6th Global Family Office Investment Summit - Under the High Patronage of His Serene Highness Prince Albert II of Monaco
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Under the High Patronage of His Serene Highness Prince Albert II of Monaco
6th Global Family Office Investment Summit
27-29 June 2018. Le Meridian Beach Plaza Hotel, Monaco, Monte Carlo
World’s Largest & Most Exclusive Gathering of Family Wealth
Under the High Patronage of His Serene Highness Prince Albert II of Monaco
6th Global Family Office Investment Summit
27-29 June 2018. Le Meridian Beach Plaza Hotel, Monaco, Monte Carlo
World’s Largest & Most Exclusive Gathering of Family Wealth
Hosted by Ritossa Family Office, a family business dating back 600 years to time of the Venetian
Empire in Europe, and with deep roots into Europe & the Middle East, this is the 6th event in a
Global Series covering Dubai, Monaco, and Miami - and the second one in Monaco.
Over 400+ Elite Family Offices, Prominent Conglomerate Business Owners, Sheikhs, Royal
Families, Private Investment Companies, Sovereign Wealth Funds, & industry professionals
from across the Middle East and around the globe are scheduled to attend, representing over $2
trillion in investor wealth and making it the world's largest and most exclusive gathering of
elite family office decision makers, with an investor delegate ratio of 2:1.
"Investing in a new age" is the theme for our Monaco Summit & will act as a bridge between
European families, and their Middle East, U.S., Asian, & Latin American counterparts to meet,
network and exchange information and ideas to start the journey of discovery and venturing
together between like minded peers in a safe-harbour environment.
The summit is a private forum exclusively organised by family offices for family offices,
ultra elite private investors, prominent business owners, Sheikhs, Royal family members,
financial families and their private offices from around the world. The summit brings together the
world’s leading experts geared toward identifying actionable strategies for generating
returns in a low-rate, high volatility market. Facilitated by family offices, the summit will provide
two days of private peer-to-peer conversation, networking and cross-border thought
leadership designed to make you think about what to look out for, how you are investing, and
why?
The only Global Family Office Summit of its kind hosted exclusively by family offices for
family offices.
Summit Host - Anthony Ritossa, Chairman, Ritossa Family Office.
Ritossa Olive Oil & Family Office represents the distillation of six hundred years of history
- of a grove, a family and a region. The gnarled roots of the Ritossa olive groves have
persevered through war and natural disasters, through changes of climate and country,
and under the rule of warrior princes, wealthy merchant kings & modern despots. The
Family Office is known for their contrarian investments which have included the US
Subprime Crisis, the European Sovereign Debt & Banking Crisis, and various strategic
PE & RE allocations.
Under the High Patronage of His Serene Highness Prince Albert II of Monaco
6th Global Family Office Investment Summit
A special thank you to our Monaco Summit Advisory Board:
H.R.H. Prince Michel de Yougoslavi, Grandson of King Umberto of Italy and Prince Paul of
Yugoslavia, Monaco
H.E. Zulfiquar Ghadiyali, CEO, Private Office, H.H. Sheikh Tahnoon Bin Saeed Bin Tahnoon Al
Nahyan, UAE
Giuseppe Ambrosio, President, Monaco Single & Multi-Family Office International Association,
Monaco
Markus Lehner, Principal, Markus Lehner Family Office, Monaco
Eric Brundage, Owner, Monaco Life, Monaco
Candice Beaumont, CIO, L Investments Family Office, USA & UAE
Wendy Craft, COO, Favara Family Office, USA
Summit Partners:
80+ Esteemed Speakers, & Guests of Honour from around the world, some of
which include:
H.R.H. Prince Michel de Yougoslavi, Grandson of King Umberto of Italy and Prince
Paul of Yugoslavia, Monaco
H.H. Sheikh Tahnoon Bin Saeed Bin Tahnoon Al Nahyan, UAE
H.E. Sheikh Abdulrhman Abuhaimid, Chairman, Abdulrhman Abuhaimid and Sons
Investment Co, Kingdom of Saudi Arabia
H.E. Bernard Fautrier, Vice President & CEO, The Prince Albert II of Monaco Foundation,
Monaco
H.E. Zulfiquar Ghadiyali, CEO, Private Office, H.H. Sheikh Tahnoon Bin Saeed Bin
Tahnoon Al Nahyan, UAE
Sir Stelios Haji-loannou, Founder of EasyJet & Stelios Philanthropic Foundation,
Monaco
Count Carl Eduard von Bismarck, former member of the German Parliament, CEO of
