European Family Office & Private Wealth Management Forum

Following the success of Opal Financial Group's annual Family Office/Private Wealth Management Forum in the United States, we will bring this event back to Europe in 2013.The event will be held in the charming lakeside city of Geneva, Switzerland. A part of the Private Wealth Series, this family office conference is Opal's premier event for high net worth individuals and family offices. Private investors and asset managers from around the world will visit this picturesque setting for three days of engaging discussions on the latest investment trends.

The private wealth conference will explore the challenges and opportunities associated with investing in emerging markets, alternative investments, real estate, global credit & fixed income markets along with numerous other asset types.

Conference Day 1: Wednesday, 5 June 2013

7:30 Exhibit Setup 9:30 Continental Breakfast 9:00 Co-Chair Opening Remarks 10:15 International Private Wealth Discussion: This panel is comprised of Family Office Investment Professionals and to discuss the current state of the family office as well as the future investment cycles ahead. European family offices and these increasing challenges in servicing the US aspects of their families' businesses Is FATCA forcing a separation between US and Non-US businesses Direct Investing From a Family Office Perspective Moderator:Executive Director, STRATEGIC INVESTORS (SIFIRM) Panelist: President, PEPPER INTERNATIONAL (MFO) Principal, MARCHI GROUP Founding Partner, GOLDROCK CAPITAL 11:00 Robust Investment Styles and Strategies for Invigorating your Portfolio Returns  Taking a look at the next 12 to 36 months. What income generating strategies would work best? What asset classes/investment strategies are likely to produce best risk adjusted returns? What are the major risks that keep you awake at night? What the early red flags that will signal trouble ahead? Are Emerging markets fizzling out?  Moderator: CEO & CIO, CAPITAL GROWTH MANAGEMENT (MFO)Panelists:Managing Member & Portfolio Manager, SCHULTZE ASSET MANAGMENT CEO, S.A.G.E. SA Managing Director, ABSOLUTE CAPITAL GROUP SA Partner, SOLESA 12:00 Meet the Manager ShowcaseIn this session six investment managers will present their individual investment strategies to the congregation. Each manager will have ten minutes to speak about their background, strategy, methodology and performance of their funds. It is suggested that they present for eight minutes and have a Q&A session from the audience for the following five minutes. Chairman:Managing Director, Investment Management, DHANDSA FAMILY OFFICE/HFIM Panelists: CEO, WEATHERLY INTERNATIONAL Head of Investor Relations, PROLIFICO GROUPCEO and Chief Investment Officer, GRAFTON ASSET MANAGEMENT CIO, ALPHA4X ASSET MANAGEMENTManaging Director, Senior Portfolio Manager, LIBERTYVIEW CAPITAL MANAGEMENTManaging Partner, ATLANTIC CREEK REAL ESTATE PARTNERS LLC 13:00 Welcome Luncheon 14:30 Investing Abroad-identifying and securing investment opportunities outside the European MarketModerator: Principal, MAJLIS INVESTMENT MANAGEMENTPanelists:Partner, BEARING CONSULTINGChief Executive Officer, INVESTIGATIVE MANAGEMENT GROUPPartner, NAOPIM FAMILY OFFICE 15:15 Head of Energy Strategy, CITI INVESTMENT RESEARCH, CITI 15:35 President and CEO, TEXAS COASTAL ENERGY 15:55 Afternoon Refreshment Break 16:15 Opportunities in Credit for your Family Office portfolioModerator: CIO, HALKIN INVESTMENTS LLPPanelists:Managing Director, 3i DEBT MANAGEMENT CIO, LNG CAPITAL 17:00 Investing in Hedge Funds to Boost your portfolio returnsModerator: CEO, ALLENBRIDGE INVESTMENT SOLUNTIONS LLP Panelists: Director, RBC CAPITAL MARKETSManaging Director, MONSOON ALTERNATIVE INVESTMENTS LLP 17:45 How have Managed Accounts grown since the Financial Crises The demand for liquidity and portfolio transparency Wish for more control from the client on portfolio design and investment selection Increased expectations with regard to quality and depth of portfolio monitoring Better control on speed and level of capital deployment as well as liquidity Increased focus on risk management tools Lower fees and costs Build-up of in-house know-how over term to be less dependent upon financial services providers Better performance vs. usual financial products Moderator: Managing Partner, RIAM ALTERNATIVE INVESTMENTS  Panelist: Managing Partner, UK, EVEN KEEL ADVISORS LTDManaging Partner, SUSSEX PARTNERS 18:30 Welcoming Cocktail Reception Sponsored By: TEXAS COASTAL ENERGY  Luxury Partnership: DAVIDOFF

