The document provides information about upcoming Family Officer Summit events, including dates and locations. It discusses why the Family Officer Summit was created to be a forum dedicated to Family Officers and asset managers who want to invest in innovation through startups. The keys sections provides definitions and explanations of terms related to the roles of Family Officers and how they can invest in areas like startups, impact investing, co-investing, and more. The format section outlines the agenda and format of the summit, including speeches, startup pitches, group dynamics, meetings, and exhibition areas.

1. Confidencial Personalizado para Nombre de la empresa Versión 1.0
Italy - 17 Sep 2019 University of Pavia Spain - 16 Oct 2019 UPM Madrid Poland - Work in ProgressPoland - Work in ProgressSpain - 16 Oct 2019 UPM Madrid
Family Officer
Summit©
When asset management drive innovation through startups

2. Confidencial Personalizado para Nombre de la empresa Versión 1.0
Why Fos?
Keys
Format & Formula
-Dynamic Speeches & Lectures
-Dynamic Startup Theatre
-Dynamic Roundtable
-1-to-1 Meetings
-All-to-All Group Dynamics
-Area Stands
Profile of Attendee
Índex
FOS
Call for Sponsorship
Contact

3. WHY
FOS?

4. Why FOS?
There are too many events focused on the world of
startups, but there is no a forum dedicated to
Family Officers and asset managers who want to
invest in Innovation through startups.
Family Officer Summit was born to respond to this
community and to help the emerging startups in
their search for type A and B funding.

5. Why FOS?
The FOS aims to be a space for confrontation,
learning and knowledge exchange for all FOs and
the asset managers of the family business.
A place to orient oneself in the new trends in terms
of investment: Impact Investing, Co-Investing,
Alternative Investing and Shadow Banking will be
at the centre of all discussions.

6. WHY
FOS?
Family Officers
Direct contact with Innovation
Disconnection and Networking
Possibility of Investing in Innovation
Contacts with local institutions
Incubators and Business Angels
Recognition as a leader for FOs
Visibility and positioning
Brand difference between your Startup and Other
Investors improves matching Post-Startup Program
Startup
Pitching Investors Select a Family Business
Investors Feedback
Improving the Investor Matching
Sponsors
Tangible visibility
Connect with Direct Customers
(Financial Services)
Link his Brand to Innovation
Institutions
The region as a center of innovation
Give visibility to the BICs and other regional institutions
Congress tourism, profiles with high purchasing power
Venue
Income off season
To publicize the location for events
Connection with Local Institutions

7. KEYS

8. Vestibulum congue
Vestibulum congue
Vestibulum congueVestibulum congue
Vestibulum congue
Innovation
Startups
Wealth
Management
Shadow Banking
Alternative Investing
Impact Investing
Family
Office
KEYS
FOSCo-Investing

9. Keys: Family Officer Role
Family Officer is nothing more than a proactive asset manager who
seeks performance in innovation and has a lot to do with the world of
startups.
Although his objective is to guarantee the sustainability of the family
business, the Family Officer is not a notary, nor a lawyer, nor a financial
advisor, but a kind of driver in charge of recruiting and supervising the
actions of these different professionals, in order to preserve and make
the investments grow. Many times it is a person of the family who
assumes this role, other times it is a full-time or multi-portfolio
professional or company

10. The Family Officer is called upon to act professionally to ensure
informed consideration in the management of consolidated family
wealth, controlling risk, planning results and also helping the family to
identify the code of intangible values, must be able to protect the
family identity over time, so that each generation can act as custodian
of the next generation.
It has to seek innovation by investing in business
assets that do not necessarily come from its
industrial environment.
Keys: Family Officer Role

11. Seeking investment for a startup continues to be a challenge for many
entrepreneurs, and over time the possibilities increase thanks to
greater knowledge of this company model and the opening of the
ecosystem to the rest of society. Among the alternatives that are put
on the table to find funding has opened the deck of Family Officers.
Many of them have the dual purpose of investing to move capital and
give profitability in the medium and long term and capture the
innovation present in startups for their own company or industry. The
multidisciplinary approach is sometimes fundamental to this and they
do not just look into their own garden. If I invest in a digital marketing
company this company can help innovate my marketing actions within
our company the same with logistics or other fields.
Keys: Family Officer & Startups

12. Impact investment refers to investments "made in companies,
organisations and funds with the intention of generating a measurable
and beneficial social or environmental impact, together with a financial
return". Impact investments provide capital to address social and/or
environmental issues.
Large family estates have many ways of using their assets. They can
do this through foundations or by seeking impact investments.
Impact investors actively seek to place capital in businesses,
non-profit organizations, and funds in industries such as renewable
energy, basic services such as housing, health and education,
microfinance, and sustainable agriculture.
Keys: Family Officer & Impact Investing

13. An equity co-investment is a minority investment in a company made
by investors together with a private equity fund manager or a venture
capital firm. An equity co-investment allows investors to participate in
potentially very profitable investments without having to pay the usual
fees charged by a private equity fund.
Co-investment opportunities are typically limited to large institutional
investors who already have an existing relationship with the private
equity fund manager and are often not available to smaller or retail.
But the trend is changing, many FOs are beginning to collaborate with
each other to invest together taking advantage of the expertise that
together can add up.
Keys: Family Officer & Co-Investing

