The 6th Annual Family Business & Family Wealth Management Conference

Rio de Janeiro - Sofitel Copacabana - September 15 & 16, 2010

Dear Executive,

We are delighted to hold this conference in Rio de Janeiro for the second time in Brazil and especially as the Brazilian economy together with China and India are the main drivers of global economic growth.

Brazil status as engine of the global economy over the next decade means that public and private businesses will outperform those of the US, Europe and Japan. This is a true opportunity for investors and for large Brazilian-owning families to globalize.

Brazilian business-owning families are transitioning to the next generation and they need to address the complex overlap amongst the family and the business. They need to clearly define the supportive role of each other and ensure that the true conceptual differences amongst ownership and management are well understood by all family members.

Business-owning families do regard their company as the best asset they own but under certain circumstances they may decide to sell the business. In any case, they need to plan for liquidity as the transitioning from one generation to the next leads to a growing fragmentation of ownership.

The family office concept is there to professionally and orderly manage the proceeds of the family business. Long lasting families in business are those where family values and value investing do share the same world “value”.

This is the objective of this conference to highlight best practices in family governance and family office management.

The investment side of the conference is set to help participants understand the key prevailing economic consideration to the management of family wealth for the next decade.

The global economic environment reinforces the role of Venture Capital and Private Equity as an asset class of choice for Brazilian investors as well as for international LP’s.

We look forward to welcome you in Copacabana next September!

Yours Sincerely

François Golbery
Chief ExecutiveOfficer
MGI SWITZERLANDS.A.

PROGRAM

First Day - September 15, 2010

08.30 am    Welcome Coffee and Registration

09.00 am    Opening Remarks by François Golbery and the Chairman

        “ How Brazilian Family-owned Businesses should Address Globalization?”

        Prof. Jon I. Martínez E. (Asked)
        ESE -  Universidad de los Andes
        Santiago - CHILE

09.45 am    The Role of Value Management in Family – owned Businesses – How to ensure Financial Discipline, Entrepreneurship & Governance to Create Distinctive & Scalable Business Organizations

        Dr. Moises Swirski
        Founding Partner
        MSW CAPITAL, Rio de Janeiro

10.30 am    Coffee-Break

11.00 am    Managing Conflicts and Risks in Family Businesses

        Dr. Josiane Fahed-Sreih
        Associate Professor of Management
        Department of Business Studies
        Director, Institute of Family and Entrepreneurial Business
        LEBANESE AMERICAN UNIVERSITY, Byblos, Lebanon

11.45 am    The Protection of Patrimonial Assets - Rules to Protect against Bad Decisions to be observed by Heirs or Successors

        Dr. Jamil Abdo
        Partner
        ABDO & DINIZ, Novo Hamburgo, Brazil

12.15 pm    Preparing the Family for Transition – Navigating the Multi-disciplinary Mine Field

        Alexandre Gottlieb Lindenbojm
        Partner
        VELLOZA, GIROTTO,LINDENBOJM, Rio de Janeiro

12.45 pm    The Significance of Transistion – A Owner’s Perspective

        A Brazilian Entrepreneur in the process of transitionning his business to next generation (Name to be confirmed)

13.15 pm    Lunch hosted by

14.30 pm    Preparing for Succession!

        Prof. Walter Zocchi
        Founder & Chairman
        FAMILY BUSINESS RESEARCH CENTER “Father to Son”, Milan

15.15 pm    From a Family-controlled Business to a Family Office

        Hans Apostel
        Founder & Chairman
        OSF MERCHANT BANKING, São Paulo

16.00 pm    Coffee-break

16.30 pm    The Impact of Wealth on Family Behaviour and How and When to Prepare the Next     Generation to Recognise and Deal with the Effects of Wealth

        Alexis Novellino
        Managing Partner
        PROSPERARE, São Paulo   

17.00 pm    The Set-up of an Austrian Family Foundation

        Mag.Erich Baier, LL.M
        Certified Public Tax Adviser
        BILANZ DATA Gmbh, Vienna

17.30 pm    Closing Remarks

18.00 pm    Cocktail Hosted by

 Second Day: September 16 Morning, 2010

08.30 am    Welcome Coffee and Registration

09.00 am    Welcome Opening Remarks by the Chairman

        “An Overview of the Brazilian Capital Markets”

        Thomas Tosta de Sa
        Partner
        MERCATTO INVESTIMENTOS, Rio de Janeiro

Thomas Tosta has more than 40 years of experience in Brazilian Capital Markets in various posting including the Chairmanship of CVM, the Brazilian Securities and Exchange Commission. He is a Member of the Board and Director of ABRASCA, the Brazilian Public Companies Association where he coordinates the Executive Committeee of the Master Plan for the Development of the Brazilian Capital markets. He is Chairman of the Advisory Board of ABVCAP, the Brazilian Private Equity and Venture Capital Association since inception.

9.15 am    The Global Macro-Economic Outlook – The world in 2010

        Gus Drew
        Economist
        ARSAGO LATINFINANCE, Zurich

10.00 am    Should Brazilian Families Set-up their Own Family Offices – Critical Issues –In-sourcing – Out-sourcing

        Carol Pepper
        Founder
        PEPPER INTERNATIONAL, New York

10.45 am    Coffee Break

11.15 am    Confronting the Main Features between a PE Fund Structure and a Club-deal Vehicle – Legal & Operational Consideration

        Bruno Moreira Affonso Ferreira
        Lawyer
        VIEIRA, REZENDE, BARBOSA e GUERREIRO, Rio de Janeiro

12.00 pm    Panel Session: Investment Opportunities and Assessment in… Health Care/Life Science, Infrastructure & New Technologies

        Dr. Alfred Scheidegger
        Founder
        NEXTECHVENTURE, Zurich

        Rodrigo Lara
        GVcepe - Private Equity and Venture Capital Research Center
        EAESP-FGV
    
        Susana Garcia-Robles  (asked)                                           
        Lead Senior Investment Officer
        MULTILATERAL INVESTMENT FUND, Washington D.C

13.30 pm    Closing Remarks by the Chairman

13.45 pm    Closing Cocktail

ATTENDANCE CONDITIONS

To know registration’s facilities and download forms without commitment, please click on the link underneath and enter to MGI private area.

Registration's Facilities

PARTNER

The Global Family Offices & Strategic Advisors Network
Join the Association of the Family Offices and their Strategic Wealth Management Advisors:
- Develop Key Professional Contacts
- Network with Major International Leaders
- Be part of the ESAFON Directoryo Receive the ESAFON Review
- Benefit from a 50% Discount on your MGI Conference Fees
To receive full details, please send an email to Anne Golbery at This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

Bilanz Data is a Certified Tax Law and Accounting Office established in 1987. The founder of the offices, Mr. Erich Baier, MBA, LL.M. (Int’l Tax Law), made his practice years in a large accounting firm already during his studies at the University of Economics and Business Administration in Vienna. Having successfully passed his professional exams the Austrian Ministry of Economic Affaires awarded him the title Certified Tax Advisor. Confronted with an always faster changing world of taxes and business situations their clients can rely on their experience in these areas. Not only finding solutions for problems their clients might face but planning ahead to smooth the way for their clients is their daily routine.