Seats are limited. Please confirm your attendance to secure your place.
Seats are limited. Please confirm your attendance to secure your place.
About the Event
This exclusive gathering will include keynote speeches and expert-led panels, featuring David Darst, CFA, Senior Advisor and Investment Strategist at The Family Office, and Wassim Jomaa, CFA, CIO at Petiole Asset Management AG, alongside leading international and regional experts in investment strategy, macroeconomics, and family wealth planning.
It will also introduce our holistic, AI-empowered advisory solution, designed for high-net-worth individuals and family offices to access the full power of a dedicated wealth management team, including strategy, governance, execution, and reporting.
Our Featured Speakers Include
David Darst, CFA
Senior Advisor and Investment Strategist, The Family Office
Wassim Jomaa, CFA
Chief Investment Officer, Petiole Asset Management AG
Danielle McIver
Chief Product Officer, The Family Office
Rayan Sleem
Relationship Manager, The Family OfficeDavid Darst, CFA
Senior Advisor and Investment Strategist, The Family OfficeWassim Jomaa, CFA
Chief Investment Officer, Petiole Asset Management AGDanielle McIver
Chief Product Officer, The Family OfficeRayan Sleem
Relationship Manager, The Family OfficeEvent Agenda
Opening Remarks: Rayan Sleem
Fireside Chat: Wealth Preservation in the Post Tariff Era
Moderator: David Darst | Expert: Wassim Jomaa
The Institutional Approach: Bringing Institutional Discipline to Family Wealth
Rayan Sleem
Prayer Break
Networking Lunch
Asset Allocation and Investment Strategy for 2025 and Beyond
David Darst
Fireside Chat: Elevating Family Office Governance
Moderator: Danielle McIver | Expert: Kyra Motley, Partner at Boodle Hatfield
Closing Remarks
Rayan Sleem
Event Close | Networking and Refreshments
By confirming your attendance, you consent to being photographed and
recorded during the event for documentation and promotional purposes.