Roundtable & Online Events

Looking Beyond Sustainability: Circular Economy Principles for Families By Embracing Paradox Thinking, 22 July 2021

This webinar was hosted by Butterfield Group and featured industry leaders in Europe and Asia. The session considered the principles of the circular economy and how they can be used by families and their businesses to preserve wealth, assets and resources in a way that contributes to society.

Speakers:
Lindsay Ozanne, Managing Director, Butterfield Trust, Guernsey
Philip Marcovici, Principal, Offices of Philip Marcovici, Hong Kong
Iraj Ispahani, CEO, Ispahani Advisory, United Kingdom
Dr Kenneth Goh, Business Families Institute, Singapore Management University, Singapore

Lindsay Ozanne, Managing Director, Butterfield Trust, Guernsey
Iraj Ispahani, Ispahani Advisory
Kenneth Goh, Business Families Institute, Singapore Management University, Singapore
Global Jersey: Political Risk Minimization – Understanding Investor and Asset Protection, 14 July 2021

Political risk, in its many manifestations, is one of the most salient concerns of international investors today. Not only are we living through unprecedented economic, social and political disruptions – amplified by the global pandemic – but the ramifications for political risk interferences with international investments are extensive.

The online event was hosted by Philip A. Pirecki, business development lead for The Americas at Jersey Finance, and moderated by Philip Marcovici, Principal, Offices of Philip Marcovici. The Global Jersey session explored political risk and the potential implications for international investors and wealth owners around the globe.

A copy of the Global Jersey presentation slides can be found here.

Listen to the webinar on demand here.

Speakers:
Philip Marcovici, Principal, Offices of Philip Marcovici
Iraj Ispahani, CEO, Ispahani Advisory
Hussein Haeri, Partner and Co-Head of International Arbitration, Withers LLP
Jacqueline Loh, Director and Head of Private Wealth Asia Hong Kong, Ogier
Tom Le Feuvre, Director, Global Markets and International Agreements, Government of Jersey

Iraj Ispahani, Ispahani Advisory
Hussein Haeri, Partner and Co-Head of International Arbitration, Withers LLP
Tom Le Feuvre, Director, Global Markets and International Agreements, Government of Jersey

A copy of the Global Jersey presentation slides can be found here.

Listen to the webinar on demand here.

Introducing family dialogues on the responsible stewardship of wealth: a guide, 22 June 2021
Society of Trust and Estate Practitioners (STEP)

With the COVID-19 pandemic highlighting rising inequality, many are reflecting on what can be done to address that while providing for their family’s needs. With this in mind, STEP has produced a guide to aid discussions that advisors need to have with families about responsible stewardship.

The webinar was chaired by Philip Marcovici, TEP, The Offices of Philip Marcovici, Hong Kong.

Guest speakers shared their perspective around the topic of responsible stewardship.

Speakers:
Iraj Ispahani, Ispahani Advisory, London.
Natacha Onawelho-Loren, STEP, Accuro Trust (Switzerland) SA, Switzerland.
Gina M. Pereira, STEP, Meritus, Bermuda.

Iraj Ispahani, Ispahani Advisory
Gina M. Pereira

To download a copy of the STEP Guide click here.

Managing the Rising Tide of Political Risks: Lessons for Enterprising Families, 20 January 2021
Business Families Institute at Singapore Management University

Ispahani Advisory and the Offices of Philip Marcovici partnered with the Business Families Institute and discussed various topics concerning enterprising families in these uncertain times.

Iraj Ispahani and Philip Marcovici navigated the intricacies of wealth management, security of investments and ownership structures, which are considerations exacerbated by the unpredictability of political risk.

The webinar series was moderated by interim Academic Director, Prof. Kenneth Goh, Ph.D., Business Families Institute, Singapore Management University.

Whittle Laboratories, Cambridge University, 6 January 2021

Zero carbon flight is one of the greatest sustainability challenges. To discuss ways in which to address this Ispahani Advisory hosted an online roundtable discussion led by Dr Richard Prager and Dr Rob Miller of Cambridge University. Aviation is one of the fastest-growing sources of greenhouse gas emissions.

The Whittle Laboratory at the University of Cambridge is the world’s most academically successful jet engine laboratory and could hold the key to the rapid transition to zero carbon flight. The New Whittle Laboratory in Cambridge has been designed as an Integrated Technology Accelerator creating a facility without boundaries for a unique community of researchers, students, companies and entrepreneurs with unrivalled reputations for science, engineering and innovation. Their shared vision is for a zero-carbon future for aviation.

Speakers:
Professor Robert Miller,  FRAeS Professor of Aerothermal Technology, Director of the Whittle Laboratory
Professor Richard W Prager, Head of Department of Engineering, School of Technology

Robert Miller
Richard Prager

​Phenomenal Family Office Series, 7 October 2020
Standard Bank Group

Ispahani Advisory has partnered with The Family Office of Standard Bank to create educational content for their new client portal. This Phenomenal Family Office Series was launched by Sim Tshabalala, Standard Bank Group Chief Executive and Lisa Forster, Head Family Office on 7 October 2020.

Presenters of week 2 event - Phenomenal Family Office series

7 October 2020

Presenters include Ispahani Advisory Leadership Development Expert, Kedge Martin. Kedge discusses how the next generation can prepare for responsibility in a world that has been reshaped forever.

Click here to watch the series.

Phenomenal Family Office - week 2

15 October 2020

Presenters include Ispahani Advisory Business Strategy Expert, Ed Lee. Ed discusses The Family Bank and how to develop entrepreneurs in the Family.

Click here to watch the series.

presenters of 3 November webinar

3 November 2020

Presenters include Ispahani Advisory Strategic Philanthropy Expert, Caroline Underwood OBE and Senior Advisor, Philip Marcovici. Caroline and Philip discuss Women’s Financial Empowerment and how best to navigate the financial landscape.

Click here to watch the series.

The Changing Landscape, 27 May 2020
Smith & Williamson, Ispahani Advisory Ltd., Offices of Philip Marcovici

The only certainty for business and wealth owning families is uncertainty. Increasing wealth and income inequality is driving change around the world. This will inevitably impact the interests of business and wealth owners.

This online webinar was held under the Chatham House Rule and was exclusively for Smith & Williamson guests.

Speakers: 
Rupert Phelps, Partner, Smith & Williamson Investment Management LLP
Iraj Ispahani, CEO, Ispahani Advisory Ltd.
Philip Marcovici, Principal, Offices of Philip Marcovici

Smith & Williamson
Ispahani Advisory
Offices of Philip Marcovici

Iraj Ispahani in conversation with Elizabeth Bagger, Director General, The Institute of Family Business, 19 May 2020

In these unprecedented times of economic, social and political crisis, history serves both as a reminder of disruption and its consequences, and as a compass for navigating through times of challenge. What can business owners today learn from family businesses that have survived major disruptions?

Is family business resilience due to good risk management or good fortune? Can family business values help steer your direction during disorientating times? Iraj Ispahani offered his perspective, as a business owner, on how to lead through crisis and into the future.

This online webinar was held under the Chatham House Rule and was exclusively for IFB Members

Iraj Ispahani, Ispahani Advisory
Elizabeth Bagger
Ispahani Advisory
Institute of Family Business

Political risk minimisation: A roadmap for wealth and business owners, London, June 2018
Ispahani Advisory and Withers LLP Roundtable

Hussein Haeri

Guest Speaker: Hussein Haeri, Partner, Co-Head of International Arbitration

Click here to read more on the white paper written by Hussein Haeri of Withers, Iraj Ispahani and Philip Marcovici on political risk minimisation.