5 – 8 Nov 2018 The Courthouse Shoreditch, London, UK

FUTURE WEALTH TOUR 2018

Interact with individuals and institutions that are changing the way wealth is being created and impacting our shared society and take part in site visits in the world’s capital of the super-rich
Future Wealth 2018

FUTURE WEALTH TOUR 2018

Meet real people who are giving back to society by deploying their wealth into responsible investments
Enlighten yourself on the various innovations happening in the wealth management industry
Take charge of your own decisions in building your portfolio
Network with peers who share the same vision in transforming society

Delegate seats are limited to 30 participants to guarantee interactive format.

A fresh new experience of London and the future of wealth!

Around the world opportunities in wealth are being created in different ways, driven by new innovations, and the growth of wealth in different societies can be a force for good. Individuals who have successfully build their businesses or managed inherited assets have an important role in building sustainable societies.

London, the world’s capital of the super-rich and with the highest number of billionaires, also boasts of the highest number of philanthropic activities carried out by the wealthy. From the likes of Roman Abramovich, the Weston family, and Sir Michael Hintze, many of them have invested in good causes that undeniably have a positive impact on the sustainability of society.

Wealth & Society is organizing a 4-day programme in London on 5-8 November 2018, for ultra-high-net-worth individuals who would like to be updated on the latest ideas about innovation in wealth management and responsible investing, as well as meet like-minded peers from all over the world.

Senior and chief executives from financial institutions will also find this programme useful. The tour includes site visits to leading companies in wealth and asset management, boutique family owned banks, successful businesses with unique, cutting-edge business models and promising startups.

Who should attend?

  • - Individuals who are serious in the deployments of wealth into impact investing
  • - Aspiring wealthy
  • - Private banking & family offices
  • - CEOs and Directors of private banks and family offices

Why should you attend?

The Wealth & Society’s inaugural ‘Future Wealth Tour 2018’ is the first-of-its-kind tour that provides you the unique opportunity to meet and spend quality time with peers around the world who share the same ideas and experiences when it comes to using your money for a worthy cause. It is a highly exclusive platform that encourages participants to think beyond their comfort zone and take charge of their future by achieving the ambitions they have for the betterment of society, Be it technology, environment, medicine or lifesciences, this programme will give you all the right information to enhance your wealth management journey and at the same time, take advantage of new opportunities created by technology.

FutureWealth 2018

By participating in thetour, participants get instant VIP access to our inaugural FutureWealth 2018, a high-levelgathering ofultra-high-net worth individuals, influential investors, private bankers,asset managers, philanthropists and academic professors from over 50 countries.

Agenda



8:00
Registration and networking
9:00
Welcome and briefing

Introduction to the FutureWealth Tour 2018

-Self-introduction of the delegates, the countries each come from and what each person is looking to take away from the programme

-Thinking about impact investing

-Thinking about innovations in wealth

Introduction by Emmanuel Daniel, Chairman, Wealth & Society Programme

10:00
Spencer House – Family wealth and succession planning

London’s most magnificent eighteenth-century aristocratic palace, Spencer House was recognised as one of the most sumptuous private residences ever built in London and a building of unique importance in the history of English architecture.

-We will have a guided tour and immerse ourselves in the history and grandeur of the palace.

-After which we will have a private conversation with Maya Prabhu, Managing Director of Coutts Institute, who has extensive experience in advising families on a range of issues including succession, governance, communication and next generation development and philanthropy. She has advised families in the Middle East, Asia and the UK.

12:30
Luncheon at Eltham Lodge, home to Royal Blackheath golf club, one of the oldest golf clubs in the world.

12:30 - Arrival

12:45 - Luncheon Speech: “Diversify Or Die – Survive and Succeed In the Twenty Teens” Talk by Graham Rowan, Chairman of Elite Investor Club, a global network of high net worth and sophisticated investors. The members are like-minded individuals who share similar aspirations in achieving financial independence through a combination of wealth coaching and access to extraordinary investments that others won’t find on the High Street.

13:45 - Networking break & Champagne

14:15 - The Financial Game Show with Dominic Frisby, the world’s only financial expert and comedian, and British author.

