TL4
Virtual

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

Family Office Trends in Private Markets

Highlights

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:

Dylan Samuel
Executive Vice President
Lombard Odier

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).


Dylan Samuel
Dylan Samuel Executive Vice President
Lombard Odier
Amy Blackwell
Partner
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.


Amy Blackwell
Amy Blackwell Partner
Acorn Capital Advisers
Joe Johnson
Director
Evelyn Partners

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).


Joe Johnson
Joe Johnson Director
Evelyn Partners
Daniel Channing
Director, Family Office Services
Crestbridge

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.


Daniel Channing
Daniel Channing Director, Family Office Services
Crestbridge

Agenda

1:55pm
Audience Logon
2:00pm
Chair's Opening Remarks
Speakers:
Dylan Samuel - Executive Vice President - Lombard Odier
2:05pm
Family Office trends in Private Markets
Speakers:
Dylan Samuel - Executive Vice President - Lombard Odier
Amy Blackwell - Partner - Acorn Capital Advisers
Joe Johnson - Director - Evelyn Partners
Daniel Channing - Director, Family Office Services - Crestbridge
2:45pm
Panel Q&A
3:00pm
Chair's Summation and Close of Event

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Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Maddi on +44 7825 557739 or email maddi@thoughtleaders4.com