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Under the High Patronage of His Serene Highness Prince Albert II of Monaco 11th Global Family Office Investment Summit 28-29 July 2020. Fairmont Monte Carlo Hotel “World’s No. 1 Family Office Conference” & “The Most Exclusive & Influential Gathering of Family Wealth ever held, where family office investing is not quarantined” Under the High Patronage of His Serene Highness Prince Albert II of Monaco

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Page 1: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Under the High Patronage of His Serene Highness Prince Albert II of Monaco

11th Global Family Office Investment Summit 28-29 July 2020. Fairmont Monte Carlo Hotel “World’s No. 1 Family Office Conference” & “The Most Exclusive & Influential Gathering

of Family Wealth ever held, where family office investing is not quarantined”

Under the High Patronage of His Serene Highness Prince Albert II of Monaco

Page 2: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

11th Global Family Office Investment Summit 28-29 July 2020. Fairmont Monte Carlo Hotel

“World’s No. 1 Family Office Conference” & “The Most Exclusive & Influential Gathering of Family Wealth ever held, where family office investing is not quarantined”

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 11th event in a Global Series covering Dubai, Monaco, Riyadh and Miami - and the fourth one in Monaco. The most recent Summit in Dubai made global headlines as the most significant & influential family office gathering of all time.

Over 600+ Elite Family Offices, Prominent Conglomerate Business Owners, Sheikhs, Royal Families, Private Investment Companies, International Business Mogels, Sovereign Wealth Funds, & industry professionals from around the globe are scheduled to attend, representing over $4.5 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 3:1.

"The Rise & Rise of Family Offices" 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 most highly acclaimed gathering of Global Wealth of all time.”

Summit Host - Sir 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 & Blockchain allocations.

Page 3: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

11th Global Family Office Investment Summit A special thank you to our Monaco Summit Advisory Board:

H.R.H. Prince Abdulaziz bin Faisal bin Abdul Majeed bin Abdulaziz Al Saud, Kingdom of Saud Arabia

H.R.H. Prince Michel de Yougoslavie, Grandson of King Umberto of Italy and Prince Paul of Yugoslavia, Monaco

H.E. Sheikh Abdulrhman Abuhaimid, Chairman, Abdulrhman Abuhaimid and Sons Investment Co, Kingdom of Saudi Arabia

H.E. Sheikh Abdul Aziz Al Khalifa, UAE & Kingdom of Bahrain

H.E. Sheikha Emanuella Al Khalifa, UAE & Kingdom of Bahrain

Sultan Alhaif, Advisor to H.R.H. Prince Abdulaziz Bin Faisal Al Saud, Member of the Board, Thra Al Alwatan Co, Kingdom of Saudi Arabia

Markus Lehner, Principal, Markus Lehner Family Office, Monaco

Rayan Qutub, Executive Chairman, Nama Al Baraka Investments, Kingdom of Saudi Arabia Mohamed Al Ali, CEO & Advisor, Sheikh Ahmed Al Maktoum International Investments Enterprise, UAE

Nouf Al Haqbani, CEO, Dar Bedaya Group, Kingdom of Saudi Arabia

Adam Ladjadj, CIO, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE

Mehsan Arshad, CIO & Board Member, The Private Office of H.H. Sheikh Theyab Bin Khalifa Bin Hamdan Al Nahyan and MD & CEO Mams Group, UAE

Faris Al Tahtamooni, Associate Director - Strategic Partnerships, The Office of Sheikh Sultan Bin Abdullah Al Qasimi, UAE

Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain

Sheila Barry Driscoll, President & Co-Founder, The Billionaire Foundation, USA

Candice Beaumont, CIO, L Investments Family Office, USA & UAE

Gustavo Figueroa, Founder & CIO, Impact Valley, Brazil

Page 4: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Summit Partners:

Page 5: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

100+ Esteemed Speakers, & Guests of Honour from around the world, some of which include:

H.R.H. Prince Abdullah bin Musad bin Abdulaziz Al Saud, Kingdom of Saudi Arabia

H.R.H. Prince Abdulaziz bin Faisal bin Abdul Majeed bin Abdulaziz Al Saud, Kingdom of Saudi Arabia

H.R.H. Prince Michel de Yougoslavie, Grandson of King Umberto of Italy and Prince Paul of Yugoslavia, Monaco

H.R.H. Princess Léa of Belgium, espoused to the late Prince Alexandre of Belgium, and aunt of King Philippe of Belgium

