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October 18, 2021

Inaugural Family Office Summit Hosted by Shearman & Sterling

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INAUGURAL FAMILY OFFICE SUMMIT HOSTED BY SHEARMAN & STERLING

Shearman & Sterling was pleased to host the inaugural Family Office Summit on October 12 & 13 in New York City. The one-and-a-half-day program brought together single-family offices, select multi-family offices, institutional investors, board/trustee members and private foundations to network and discuss developments, opportunities and challenges across a number of sectors, including digital assets, private equity, real estate, energy, deep tech and impact. The event covered topics including the trend towards co-investing, and generational differences in investment priorities and style, with younger generations focused more on impact investing, as well as both the importance and potential pitfalls of environmental, social and governance (ESG) investing.

The event was hosted by partners Donna Parisi (New York-Derivatives & Structured Products) and Anna Salek (New York-Private Client), co-heads of Shearman & Sterling’s Family Office Group and Amir Rafizadeh, Principal at 678 Partners. Donna moderated a panel, “New Asset Class on the Block – Blockchain & Digital Assets,” with Sandra Familet-Lufkin, Co-Chief Investment Officer, The Chauncey F Lufkin III Family Office / Venture Partner, Hutt Capital; Chris Kelly, Founder, Kelly Investments; and Anthony Saliba, CEO & Founder, Matrix Holding Group / CEO, Mercury Digital Assets. Anna moderated the panel, “Impact, Philanthropy & Governance – How Families Build an Integrated Social Impact Strategy,” with Hannah Shaw Grove, Chief Marketing Officer, Foundation Source; Eric Clement, Senior Vice President – Social Impact & Sustainability Investments, RXR Realty; and Tom Groos, Partner, City Light Capital.

Senior Partner David Beveridge moderated a fireside chat, “How the World’s Elite Money Managers Lead & Invest,” with Ted Seides, founder of Capital Allocators and host of the popular institutional investing podcast of the same name.

Other panels included “Are Leveraged Buyouts Back?” with Shearman & Sterling partners Marwan Elaraby (Dubai-Capital Markets) and Gus Atiyah (New York-Finance) and CEO of GMS Capital Partners, Yezan Haddadin; and “The Global Hydrogen Economy: Investment Opportunities in Future Infrastructure.” The hydrogen discussion, led by Shearman & Sterling partner Dan Feldman (Abu Dhabi-Project Development and Finance) and Founder & Chief Executive Officer of Steelhead Composites Andrew Coors, discussed the revolutionary potential of hydrogen in the current energy transition movement to decarbonize the global economy.

View the full agenda here.

Shearman & Sterling’s Family Office team has a deep understanding of the unique complexities inherent in family ownership, and recognizes that no two family offices are the same. We work closely with our clients to help navigate individual decisions related to investment portfolios, domestic and international estate and tax planning, wealth management, philanthropy, family governance, trust administration and multi-generational issues.

Authors and Contributors

Donna Parisi

Partner

Derivatives & Structured Products

+1 212 848 7367

+1 212 848 7367

New York

David Beveridge

Partner

Capital Markets

+1 212 848 7711

+1 212 848 7711

New York

Michael D. Saarinen

Partner

Investment Funds

+1 212 848 4573

+1 212 848 4573

New York

Mark J. Shapiro

Partner

Financial Restructuring & Insolvency

+1 212 848 4668

+1 212 848 4668

New York

Dan Feldman

Partner

Project Development and Finance

+971 2 410 8158

+971 2 410 8158

Abu Dhabi

Lisa M. Brill

Partner

Real Estate

+1 212 848 4571

+1 212 848 4571

New York

Anna Salek

Partner

Private Client

+1 212 848 4838

+1 212 848 4838

New York

Carmelo Gordian

Partner

Emerging Growth

+1 512 647 1902

+1 512 647 1902

Austin

Marwan Elaraby

Partner

Capital Markets

+971 4 249 2123

+971 4 249 2123

+971 2 410 8123

+971 2 410 8123

+1 212 848 4947

+1 212 848 4947

Dubai

Gus Atiyah

Partner

Finance

+1 212 848 5227

+1 212 848 5227

New York

Jennifer D. Morton

Partner

Financial Institutions Advisory & Financial Regulatory

+1 212 848 5187

+1 212 848 5187

New York