15:15 – End of programme

16:00
Let’s talk impact investing – In conversation with Elroy Dimson, Emeritus Professor of Finance, London Business School

There has been an increase in the general consciousness of people to invest in socially and environmentally responsible ways. In fact, investors are increasingly asking; how can businesses and individuals invest in ways that produce measurable social or environmental return alongside financial returns? We speak to Elroy Dimson on his views and perspectives on the subject, derived from his expertise in the impact investing space.

18:00
Welcome dinner & cocktails at The Shard
9:00
Visit to the Saatchi Gallery – Ideas surrounding the future of art investing

The Saatchi Gallery aims to provide an innovative forum for contemporary art, presenting work by largely unseen young artists or by international artists whose work has been rarely or never exhibited in the UK. We will have a tour around the galleries and exhibitions, followed by a panel dialogue on how innovations and technology such as blockchain and virtual reality are changing the world of art. We will meet with a series of experts such as:

- Rebecca Wilson, Chief Curator and VP, Art Advisory at Saatchi Art

- Philip Hoffman, Founder and CEO of The Fine Art Group

- Miguel Neumann, Founding Partner at Maecenas

11:30
Exo Investing – Wealthtech start-up backed by Rothschild

With the rise of robo-investing and algorithms, private investing is increasingly being revolutionised. Exo is the AI-powered wealth manager which rebalances individuals’ portfolio daily; and is founded and advised by experts who have worked with Edmond de Rothschild Group, a private bank and asset management firm. We will meet and speak with CEO, Lennart Asshoff on what goes behind the scenes in robo-investing and how the company is working on individualised risk management.

13:00
Networking lunch
15:00
UBS SmartWealthand Crypto 2.0

UBS has been at the forefront of wealth management and was one of the early adopters of the innovation lab. By working with fintech start-ups in the ecosystem, the bank has managed to deliver products and solutions that serves the needs of their clients, whose agenda does not simply lie in the getting positive returns from investments but the overall value derived from such investments Two of these solutions are,SmartWealth, which allows individuals to monitor their investments against their goals, and UBS’ blockchain-based digital currencyproject. We will also meet with the founders of start-ups who are creating and redesigning the wealth management industry.

17:00
Visit to the Royal Opera House and Dinner Programme

Velvet, Gilt and Glamour Tour, followed by Dinner at the Crush Room

9:00
Visit to the Institute of Philantrophy in Somerset House

Founded in 1995, The Philantrophy Workshop officially known as Institute of Philantrophy, leverages the strengths of forward-thinking philanthropists, advisors, and their founding organizations, including the Rockefeller and Hewlett Foundations. In order to bring educational programming, a diverse network, and a united position as the foremost influencers of strategic and innovative philanthropy in the global community. The TPW member network boasts of more than 425 philanthropists and is the largest of its kind.

We will meet with Katherine Lorenz, Vice Chair, UK & US Boards, and who has been named "One to Watch" as an up-and-coming face in philanthropy, on the general trends and opportunities in UK’s social investment sector. We will also interact with a few of the network members and learn about their personal journeys.

11:30
Come and invest in London – Visit to the mayor’s promotional agency , London and Partners

London’s official promotional agency is to support the Mayor’s priorities by promoting London internationally. Currently running a campaign, #LondonIsOpen, which was launched by the mayor, Sadiq Khan, to show that London is united and open for business following the EU referendum. We will meet with a government official who will give an overview of the investment scenarios and important information for anyone who is interested to invest in London, including taxation, legal, and various other processes. We will also a selected group of shortlisted businesses and hear their pitch on their business models, projects and objectives to bring a social good through the commercialisation of new ideas in food, healthcare, and life sciences.

13:00
Networking lunch
14:30
Discover innovations in genetic data with GlaxoSmithKline, British drugmaker and a leading pharmaceutical company

GSK’s recent stake in Silicon Valley’s gene testing company 23andMe, gives it exclusive access to the firm’s vast DNA database. By working with 23andMe, GSK can now scan the world’s largest human genetic database with associated health records. The first project under an initial four-year collaboration will focus on an experimental GSK pill for Parkinson’s disease. We will speak to a senior representative on the developments surrounding the collaboration and what it means for future discoveries in mitigating diseases and extending the human life span.