H.R.H. Princess Maria Pia of Bourbon-Parma, Eldest Daughter of King Umberto of Italy and Daughter to Marie Jośe of Belgium, the last Queen of Italy, France

H.S.H. Prince Hermann zu Leiningen, Grandson of King Boris III Bulgaria and Granduchess Maria of Russia, Canada

H.S.H Prince Carl Eduard von Bismarck, Great Grandson of German unifier Otto von Bismarck, Germany

H.S.H Princess Alessandra von Bismarck, Benefactor, Tech Investor, Art & Film Producer, Germany

H.H. Prince Franscisco de Borbon von Hardenberg, descendant to King Louis XIV of France and to 1st Duke of Saville Grandson of King Charles IV of Spain, Spain

H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE

H.H. Prince Mahmoud Salah Al Din Assaf, Switerland

H.H. Prince Raj Sepaha Gupta, India

H.E. Sheikh Abdulrhman Abuhaimid, Chairman, Abdulrhman Abuhaimid and Sons Investment Co, Kingdom of Saudi Arabia

H.E. Sheikh Abdul Aziz Al Khalifa, UAE & Kingdom of Bahrain

H.E. Sheikha Emanuela Al Khalifa, UAE & Kingdom of Bahrain

Page 6: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

La Marquise Roberta de Breteuil, Founder and Owner, EUDOXIA - French Riviera Beauty Treatments, France

H.E. Sir Manuel Freire-Garabal y Núñez, President of the Private Council of H.H. Prince Mahmoud Salah Al Din Assaf, Switerland

Count Eric F Charles de Villeneuve, President, The Ascotian Club, United Kingdom

Sultan Alhaif, Advisor to H.R.H. Prince Abdulaziz Bin Faisl Al Saud, Member of the Board, Thra Al-Alwatan Co, Kingdom of Saudi Arabia

Nessrine Ferhat, Executive Deputy Manager, Private Office of H.R.H. Princess S.M. AlSaud, Kingdom of Saudi Arabia

Markus Lehner, Principal, Markus Lehner Family Office, Monaco

Nico Rosberg, CEO, Nico Rosberg Family Office & World Formula 1 Champion in 2016 with Mercedes AMG Petronas, Monaco

Mohamed Al Ali, CEO & Advisor, Sheikh Ahmed Al Maktoum International Investments Enterprise, UAE

Justin Rockefeller, Co-founder, The ImPact, Director of Family Offices & Foundations, Addepar, Rockefeller Brothers Fund, USA

Rayan Qutub, Executive Chairman, Nama Al Baraka Investments, Kingdom of Saudi Arabia

Mohamed Al Banna, CEO & Managing Director, LEAD Ventures - The Office of Sheikh Sultan Bin Abdullah Al Qasimi, UAE

Badr Al Towaijri, CIO, Al Towaijri Holding / Director Wealth Management, MEFIC Capital, Kingdom of Saudi Arabia

Salem Nasser Salmeen Aleisaei, CEO, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE

Faris Al Tahtamooni, Associate Director - Strategic Partnerships, The Office of Sheikh Sultan Bin Abdullah Al Qasimi, UAE

Adam Ladjadj, CIO, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE

Page 7: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Mehsan Arshad, CIO & Board Member, The Private Office of H.H. Sheikh Theyab Bin Khalifa Bin Hamdan Al Nahyan and MD & CEO Mams Group, UAE

Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain

Mahfoudh Bashatah, CIO, Al Mehwar Investment Holding Company, Kingdom of Saudi Arabia

Nouf Al Haqbani, CEO, Dar Bedaya Group, Kingdom of Saudi Arabia

Stergios Voskopoulos, CEO, Kanoo Capital, Kingdom of Bahrain

Sandro Salsano, Chairman, Salsano Family Office, Panama

Mungo Park, Chairman, Innovator Capital & Co-Founder, CleanEquity, Monaco

Manfredi Lefebvre d’Ovidio, Chairman, Heritage Group and Silversea Cruises, Monac

Marco Casiraghi, Chairman, Engeco, Monaco

Candice Beaumont, CIO, L Investments Family Office, USA

Nabil Nazer, CIO, Al Sulaiman Group, Kingdom of Saudi Arabia

Peter Rafferty, Portfolio Manager, Abu Dhabi Investment Authority - ADIA, UAE

Sheila Barry Driscoll, President & Co-Founder, The Billionaire Foundation, USA

Regine Sixt, Senior Executive Vice President, Sixt International, Hon. Consul General of Barbados, CEO, Regine Sixt Children’s Aid Foundation “Drying Little Tears”, Germany