Bismarck Consulting, Great Grandson of German unifier Otto von Bismarck, Germany
Michel Bouquier, Senior Advisor, Department of Finance & Economy, Principauté de
Monaco, Monaco
Habib Al-Assaad, Co-Executive Director of AFAQ Group / Office of Sheikha Latifa
Mohammed Bin Mejirin Al Murar Espoused to His Highness Sheikh Hasher Bin Ahmed
Bin Juma Al Maktoum, UAE
Ihsan Bafakih, CEO, MASIC, Kingdom of Saudi Arabia
The Hon. William Murray, Viscount Stormont, United Kingdom
Giuseppe Ambrosio, President, Monaco Single & Multi-Family Office International
Association, Monaco
Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain
Sandro Salsano, Chairman, Salsano Family Office, Panama
Markus Lehner, Principal, Markus Lehner Family Office, Monaco Eric Brundage, Owner, Monaco Life, Monaco Mungo Park, Chairman, Innovator Capital & Co-Founder, CleanEquity, Monaco John Michael Radziwill, CEO, C Transport Maritime S.A.M., Monaco Justin Connor, Director, Empower Family Office, USA Candice Beaumont, CIO, L Investments Family Office, USA Shahram Hashemi, Director of Strategy & Investments, Government of Ras Al Khaimah, & Sheikh Saud Bin Saqr Al Qasimi, UAE Mohamed Al Ali, CEO & Advisor, Sheikh Ahmed Al Maktoum International Investments Enterprise, UAE Salem Nasser Salmeen Aleisaei, CEO, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE Faris Al Tahtamooni, Manager - International Ventures, The Private Office of H.H. Sheikh Saeed Al Maktoum, UAE Nabil Nazer, CIO, Al Sulaiman Group, Kingdom of Saudi Arabia Sheila Barry Driscoll, President & Co-Founder, The Billionaire Foundation, USA Haydar Haba, Managing Partner, Andra Capital, USA Wendy Craft, COO, Favara Family Office, USA Francesco Lombardo, Managing Director, Veritage Family Office, Canada
Daniel McVicar, Actor, Director, Writter, USA & Italy Vera Boissier, Founding Partner, Circle 7 Capital Family Office, Switzerland & Brazil Nikos Assanis, Chairman, AGC Family Office, USA & Switzerland Amber Caska, Principal, NEXT Family Office, USA Dominik von Evnern, Partner, Blu Family Office, United Kingdom J. Alan Reid, Jr. Managing Member, Reid Partners, USA Adi Divgi, CIO, EA Global Family Office, USA Dr. Pierre Sigg, Special Advisor, Saudi Star Corporation, Kingdom of Saudi Arabia Patrick Reynolds, Grandson of tobacco magnate RJ Reynolds (Camel, Winstons) and Executive Director of The Foundation for a Smokefree America, USA Aneel Ranadive, Managing Partner Soma Capital, & Sacramento Kings Ownership, USA Nick Ayton, Founder & CEO, Chainstarter, & Family Office Crypto Advisor, United Kingdom Jeremy Coller, Executive Chairman & CIO, Coller Capital, United Kingdom Kerry Adler, President & Chief Executive Officer, SkyPower Global Group of Companies, Canada Mark Watts, Managing Partrner, Noosphere Ventures, USA Dr. John Alexander, Jnr., CIO, Clemson University Foundation, USA
Patrick Markus Aisher, Chairman, Kinled Holding, Switzerland Adam Ladjadj, Managing Director of FDI, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE Michael Young, CEO, Mediatrix Capital, Bahamas Werner Peyer, CEO, Compagnie Monegasque de Banque, Monaco Katherine Hill Ritchie, Director, Nottingham Spirk Family Office, USA Peter Brigham, Senior Executive, Rosemont Multi Family Office, Monaco Ian Ledger, Director, Landmark Management, Monaco Ricky Husaini, Business Incubator & Chief Investment Officer, Trading Portfolio Ltd, UAE Dr. Jan-Gisbert Schultze, Managing Partner, Acton Capital, Germany Mario Kozma, Investment Manager, Tyrus Capital, Monaco Imtiaz Mahtab, Managing Director, MEA & APAC regions, SkyPower Global, UAE Catherine Shiang, Managing Director, Asia Capital Advisor (SFO), Hong Kong & USA James R. Hedges IV, Founder, HEDGES Company, USA George Schultze, Managing Member & Founder, Schultze Asset Management, USA Byron Beene, Sr. Portfolio Manager, Alternative Investments, German Institutional Pension Investor, Germany
Borja Perez Arjuna, CEO, Grupo Timon (Spanish Family Office), Spain Roy Malkin, President & Founder, Venture Aviator, USA Abhijeet Pai, President, Puzzolana, India Bastian Lechner, Founder & CEO, Catana Capital, Germany Dimitry Griko, CIO, EG Capital Advisors, United Kindom Milan Krajnc, Author of the Dynamic Leadership Model, Austria Iman Mutlaq, Founder, Ingot Coin, Jordon Dr. Dradley Messmer, CEO, Abreos Biosciences, USA Laszlo Giricz, Founder, Poseidon, Malta David Carlson, CEO, Giga Watt Inc, USA Natalia Karayaneva, CEO & Co-Founder, Propy, USA Patrick Lowery, CEO, Iconiq Lab, Germany Richard Liu, Partner, FBG Capital, China Roger Benites, CEO, BitInka Capital, Peru Chris Traub, Chairman, Strategic Executive Search (SES) Group, China
