Generations Conference 2021

Event Details

The annual Generations Conference is an independent, personable forum of education dedicated to the real issues and unique challenges facing family businesses, Family Offices (FOs) and Family Foundations as well as asset owners. Generations Conference 2021 offers a one day programme to a select number of principals and professionals working for Family Offices to connect with like-minded thought leaders and peers in the industry and discuss challenges, leading practices and trends in Family Office private investing and much more.

 

About

Family (business) succession and investing and preserving wealth in an increasingly uncertain future, impacted by far-reaching consequences of the coronavirus pandemic, dominate the agenda of the 2021 Generations Conference. 

Less than one in five family businesses makes it into the hands of the third generation. Whilst conceptually most aging business owners like the idea of having the next generation taking over the keys one day, they often struggle in practice. The business owners have built the business around them, so why would they leave activities they enjoy, are good at, and that perfectly fit who they are as individuals? Even if the family head is willing to pass on leadership, the next generation may lack the interest in getting involved. Matthew Fleming of the six-generation Fleming Family will share in an opening key note his insights on the pillars of successful family wealth generational transitions. Prof. Eric Clinton of the Cambridge Family Enterprise Group has studied the Millennial generation in the context of family businesses and will discuss challenges and best practices related to preparing that particular generation to embrace change and preserv traditions. An expert group of panel speakers will further talk about family succession aspects. 

After a decade of strong market performance, investors are grappling with the disruptive force of the pandemic and, at the time of writing, only slowly start to understand, how its socio-economic impact affects their investment strategies. Massive central bank interventions further distorted asset prices and investors struggle finding sustainable returns, in particular in conservative asset classes such as fixed income. In the afternoon session of the conference, a panel of Family Office CIOs will discuss current investment themes and challenges, we will discuss alternative ideas on uncorrelated strategies with an advisor to some of the wealthiest families, and hear the latest developments in impact investing. Further, a family will share its journey of global real estate development for 40 years, inviting other families to coinvest along the way. 

 

Overview of Topics

  • Generational Topic: Four Pillars of Capital Risk to Families across Generations
  • Preparing the Millennial Generation
  • Family Succession
  • Responsible Investing with Private Equity
  • Absolute Return - Alternative Sources of Income and Returns
  • Club Deals in Real Estate
  • Increasing Opportunity Set of Infrastructire Investing
  • Family Office CIO Panel

 

Audience

The Generations Conference welcomes principals and professionals from the Family Office (FO) industry across the globe, representatives, or asset owners, and encourages attendance from: 

  • FO principals
  • Single-Family Offices - senior FO professionals and executives
  • Multi-Family Offices –senior FO professionals and executives
  • Trusted investment advisors and specialists working with FOs (consultants or advisors hired by clients to advise on investments)
  • Banking specialists working in dedicated FO or Financial Intermediaries desks and responsible for servicing or advising FOs
Registration is subject to approval.

To register members and guests must set up and login with a CFA Institute Id#.

CFA Society Switzerland members can  record PL credit  for their participation using the online tracking tool (CFA Institute login required).

 

Price

  • Delegates:

           Early Bird Special 740 CHF (ends on 31 January; afterwards 925 CHF)

  • Members of CFA Society Switzerland and other Societies (Passport Program):

    Early Bird Special 520 CHF (ends on 31 January 2021; afterwards 650 CHF)

  • Additional discounts are available for Family Offices and group registrations (more than 2);

    please enquire by sending us an email .

 

Location

The Dolder Grand , situated high above Zurich, not far from the city centre and yet in beautiful natural surroundings, provides the ideal location for all kinds of first-class events.

Confirmed Speakers

Matthew Fleming

Matthew Fleming

Partner & Head of Family Governance and Succession, Stonehage Fleming

Dr. Eric Clinton

Dr. Eric Clinton

Senior advisor and associate partner at Cambridge Advisors to Family Enterprise

Dr. Oussama Himani

Dr. Oussama Himani

CIO and Managing Partner, Parkview AG

Peer Bender

Peer Bender

CEO and Delegate of the Board of Directors, ACRON

Jerome Muller

Jerome Muller

CIO, Stable Asset Management

Antje Biber

Antje Biber

President of the Board, FERI (Schweiz)

Conference Chairperson - Marius Holzer, CFA

Conference Chairperson - Marius Holzer, CFA

COO, Parkview

Moderator - Maximilian Kunkel

Moderator - Maximilian Kunkel

Chief Investment Officer – Global Family Office, UBS

Manuel Salvisberg, CFA

Manuel Salvisberg, CFA

Managing Director, Sigg Family Office

Dr. Rainer Ender, CFA

Dr. Rainer Ender, CFA

Head of Schroders Private Equity and CEO of Schroder Adveq

Conference Partner