Dr. Joanna Rubinstein, President & CEO, World Childhood Foundation of Her Majesty Queen Silva of Sweden, Commissioner of the UN Broadband Commission, USA

Page 8: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Shanu Hinduja, Chairperson, Hinduja Foundation, Geneva & Monaco

Mitzi Perdue, the combination of two family dynasties, Perdue Farms & Sheraton Hotels, USA

Grant Cardone, Founder & CEO of the Cardone Enterprise of Companies and Real Estate Investment Fund Manager, USA

Dr. Celeste Lo Turco, Director, Neom Investment Fund, Kingdom of Saudi Arabia

Kerry Adler, President & Chief Executive Officer, SkyPower Global Group of Companies, Canada

Imtiaz Mahtab, Advisory Board Member, Public Investment Fund (PIF), Kingdom of Saudi Arabia & UAE

Shahram Hashemi, Partner, Dominion Ventures, part of the Zawawi Family Group, Sultanate of Oman & UAE

Gordon "Grant" Curtis, CIO, CI Investments Family Office, Switzerland

Howard Cooper, CIO, Cooper Family Office, USA

Wendy Craft, Chief of Staff, Fulcrum Equities SFO, USA

Dr. Catherine Waldrop, Chief Scientific Officer, CI Investments Family Office, Switzerland

Francesco Lombardo, Managing Director, Veritage Family Office, Canada

Jean-Francois Regnauld, CEO, The Lorente Family Office, Luxembourg

Hussein Sayed, Chief Market Strategist at FXTM, UAE

Dr. Pierre Sigg, Special Advisor, Saudi Star Corporation, Kingdom of Saudi Arabia

Page 9: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Daniel McVicar, Actor, Director, Writer, USA & Italy

Vera Boissier, Founding Partner, Circle 7 Capital Family Office, Switzerland & Brazil

John D'Agostino, Managing Director, DMS Governance, USA

Aneel Ranadive, Managing Partner Soma Capital, & Sacramento Kings Ownership, USA

William Vickers, 7th Generation Family Member, Vickers Oils, International Exhibiting Photographer, Musician & Activist, Sweden & United Kingdom

Dominik v. Eynern, Principal & Family Advisor, Blu Family Office, United Kingdom

Andreas Jebsen, Director, Gamma Applied Visions Group Holding, Switzerland

Lee Robinson, Founder, Altana Wealth, Monaco

Omar Benomar, Director, Larok SFO, Morocco

Marina Cançado, Founder & CEO, Agenda Brasil do Futuro, Brazil

Doris Sommavilla, Principal & Family Advisor, Blu Family Office, Italy

Elizabeth Bagger, Director General at Institute for Family Business, United Kingdom

Elena Tarasenko, Founder & CEO, Turner Group, Russia

Ron Chandiramani, Group President, Al Midas International, UAE

Mario Kozma, Investment Manager, Tyrus Capital, Monaco

Page 10: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Andrew Wyke, Partner, Hambro Perks, United Kingdom

Dr. John Alexander, Jnr., CIO, Clemson University Foundation, USA

Fiorenzo Manganiello, Professor of Blockchain Technologies, Geneva Business School, Switzerland

Miko Matsumura, General Partner, Gumi Ventures, USA

Ana Bencic, CEO & Founder, Nexthash, UK

Naeem Aslam, Columnist, Forbes, United Kingdom

Katherine Hill Ritchie, Director, Nottingham Spirk Family Office, USA

Nassar Al Achkar, Co-Founder, Dubai Blockchain Center, CEO, Hyperchain, UAE

Kevin O’Hara, CIO, Sentor Investments, Australia

Ricky Husaini, Co-Founder, BuyBack Bazaar, UAE

Matt Wilkens, Senior Managing Director, Kallas Asset Management, Brazil

Markus Lampinen, Co-Founder & CEO, Prifina, USA

Dan McNamee, Co-Founder & General Council, Prifina, USA

James R. Hedges IV, Founder, HEDGES Company, USA

Sandeep Sharma, CFA, Founder & Principal, Syntax Research, USA

Page 11: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Bastian Lechner, Founder & CEO, Catana Capital, Germany