Ziga Silic, CEO & Co-Founder, Elements Estates, Slovenia Kamran Khan, CEO, Infra Tech Capital, USA Prashant Doshi, Chief Evangelist, Shreem, USA Dr. Christoph Braun, Managing Partner, Acton Capital, Germany Jens Harig, Managing Partner, ARXUM, Germany Jonathan Chang, COO & Co-Founder, Nauticus, Australia Joseph Thompson, CEO & Co-Founder, AID:Tech, Ireland Stephen Ziff, Co-head of Investor Relations, Coller Capital, United Kingdom Craig Sproule, CEO, Crowd Machine, USA Dr. Dmitry Kuzmin, Founder & Managing Partner, 4BIO Capital, United Kingdom Henry Monzon, Chief Revenue Officer, Bitfury Group, Netherlands John Sharp, Partner, Hatcher+, Singapore Erich Spangenberg, CEO, IPwe, France Don Oparah, CEO, Venture Aviator, USA Tony DiMatteo, CEO, Lottery.com, USA
Pre Summit Sunset Networking Reception
Meet your fellow delegates at Monaco’s only private beachfront Resort as we enjoy a
Mediterranean sunset & regional hors d’oeuvres. Hosted by:
Date: 27th June
Time: 6:30 - 8:30 pm
Location: Beach side at the Le Meridian Beach Plaza
____________________________________
6th Global Family Office Investment Summit
DAY 1: 28 June 2018, Le Meridien Beach Plaza
8:30 Registration, networking, one-on-one meetings, morning Mediterranean refreshments
9:15 Master of Ceremonies Welcoming Opening Remarks
Eric Brundage, Owner, Monaco Life, Monaco
9:20 Monaco Government Welcoming Address
15 mins Michel Bouquier, Senior Advisor, Department of Finance & Economy, Principauté de Monaco
Keynote Thought Leadership Presentation: “Monaco’s Long Term Strategy in
Attracting the Global Super Elite”
Michel Bouquier, Senior Advisor, Department of Finance & Economy, Monaco
Giuseppe Ambrosio, President, Monaco Single & Multi-Family Office International
Association, Monaco
9:35 Opening Keynote Panel Session: Elite Investor Insights for 2018 & Beyond
Top global investors take a look at current Mega Trends, Geopolitical Risks & Economic challenges
40 mins for 2018 and beyond, detailing their proprietary views of the global landscape.
- An ultra exclusive look on where elite investors are looking to deploy capital and strategies on
how to protect our portfolios from various risks.
Moderator: Justin Connor, Director, Empower Family Office, USA
Ihsan Bafakih, CEO, MASIC, Kingdom of Saudi Arabia
Sandro Salsano, Chairman, Salsano Family Office, Panama
Candice Beaumont, CIO, L Investments Family Office, USA & UAE
Mark Watts, Managing Partrner, Noosphere Ventures, USA
Dimitry Griko, CIO, EG Capital Advisors, United Kindom10:15 Keynote Panel Session: Spot Light on the Middle East
This exclusive session provides us with meaningful insights as we take a deep dive into the Middle
40 mins East investment landscape and we will hear more about the appetite for capital being deployed
outside the Gulf.
Moderator: Nabil Nazer, CIO, Al Sulaiman Group, Kingdom of Saudi Arabia
H.E. Zulfiquar Ghadiyali, CEO, Private Office, H.H. Sheikh Tahnoon Bin Saeed Bin Tahnoon
Al Nahyan, UAE
Habib Al-Assaad, Co-Executive Director of AFAQ Group / Office of Sheikha Latifa Mohammed
Bin Mejirin Al Murar Espoused to His Highness Sheikh Hasher Bin Ahmed Bin Juma Al
Maktoum, UAE
Faris Al Tahtamooni, Manager - International Ventures, The Private Office of Sheikh Saeed Al
Maktoum, UAE
Adam Ladjadj, Managing Director of FDI, Private Office of Sheikh Hamdan bin Mohammed Al
Nehayan, UAE
10:55 Keynote Thought Leadership: Solar Energy as an Investment Opportunity
- A unique look at Solar as an RE & PE investment.
20 mins - Why is this Trillion dollar industry sweeping the world as the most dominant form of all new
energy being brought online?
- Where is the right entry point and what are the risks?
Kerry E. Adler, President & Chief Executive Officer, SkyPower, Canada.
11:15 Morning Networking Break with Mediterranean Refreshments & Delicacies
11:55 Keynote Panel Session: Healthcare, Biotech & Life Sciences
30 mins Moderator: Amber Caska, Principal, NEXT Family Office, USA
Patrick Markus Aisher, Chairman, Kinled Holding, Switzerland
Dr. Michael Kaldasch, CEO & Founder, Aimedis B.V., Netherlands
Dr. Dmitry Kuzmin, Founder & Managing Partner, 4BIO Capital, United Kingdom
12:25 Keynote Panel Session: "The Eternal Flame Inside Our Families & the DNA of
Success"
35 mins - Leading Family Offices share their inside stories of how their businesses started, grew and
evolved into major power houses.