Conference Day 2: Thursday, 6 June 2013

7:45 Continental Breakfast 8:45 Opening Remarks Chief Executive Officer/Chairman, WENTWORTH HALL CONSULTANCY 8:55 Standalone 9:15 PhilanthropyGiving or investing? What is the best way to contribute to a better world? Moderator: Founder, JBJ CONSULT Panelist: Chief Executive Officer and Founder, INSAAN GROUP  Managing Partner, LGT VENTURE PHILANTHROPY  Head of Individual Giving, LOUVRE MUSEUM ENDOWMENT FUND Chairman, OLIVER ROTHSCHILD CORPORATE ADVISORS Development and Philanthropy Manager, LOUVRE ENDOWMENT FUND 10:15 How Risky is Investing in Emerging Markets? Where are the best places to invest in 2013 for long and short term returns? After the Arab Spring, what next? Democratization and Capitalism, are these good models for a region in flux Investment by strategy or theme, what is working Is KSA reforming New PE mandates internally. Was it a spring or fall? Moderator: Chairman, Q&A CONSULTING Panelists: Designer of the Ethical Water Exchange, PRANA SUSTAINABLE WATER Investment Manager, BALKAN EMERGING FRONTIERS FUND, SP Chief Executive Officer, AL-GHURAIR INVESTMENTS Chief Investment Strategist, EMIRATES NBDHead of Fixed Income, EMIRATES NBD 11:15 Refreshment Break 11:35 Precious Metals Funds: A Golden Opportunity? Market definition: commodity exposures of broad-based market indices Return components to commodity-based futures Performance: long term risk/reward tradeoff as a standalone asset class Portfolio Construction Paradox Implementation: passive (long only) vs. active (long/short) Moderator:PRIVATE INVESTOR  Panelists: Chairman & CEO, AL HAYAT GROUPManaging Director, SHORELINE GLOBAL INVESTMENTS INC. 12:05 Proper Asset Allocation for providing the best returns over the long term. Moderator:  Centre for Alternative Investments & Risk Management, ZURICH UNIVERSITY OF APPLIED SCIENCES  Panelist: Senior Economic Advisor, SOVEREIGN WEALTH FUNDCEO, VOGT CONSULTInvestor Relations Manager, SAEMOR CAPITAL 12:40 CEO, 3i DEBT MANAGEMENT 13:00 Luncheon 14:30 Real Estate Opportunities: Where is the industry headed in 2013 America, the new Eldorado? Is there still money going into European real estate? Risks and impact of new regulatory changes on real estate funds and investors AIFM (Alternative Investment Fund Managers Directive, Europe) FATCA (Foreign Account Tax Compliance Act, US) Debt funds - temporary craze or lasting phenomenon? There risks of not investing in real estate. Moderator: Group President & Founder, AL MIDAS INTERNATIONAL GROUP (SFO) Panelists:Managing Partner, JBW PARTNERS, GENEVA JERSEY FINANCE Founder & CEO, SOUTH EAST CONTINENT UNIQUE REAL ESTATE (SECURE)CEO, WHITESTONE REIT 15:45 Bull or Bear for Fixed Income Markets? Find the Right Fixed Income Strategy to Navigate through the Uncertainty Setting the stage - are we in a bond bubble? What can a fixed income allocation provide for a family office portfolio? Which parts of the fixed income universe might family offices consider? Opportunities in Government debt markets - developed or emerging, local currency or hard currency? Opportunities in Corporate credit markets - investment grade or high yield, developed or emerging? Other credit opportunities - are credit hedge funds, direct lending and asset backed debt too exotic for family offices? Moderator:Senior Investment Consultant, TOWERS WATSON Panelists: Partner, MUSST InvestmentsManaging Director, Senior Portfolio Manager, LIBERTYVIEW CAPITAL MANAGEMENT 16:30 Oil & Gas How much should investors in oil and gas be concerned with the recent commodity price correction? On what part of the oil and gas sector should investors be most focused? Current trends in oil and gas financing Should investors be looking at specific geographies for exposure? Moderator: Managing Partner, ALTERNATIF INVESTMENTS Panelists:Sr Vice President - Business Development, TEXAS COASTAL ENERGY Chairman, ALL AMERICAN OIL & GAS   17:30 Private Equity and Family Business Accessing Private Equity Service Provider Update on Industry Trends for Private Equity Performance Drivers for PE Investments Developments in the European Private Equity Landscape  Moderator: Managing Director, MY GLOBAL ADVISOR Panelists: Director- Investments, CIR S.P.A. Director/Principal, ECOPROSPERITY CAPITAL LTD. Partner, EDGAR BRANDT ADVISORY SA 18:30 Cocktail Reception Sponsored By: 3I DEBT MANAGEMENT

