GPFO 100

News

December 2015

We had a wonderful close to 2015 with our Christmas Party, with festive wine tasting from Jerome Harlington. There were beautiful paintings on display from Jeremy Houghton, who also joined us for the evening. Houghton paints the atmosphere and essence of specific places, focusing on their spatial and temporal liminality. The people and objects that characterize these scenes are illuminated by the way that he shapes the spaces between things, and the spaces in which bodies linger, shimmer, move and often take flight. He most kindly sent some framed prints of his work as a thank you, that have taken pride of place in the Global Partnership Offices. It was a very enjoyable evening, and wonderful to see everyone.

November 2015

For the Michaelmas Investment Club we were joined by Francesco Lombardo who gave an enthusiastic and inspiring talk that highlighted some interesting topics for Family Offices. Francesco Lombardo is a renowned public speaker and trusted advisor who has coached some of the world’s most successful and affluent families for over twenty years. Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money and the impact this has on their families, businesses, and legacies.

We also had a wonderful range of presentations on:

"Changing the cost-efficiency equation for solar energy"

"The Dangers of Unconstrained Fixed Income Investing"

"Finding stable returns in unconventional areas"

"Targeting total returns – a blend of long and short global equity exposure"

“Unfixing Fixed Income Portfolios”

September 2015

Autumn is in full swing, as was the Global Partnership Autumn Investment Club last Thursday at the wonderful Caledonian Club. 

Over a delicious Scottish breakfast, our keynote speaker Russell Napier, discussed: ‘Why after six years of ‘printing money’ we are headed for deflation’. This was followed by 5 presentations from a great line-up of companies covering the following topics:

'Property lending - an opportunity for Family Offices?"

'Moving Away from Market Returns: The Separation of Alpha and Beta in Fixed Income'

'How to find alternative beta in today's markets'

'The Flower in the Desert trade, what, why and how?'

 'The Investment Case for Platinum'

We had a wonderful turn out with a great range of very interesting presentations. Thank you to all that came, we’re already looking forward to the Michaelmas Investment Club in November.

September 2015

This morning we were delighted to be joined by a variety of interesting speakers, and for the first time we held our Coffee with the Intermediaries at the beautiful RAF Club.

We were treated to coffee and fresh pastries, whilst listening to the following topics, a perfect start to a new season of exciting events.

'Home and Away' – ‘addressing clients domestic and international mental capacity issues’.

‘The art of valuing private company shares’.

‘Family Office Valuation and Accounting; the importance of independence and transparency’.

‘Protecting the interests of the protectors and the beneficiaries of trust structures’.

June 2015

The Global Partnership hosted a wonderful summer party and BBQ at the rooftop terrace Sky Bar in Holborn yesterday evening. 

For PIC we invited Tom Kalaris. Tom was a member of the executive team from the inception of Barclays Capital in 1996 and was CEO of Barclays Wealth for several years before he retired in 2013. PIC is working with Tom to help finance his new wealth management business and he joinined us to introduce the venture.

For POC we had an exciting partnering with Sunrise Yachts who told us a little about their unique story.

As usual, Harlington Wines, our trusted wine advisor, was on hand with some interesting wines to taste and some suggestions for the summer.

Many thanks must also go to Caroline Dandridge from Artista Events and Mike Herbert who charmed our guests with his extraordinary ability to capture face profiles in silhouette portraits.

With the sun blazing down until sunset, it was a glorious evening and greatly enjoyed by all.

June 2015

This afternoon GPFO held an event at Berry Bros & Rudd where guests enjoyed a champagne reception, before a highly recognised investment firm presented on Frontier Markets. This was followed by a delicious lunch and wine tasting to compliment the courses.

This renowed firm has been investing in developing markets since 1985 and since that time has built a deep understanding of a diverse range of countries and companies the region encompasses. Their Frontier Markets Equity Fund celebrates its one-year anniversary this June and portfolio manager Oliver Bell will discuss the key highlights of the past year and what the future holds for an asset class that has become increasingly hard to overlook.

Oliver has been investing in developing markets for over 17 years and has extensive experience of navigating extreme market cycles. His team of four dedicated frontier markets equity analysts is supported by eight fixed income analysts covering frontier markets, and an experienced wider emerging markets team. Employing a rigorous bottom-up investment process, that is cognisant of top down macro drivers, Oliver and his team seek to identify the most compelling opportunities for active, long-term investors.

June 2015

This Wednesday the Global Partnership held another exceedingly successful Investment Club at the Caledonian, with a delicious lunchtime BBQ.

Guests enjoyed drinks and a selection of pastries before hearing interesting presentations on the following topics:

'Appropriate Investment in a Changing World'.

'US smaller companies - a neglected asset class?'.

'Seeking to deliver return and risk targets through investing in ideas'.

'Accessing the world's fastest growing economy'.