16:00
Afternoon tea at Fortnum & Mason

Networking with fund managers and think tanks who are actively investing in or driving financially rewarding assets which are aligned with environmentally sustainable impact.

- AltheliaEcospher and Mirova, the leading European Responsible Investment platform

- 2° Investing Initiative, a multi-stakeholder think tank working to align the financial sector with 2°C climate goals.

- OGCI Climate Investments, who invest in technologies that have the potential to significantly reduce greenhouse gas emissions, and that are economically viable

7:30
Registration and networking
9:00
Welcome & opening remarks

In conversation with influential individuals who have made an impact on society, on how emerging demographic trends, shifting political tides, global market movements, growing wealth and relentless breakthroughs in technology are impacting the rest of world.

- Pierre Omidyar, Founding Partner, Omidyar Network,entrepreneur and philanthropist best known as the founder of eBay. Recently investing in Indus.ai, the world’s most advanced construction intelligence-as-a-service solution, Pierre has a lot to say on the world of impact investing (to be invited)

- Alice Walton, founder of Crystal Bridges Museum of American Art, only daughter of Walmart founder Sam Walton. Her foundation focuses on improving K-12 education and investing in conservation that helps communities thrive.(to be invited)

- Majid Al Futtaim, founder of Majid Al Futtaim Holding, known as MAF. Operating over 12 hotels, 21 malls including Mall of the Emirates in Dubai and the Mall of Egypt in Cairo.His foundation is implementing a series of awareness campaigns and healthcare projects envisioned to raise the public’s awareness on the importance of adopting a healthy lifestyle and nutrition (to be invited)

10:30
Networking break
11:00
The rise of women as family leaders and investors

While women encompass nearly half the workforce across the Wealth Management industries, they are massively under-represented at senior leadership levels.There are a number of cultural and personal challenges for aspiring and ambitious women in this industry who are looking to advance their careers. To make this career progression happen, it is essential to sharpen key skills and align these with the expectations of the executive suite. During this session we will discuss the role of women in the upcoming years.

11:45
Doomsday prep for the super-rich

Survivalism, the practice of preparing for a crack-up of civilization, tends to evoke a certain picture: the woodsman in the tinfoil hat, the hysteric with the hoard of beans, the religious doomsayer. Recently, some of the wealthiest people in Silicon Valley, New York, and beyond— among tech executives, hedge-fund managers, and others in their economic cohort are getting ready for the crack-up of civilization.

- What’s causing the panic amongst the super-rich?

- How did the preoccupation of the apocalypse reach in these affluent quarters? Especially for places like Silicon Valley known for its ability to change the world for better?

12:30
Using philanthropic capital for impactful start-ups

With an estimated price tag of $172.5 trillion, there is little room for error when devising investment strategies to achieve the global goals using all capital sources--government, business, and private, including philanthropic capital. During this session we will discuss with global leaders across all sectors, family foundations and individual philanthropists, ways to maximize philanthropic capital when investing in global goals.

- Innovative financing mechanisms

- Creative investment vehicles

- Alternatives of investment

13:00
Luncheon Programmes -“Wealth Technology and Innovation” Showcase and Competition
14:30
Workshop - Millennials and wealth - Are they whimsical or purposeful?

Repeatedly branded as entitled, self-involved and even lazy, the Millennial generation - more than 80 million people worldwide between 18 and 35 years old - may be the demographic cohort most prepared to lead a disrupted workforce into the digital economy. Millennialsare better multitaskers, more efficient collaborators, and more aware of social impact than their predecessors. Definitely, business, entertainment, media, government and philanthropy are sectors greatly influenced by.We will discuss the Millennial leadership as it begins to dictate trends not only on social media but also in the boardroom.