- What are their views of the current environment and exclusive visions for the future?
- What are their strategies for transitioning their empire to the next generation?
- Identifying the top challenges in the family business continuity.
- Fostering leadership while incorporating the right governance structure for your business' best
interest.
- Balancing between corporate governance and family governance for better control
Moderator: Wendy Craft, COO, Favara Family Office, USA
Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain
Sheila Barry Driscoll, President & Co-Founder, The Billionaire Foundation, USA
Patrick Reynolds, Grandson of tobacco magnate RJ Reynolds (Camel, Winstons) and Executive
Director of The Foundation for a Smokefree America, USA
Vera Boissier, Founding Partner, Circle 7 Capital Family Office, Switzerland & Brazil
1:00 Networking Lunch as we enjoy catching up with old friends and meeting new ones2:30 Panel Session: Artificial Intelligence & Machine Based Learning
The reason why people are so interested in Machine Learning and why people talk about it but very
35 mins few actually do it is because it's a paradigm shift to how things have been done before. We take a
deep dive into this space.
Moderator: Markus Lehner, Principal, Markus Lehner Family Office, Monaco
Bastian Lechner, Founder & CEO, Catana Capital, Germany
David Carlson, CEO, Giga Watt Inc, USA
Erich Spangenberg, CEO, IPwe, France
John Sharp, Partner, Hatcher+, Singapore
3:05 Keynote Presentation: Crypto Capital Markets - What’s to come in 2018?
Nick Ayton, Founder & CEO, Chainstarter, & Family Office Crypto Advisor, United Kingdom
3:25 "Batter Up!" Best Ideas Pitching - Exciting opportunities from around the world have just 5
minutes to present their best investment idea for the next 12-24 months:
1. Michael Young, CEO, Mediatrix Capital, Bahamas
2. Iman Mutlaq, Founder, Ingot Coin, Jordon
3. Dr. Christoph Braun, Managing Partner, Acton Capital, Germany
4. Dr. Dradley Messmer, CEO, Abreos Biosciences, USA
5. Jens Harig, Managing Partner, ARXUM, Germany
6. Craig Sproule, CEO, Crowd Machine, USA
7. Ziga Silic, CEO & Co-Founder, Elements Estates, Slovenia
8. Jonathan Chang, COO & Co-Founder, Nauticus, Australia
9. Roy Malkin, President & Founder, Venture Aviator, USA
Don Oparah, CEO, Venture Aviator, USA
10. Joseph Thompson, CEO & Co-Founder, AID:Tech, Ireland
4:30 Networking refreshments break5:00 Interactive Round Tables: With peer learning and interaction in mind, these 60 minute breakout
sessions are designed to promote the sharing of experiences and brainstorming of ideas in
facilitated and balanced discussions.
Table 1: Making it happen in Monaco. We take a look at setting up your Family Office, living &
nuances of doing business in Monte Carlo.
Hosted by: President of The Monaco Single & Multi-Family Office International Association
Table 2: High Alpha: A presentation from the World’s Top Performing Trade Algorithm.
Hosted by: Mediatrix Capital
Table 3: In a Reverse QE Environment - High Return Event Driven Investing.
Hosted by: Schultze Asset Management
Table 4: Advanced Therapies: Venture upside on Public markets.
Hosted by: EG Capital
Table 5: Digital transformation of industry - is there a benefit though Blockchain Technology ?
Hosted by: ARXUM
Table 6: Key Trends in Crypto Trading.
Hosted by: Hosted by Circle
Table 7: Weak capital markets, rising interest rates: The case for European Growth Capital
Hosted By: Acton Capital
Table 8: Investing in Solar: a trillion $ growth market!
Hosted by: SkyPower Global
Table 9: Investing in Blockchain Opportunities with real revenues and profits.
Hosted by: RUON & Venture Aviator
6:00- Networking Cocktail Gala Reception. Join us as we unwind and relax with fellow industry
8:00 professionals at Monaco's only private beachfront Resort
Family Office Awards presented by the Monaco Single and Multi-Family Office International
Association: Giuseppe Ambrosio & Daniel McVicar6th Global Family Office Investment Summit
DAY 2: 29 June 2018, Le Meridien Beach Plaza Hotel
8:30 Morning refreshments, networking with the finest selection of Arabian Coffees.