Monty Metzger, CEO, LCX - Liechtenstein Cryptossets Exchange, Liechtenstein

Adam Reiser, CEO & Founder, Verity, USA

Adam Lindemann, CEO, Mind Fund Group, Hong Kong

Terrel Ross, CEO, TR Capital Management LLC, USA

Murtaza Khan, Founder - Migration Specialist, Migranet, Canada

Chris Gilbey, CEO and Executive Chairman of Imagine Intelligent Materials Ltd, Australia

Jeff Hood, Managing Partner, Sciath Smart Industry Technologies, USA

Tatiana Koffman, Partner, FullCycle, USA

Oliver Gilly, Founder & Managing Partner, Black Tulip Asset Management, USA

Al Razavi, Director, TCA Capital, USA

Marjan Rozman, CEO, Quadrofoil, Slovenia

Mamadou Kwidjim Toure, Founder, Ubuntu Coin, Cote D’Ivoire

Rich Earley, Chairman & CEO, Sciath Group, USA

Teagan Earley, Co-Founder, Sisters First Prodcutions, USA

Peter McCullagh, Founder and Managing Partner, TenX Ventures Blockchain, Canada

Page 12: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Pre Summit Sunset Networking Reception Meet your fellow delegates at the ultra exclusive “Nikki Beach” as we enjoy a Mediterranean sunset & regional hors d’oeuvres.

Date: Tuesday 28th July Time: 6:00 - 8:00 pm Location: Roof Top Terrace at the Fairmont Monte Carlo ____________________________________

11th Global Family Office Investment Summit DAY 1: Wednesday 29 July 2020, Fairmont Monte Carlo Hotel

8:00 Registration, networking, one-on-one meetings, morning Mediterranean refreshments

9:00 Markus Lehner, Chairman of the Summit, Welcoming Opening Remarks

9:10

35 mins

Opening Keynote Panel Session: Elite Investor Insights for 2019 & BeyondTop global investors take a look at current Mega Trends, Geopolitical Risks & Economic challenges for 2020 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: Hussein Sayed, CNBC Arabia Anchor, Chief Market Strategist at FXTM, UAE

Andrew Wyke, Partner, Hambro Perks, United Kingdom

Peter McCullagh, Founder & Managing Partner, TenX Ventures, Canada

Sandeep Sharma, CFA, Founder & Principal, Syntax Research, USA

Kevin O’Hara, CIO, Sentor Investments, Australia

10:45

35 mins

Keynote Panel Session: Philanthropy, Impact & Socially Responsible Investing- With the growing interest from families, we take a look at the nuances of this space, and hear

directly from top international thought leaders. - What do the next generation of philanthropy & Impact investors care about?- What are the different trends in philanthropy & impact investing?

Moderator: John D'Agostino, Managing Director, DMS Governance, USA

Dr. Joanna Rubinstein, President & CEO, World Childhood Foundation of Her Majesty Queen Silva of Sweden, Commissioner of the UN Broadband Commission, USA

Mungo Park, Chairman, Innovator Capital & Co-Founder, CleanEquity, Monaco

Manfredi Lefebvre d’Ovidio, Chairman, Heritage Group and Silversea Cruises, Monaco

10:20

15 mins

Keynote Thought Leadership: A Vision For Impact Investing in Our Sustainable Future

Solar Energy to Battery Storage & Drinking Water. The 20+ Trillion Dollar Industry

Kerry E. Adler, President & Chief Executive Officer, SkyPower Global Group, Canada

“One of the world’s most distinguished visionaries in renewable energy, sustainable investments, public private partnerships and climate action”

Page 13: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

10:2515 mins

Presentation of The Family Office Lifetime Achievement in Strategic Philanthropy Award

10:4040 mins

Morning Networking Break with Mediterranean Refreshments & Delicacies

11:20

30 mins

Keynote Panel Session: The World’s Most Powerful & Influential Women in Family Offices and Foundations

Moderator: Vanessa Eriksson, Founding Partner, The Globe-Trotting PR, Sweden

H.R.H. Princess Léa of Belgium, espoused to the late Prince Alexandre of Belgium, and aunt of King Philippe of Belgium

Regine Sixt, Senior Executive Vice President, Sixt International, Hon. Consul General of Barbados, CEO, Regine Sixt Children’s Aid Foundation “Drying Little Tears”, Germany

Shanu Hinduja, Chair, Hinduja Bank, Switzerland

La Marquise Roberta de Breteuil, Founder and Owner, EUDOXIA - French Riviera Beauty Treatments, France

11:50

30 mins

Keynote Panel Session: Empowering Female and Intersectional Voices in Film, Television, & Theater - the Future of Entertainment.

