique perspective on its past and present…but also its future. 

In our presentation, When Impact is Not Enough, we focus on transformative capital for the emerging economy, one that faces huge human and financial risks from climate change to income inequality, from resource depletion to global health (both pandemics and “lifestyle" diseases.) But in those risks also lie significant opportunities. 

Transformative capital calls for a different lens on investing and notions of capital - but one that can pay huge dividends now and across generations, both financial and personal.

When Impact is Not Enough: Transformative Investing for the Emerging Economy

Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.
 
To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.
 
This webinar will cover: 
- Why does anybody invest in impact?
- How to cut through the hype about impact investing? What can I actually do today that makes sense?
- What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
- Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
- Lots of specific examples
- Q&A
 
You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.
 
All welcome to join.

Impact funds: The gateway drug to investing differently

In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:

- History of shrimp farming in the role of creating social and economic change;
- The “SEED” principle to sustainable win-win success
- Customisation of the model to enable social impact investment;
- Keys to success for shrimp farming social impact investing;

This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.

Making a Splash with USD5m Impact Investment: Asian Shrimp Farming Case Study

Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks? 

In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.

7 Reasons Why Family Offices are Investing in Startups

In this interactive session Anirudh A Damani, Managing Partner, Artha Venture Fund I, will walk you through successful Investment Strategies & Asset Allocation.

What is the investment objective?
* Capital preservation 
* Beating inflation
* Beating market returns

How (and why) investment objectives should drive allocation of assets?

How we structured our family office
* What were our objectives 
* What inspired our asset allocation
* The results 
* What we have learnt
* Where are we headed now

There will also a live Q&A round!

About Mr. Anirudh Damani

Anirudh Damani is the Managing Partner of an early stage Investment Fund, Artha Venture Fund, based in India. He is a 4th generation entrepreneur who has invested in over 57 startups, participating in 100+ funding rounds of companies like Oyo Rooms, Exotel, CoutLoot, Tala and NowFloats. He graduated with a Double Major in Business Administration & Economics from Austin College, Texas.

Risk & Returns: Modern Risk Management for investing in India

People with savings want to earn a decent return without running too much risk. Some have saved out of their earnings, some have built up capital in a business which they sell, some have inherited some money. None of them want to throw it away. In an era of ultra-low interest rates just putting it in a bank means the value of your capital goes down each year, as prices are rising faster than the return on a deposit. That’s why many conclude they do need to take some more risk, to own some shares and bonds that offer a higher income but can also go down in value.

Investment managers need to maximise return for a given level of risk, and need to construct portfolios so not everything goes down at the same time if things do go wrong. This talk will examine how you spread your risks, and argues that over the longer term buying a portfolio of shares usually delivers a return above inflation, with a rising income from increasing dividends. Managers also are able to choose from a range of different countries with different currencies for their shares, and to look at the opportunities in commercial property as well. That can help find the right mix of return and risks.

Managing Risks when Investing in Turbulent Times

This session will cover investment strategies for private and family LPs to invest Chinese tech ventures through funds and structures:

* Access the top VC funds which are typically institution-only and large ticket size

* Leverage private secondaries to gain liquidity 

* Use fund structures to invest with a defensive core of 4-5x multiples return

* Get co-investment terms to tap direct ‘Unicorn’ deals for high multiples

* Achieve all of the above in the most ‘fees-efficient’ ways

This session is designed to appeal to ‘non-institution’ family investors and individuals interested in the Chinese tech venture space, or people who are aspired to learn more about the Chinese tech venture market, and strategic investment structures in general.

Capturing the Best Chinese Tech Venture Deals - A Family Investor‘s Playbook

A discussion for the investor on the sector’s diverse range of agribusinesses and value propositions. Agricultural investment means more than just buying land. This session will cover an in depth review of a vertically integrated 'paddock to plate' supply chain investment opportunity and criteria.

By Bridget Soul, Director – Olsson and Soul Capital.

Investing in Australian agriculture beyond 'buying the farm'

Livestream Video Panel - Fixed Income outlook for 2020

Tightrope Walking into 2020

Investment Outlook 2020

Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived

The Flip Side of ESG Risk: 3 Ways the Majors Create New Streams of Value

IM: Quarterly Market Update – 2019/2020 Perspective

Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional adviser on the intricacies of the industry is critical to investing. 

Antonio Curia, Executive Director, Wimmer Family Office
Edmund Hubbard, Head of Corporate Art Curatorial from Fidelity AM
Melanie Damani, Equity Partner, Hottinger Art, LTD
Nicolas Trembley, Curator, Syz Group

Alternative Investments: Art Advisory Pt 4

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