9:00 Master of Ceremonies Welcoming Opening Remarks
Justin Connor, Director, Empower Family Office, USA
9:05 Keynote Thought Leadership Presentation:
Sir Stelios Haji-loannou, Founder of EasyJet & Stelios Philanthropic Foundation,Monaco
9:20 Keynote Panel Session: Thinking Outside the Box in Dynamic Low Yield
Environment
35 mins
Central Banks are exploring ways how and when to raise interest rates. The global economy now
finds itself at an important and significant inflection point; politically, economically and
technologically. The commodity community is carefully watching oil prices and seeing what the
new normal will be. Digital assets such as various cryptocurrencies & new blockchain
technologies have emerged. Against this backdrop, clear patterns of switching between asset
classes have emerged. We will explore further:
- What are the implications for our portfolios as Central Banks start to decrease monetary
stimulus?
- But are we stuck in a new ultra low interest rate environment for the foreseeable future?
- What alternative asset classes are well suited for the current market environment?
- What strategies or assets do we need to consider exiting?
- What about renewable energy? Precious metals? Agriculture? Real estate? Real assets?
Venture Capital? Various Digital Assets?
Moderator: Katherine Hill Ritchie, Director, Nottingham Spirk Family Office, USA
J. Alan Reid, Jr. Managing Member, Reid Partners, USA
George Schultze, Managing Member & Founder, Schultze Asset Management, USA
Dr. John Alexander, Jnr., CIO, Clemson University Foundation, USA
Haydar Haba, Managing Partner, Andra Capital, USA
9:55 Panel Session: Fintech, Cryptocurrencies, & Initial Coin Offerings (ICOs)
40 mins
Moderator: Nick Ayton, Founder & CEO, Chainstarter, & Family Office Crypto Advisor, UK
Patrick Lowery, CEO, Iconiq Lab, Germany
Richard Liu, Partner, FBG Capital, China
Roger Benites, CEO, BitInka Capital, Peru
Tony DiMatteo, CEO, Lottery.com, USA
Natalia Karayaneva, CEO & Co-Founder, Propy, USA
10:35 Panel Session: "Buckle Your Seat Belt?" - What Options do Families have for
insurance against market volatility?
35 mins Experts, forecasters, commentators & research predict that the next five years will bring more
volatility and unpredictability.
- With increased global connectivity are there assets that are truly uncorrelated?
- We take a unique look at various strategies that family offices have adopted which provide
downside protection and generate real returns.
Moderator: James R. Hedges IV, Founder, HEDGES Company, USA
Adi Divgi, CIO, EA Global Family Office, USA
Dr. Jan-Gisbert Schultze, Managing Partner, Acton Capital, Germany
Borja Perez Arjuna, CEO, Grupo Timon (Spanish Family Office), Spain
Nikos Assanis, Chairman, AGC Family Office, USA & Switzerland11:10 Morning Networking Break with Refreshments & Mediterranean Delicacies.
11:35 Panel Session: What Happened to my Banker?
25 mins Moderator: Giuseppe Ambrosio, President, Monaco Single & Multi-Family Office
International Association, Monaco
Ian Ledger, Director, Landmark Management, Monaco
Peter Brigham, Senior Executive, Rosemont Multi Family Office, Monaco
Werner Peyer, CEO, Compagnie Monegasque de Banque, Monaco
12:00 Panel Session: Blockchain & Business - Delivering Real World Benefits
Moderator: Chris Traub, Chairman, Strategic Executive Search (SES) Group, China
40 mins
Natalia Karayaneva, CEO & Co-Founder, Propy Inc, USA
Henry Monzon, Chief Revenue Officer, Bitfury Group, Netherlands
Kamran Khan, CEO, Infra Tech Capital, USA
Laszlo Giricz, Founder, Poseidon, Malta
Michael Sung, Head of Strategy, ArtPi, USA & China
12:40 Panel Session: Spot Light on Co-Investment Opportunities
Some of the savviest families amongst us have made tremendous multi generational wealth from
40 mins cherry picking the best off market co-investment deals. We will have an exclusive opportunity to
hear about some new co-investments that are ripe for the picking.
Moderator: Mario Kozma, Investment Manager, Tyrus Capital, Monaco
Markus Lehner, Principal, Markus Lehner Family Office, Monaco
Imtiaz Mahtab, Managing Director, MEA & APAC regions, SkyPower Global, UAE
Byron Beene, Sr. Portfolio Manager, Alternative Investments, German Institutional Pension
Investor, Germany
Dr. Lina Kouatly, President & CEO, Lunatas, UAE
Matthew Wilkens, Managing Director, Kallas Asset Management, Brazil
1:20 Networking Lunch
2:30 Keynote Panel Session: “Great wealth is created by human beings and destroyed
by human beings.”
30 mins - With the biggest threat to family enterprises being behavioural risk of the humans, we take a
look at “Safe Space, Governance in Action” as a tool for effective negotiations within family
dynamics.
- Where does behavioural risk get in the way of negotiating and more importantly how creating a
Safe Space ensures a more effective and efficient Governance structure within the family and the
enterprise.