Moderator: Madeline Di Nonno, CEO, Geena Davis Institute, USA

Rich Earley, Chairman & CEO, Sciath Group, USA

Teagan Earley, Co-Founder, Sisters First, USA

Dave Fleming, Founder & President, Atlas Artists, USA

12:20

35 mins

Panel Session: Artificial Intelligence & Machine Based LearningThe reason why people are so interested in Machine Learning and why people talk about it but very 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: Naeem Aslam, Columnist at Forbes & Chief Market Analyst at ThinkMarkets, UK

Bastian Lechner, Founder & CEO, Catana Capital, Germany

Scott Stornetta, Partner & Chief Scientist, Yugen Partners, USA

12:55 Networking Lunch as we enjoy catching up with old friends and meeting new ones

2:00

35 mins

Keynote Panel Session: "The Eternal Flame Inside Our Families & the DNA of Success"- 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.

Moderator: Candice Beaumont, CIO, L Investments Family Office, USA

Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain

Sandro Salsano, Chairman, Salsano Family Office, Panama

Sheila Barry Driscoll, President & Co-Founder, The Billionaire Foundation, USA

2:35 Keynote Presentation: Technology Diversification & Digital Assets

Page 14: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

2:55 "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.

4:00 Keynote Panel Session: Spot Light on the Middle EastThis exclusive session provides us with meaningful insights as we take a deep dive into the Middle East investment landscape and we will hear more about the appetite for capital being deployed in the region and also outside the Middle East.

Moderator: Ricky Husaini, Co-Founder, BuyBack Bazaar, UAE

Adam Ladjadj, CIO, Private Office of H.H. Sheikh Hamdan bin Mohammed Al Nehayan, UAE

Faris Al Tahtamooni, Associate Director - Strategic Partnerships, The Office of Sheikh Sultan Bin Abdullah Al Qasimi, UAE

Mehsan Arshad, CIO & Board Member, The Private Office of H.H. Sheikh Theyab Bin Khalifa Bin Hamdan Al Nahyan and MD & CEO Mams Group, UAE

Badr Al Towaijri, CIO, Al Towaijri Holding / Director Wealth Management, MEFIC Capital, Kingdom of Saudi Arabia

Nabil Nazer, CIO, Al Sulaiman Group, Kingdom of Saudi Arabia

4:30 Networking refreshments break

5:00 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: Art as an Investment Asset Class. We take a look at Art & Culture as a booming sector in Saudi Arabia and the world beyond.Hosted by: Dr. Pierre Sigg, Special Advisor, Saudi Star Corporation, Kingdom of Saudi Arabia

Table 2: Building Global Businesses in Partnership with Family Offices.Hosted by: Andrew Wyke, Partner, Hambro Perks, UK

Table 3: Growth Capital in Digital Tech - Looking beyond the Technology.

Table 4: Investing in Solar: a trillion $ growth market!Hosted By: Kerry Adler, President & CEO, SkyPower Global Group of Companies, Canada

Table 5: Accelerating Our Path to Clean Energy and Sustainability.

Table 6: Real Revenues and Profits with the Blockchain: How to invest in companies making money now, explained by a Co-Inventor of the Blockchain

Table 7: Big Data and Artificial Intelligence: Machines better than Humans as Investors?Hosted by: Bastian Lechner, Founder & CEO, Catana Capital, Germany

6:00-8:00

Networking Cocktail Gala Reception. Join us as we unwind and relax with fellow industry professionals

Page 15: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

11th Global Family Office Investment Summit DAY 2: Thursday 30 July 2020, Fairmont Monte Carlo Hotel

8:30 Morning refreshments & networking

9:00 Markus Lehner, Chairman of the Summit, Welcoming Opening Remarks

9:05

10 mins

Keynote Thought Leadership Presentation: “Family Dynasties - Your Keys to the Kingdom”

Mitzi Perdue, the combination of two family dynasties, Perdue Farms & Sheraton Hotels

9:15

30 mins

Keynote Panel Session: Family Office Governance- A frank discussion about governance and how the individual impact and influence the governance of family business.- We will hear from leading next generation family memebers on why governance is critical to sustainability.