Conference Day 3: Friday, 7 June 2013

9:00 Private Closed Door Breakfast Roundtable:  "Family Governance and Sustainable Wealth: Planning for the Next Generations" Family Office And Multi -Family Offices ONLYThis private, closed-door session will be organized for foundations, family offices, multi-family offices, and accredited high-net worth individuals to address issues these organizations/individuals endure day-to-day. Three Advisory Committee members will lead workshop discussions on areas of specific concern. No managers will be allowed in the session, no exceptions.Roundtable Discussion:Succession Planning: Protecting Your Family's Well Being for Years to Come Chief Executive, AH LODER ADVISERS President, MACK INTERNATIONAL, LLC 10:00 Welcoming RemarksFAMILY OFFICE ADVISOR 10:05 Keynote Speaker:  A GOVERNANCE FRAMEWORK DESIGNED FOR DYNAMIC ASSET ALLOCATION- CEO, CERN Pension Fund, CERN | European Organization for Nuclear Research, PRIVATE FAMILY OFFICE 10:25 “May You Live in Interesting Times” Chairman of the Board of Directors, BPA INTERNATIONAL GROUP 10:45 What are some of the Legal & Accounting challenges facing Family Offices? Changes in domestic legislation i.e. Switzerland and Europe. How do these effect family offices? Are you seeing a move from banks to Family offices due to lack of transparency Tax issues do they affect the place of management and residence of families. Is there are difference legally between being a single family office or multiple family office Moderator: Chariman, ANTHONY & CIE (MFO)Panelists: Senior Associate, BEDELL CRISTIN GUERNSEY Managing Partner, BREEDY HENDERSON LLP CEO, ANGLO CAPITAL LIMITED 11:30 Are there alternatives to the stand-alone family office? At what stage should a family look into setting up a Multi Family Office How large of a role should your advisor play Moderator:  Managing Director, EGREGORE PRIVATE OFFICE Panelists: FAMILY OFFICE ADVISOR Managing Partner, ADELAIDE CONSULTING  12:15 Closing Workshop Investing to Achieve Impact and MarketRate Returns: A Case Study in Microfinance US Business Editor and New York Bureau Chief, THE ECONOMIST CEO, XACBANKCIO, Financial Inclusion Funds, BAMBOO FINANCE 13:00 Closing Remarks Luncheon Sponsored by: BPA INTERNATIONAL GROUP