Moderator: Francesco Lombardo, Managing Director, Veritage Family Office, Canada
H.R.H. Prince Michel de Yougoslavi, Grandson of King Umberto of Italy and Prince Paul of
Yugoslavia, Monaco
Count Carl Eduard von Bismarck, former member of the German Parliament, CEO of Bismarck
Consulting, Great Grandson of German unifier Otto von Bismarck, Germany
Dominik von Evnern, Partner, Blu Family Office, United Kingdom3:00 Keynote Panel Session: Impact & Social Responsible Investment Opportunities
- With the growing interest from families, we take a look at the nuances of this space, and hear
40 mins directly from top international thought leaders.
- What do the next generation of impact investors care about?
- What are the different trends in impact investing?
Moderator: Giuseppe Ambrosio, President, Monaco Single & Multi-Family Office
International Association, Monaco
H.E. Bernard Fautrier, Vice President & CEO, The Prince Albert II of Monaco Foundation,
Monaco
Habib Al-Assaad, Co-Executive Director of AFAQ Group / Office of Sheikha Latifa
Mohammed Bin Mejirin Al Murar Espoused to His Highness Sheikh Hasher Bin Ahmed Bin
Juma Al Maktoum, UAE
Mungo Park, Chairman, Innovator Capital & Co-Founder, CleanEquity, Monaco
Stephen Ziff, Co-head of Investor Relations, Coller Capital, United Kingdom
3:40 Exclusive Closing Keynote Panel Session: Top International Family Offices Share
Their Best Secret Proprietary Investment Ideas
40 mins - During this ultra exclusive closing session we end the Monaco Summit with a deep dive into
some of the greatest investment minds who will share their portfolio & investment secrets as
well as make us think about what to look out for, how you're investing, and why?
- We will hear views on the next major investment trends and cycles & and how best to
capitalise on the biggest opportunities with 2-3 times investment returns.
Moderator: Catherine Shiang, Managing Director, Asia Capital Advisor, Hong Kong & USA
Aneel Ranadive, Managing Partner Soma Capital, & Sacramento Kings Ownership, USA
Prashant Doshi, Chief Evangelist, Shreem, USA
Ricky Husaini, Business Incubator & Chief Investment Officer, Trading Portfolio Ltd, UAE
Abhijeet Pai, President, Puzzolana, India
4:20 Master of Ceremonies Closing Remarks
4:30 Closing Networking Cocktail Reception. Join us and unwind with fellow industry
professionals during our last networking break of the day & summit!Feedback from delegates at previous Summits:
Indeed my pleasure to have attended recently held Global Family Office Summit
hosted by Ritossa Family Office at Four Seasons Resort in Dubai. I wish to
congratulate Mr. Anthony Ritossa for this great summit where we were blessed with
the company of great companies and businesses. Happy to attend many more of
such great and we’ll put together summits.” H.E. Zulfiquar Ghadiyali, CEO, Private
Office, H.H. Sheikh Tahnoon Bin Saeed Bin Tahnoon Al Nahyan, UAE
“Thank you Anthony Ritossa for inviting me to the 5th Global Family Office
Investment Summit. The event was a huge success gathering top notch
individuals sharing ideas and expertise from blockchain, cryptocurrencies,
healthcare and many other technologies”. Faris M. Al Tahtamooni, Manager -
International Ventures, The Private Office of Sheikh Saeed Al Maktoum, UAE
“Another outstanding summited hosted by Ritossa Family Office. For the
past couple of years, I have chaired moderated, and spoken at many Family
Office’s and Investment Summits, but this one has certainly raised the bar. It
was an honor to Chair & Moderate at the 5th Global Family Office Investment
Summit”. Hussein Sayed, CNBC Arabia Anchor & Chief Market Strategist at
ForexTime (FXTM), UAE
“Thank you for your wonderful hospitality and congratulations again on organizing an outstanding and
highly successful investment summit. I was extremely impressed with the quality of delegates you
had there. Hands down, the best investment summit I had attended in a long time. I look forward to
attending the event in Monaco.” Al Razavi, Director, TCA Fund Management Group. Switzerland
"Congratulations on an outstanding and highly successful investment summit. The event was
visionary, covered critical areas of FO investments and offered a refreshing insight into the evolving
landscape and shifting dynamics of FO investments. This included identifying innovative and
actionable investment strategies. The calibre of speakers and attendees was also very impressive. The
venue was stunning, the hospitality warm, generous and overall supported by a wonderfully relaxed
ambience. By far, this has been the most compelling and enlightening investment event I've attended
and I was honoured and proud to be there. Anthony, I wish you continued success with future events
and I hope to re-attend their next event!" - Tahir Ashraf, Managing Partner and PE Fund Manager of the
Year 2016 (Wealth & Finance International Magazine) - Inception Capital Management, USA.