Moderator: Francesco Lombardo, Managing Director, Veritage Family Office, Canada

Doris Sommavilla, Principal & Family Advisor, Blu Family Office, UK

Dominik v. Eynern, Principal & Family Advisor, Blu Family Office, UK

Elizabeth Bagger, Director General, Institute for Family Business, UK

William Vickers, 7th Generation Family Director, Vickers Oil, UK

9:45

35 mins

Panel Session: Fintech, Digital Assets, & Security Token Offerings (STOs)

Moderator: Naeem Aslam, Columnist, Forbes, United Kingdom

Dan McNamee, Co-Founder & General Council, Prifina, USA

Tatiana Koffman, Partner, FullCycle, USA

Monty Metzger, CEO, LCX - Liechtenstein Cryptossets Exchange, Liechtenstein

10:20

40 mins

"Batter Up!" Best Ideas Pitching “ROUND 2” - Exciting opportunities from around the world have just 5 minutes to present their best investment idea for the next 12-24 months

11:05 Morning Networking Break with Refreshments & Mediterranean Delicacies.

11:3525 mins

Keynote Panel Session: We Take an Ultra Exclusive Look Inside Our “Culture of Excellence”- What can the “World’s Most High Performance Team” teach our family businesses about a “Winning Culture”. A look at the importance of developing the individual.- We stretch the boundaries of what is possible with this session.

Moderator: Francesco Lombardo, Managing Director, Veritage Family Office, Canada

Anton Oliver, Former Captain of the New Zealand All Blacks Rugby Team, which has the highest win ratio of any sporting team in the history of mankind.

Elizabeth Bagger, Director General, Institute for Family Business, United Kingdom

12:0035 mins

Panel Session: Blockchain & Business - Delivering Real World Benefits

Moderator: Fiorenzo Manganiello, Professor of Blockchain Technologies, Geneva Business School, Switzerland

Monty Metzger, CEO, LCX - Liechtenstein Cryptossets Exchange, Liechtenstein

Gordon "Grant" Curtis, CIO, CI Investments Family Office, Switzerland

Gregor Novak, CEO & Co-Founder, SunContract, Slovenia

Page 16: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

12:35

40 mins

Panel Session: Spot Light on Co-Investment OpportunitiesSome of the savviest families amongst us have made tremendous multi generational wealth from 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: Howard Cooper, CIO, Cooper Family Office, USA

Markus Lehner, Principal, Markus Lehner Family Office, Monaco

Terrel Ross, CEO, TR Capital Management LLC, USA

Nick Eskandari, CEO, Key Bridge Capital, USA

1:15 Networking Lunch

2:30

40 mins

Keynote Panel Session: “Great wealth is created by human beings and destroyed by human beings.” - 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: Vera Boissier, Founding Partner, Circle 7 Capital Family Office, Switzerland & Brazil

H.R.H. Prince Michel de Yougoslavie, Grandson of King Umberto of Italy and Prince Paul of Yugoslavia, Monaco

H.S.H. Prince Hermann zu Leiningen, Grandson of King Boris III Bulgaria and Granduchess Maria of Russia, Canada

H.S.H Prince Carl Eduard von Bismarck, former member of the German Parliament, Great Grandson of German unifier Otto von Bismarck, Germany

Markus Lehner, Principal, Markus Lehner Family Office, Monaco

3:10

30 mins

Keynote Panel Session:  Next Generation Family Office Insights

Moderator: Vera Boissier, Founding Partner, Circle 7 Capital Family Office, Switzerland & Brazil

Andreas Jebsen, Director, Gamma Applied Visions Group Holding, Switzerland

Marina Cançado, Founder & CEO, Agenda Brasil do Futuro, Brazil

Omar Benomar, Director, Larok SFO, Morocco

Alejandro Sagredo, Chairman, Factorclick, Chile

3:40

40 mins

Exclusive Closing Keynote Panel Session: Top International Family Offices Share Their Best Secret Proprietary Investment Ideas- 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: James R. Hedges IV, Founder, HEDGES Company, USA

Stergios Voskopoulos, CEO, Kanoo Capital, Kingdom of Bahrain

Kevin O’Hara, CIO, Sentor Investments, Australia

Matt Wilkens, Senior Managing Director, Kallas Asset Management, Brazil

4:20 Chairman’s Closing Remarks

4:30 Closing Networking Reception. Join us and unwind with fellow industry professionals during our last networking break of the day & summit!

Page 17: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu
Page 18: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Feedback from previous Summits: Anthony Ritossa, Summit Host: “We are honoured to have The Economist feature the Ritossa Global Family Office Summit in Dubai in its exclusive cover story on how ‘Family Offices have Become Financial Titans’’...

