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Seminar on 'Preserving Family Wealth Across Generations'

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Seminar on 'Preserving Family Wealth Across Generations' 
   
Program Schedule
Seminar Summary
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This half-day seminar will address issues related to family wealth preservation through effective investment governance practices, as well as the role of family office. There exists a range of investment governance structures, and a well-defined one provides the family with a decision making framework for directing the future of the family wealth. In addition to presentations, a panel of family members and practitioners is formed to share their views and practices in family wealth preservation.

Date Thursday, 12 March 2015
Venue:     Harbour View Ballroom I
Level 4, Four Seasons Hotel Hong Kong  
8 Finance Street, Central, Hong Kong
Language English  
Fee Complimentary admission and by invitation only
 
9:00 AM  Registration
9:30 AM Welcoming Remarks
Prof. Roger King, HKUST
9:45 AM Family Office: The Glue that Keeps the Family Together
Prof. Winnie Peng, HKUST  
10:15 AM Investment Governance for Families: Lessons Learnt from Advising Over 200 Family Portfolios
Ms. Sandra Urie, Chairman & CEO, Cambridge Associates
10:45 AM Coffee Break
11:00 AM Panel Discussion: Family Investment Governance: Practitioners’ Perspectives
Moderator: Prof. Roger King, HKUST  
Panelists:
Mr. James Chen, Chairman, Wahum Group Holdings
Mr. Robert Dorfman, Chairman, Herald Holdings Ltd
Mr. Geoffrey King, Managing Partner, Violet Hill Partners
Mr. Eddy Lee, Director, Lee Kum Kee Company Ltd 
12:00 PM Wrap-up and Closing Remarks
Prof. Roger King, HKUST  
12:15 PM Break
12:30 PM Lunch
More Details:

The seminar summary can be downloaded here.
       

* This event is exclusively sponsored by Cambridge Associates.