Family Business Seminar

6-9 January 2020 - The Langham, Hong Kong

Friends of the O's

How to plan for prosperity for generations to come? How to create a sustainable family world, a shared vision for the future of your family business? These are the questions all CEOs ask. Vincent Lo, together with Dennis Sun and Sebastian Man, will chair this “by-invitation-only” Family Business Seminar in Hong Kong from 6-9 January (with an optional offsite on January 10) 2020.

Are family businesses doomed? How family businesses and legacies can survive in the disruptive era? Drawing from the applied research of the Tanoto Center for Asian Family Business and Entrepreneurship Studies at The Hong Kong University of Science and Technology (HKUST), and the expertise of Professor Roger King, various case studies and speakers and panelists from major families in the region, CEOs can share their experiences and learn from each other in a confidential atmosphere.

Uniqueness
A signature event engaging spouses and next-generation members of major families in the region
Future-focused, featuring crucial yet less discussed topics such as disruptions; matriarch’s roles; family business exits; and transition from family business to business family
Live sharing of success and failure cases, and plenty of facilitated group discussions
Opportunities to develop mentorship and internship for the next generation
Deliverables
Understand constituency and complexity of family business, and their influence on generational transition
Develop a set of shared language for the entire family to discuss succession issues
Build a resource pool from the seminar circle to advise your family’s transition
Kick-start the transition planning process, and gradually build in necessary strategies, structures, and systems over time

ABOUT THE CHAIRS

Vincent & Loletta Lo

Mr. Vincent H. S. LO is the founder and Chairman of the Shui On Group which was established in 1971. The Group is principally engaged in property development, premium commercial properties’ investment and management, construction businesses with interests in Hong Kong and the Chinese Mainland. The Group's corporate culture and long term objectives are based on its commitment to quality, innovation and excellence. Mr. Lo is also the Chairman of Shui On Land Limited (SOL) and SOCAM Development Limited (SOCAM), both are listed on the Hong Kong Stock Exchange.

Mr. Lo was awarded the Grand Bauhinia Medal (GBM) in 2017, the Gold Bauhinia Star (GBS) in 1998 and appointed Justice of the Peace in 1999 by the Government of the Hong Kong Special Administrative Region (HKSAR). He was named Businessman of the Year at the Hong Kong Business Awards in 2001, and won the Director of the Year Award from The Hong Kong Institute of Directors in 2002 and Chevalier des Arts et des Lettres by the French government in 2005. Mr. Lo was honoured with “Ernst & Young China Entrepreneur Of The Year 2009” and also, as “Entrepreneur Of The Year 2009” in the China Real Estate Sector. Mr. Lo was made an Honorary Citizen of Shanghai in 1999 and Foshan in 2011. In 2012, the 4th World Chinese Economic Forum honoured Mr. Lo with the Lifetime Achievement Award for Leadership in Property Sector.

In addition to his business capacity, Mr. Lo has been active in community services. He participated in the preparatory works of the establishment of the Hong Kong Special Administrative Region and had worked as Chairman of both Hong Kong Trade Development Council and the Airport Authority Hong Kong. He currently serves as Member of the Board of Directors of Boao Forum for Asia, President of Council for the Promotion & Development of Yangtze, Honorary Life President of Business and Professionals Federation of Hong Kong, among his other positions.

ABOUT THE VICE-CHAIRS

Dennis Sun

Dennis is the chairman of China-Hong Kong Photo Products Holdings Ltd. He is also the honorary chairman of the Hong Kong Photo Marketing Association, vice patron of The Community Chest of Hong Kong, honorary president of Asian Association of Management Organizations and independent nonexecutive director of a publicly-listed company in Hong Kong.

Dennis graduated from the University of Oklahoma in 1975 and married Betty in the same year. Dennis and Betty both love skiing, dancing, photography and jewelry. They have two children, Stanley and Ryan. Stanley married Jacqueline in 2007 and they have two daughters, Annabelle and Colette, and one son, Dominic. Ryan married Sandee in 2013 and they have one daughter, Makayla.

Sebastian Man

Sebastian is the chairman and chief executive officer of Chung Mei International Holdings Limited. Chung Mei is a manufacturer of domestic kitchen electrics and air treatment products. It manufactures small household electrical appliances on an OEM/ODM basis for major international brands round the world. Its manufacturing facilities are in Dongguan, China.