“I have produced literally thousands of events and conferences around the world and never have I found such a broadness of vision and project. The official support of Sheikh Maktoum and the Monaco Prince, the presence of the heirs of Bahrain and Yugoslavia Royal families, the heirs of Reynolds, Rockefeller, Bismarck, Muhammad, Menelik, Selassie and most innovative global finance platform is something unheard of before. Your event ranks in first place as the most astonishing and inspired world summit. I’m very proud to collaborate.” Matteo Peri, CNBC Europe.

“I was a honour to welcome more than 600 visitors from around the world to Dubai for the 10th Anniversary Ritossa Global Family Office Investment Summit. This was the sixth event in the UAE and greatly exceeded the high expectations of an important group representing over $4.5 trillion in investor wealth. Themed “East Meets West,” this high-powered Summit was grander and more spectacular than ever. It’s an honour to be named Distinguished Grand Ambassador,” Mohamed Al Ali, CEO & Advisor, Sheikh Ahmed Al Maktoum International Investments Enterprise, UAE.

"It was the best summit I have ever attended! And was a privilege being on your panel and interacting with smart young minds who are making a transformational impact in life - all the best!" Ricky Husaini, Co-Founder, Buy Back Baazar Technologies, UAE

Page 19: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

“Teamwork and intelligence win championships, and I am honoured to be partnering with Sir Anthony Ritossa in Monaco and globally to celebrate his Global Family Office Investment Summits. Great family office gatherings like the Ritossa Summits begin by building trust. And one of the best ways to do that is to bring together similar-minded thought leaders from all over the world during a two-day summit at the Four Seasons Jumeirah Beach. I congratulate Sir Anthony and his team for being recognised as the world’s number one gathering of family wealth”. Chris Dutton, Founder and CEO, The CEO Magazine

"I was very pleased to participate in the 10th Anniversary Summit in Dubai, both as a panelist and as participant. I met many interesting people and was happy to hear so many ideas and point of views. It was a great event," His Royal Highness Prince Michel de Yougoslavie, Monaco.

"I had the pleasure of speaking on a panel at Sir Anthony Ritossa's 10th Anniversary Global Family Office Investment Summit in Dubai on 26 November 2019 “The Eternal Flame Inside Our Families & the DNA of Success”, where we shared views and strategies on leadership, family business succession and corporate governance. The discussions included leading Family Offices from UAE, Saudi Arabia and the USA. Great to be with Justin Rockefeller, Co-founder of The ImPact, for the insightful panel discussion. Thank you to Sir Anthony Ritossa for the invitation and exclusive event. Patrick Tsang, Chairman at Tsangs Group, Hong Kong

“I have been an active participant and currently a member of the board of advisory of this unique gathering that has brought together pioneers and leaders in many diverse industries from all around the globe. This year, we have decided to take things to a new level and have had the honor to collaborate with Sir Anthony Ritossa over the next year to support and endorse the summits as well as initiate a partnership that expands globally. This was done under the blessing and in presence of His Highness Sheikh Sultan Bin Abdulla Bin Sultan Al Qasimi and CEO & MD Mohamed Al Banna." Faris M. Al Tahtamooni, Associate Director - Strategic Partnerships, LEAD Ventures - The Office of Sheikh Sultan Bin Abdullah Al Qasimi, UAE

“Congratulations to Sir Anthony Ritossa, Mohamed Al Ali, Vanessa A. Eriksson and all those that worked tirelessly on the 10th Ritossa Family Office Summit held in Dubai. The event brought together more than 600 exceptional families, managers, and innovators to share insights on the best global investment strategies, thought leadership, and governance. I was honored to represent Kallas and discuss Brazilian investment opportunities, real estate, sustainability, and bilateral relations on a panel with the likes of Aneel Ranadive (Sacramento Kings, Soma Capital), Grant Cardone (10X) and Ricky Husaini. We look forward to participating at the 11th Ritossa Family Office Summit held in Riyadh, Saudi Arabia in March 2020”. Matthew Wilkens, Senior Managing Director - Head of Capital Markets, Kallas Group, USA & Brazil

"It sure was the Summit of the Century!!! Next one is in Saudi Arabia March 23-25, I highly recommend you go!" Jeanette Pressman, Platinum Realty, USA

