IQ-EQ Crossroads is an annual event that brings together high profile speakers in both the PE/RE funds and Family Offices worlds. This year, the second edition of another thought-provoking session will be held at Landing Forty-Two, Leadenhall building in London on Wednesday 27 November 2019. The theme will be Private Equity/Real Estate funds and Family Offices: a marriage made in heaven?
8.00 am - Registration
8.30 am - Welcome note by Serge Krancenblum, Group Executive Chairman, IQ-EQ
PERE and Family Office: A marriage made in heaven?
8.45 am - Dr Rebecca Gooch, Director of Research, Campden Wealth
PERE and Family offices: Outlook
A large percentage of single-family offices and a significant number of multi-family offices are heavily investing in PERE. Rebecca will talk about the research conducted by her firm and explore the reasons why family offices are turning to PERE. Rebecca will also discuss the type of investments favoured by family offices when dealing with PEREs.
9.00 am - Mark Florman, CEO, Time Partners
The journey from Private Equity to Family Office
Mark will share his experience of running and founding Private Equity firms and the reasons he decided to move to Time Partners, a major Family Office.
9.15 am - Tony Poulson, Director of Operations, Europe, Allvue
What Best Practices can Family Offices Learn from PERE Firms
As more Family Offices explore greater exposure to PE and RE as an asset class, our speaker will discuss the lesson learnt by GPs, as well as emerging operational trends and how these can be applied to Family Offices.
9.30 am - Break
9.45 am - Robert Evans, Senior Vice President – Investment Solutions, Partners Group
Family Office: Friend or Foe?
Robert will offer the insights of one of the major European Private Equity firms, on the relationship between Private Equity and Family Office and how he thinks the relationship will evolve.
10.00 am - John Forbes, Founder, John Forbes Consulting LLP
Investment in Real Estate: A family affair
John will explore the relationship between Real Estate funds and family offices, looking at lessons that can be learnt from previous cycles, as well as looking at the way in which some family offices are looking to structure themselves to be more like fund managers.
10.15 am - Neil MacDougall, Chairman, Silverfleet Capital and Chairman of the BVCA UK & European Capital Committee
The growing importance of Family Office in supporting start-up funds
Based on his over 30 years’ of experience in Private Equity, Neil will give his insights on the relationship between Private Equity and Family Office and the growing importance of Family Office in supporting start-up funds.
10.30 am - Elie Chamat, Founder and CEO, Decisive and Alain Roussel, Head of Private Institutional Clients Coverage, Nomura
Disruption in the investment industry
The sophistication of the UHNWIs has resulted in an appetite for alternative investment avenues for wealth creation. PERE offers a structured investment option for UHNWIs looking for long term returns. The speakers will discuss of the new key trends of ultra-high-net-worth individuals and the disruption affecting this segment.
10.45 am - Sir Mark Fehrs Haukohl, Chairman of the Board, Vero Group
The Evolution of Standards, Governance and Transparency for the Family Office of the 21st Century
The role of governance in the family office is evolving.Sir Mark Haukohl will discuss the evolution of standards found in the family office of the 21st century as well as what the Institutional Limited Partners Association (ILPA) offers in terms of tools, guidelines and templates to make compliance easier and more uniform.
11.00 am - Panel and Q&A
Moderator: Elliot Smither
Panellists: Sir Mark Fehrs Haukohl, Thierry Bosly, Alain Roussel, Robert Evans, Jerome Sibony, Stephanie McMahon and Serge Krancenblum.
12.30 pm - Lunch