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Global Business, Local Risk: IOM Indaba

Global Business, Local Risk: IOM Indaba | March 11 – 19, 2025

Get ready for an unforgettable adventure across Durban, Johannesburg, Pretoria, the Winelands, Cape Town, and George!

🚀 Attention all professionals, CEOs, and CIOs from family offices and embedded family offices! This is your golden opportunity to earn valuable CPD points while proudly representing FISA or SAIT! 🎉

Prepare to be inspired and transformed! Roelf Odendaal is taking the helm, promising to make this IOM Indaba an event you cannot afford to miss! With incredible CPD allocations secured, this is the perfect place to elevate your knowledge and skills. 🎓✨

But wait, there’s even more! Imagine the groundbreaking insights that await you as you learn how elite international teams can supercharge your advisory journey and unlock innovative solutions for families. 🌍💡

Having witnessed Roelf’s transformative discussions on family governance firsthand, I can vouch for the depth of wisdom he brings. This is a chance to explore the keys to success and advance your practice! 🚀🌟

Here’s a sneak peek at what’s coming your way:

– Uncover the Isle of Man’s crucial role in managing risk in our ever-changing world.

Exciting Sub-themes You’ll Explore:

– Mastering cross-border risk navigation

– Comprehensive strategies for risk management and governance (corporate & family)

– Smart strategies for international business expansion

– Insights into dynamic materiality

– Decoding risk vs. volatility

– Tackling global risk challenges head-on

– Innovations in sustainable finance

– Navigating the complexities of black swans and grey rhinos

Get ready to connect with top experts from a variety of fields, including:

– Corporate governance specialists

– Family governance visionaries

– Trust and corporate service providers

– Investment firms

– Asset management leaders

– Pioneers in sustainability

– Representatives from the Isle of Man government

– Forward-thinking entrepreneurs

Don’t let this incredible opportunity pass you by!

#CPDPoints #FamilyGovernance #IOMIndaba #ProfessionalDevelopment #SuccessJourney #GlobalInsights #AdvisoryExcellence

👉 https://lnkd.in/dyXWVBAR

Click the picture to go directly to the registration page! 🌟

Thank you for everyone who assisted with the request from the IOM team.

Fiduciary Institute of Southern Africa

South African Institute of Taxation

Cecilia Albertyn see you soon!

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Corporates Subscribers Events Family Subscribers News Professional Subscribers

Family Offices: Private Markets Co-Investments

Family Offices: Private Markets Co-Investments

“Optimizing private markets investment strategies”

MODERATOR: Kate Rees, CA (SA) within the family office space, and private equity.

SPONSORS & PRESENTERS

The Basso Group, with a 30-year track record of success, operates offices in Zurich, Stamford (US), and Singapore. Basso Global Partners provides a robust platform for family offices and qualified independent asset managers to co-invest in exclusive private market opportunities alongside the firm’s principals and their families.

Hani Abuali is the CEO and partner of Basso Global Partners. Hani is the former Chief Executive Officer of a leading independent multi-family office in Middle East. Hani has over 30 years of experience in investment and finance. He was previously Managing Director at Mount Kellett Capital, and Portfolio Manager at Polygon Investments. He was Managing Director at Morgan Stanley Asia, where he ran Proprietary Trading and co-headed Telecom Research (#1 ranking for five years 2000-2005 in Institutional Investor and Greenwich). Hani started his career in finance in New York as an Oil & Gas research analyst with Donaldson, Lufkin & Jenrette.

Dwight Nelson is a Founding Partner of Basso Capital Management, where he has managed multi-strategy hedge funds and managed accounts since 1999 in addition to his own Family Office. Previously Dwight was at Grace Brothers Ltd in Chicago, employed as a portfolio manager for a multi-strategy hedge fund. Dwight graduated from the University of Chicago with honors in Economics.

General Disclaimer

The information is intended for general informational purposes only and may not apply to your specific circumstances. It is not intended to provide legal, tax, investment, financial, or professional advice, nor should it be construed as such. The content is not meant to endorse or recommend any third-party service provider, nor should it be considered a solicitation, inducement, endorsement, offer, or advice to buy or sell securities, commodities, digital assets, or financial instruments. Please note that no information provided should be considered comprehensive or complete, and none constitutes professional or financial advice.

@Copyright LuciaDeKlein Private Office 2024

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Events News

INTERGENERATIONAL PLANNING FOR WOMEN’S EVENT

Intergenerational Planning For Women

The event took place at La Vierge Restaurant and Wine Estate Hemel-en-Aarde,
12 Valley Road, Hermanus on 12 September 2024
 
The event was an invitation-only event based on the fact that in the United States alone, women now control more than a third of the total financial assets in households, valued at over $10 trillion. Over the next decade, there is an expectation for a substantial transfer of wealth to take place. This transfer is anticipated to drive significant growth in the wealth management industry, mainly due to the influence of women. It is expected that an unprecedented amount of assets will shift into the ownership of women within the next three to five years, presenting a $30 trillion opportunity by the end of the decade. The success of this shift will depend significantly on education and responsible stewardship. We unpacked how this impacts women in South Africa.