'From Tailwinds to Headwinds: the challenges in Fixed Income'.

Our chosen keynote speaker for this event was Robert Phipps, one of the world's leading body language experts, who spoke on - 'It's what you don't say that matters', over a lunch time BBQ. 

This was a very enjoyable event with a fascinating speaker.

 

May 2015

This month we were joined by the senior management of TeknoScan Systems and Spotcap.

TeknoScan is a private Canadian company that operates in the security sector. It has developed IP protected aspirant trace detection technology that enables it to address many potential markets, but first and foremost the huge global air and sea cargo market. It's scanning systems enable cargo to be examined and screened without containers being opened to minimise the time required to clear border security. This is the leading solution to meet the recent US legislative mandate to screen all cargo containers entering US ports.

Founded in 2014 by ex-Goldman Sachs and McKinsey finance professionals, Spotcap is aiming to become the global leader in the online commercial loan business. They provide high-margin, short-term, balance-sheet loans online to SMEs in Spain and the Netherlands with further launches in Australia and the UK in 2015. Co-investors are Access Industries (Len Blavatnik), Steve Koltes (CVC co-founder) and Holtzbrinck Ventures.

May 2015

At this POC Drinks event, Farrer & Co gave a short presentation on 'Familes and Succession Issues'.

This was a practical look at the issues that can arise in many families in relation to the passing of family wealth (including "businesses" and “heritage” assets) to future generations.  All families are different and their wealth will be held in a myriad of different ways, with their wishes and objectives inevitably evolving over time. Sarah made some personal observations about various approaches and strategies that the older generation can consider when developing their own succession planning and also included a high-level overview of current legal issues in relation to wills & inheritance rules, mental capacity and pre-nuptial agreements.

Wine was provided by our trusted wine advisor Harlington Wines who presented 2 Barkus Merlots, a beautiful and sophisticated red and a full-bodied rose´, from the small (1000 vines) St Helena Vineyard in the Napa Valley.  Both wines were from our Wine Club and Jerome Harlington was on hand to show guests the very exciting Wine Club App which is now operational.

April 2015

The Global Partnership visited Morocco for the British Polo Day's spectacular three day event. 

The event took off with Thursday night's launch party at the exquisite Royal Mansour hotel, Marrakech.

On Friday, guests were taken on a private and tailored tour of Marrakesh with a wonderfully friendly and experienced local guide. Sights included the Medersa Ben Youssef, Jemaa el Fna square, souks, the Jardin Majorelle which has a lovely cafe and restaurant, and Bahia Palace. After this exciting day, guests returned to their hotels before the evening's activities and Medina Party at the vibrant Riad El Fenn by kind permission of Vanessa Branson.

Saturday was the day of the Polo. Guests were picked up from their hotels and taken to the Jnan Amar Polo Club. The polo took off with Brompton Bicycle Polo, followed by a delicious lunch overlooking the polo field. The opening ceremony introduced the teams from the Eve Branson Commonwealth vs Jnan Amar Rest of the World. This was an extremely exciting match and was thoroughly enjoyed by everyone at the event. Guests then enjoyed a light afternoon tea before the prize-giving. That evening was the Dar Soukkar Gala Dinner, iBid auctions and fashion show. This was a spectacular evening with delicious food and a very exciting auction to raise money for the Eve Branson Foundation.  

Sunday was a day to relax after the excitement of the previous few days. Guests enjoyed a lunch at The Capaldi, set in the foothills of the breathtaking Atlas Mountains. 

This was an absolutely unforgettable event!

 

April 2015

This month's Investment Club was another great success. Huge thanks goes to Mark Henderson, founder of The New Craftsman, who gave a fascinating talk over breakfast on the importance of craft business. He also spoke about the significance of recognising the country's most talented craftsmen, and how to encourage the next generation to explore craft and design. With his support, The New Craftsman opened its first 2,000 sq ft showroom in Mayfair in 2014, and is gaining more and more recognition and success. 

 

March 2015

British Polo Day Dubai 2015 at the The Dubai Polo & Equestrian Club was the last event on the Gulf Week programme. This hugely exciting day started with Brompton Bicycle Polo and Camel Polo, followed by a VIP lunch, before the traditional polo began.

The evening took off with the prize giving and a superb after party where guests could get together once more and share their memories of the Gulf Week programme together. 

March 2015

On Thursday British Polo Day treated the guests of GPFO's Gulf Week programme to a spectacular evening in the desert for a Platinum Heritage Vintage Land Rover Dinner Safari. 

At mid-afternoon, guests gathered at Maui Rooftop, Sofitel Dubai The Palm Resort & Spa, before embarking on a Wildlife Drive in the Dubai Desert Conservation Reserve, seated in Series 1 Land Rovers. This was followed by a very exciting falconry demonstration and dinner on the property of a member of the Royal Family.

