Family Office Trends in Private Markets
26 Sep 2022
Location: 2:00pm - 3:00pm UK Time Virtual Event (Zoom) Members: FREE to Attend - Book by 26 Sep Non Members: Register above as a member and attend for FREE - Book by 26 Sep
In this presentation, our panel of experts will share their thoughts on the way that Family Offices and UHNWIs are thinking about investing in private markets. Covering;
- Types of Private Market investments – Private Equity, Real Estate, Infrastructure and Private Credit
- Types of investment strategies – Angel, Venture, Impact, Growth Equity, Buy out, Special Situations
- Ways that clients are investing – direct deals and “club” deals, funds, co-investment
- Key themes / trends
- Next gen involvement in deal sourcing and due diligence
- Governance, risk management, structuring, tax and other considerations to bear in mind
Our Panel of Experts:
Executive Vice President
Dylan Samuel joined Lombard Odier in December 2016 as an Executive Vice President. Prior to joining Lombard Odier, Dylan spent 13 years at J.P.Morgan Private Bank. Dylan worked in both the Geneva and London offices for J.P.Morgan and in his last role headed a team of five relationship managers focusing on Entrepreneurs, UK financial professionals and family offices. Dylan holds a Masters in Mechanical Engineering (MEng) from the University of Bath. He also holds the Investment Management Certificate (IMC). Dylan is a Chartered Fellow of the Securities and Investment Institute (CISI). Dylan is a real proponent of responsible capital and sustainable investment. Outside the office Dylan enjoys spending time with his young family and sports (rowing, cycling and triathlon).
Acorn Capital Advisers
Amy is Acorn Capital Advisers Philanthropy, Impact Strategy and multi-generational wealth expert. She works with families to design philanthropic strategies and incorporate impact investing in their portfolios. She worked for a number of years with Merrill Lynch Private Executive Services and has been engaged with impact strategies since the early 1990’s. Amy is a trustee of the children’s charity, Right to Play UK and sits on the Advisory Board of Open Briefing. She is a member of the Steering Board for the SESA community and the LSE Civic Ecosystem Initiative. She managed the Charities Aid Foundation (CAF) American Donor Fund business development and strategy. Amy has a degree in History from Northwestern University, Illinois, and a Masters degree in International Development-Humanitarian Emergencies from the London School of Economics and Political Science.
Acorn Capital Advisers
Joe specialises in advising HNW individuals and families with an international aspect to their tax affairs. This includes advising UK resident but non-UK domiciled individuals as well as international families investing into the UK.
He has particular experience in advising private equity executives and family offices on their personal holding structures taking into account their exposure to UK taxes (CGT and IHT).
Director, Family Office Services
Daniel has over 15 years’ experience working with global UHNW families and family offices. He has specific expertise supporting HNW families and family offices implement and manage effective family succession planning solutions.
Dylan Samuel - Executive Vice President - Lombard Odier
Partnering on an event or indeed the community as a whole will increase your company’s profile and brand awareness.
We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?
Please contact James on +44 7739 311749 or email firstname.lastname@example.org