14. Wealth management is an investment advisory service that combines other
financial services to meet the needs of the wealthiest clients. It is a consultative
process in which the advisor obtains information about the client's wishes and
tailors a strategy using appropriate financial products and services.
A wealth management advisor or wealth manager is a type of financial advisor
who uses the spectrum of financial disciplines available, such as financial and
investment advice, legal or estate planning, accounting and tax services and
retirement planning, to manage the wealth of a wealthy client for a fixed fee.
The trend is that the role of FO today is something internal to the family, it has
moved from passive wealth management to a much more active role.
Keys: Family Officer & Wealth Management

15. Generally speaking, private banking involves financial institutions that provide
financial management services to HNWIs. In some cases, an individual can
obtain these services with assets of less than $100,000, but most private banks
(or divisions of private banks) set a benchmark of at least six figures. Private
banking tends to be exclusive and reserved for clients with substantial amounts
of cash and other assets to be deposited into accounts and to be invested.
Private banking provides investment advice and aims to address the full
financial circumstances of each client. Private banking services typically help
clients protect and maintain their assets. Employees designated to assist each
client work to provide individualized financing solutions. These employees also
help clients plan and save for retirement and structure plans to transfer
accumulated wealth to family members or other designated beneficiaries.
Keys: Family Officer & Private Banking

16. Where traditional financing cannot be reached, this alternative financing system
is used.
It is a parallel banking system formed by a group of financial intermediaries that
facilitate the creation of credit through the global financial system, but whose
members are not subject to regulatory supervision. The parallel banking system
also refers to the unregulated activities of regulated institutions. Examples of
unregulated intermediaries include hedge funds, unlisted derivatives and other
unlisted instruments, while examples of unregulated activities of regulated
institutions include credit default swaps.
FOs are approaching this type of entity due to the rigidity of the traditional
banking system.
Keys: Family Officer & Shadow Banking

17. Alternative Investing, new approaches to asset management
Many alternative investments have minimal investments and high fee
structures, especially when compared to mutual funds and exchange-traded
funds (ETFs). These investments also have fewer opportunities to publish
verifiable performance data and to advertise to potential investors. Although
alternative assets may have high initial minimums and high initial investment
fees, transaction costs are often lower than for conventional assets due to lower
turnover levels.
Most alternative assets are quite illiquid, especially compared to their
conventional counterparts.
Keys: Family Officer & Alternative Investing

18. Most alternative assets are quite illiquid, especially compared to their
conventional counterparts.
● An alternative investment is a financial asset that does not fall into any of
the conventional categories of stocks/income/cash.
● Private equity or venture capital, hedge funds, real estate, commodities
and tangible assets are all examples of alternative investments.
● Most alternative investments are not regulated.
● While traditionally for institutional and reputable investors, alternative
investments have become feasible for retail investors through alt funds,
ETFs and mutual funds that build portfolios of alternative assets.
Keys: Family Officer & Alternative Investing

19. FORMAT

20. Format
A Forum for FOs in Europe: The Family Officers Summit
From Synergo! we want to propose an exclusive event for Family Officers and
all those family businesses that want to invest in Innovation and Sustainability.
We will surely apply our Group Dynamics methodology already experienced in
other events such as the Data Management Summit as a support axis, as we
believe in the sum of knowledge and constructive confrontation when dealing
with different topics. What does a Family Officer look for when investing in a
Startup? What are the problems that Startups encounter when bringing this
investor profile closer? How do we improve the matching between Family
Officer and Startups? For all this, http://familyofficersummit.com was born.

21. Format
Group Dynamics and Roundtable
03
● Group dynamics focused on understanding the demands and
challenges of FO and Startups. A series of "Question Time" where the
members of the tables have a time to give their input on the argument
and thus confront other actors.
Dynamic Startup Theatre
02 ● In the Startup Theatre each Startup has its 15-minute Pitch to
publicise its initiative and funding priorities.
Dynamic Speeches & Lectures
01
● Outstanding international speakers contribute their knowledge and
initiatives to the Family Officers. The talks can be sponsored by the
sponsors of the event.
One-to-One Meetings
04
● The Family Officers receive a previous report of each Startup that
applies to the program and decide with a system of programmed
online appointments with which startup or spinoff they wish to
contact. Appointments are made in reserved rooms.
Stands Area
05
● The sponsors have an outstanding presence in the event with a stand
where they can attend customers, visitors and publicize their value
proposition.