Led by April Rudin, President, The Rudin Group

15:30
Workshop – Building your impact investment portfolio

Social entrepreneurs, and impact investors who work with them, need good ideas, access to capital and talented teams. But in many emerging markets, it’s difficult to register a business, get licenses, enforce a contract, and secure property rights, amongother challenges. Conversations focus on a variety of ways to support the growth of social entrepreneurs and social capital. This session will explore the ways you can build or enhance your impact investments and consider the various policy dimension of social entrepreneurship and impact investment.

Led by Dr Ruth A. Shapiro, Founder & Chief Executive, Centre for Asian Philanthropy & Society (CAPS)

16:30
Networking break
17:00
Closing keynote

What keeps me awake at night?

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. However, there are other pressing matters that preoccupy the UHNW individuals; mainly the lack of confidence in the capabilities of the next generation to be motivated in creating their own wealth. Leaving a better future for their children is another concern, therefore, donating to NGO’s fighting climate change, but also are more prone to give to traditional institutions and religious organizations.

How can young successors be more prepared to handle their inheritance?

New generations are more practical and passionate about the issues the world is facing, but how to guide them to doing good without just writing a philanthropy check?

18:00
Close of conference
7:30
Registration and networking
9:00
Welcome & opening remarks

In conversation with influential individuals who have made an impact on society, on how emerging demographic trends, shifting political tides, global market movements, growing wealth and relentless breakthroughs in technology are impacting the rest of world.

- Pierre Omidyar, Founding Partner, Omidyar Network,entrepreneur and philanthropist best known as the founder of eBay. Recently investing in Indus.ai, the world’s most advanced construction intelligence-as-a-service solution, Pierre has a lot to say on the world of impact investing (to be invited)

- Alice Walton, founder of Crystal Bridges Museum of American Art, only daughter of Walmart founder Sam Walton. Her foundation focuses on improving K-12 education and investing in conservation that helps communities thrive.(to be invited)

- Majid Al Futtaim, founder of Majid Al Futtaim Holding, known as MAF. Operating over 12 hotels, 21 malls including Mall of the Emirates in Dubai and the Mall of Egypt in Cairo.His foundation is implementing a series of awareness campaigns and healthcare projects envisioned to raise the public’s awareness on the importance of adopting a healthy lifestyle and nutrition (to be invited)

10:30
Networking break
11:00
Artificial intelligence reshaping the wealth management industry

Imagine a world where chatbots answer client e-mails regarding their investments, and software scours the Internet for the latest news, economic data and academic papers to create insightful investment reports. This might seem like the stuff of science fiction – albeit with a wealth management angle, not anymore.

- How firms can quickly leverage AI and machine learning as part of an intelligent customer management solution.

- The need for new generation of robo-advisors

Chaired by Tom Groenfeldt, Writer, Forbes

11:45
Life Sciences: Breakthrough technologies and innovations

Currently technologies are being developed, however, there are ten breakthrough technologies we should start discussing today. These technologies all have staying power. They will affect the economy and our politics, improve medicine, or influence our culture. Some are unfolding now, others will take a decade or even more to develop.

- Reversing paralysis

- Gene therapy 2.0

- Paying with your face

- Practical quantum computers

- Hot solar cells

- Self-driving trucks

Chaired by Urs Bolt, CEO, Bolt Execution

12:30
Investing in the future innovation of food technology

Currently innovators and entrepreneurs are leading the health revolution by reinventing the food system. We are in the midst of a food revolution that could yield healthier and more accessible food options for people all over the world—no matter what their socioeconomic status may be.What are the most beneficial ways that technology can help coordinate and advance the agro-food chain—from the production of alternative proteins to new methods of food distribution and preservation, and on? During this session we will discuss the realistic goals for the next five-years and how all big and small players must work together.

13:00
Luncheon Programmes -“Wealth Technology and Innovation” Showcase and Competition
14:30
Workshop - Crypto-Philanthropy: How Cryptocurrency and Blockchain are Disrupting Giving

Cryptocurrencies and blockchain are transforming philanthropy through digital currency donations, the emergence of charity coins, crypto-foundations, new impact measurement tools, and more direct and transparent giving through blockchain-based platforms. This session will also discuss the future of giving, with the arrival of new charity ecosystems, "Distributed Autonomous Foundations," and other blockchain innovations that could potentially transform philanthropy as we know it.