This was an exceptional evening and will be remembered by all those who attended for years to come. 

March 2015

This has been a very exciting week in the Middle East for the attendees and guests of GPFO's Gulf Week. 

On the evening of Monday 23rd, there was a dinner hosted by British Polo Day at Frankie’s Bar & Grill, Al Fattan Marine Towers, JRB Walk, Dubai Marina, which was a wonderful evening for all involved. 

Our first Dubai Roundtable took place on Tuesday morning at Le Reve, Dubai Marina. Guests enjoyed the Keynote address from Adrian Escher, CEO, Kendris Ltd, who gave a compelling talk on CRS – An outline, implementations and consequences for Family Offices and Global Families. This was followed by presentations by the following:

'Prime property or portfolio property investing – a safer investment?'

'Sustainable Impact investing and the Gulf context'

Cancer InitiativesMedical innovation – addressing the Cancer challenge 

The morning came to a close after a Q & A session, as well as drinks and canapés. This was a very successful and informative morning, greatly enjoyed by all. 

That same evening, guests attended another wonderful dinner hosted by British Polo Day at Wheelers of James, Dubai. 

The last Roundtable took place on Wednesday morning at Raffles, Dubai. Guests enjoyed a refreshing talk from the Keynote speaker, Graham Bell, and a further inspiring talk about ‘Empowering women – leadership by the family office industry’, before listening to other presentations on the following topics:

'Returning on real estate: the case for hospitality investment'

'Financing the future growth of the Gulf'

'The Luxury Lifestyle Paradigm'

The morning finished with a delicious lunch and opportunities for one-to-one meetings. 

 

 

 

 

March 2015

Over the weekend, the Global Partnership's week of events in the Middle East got underway, starting with a dinner at Frankie's Terrace at Fairmont Bab Al Bahr, Abu Dhabi.

This was followed by British Polo Day Abu Dhabi on the Saturday at the Ghantoot Polo Club. Guests enjoyed watching the Brompton Bicycle Polo and Camel Polo, before the traditional polo began, followed by prize giving, dinner and an after party.

Sunday's event was a Roundtable lunch and discussion at Fairmont Bab Al Bahr, Abu Dhabi. Guests enjoyed a talk from Dr Khalid Al-Yahya, the keynote speaker, who presented on ‘De-mystifying governance - family business in the GCC’. This was then follwed by presentations on the following topics:

‘A sustainable impact investment: securing our food, forever’

‘Wealth structuring and insuring your future assets’ 

'Healthcare – innovation to increase survival rates’

Lastly, there was a pannel discussion on crafting luxury investments, with speakers from Le Riche Automobiles and Holland & Holland, before guests finished for lunch. 

March 2015

The Global Partnership hosted a fantastic wine tasting and lunch in the Napoleon Cellar of Berry Bros & Rudd. 

The residential developers gave a wonderfully engaging talk that was enjoyed by all. This was then followed by a wine tasting of international grape varieties, led by Demitri Walters, Master of Wine. 

The event then finished with a lunch with more wines to compliment each course. 

March 2015

At this month's Private Investment Club meeting, the CEOs of Urban Legacies and Viramal introduced their companies and discussed the potential for direct investors. Very different businesses and opportunities, but both were very well received by members. 

Urban Legacies are creating unique active leisure destinations that combine indoor activities including sky and scuba diving, surfing and ice-climbing with retail and hospitality. They are seeking co-investors for their first sites in the UK and US. Viramal is UK pharma company with a lead product in FDA phase III clinical trials. They are seeking investment to complete the trials and progress their other products that are currently in phase I and II.

 

March 2015

Dave McClure, one of Silicon Valley's most active investors, having visited 25 countries in the last year and having invested in over 50 geographies, spoke to lunch guests about trends in seed stage venture capital globally.

Dave was previously Director of Marketing at Paypal, and worked with Peter Thiel's Founders Fund and the Facebook Fund. Over the last 10 years, the face of startups and cost of doing business has significantly reduced, enabling startups to exploit opportunities with less and less capital investment. Dave also introduced the activities of 500 Startups, a unique, highly diversified global seed stage venture capital organisation, that is generating higher risk adjusted returns for investors than the typical venture capital fund. 500 Startups has invested in close to 1000 startups around the world, and runs one of the top accelerator programs in Silicon Valley.

This was a very interesting lunch, and the talk was enjoyed by all. 

February 2015

Attendees enjoyed lunch at the Farmer’s Club, with a leading investment firm from Ukraine presenting on investing in Vietnam through a single country fund. 

February 2015

Imagine if there was a device that could take a small saliva sample from your mouth and within minutes tell if you have cancer…any type of cancer. And imagine if this device was only $19.

This was the incredible topic put to a number of people at a private lunch held at the Royal Over-Seas Club. A fascinating few hours and undoubtedly a huge success. 

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