22. Format Dynamic Speeches & Lectures
01
What speeches have to be
We will find the best papers on impact investing,
innovation within the family business. Other Family
Officers will be able to share their experiences. A space
also dedicated to the proposals of our sponsors, a
moment of open confrontation. Sponsorship does not
give a direct right to present a speech. We are always
available to listen to content proposals.
The duration is 15 minutes. Speech have to be in
English or Spanish
Cesar Pecharroman on his intervention about MDM in last spanish
Edition of DMS Spain

23. Format
Dynamic Startup Theatre
The most interesting startups are presented in search of
type A and B financing. In Series A it is the first time that
the Startup is offered to investors outside the family
environment and business angels, it has already begun
to generate income but not yet generate profits.
On the other hand, Series B takes place when
companies start to make a profit. The business has
already developed and advanced considerably.
In the Startup Theatre each Startup has its 15-minute
Pitch to promote its initiative and funding priorities.
Dynamic Startup Theatre
02

24. Format
All-to-All Group Dynamic
Group dynamics focused on understanding the
demands and challenges of FO and Startups.
A series of "Question Time" where the members of the
tables have a time to give their input on the argument
and thus confront other actors.
The tables are randomly formed and the dynamics are
governed by Synergo!'s own methodology called
"controlled conversations".
Attendees can choose the language (English or
Spanish) for the discussion. Different tables will be
formed depending on the choice.
Group Dynamics and Roundtable
02

25. Format
On the round table
Roundtable on the new challenges of innovation in
Family Business with interventions by sponsors,
institutions and prominent members of the associative
world of the family business. The format of the round
table will always be Group Dynamics.
The Title of Roundtable in 2020 Editions is:
“Family Officer: when asset management targets
innovation through startups”
Group Dynamics and Roundtable
02

26. Format
One-to-One Meeting
The Family Officers receive a previous report of
each Startup that applies to the program and
decide with a system of programmed online
appointments with which startup or spinoff they
wish to contact.
One-to-One Meetings
04

27. Format
Stands Area
The sponsors have an outstanding presence in
the event with a stand where they can attend
customers, visitors and publicize their value
proposition. Type of sponsors:
● Startups
● Private Banking
● Professional Services for FO
● Incubator and Accelerators
● Government and Institutions
● Financial Institutions
● Business Schools
● Real Estate
Area Stand
04

28. Profile of attendees
Family Officers, Family Businesses that want to innovate. We will contact directly and invite the
European Family Officers to the event. Although the event is based this first edition in Spain and
seeing the international perspective the event will be held in English language too.

29. Sponsor’s Profile
Exclusive Financial Sponsor
It will be the entity that directly sponsors the event, offering
its financial solutions for the FO profile.
BA & Incubator
These are organizations that want to apply to the program
directly through their best startups. Only startups that will
be of interest for the FO profile will be applied. Before the
meeting, the FOs will receive a report on the Startup which
clearly explains: the business model, the type of financing
required, how this financing is to be used, sector of
belonging and direct or direct competition. Without this
information, startups cannot apply to the program.
Private Banking and Wealth Management
That want to promote they products and services to
FO.
Institutions
That want to promote their services and instruments
that are available in the territory.
Other / Real Estate
Any company or startup that has something to say to
the profiles of the attendees and entrepreneurs of the
startups.

30. CONTENT

31. Family Officer Summit: Content for FO
Real Estate new scenarios
Can Real Estate still be profitable? New formulas and
case studies.
Wealth Management
How it is organised, how it works and what
professionalised asset management can bring
Co-Investing
How FOs can go hand in hand to co-invest in a
constantly changing world. Success stories in
Co-Investing of between FO
Startup/Innovation:
Why startups can be a good investment for FO?
Investment Allocation
How to build an asset portfolio practical examples
and specialist advice
Tax Saving
How to protect heritage and save on taxes with
current European and Spanish legislation: case
studies

32. Family Officer Summit: Content for FO
Impact Investing
Not just a fad and a trend, because impact
investing is the future. Case studies.
Impact Investing - Energy
Renewable energy investment case studies
Impact Investing - Social
Transforming the homeless into social assets.
New perspectives
Shadow Banking
How the world of non-banking finance works.
Alternative Investing
What are the alternatives to traditional
financing channels for companies and startups.
Is something missing? Do you want
to suggest content or contribute a
paper of interest to FO?

33. SPONSOR

34. Family Officer Summit: Call for Sponsor
Exclusive Financial Sponsor
It will be the entity that directly sponsors the event, offering
its financial solutions for the FO profile.
BA & Incubator
These are organizations that want to apply to the program
directly through their best startups. Only startups that will
be of interest for the FO profile will be applied. Before the
meeting, the FOs will receive a report on the Startup which
clearly explains: the business model, the type of financing
required, how this financing is to be used, sector of
belonging and direct or direct competition. Without this
information, startups cannot apply to the program.
If you want to be a relevant partner
of FOS we have activated a
sponsorship plan.
Institutions
That want to promote their services and instruments
that are available in the territory.
Other
Any company or startup that has something to say to
the profiles of the attendees and entrepreneurs of the
startups.

35. Contact
Michele Iurillo
michele.iurillo@synergo.es
Phone (Spain) +34.664.85.09.74
Phone (Italy) +39 389.89.57.48
Txema Arnedo
Gamering (Sponsorships)
txemaa@gamering.es
Phone (Spain) +34 609 19 97 00