Page 20: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

“Sometimes you meet people that always are inspiring in your pathways, who became more than friends, became companions of life. I am truly honoured for have attending again to one of the best private capital events of our times organised by Ritossa Family Office. Thank you so much, my dear friend Sir Anthony Ritossa for taking me in consideration one more time. Thanks also to my dear friends Mohamed Al Ali, Vanessa A. Eriksson and Olga Mroz for teach me with your good thoughts one more time too. With friends like all of you, a young seed like me will become

a better tree.” H.E. Sir Manuel Freire-Garabal y Núñez, President of the Private Council of H.H. Prince Mahmoud Salah Al Din Assaf, Kingdom of Saudi Arabia

“Another outstanding Summit hosted by Ritossa Family Office. For the past couple of years, I have chaired, moderated, and spoken at many Family Offices and Investment Summits, but this one has certainly raised the bar. It was an honor to Chair & Moderate at the 10th Global Family Office Investment Summit in Dubai”. Hussein Sayed, CNBC Arabia Anchor & Chief Market Strategist at ForexTime (FXTM), UAE

“I am really grateful for the past 3 days that have been really mind-blowing. It is not that usual to see this level of entrepreneurs, investors, business leaders and partners in the same place at the same time. All of this has been possible thanks to Sir Anthony Ritossa. For those who don’t know Ritossa Family Office Summit, here are some figures: 600+ participants ; 35+ countries ; & $4.5+ trillion in investor wealth. Here are some distinguished figures that participated to this summit in Dubai :HH Sheikh Hamdan Bin Mohammed Bin Rashid Al Maktoum, Faris M. Al Tahtamooni, Adam Ladjadj, Grant Cardone, Tai lopez, Badr Al Towaijri, Aneel Ranadive, H.E. Ms. Sania A. Ansari, Matthew Wilkens and of course the Grand Ambassador of the event Mohamed Al Ali (CEO & Advisor of Sheikh Ahmed Al Maktoum International Investments Enterprise, UAE). It was also great honor to have the opportunity to share on stage my business and my vision to make the world a better place. I am delighted in advance to see you all March 2020 in Saudi Arabia.” Xolali Zigah, CEO, Cashangel, France

“Chainstarter is proud to be a sponsor for our good friend and host Anthony Ritossa. His Summits are the best of the best in a perfect setting. During his recent Summit we achieved $360 million of investments”. Nick Ayton, Founder & CEO, Chainstarter, & Family Office Crypto Advisor, United Kingdom

“I would like to thank you again for your kind gesture and invitation. Your wonderful Summit turned out to be the best conference I have been to. It’s only because of your splendid efforts and management, that made it so successful and highly stimulating and beneficial for all participants. I am sure that everyone must have told you this. I enjoyed the Summit very much, interesting Speakers, nice participants and the wonderful place. I do appreciate your painstaking work for the organization and engagement of the Summit , and needless to say of course , your Hospitalities, such summit involves enormous amounts of time and energy -- you must have been working so hard lately for everything to fall into place as it has. You deserve now, a well-earned rest with your lovely wife. Finally it’s certainly wonderful

experience for me that your Summit has been, it brought together people from different sides of bilingualism - highly profile family offices and excellent participants. It has been an inspired decision which, in my opinion, leaves warm memories specially for me which I will treasure for the rest of my business life”. Hadi Al Alawi, Chairman & CEO, Al Hayat Group, Kingdom of Bahrain

“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 Dubai.” Al Razavi, Managing Director, SkyPower Global, Switzerland

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“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

"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 organised event and with an eclectic mix of people. Best FO event I’ve been to!” Paula Pandolfino, CEO, LWL CA Limited, SFO, United Kingdom

“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 2018 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

“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

“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

Page 22: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

“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

“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

“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

“Thanks very much for a wonderful conference.” Stephen Kennedy Smith, Principal, The Park Agency - Joseph P. Kennedy Enterprises, The Kennedy Family Office, 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, Chief Commercial Officer, RAK Properties, UAE.

Page 23: 11th Global Family Office Investment Summit - Monaco 28-30 ... · Marina Cançado , Founder & CEO, Agenda Brasil do Futuro, Brazil Doris Sommavilla, Principal & Family Advisor, Blu

Summit delegates have access to a special discounted room rate of €249 per night (all inclusive of breakfast, taxes, & WiFi) at the Fairmont Monte Carlo Hotel. Discount Code provided upon registration. Only a limited number of rooms available. The Hotel is expected to sell out during the Summit for a 4th year in a row.

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.

To request an invitation please email: [email protected]