Laying the foundation for successful preservation & transfer of wealth
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23 March 2011
Moscow
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Programme

 

CONFERENCE PROGRAMME

 

Conference Chairman

Dr. Vladimir Ismailov • CFO, Moscow School of Management SKOLKOVO, Russia

 

Wednesday 23 March 2011

 

09.30 - 10.00    Registration and refreshments

 

10.00 - 10.10    Opening remarks

Wilfried Vanhonacker • Dean, Skolkovo, Russia

 

- - - Leading a trusted business enterprise & transferring wealth to the next generation - - -

 

10.10 – 10.50   EXPLORING BUSINESS SECURITY, LEADERSHIP & CORPORATE GOVERNANCE: LEADING A TRUSTED ENTERPRISE

• Assessing experiences of implementing business security and avoiding risk in Russian business

• Identifying how to ensure a transparent approach and a trust-based leadership style and business ethic

• Exploring means of developing and instilling strong standards of corporate governance

Brook Horowitz • Executive Director - Russia, International Business Leaders Forum, Russia

Victor Semenov • Deputy, State Duma of the Russian Federation and Founder, Belaya Dacha Group, Russia

 

10.50 – 11.05   TRANSFERRING KNOWLEDGE , SKILLS & BUSINESS TO THE NEXT GENERATION IN RUSSIA

• Exploring successful means of passing on knowledge and skills to Russia's next generation of entrepreneurs

• Preparing the next generation for the transition of business

• Managing relationships between parents and Russia's future wealth holders

Olga Vysokova • Deputy Chairman, Bank Center-Invest, Russia

 

11.05 – 11.35 Refreshment Break

 

11.35 – 12.35   SKOLKOVO CASE STUDY: BUSINESS EDUCATION IN RUSSIA AND ABROAD

• The combination of the best achievements of Russian and foreign business education: case studies, new trends

• Tradition and innovation in Russian (SKOLKOVO's) approach to business education

• Initiation of a new generation of entrepreneurs and their families to the culture and the creative process - the way of creativity

Bart Dorsa • Entrepreneur & Artist, USA and Russia

Sergey Koltovich • Executive Director, «TNK BP Avia», Russia

Ruben Sergeyev • Historian & Journalist, High School of Economics, Russia

Moderated by: Marina Levashova • Art Director(Muse), Skolkovo, Russia

 

12.35 – 13.00  CAMPDEN RESEARCH REPORT FINDINGS: RUSSIAN WEALTH CREATORS

                        Natasha Svetlova • Svetlova LLP, UK

 

13.00 – 14.00 Lunch

 

- - - Investment and wealth management opportunities: developing a lasting legacy - - -

 

14.00 – 15.00   ASSESSING INVESTMENT OPPORTUNITIES AND HORIZONS: A RUSSIAN AND A GLOBAL PICTURE

• Discussing the investment and business opportunities in Russia: perspectives and specifics

• Has today's risk appetite changed? Exploring the focus on investments in emerging and frontier markets

• Alternative assets: art of investment and investment in art

Svetlana Postolit • Managing Director & Shareholder, Postolit Company, Russia

Victor Sedov • President, U.S. Russia Center for Entrepreneurship, Russia

Natalya Kaspersky • Chairman of the Board, Kaspersky Lab and CEO, InfoWatch, Russia

Moderated byMikhail Perchenko • President of the Guild of Valuers, Russia

 

15.00 – 15.30   THE PROFESSIONAL FAMILY BUSINESS: EXPLORING EXIT OPTIONS & UNDERSTANDING PREPARATORY WORK

• Defining a liquidity event: transferring ownership equity into cash

• Understanding preparatory work, from valuation to timing and ownership vs. management

• Creating the investment case: collecting technical and financial data, and selecting and engaging an adviser

• Exploring strategic alternatives for an exit

Dr Sascha Vukelic • Executive Director, Head International, Corporate Advisory Group, UBS AG, Switzerland

 

15.30 - 16.00   Refreshment Break

 

16.00 – 16.30   GLOBAL OPPORTUNITIES FOR FAMILY OFFICES IN RUSSIA

• A German family office journey to Russia

• Analysing successful strategies for investing in Russia with a global mandate

• Opportunities with Quant funds

Jochen Wermuth • Founding Partner & CIO, Wermuth Asset Management GmbH, Germany

 

16.30 – 17.00   ESTABLISHING A FORMAL STRUCTURE TO MANAGE YOUR WEALTH

• Understanding the various functions of a family office and its importance as a wealth management function

• Clarifying the advantages and disadvantages of creating a formal structure for managing your assets

• Assessing the role of the family office in multigenerational wealth management

Oleg Kapitonov • Founder & Managing Director, K & S Capital Management, Russia

 

17.00 – 17.45   PRIVATE FAMILY OFFICE MASTERCLASS: THE WHYS AND HOWS FOR YOUR FAMILY WEALTH

Delving into step-by-step specific of setting up a family office, led by family office leaders outside Russia. Explore the benefits of establishing a family office, identify where and how to set up your family office and delve into the practicalities and challenges to overcome in doing this, from trust to governance.

Tony Keating • Associate Partner, Salient LLP, UK

Maria Babenko • Managing Partner, Salient LLP, UK

 

17.45 – 18.30   EXPLORING THE CHALLENGES AND BENEFITS OF DEVELOPING A PHILANTHROPIC LEGACY

• Identifying why philanthropy is such an important part of a family's wealth structure

• Understanding how to choose an appropriate philanthropy strategy for family wealth

• Delving into the practicalities, challenges and benefits of establishing a philanthropic foundation

Faina Zakharova • President, Life-Line Charity Foundation, Russia

Juan Antonio March Pujol • Ambassador of Spain to the Russian Federation and Vice President of Foreign Affairs, ONUART Foundation, Spain

Moderated byLarissa Zelkova • Director General, Vladimir Potanin Foundation, Russia

 

18.30               Chairman's closing remarks and close of conference

 

18.45               Cocktail Reception sponsored by UBS