Led by Urs Bolt, CEO, Bolt Execution

15:30
Workshop –Overcoming the everyday data clutter and thriving in a fast-changing world

Every day, we're sprinting to catch up. New technology. New research. New people. New ideas. Fast changes and endless updates—in your practice, business, and personal life. Maybe you and those closest to you feel overwhelmed by the growing "data clutter." Stressed by all the knowledge you must absorb, process, read, and recall. How do you stay on top and deal with it all? During this workshop we will share simple proven strategies to mentally thrive and win in the face of fierce competition.

16:30
Networking break
17:00
Closing keynote

What keeps me awake at night?

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. However, there are other pressing matters that preoccupy the UHNW individuals; mainly the lack of confidence in the capabilities of the next generation to be motivated in creating their own wealth. Leaving a better future for their children is another concern, therefore, donating to NGO’s fighting climate change, but also are more prone to give to traditional institutions and religious organizations.

How can young successors be more prepared to handle their inheritance?

New generations are more practical and passionate about the issues the world is facing, but how to guide them to doing good without just writing a philanthropy check?

18:00
Close of conference
7:30
Registration and networking
9:00
Welcome & opening remarks

In conversation with influential individuals who have made an impact on society, on how emerging demographic trends, shifting political tides, global market movements, growing wealth and relentless breakthroughs in technology are impacting the rest of world.

- Pierre Omidyar, Founding Partner, Omidyar Network,entrepreneur and philanthropist best known as the founder of eBay. Recently investing in Indus.ai, the world’s most advanced construction intelligence-as-a-service solution, Pierre has a lot to say on the world of impact investing (to be invited)

- Alice Walton, founder of Crystal Bridges Museum of American Art, only daughter of Walmart founder Sam Walton. Her foundation focuses on improving K-12 education and investing in conservation that helps communities thrive.(to be invited)

- Majid Al Futtaim, founder of Majid Al Futtaim Holding, known as MAF. Operating over 12 hotels, 21 malls including Mall of the Emirates in Dubai and the Mall of Egypt in Cairo.His foundation is implementing a series of awareness campaigns and healthcare projects envisioned to raise the public’s awareness on the importance of adopting a healthy lifestyle and nutrition (to be invited)

14:30
Investing in UK – Policies & Opportunities (Closed-door roundtable)

This session is designed for individuals and institutions who are keen to educate themselves on the various dimensions related to doing investments in the UK. Delegates will have a one-to-one chat with a government official who will guide them through the legal, structural and regulatory aspects for those who are looking at UK for their next wealth creation opportunities, and at the same time discover the top sectors and hotspots in the country.

17:00
Closing keynote

What keeps me awake at night?

Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. However, there are other pressing matters that preoccupy the UHNW individuals; mainly the lack of confidence in the capabilities of the next generation to be motivated in creating their own wealth. Leaving a better future for their children is another concern, therefore, donating to NGO’s fighting climate change, but also are more prone to give to traditional institutions and religious organizations.

How can young successors be more prepared to handle their inheritance?

New generations are more practical and passionate about the issues the world is facing, but how to guide them to doing good without just writing a philanthropy check?

18:00
Close of conference

Tickets

Experience new perspectives of wealth



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Early Bird
(Before Sept 30,2018)
$12,000
  • Includes all site visits, meeting and activities
  • Includes 4-nights accommodation at The Courthouse Hotel, Shoreditch
  • Includes breakfast, lunch and dinners
  • Excludes airfare to and from London
  • Exclude visa fees (letter of participation will be provided
Buy now
Full Rate
$15,000
  • Includes all site visits, meeting and activities
  • Includes 4-nights accommodation at The Courthouse Hotel, Shoreditch
  • Includes breakfast, lunch and dinners
  • Excludes airfare to and from London
  • Exclude visa fees (letter of participation will be provided
Buy now

Register to Future Wealth Tour now!

SEE YOU IN LONDON | 5 NOVEMBER 2018



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Location

  • The Courthouse Hotel Shoreditch, 335–337 Old

    Street, London, EC1V 9LL