“Thank you so much for inviting us to the Monaco Family Office Summit. Was a superbly orgnaised
event and with an eclectic mix of people. Best FO event I’ve been to!” Paula Pandolfino, CEO, LWL CA
Limited, SFO, United Kingdom“The Global Family Office Investment Summit was over-the-top excellent. I can’t
remember meeting more interesting people or hearing more superb and relevant
speakers. And on top of that, it was networking paradise. The speakers on blockchain
technology have influenced not only my investing strategies but those of my sons as
well. The highpoint for me was the performance of Carmen sponsored by Roy
Niederhoffer, followed by his explanation of what Carmen was really about. It was a
cultural and intellectual feast. I can’t believe how happy I am to have been a part of the
Summit. Thank you for your part in my being there. Very, very best, Mitzi” Mitzi Perdue,
Chair, Perdue Farms, USA
“Sandeep Sharma, CFA, Principal & Founder, had the privilege of
joining an esteemed panel of elite investors at The Monaco Global Family Office
Investment Summit to discuss global macro Mega Trends, Geopolitical Risks &
Economic challenges for 2017 and beyond. Thank you, Anthony Ritossa, for hosting
such a meaningful investment summit. The caliber of attendees and topics
addressed were second to none.” Cassie Waller, Chief Operating Officer, Syntax
Research, Florida.
"I had been told it was a conference by and for family offices, and I felt this was very attractive as it
enables genuine relationships and out-of-the-box viewpoints. What I did not expect is that there would
be such a family spirit both within the organizing team and between the attendees. This summit is
becoming the ultimate family of family offices worldwide." Pierre-Yves Cahart, Managing Director, Sienna
Investment Group, Switzerland
“Thank you for your invitation to be part of the truly terrific event that you put together. It
was a privilege to be part of this event, and I was impressed by the very exclusive list of
attendees”. Théodore Economou, CIO, Lombard Odier Asset Management, Switzerland
“What made your conference unique is how interesting, intelligent and fun the delegates are. Paired
with a bespoke agenda, the conference highlighted the distinctive challenges, passions and
personalities of many family offices. Would definitely attend again!” Victor Long, CEO & Co-Founder,
Meta Alpha, USA
"Congratulations on a tremendously successful event! You have certainly raised the
bar and set the new gold standard as the world's most exclusive & sophisticated
gathering of Family Office Investors & prominent business owners. The content &
organisation was first class & I have never seen such engaging, interactive, and
thought provoking panel discussions. I made new contacts with many leading
Family Office decision makers, including key family members. Thank you for
opening up a new world of opportunities & I look forward to being part of your next
Monaco Summit!" - Joze Oberstar, Founder and Managing Partner, Oberstar Law Office,
Slovenia.
“The Global Family Office Summit was a real success! It was not only great content and quality
participation but also meeting old friends and making new ones. Thank you!” Deniz Misir, Family
Officer, V22, Turkey
“A special thank you to Anthony Ritossa for such a great Global Family Office
Summit!” Giuseppe Ambrosio, ACA, President Monaco Single and Multi-Family Office
International Association, Monaco
“Thank you very much for the awesome hospitality and an incredible great event. It was well beyond
my expectations.” Baris Kaya, Founding Partner, BK Systematic Strategies, Turkey“Thank you again for the invitation to join you in Monaco. It was truly an excellent event and we look
forward to working with you in the future.” Hans H. Wahl, Director, Social Impact Initiative, INSEAD, The
Business School for the World. France
“Thank you for having BCA participate in your summit last week. It was an incredibly
interesting event and one that I look forward to participating again in the future.” Angus
Hume, Senior Vice President, Global Head of Sales, BCA Research Inc. United Kingdom
“I wanted to thank you personally for the invite to the Monaco conference. I enjoyed it immensely and
met some interesting people - and was delighted that NeuroRx - one of our portfolio companies - was a
sponsor.” Patrick Aisher, Chairman, Kinled Holding Ltd. Hong Kong
“I would like to thank you both for organising and inviting Rory and I to your Global Family Office
Investment Summit in Monaco. It was both interesting and very enjoyable.” Seymour Banks, CEO,
Hilltop Fund Management, United Kingdom
“The Monaco Family Office Summit was really great, congratulations for this event.” Georges Demarti,
President, Patrimoine & Sérénité SAS, France
“Firstly, I would like to congratulate you on a wonderful event. You seem to have found the elusive
balance between single family office principals/officers and a carefully curated collection a few service
providers and other parties with overlapping interests. Well done! Secondly, I wanted to thank you for
providing me with the opportunity to attend the Summit. I truly enjoyed myself and appreciated the
relaxed atmosphere and hope to be able to attend another of your events in the near future.” William
Dougherty, CIO, QdN Partners, Switzerland
"Never attended such a quality summit globally", Family Member,
SFO, Kingdom of Saudi Arabia
"An elegant and successful event", Principle, SFO, UAE.
"Thank you for the wonderful hospitality and for organising such
a great summit, the people you brought together were all
wonderful." Family Member, SFO, Kingdom of Bahrain.
