Conference Agenda

Tuesday, 3 December 2024

See what’s on for the day
David Werdiger - Conference Chair

8:45am

Welcome from the Chair

David Werdiger, Managing Director, Nathanson Pearson

9:00am

What is the Future for Private and Family Wealth Management?

  • Investigating the range of private wealth practices in the US

  • Examining global trends in private wealth management and client needs

  • Exploring the range of services needed to support complex clients

  • Lessons learned from a career advising families of significant wealth

  • Jamie McLaughlin, Founder, J. H. McLaughlin & Co. (US) in discussion via ZOOM with

  • Christine Fleer, Partner, Arnold Bloch Leibler

9:45am

The Future of Technology for Family Offices and Private Wealth Advisers

  • Exploring tech platforms and uses for family offices

  • How will AI impact advice and private wealth management?

  • Horses for Courses: How to assess the best tech for your largest clients

Mark Papendieck, Chief Commercial Officer, Integrated Portfolio Solutions

In conversation with David Werdiger, Managing Director, Nathanson Pearson

10:30am

Morning Break

Recharge and network with fellow participants during our morning coffee break. Share insights, exchange ideas, and fuel your day with fresh brews.

11:00am

Adviser Perspective
Collaboration & the Integrated Adviser

  • Case studies: How are firms offering a more integrated service to complex families by collaborating with advisers from other disciplines?

  • Partnering with the client to understand complex needs and how different professional advice intersects

  • Unearthing the full picture to help provide the best advice

  • What is your role? How to collaborate effectively, and how to avoid the pitfalls

  • Jason Chequer, Partner, Sayers Group

  • Scott Fitzpatrick, Founder, Significant Adviser Network and Fitzpatrick’s Private Wealth

11:40am

The Client Perspective
How we expect our advisers to collaborate

In this session, we explore the family perspective on adviser integration and collaboration. Our panel of family members and Family Office Principals will share what they need & expect from advisers.

12:20pm

Beyond Chequebook Philanthropy
Unlocking the Business Benefits of Strategic Giving

Understand the scope of philanthropy services offered to families: goal setting and strategy, structures, level of client engagement and control, fund management.

Real-world examples of managing expectations, partnering with clients, embedding experts, or offering in-house philanthropy services through corporate giving or client foundations.

1:00pm

Networking Lunch

Lunch includes structured speed dating to help participants connect across disciplines.

2:00pm

Dragonfly Thinking: Unlocking Strategic Insights with Multi-Lens Analysis

"Dragonfly Thinking” empowers advisers to navigate complex challenges using a multi-lens approach, enhancing strategic foresight and integrative analysis. By combining diverse viewpoints and data, advisers can deliver more informed and adaptive solutions, fostering resilience and smarter decision-making in dynamic financial environments.

2:30pm

Rising Gen’s Expectations
Not my Parents’ Adviser!

In this session, our panel of younger clients speak about their experience working with advisers and what they expect as they go through intergenerational transition. Do they need new advisers?

  • Edward Myer, Partner, IMS Digital Ventures & Director, MWP Partners

  • David Werdiger, Managing Director, Nathanson Pearson

  • Moderator: Emma Woolley, Partner & Head of Family Office Advisory, Hall & Wilcox

3:30pm

Coffee Break

Grab a cup of coffee, stretch your legs, and prepare for the rest of the day's engaging discussions and sessions.

4:00pm

How do UHNWs and FOs invest differently?

  • Strategic asset allocation vs “risk buckets”

  • Private investor approaches to liquidity and investment time horizons

  • Advising on direct investment and non-APL products

  • Matthew Tan, Senior Asset Allocation Specialist, LGT Crestone

  • John Shin, Founder, Attalis Capital

  • Fiona Hindmarsh, General Partner, Significant

  • Moderator: Nick Mole, Managing Director, Merchant Place

5:00pm

Drinks & Networking

Structured cross-discipline speed dating