"I was positively surprised by the quality of all the delegates at the summit. Congratulations, this is
the only family office must attend event!' " Principle, SFO, Sultanate of Oman
"The Summit was a unique blend of insights and opportunity to develop
deep relationships at a very personal level with all participants –
attendees, delegates and service providers. It far exceeded my already
lofty expectations thanks to your dedicated efforts in thoughtfully
organizing the summit as well the candor of the families. We at Syntax
are truly appreciative of the opportunity to participate and look forward
to becoming a valued, contributing member on an ongoing basis."
Sandeep Sharma, CFA | Principal | Syntax Research, Inc. USA
"It was a pleasure speaking at the Summit. I thoroughly enjoyed the discussions,
interactive panels and high caliber attendees. Thank you and well done"! Nabil Nazer, CIO,
Al Sulaiman Group, Kingdom of Saudi Arabia
"It was a real pleasure to attend the Summit! We were very happy with the event and with the contacts
we made." Karl Tonna, Chief Investment Officer, FMG Funds, Malta
"Congratulations on a fantastic summit! It was great interacting with some of the most influential
family offices in the region and hearing their thoughts. Thank you as well for the opportunity to
participate as a panelist." Anat Jatia, Founder, Greenland Investment Management, India"Excellently organised and extremely professional. The panels and discussions were focused and
beneficial to all the participants on various levels. As new-comers we were warmly welcomed and well
received, thank you. We enjoyed both days immensely. Congratulations again on a wonderful event!"
Nicky Sakpoba & Debbie Gispan, Directors, Panoba - Executive Lifestyle Services, UK
“Just a short note to congratulate you on another outstanding event. The quality of speakers and
participants was exceptional and sets the gold standard for the industry.” Tony Hadjiloucas. PwC,
Partner, In charge of Private Wealth Services, Cyprus
“Thank you so much for having me at your amazing summit. I enjoyed the ease of conversation, the
friendly atmosphere allowing for good conversation and adding to one´s knowledge by better
understanding what other family investors are focused on or how they are approaching new ideas. It
feels that new dialogues have opened and will be maintained.
Werner Schuenemann, Principal, Patrick Liotard Vogt Family Office, Switzerland
“Anthony - thank you for having me! Great event and great panelists, I look forward to participating in
your future events!” Onsi Sawiris, Co-Founder & Managing Partner, HOF Capital, USA
“Congratulations on a successful event! “I really enjoyed the international attendance as well as the
well selected panels. I particularly enjoyed the several panels on current trends.” David Konig, Director,
SMK Realty & Investments, USA
“Thanks for the invite! I really enjoyed the conference, the people and your organization. The value
was much more than I ever expected!” David W. Traylor, Senior Managing Director, Golden Eagle Partners
“Thank you very much! It was a very interesting group of people and panels that you lined up. Bravo!”
Adil Abdulali, President, Chief Science Officer at MOV37 and Protege Partners, USA
“Had a really great time and enjoyed speaking and meeting great people. Congratulate on such a
successful event!” Aneel Ranadive, Managing Partner Soma Capital, & Sacramento Kings Ownership, USA
“Thank you for having us at the Family Office Summit. It was an enjoyable
event with very thoughtful investors and I'm grateful to you!” Darsh Singh,
Managing Partner, Hazoor Partners, USA
“Congratulations on a fabulous and well executed event! Thanks so very much for
having made it possible for me to take part in you event. It allowed for me to meet so
many nice and prominent people. I am forever grateful!!!” Jeanette Pressman, Dezer
Platinum Realty, USA
“Thanks very much for a wonderful conference.” Stephen Kennedy Smith, Principal, The Park Agency -
Joseph P. Kennedy Enterprises, The Kennedy Family Office, USA
“Congratulations on organising this amazing gathering. It was very well attended and topics and
participants of panels where well chosen. Needless to say that the venue was fantastic. Please keep us
in the loop for future events.” Sebastian Stoecker, Managing Partner, Savile Bay Capital, USA
“Truly great Summit!”, Tammi Edwards, T Family Office, USA
"It was a real honour & such an amazing experience meeting with Royal Family
Members, Merchant Families, Family Offices, Private Banks & Sovereign Wealth
Funds during the Summit." CNBC TV Interview - Giles Hannah, Head of International at
Dubai Properties, UAE.Registration Fee: EUR 4,900
Summit delegates have access to a special discounted room rate of €230 per night (all inclusive of
breakfast, taxes & WiFi) at the Le Meridien Beach Plaza Hotel, Monte Carlo. Only a limited number
of rooms available.
Please Note: Registration is subject to Advisory Board approval. Upon approval payment instructions
will be provided.
Cancellation Policy:
1. If you are unable to attend your place is transferable.
2. Invoiced amounts are due in full and no refunds are issued.
3. If you register but cannot attend, you will be provided with conference documentation.
4. Rights are reserved to amend the conference program and schedule without notice.
5. No responsibility from any costs occurred due to any changes or cancellations.
For more information, please email: info@MonacoSummit.orgYou can also read