Sebastian is very active in community services, is member of various councils and committees and also sits in a number of advisory boards of different associations in Hong Kong. He was the co-president of Harvard Business School Association of Hong Kong from 2006 to 2008 and is now a director of the Association. In addition, Sebastian served on the Harvard Business School Alumni Board from 2012 to 2015. He serves on the Board of the Corporation Development Committee and the Innovation Node Hong Kong alumni advisory group of the Massachusetts Institute of Technology. He is on the board of trustees of Cate School, California, USA.

Sebastian holds a B.S. and M.S. in mechanical engineering at MIT and his M.B.A from Harvard Business School. He is married to Christina and has two children, Brandon and Alastair.

HOTEL & ACCOMMODATION

The Langham Hong Kong is the official hotel for this seminar.
Hotel accommodation is not included in the registration fee, but special discounted room rates have been negotiated with the Langham Hong Kong.

Room Rates:
Room Type Special Group Rate for Group (HKD)
Including breakfast and WiFi
Single / Double
Deluxe City View Room 363 sq ft $2,710 / $2,870
Executive Room
Including the Langham Club benefits
363 sq ft $2,950 / $3,350

You may click onto any of the links below for direct booking of your room with the hotel.

Friends of the O's Family Business Seminar (English)
Friends of the O's Family Business Seminar (Traditional Chinese)
Friends of the O's Family Business Seminar (Simplified Chinese)

Or if you have any questions with regard to hotel room booking, you can contact Event Manager, Mildred Chan who may be able to help with the same.

If you have any questions with regard to hotel room booking please contact Event Manager, Mildred Chan who may be able to help with the same.

ASO, Yutaka

Chairman, Aso Cement Co., ltd.

Mr. Yutaka Aso was born in 1946 as the third son of Takakichi Aso. After graduating from Keio University in Law, he spent three years at New College, Oxford from 1969 to 1972 and got a degree of Special Diploma in Social Studies as a post graduate course. He worked as a white collar for three years but since his eldest brother, Taro, resigned from his position as CEO of Aso’s family business to enter politics, Yutaka became CEO in 1979. Aso started a coal mining business in 1872. His great grandfather is the founder and he and Yutaka’s father expanded his family business into banking, railway service, hospital, cement, school, etc.

Yutaka inherited the family business and maintains it pretty well. His mission is “challenge the status quo and leading the changes”, also, “let’s contribute to innovation in social structure”. One of the phenomena is Medical, Education, Ladies participation, Development and Software. So MELDS is symbolic business fields where he places emphasis among other family businesses.

He transferred the CEO responsibilities of his family business to his eldest son, Gen, almost ten years ago and now he is Chairman. Gen operates quite dynamically into M&A business and real estate business overseas. His second son, Takeshi, also came back to the family business and he is CEO in education division.

Yutaka was elected Chairman of the Kyusyu Economic Federation which consists of 1,000 local leading company members where his mission as the chairman is “Let’s move Japan forward from Kyusyu”. He also accepted to serve as Chairman of a traditional Catholic school in Fukuoka.

His lifework apart from his family business is to contribute to his local community Izuka, Kyushu including Japan in terms of healthcare network with the local community through his private hospital with 1,000 beds. Also, it is directed toward education through 13 family-owned vocational schools in Fukuoka which his father opened 80 years ago.

He is Chairman of Aso Cement and Iizuka Chamber of Commerce, and Vice- Chairman of Japan Cement Association. He has published four books in the field of hospital management.

Education
Mar. 1969 Graduated from Keio University, Tokyo, Japan
Jul. 1972 Graduated from Oxford University New College, United Kingdom
Career
Dec. 1979 President, Aso Cement Co.,Ltd
Dec. 1979 President, Aso Juku Educational Foundation
Apr. 1984 Vice Chairman, Japan Cement Association
Dec. 1996 President, The Iizuka Chamber of Commerce & Industry
Sep. 2004 Vice Chairman, Japan-Korea Economic Association
Apr. 2007 President, Fukuoka Futaba School Educational Foundation
Jun. 2010 Chairman, Aso Corporation
Jun. 2013 Chairman, Kyushu Economic Federation
Apr. 2014 Chairman, Aso Juku Educational Foundation
Jun. 2016 Chairman, Aso Cement Co.,Ltd

BLOOMBERG, Lawrence

Lawrence is chair of the board of directors of BloombergSen Investment Partners. He is a past director of the National Bank of Canada. In 1979, he founded First Marathon Inc. and in 1999 the company, of which he was then chairman and chief executive officer, was bought by the National Bank of Canada.

Some of Lawrence’s many activities have included: Canadian Council of Chief Executives, past director of the Toronto Stock Exchange, the Toronto International Film Festival and the Royal Ontario Museum. He is a founder and former director of MaRS Discovery District. Lawrence was a past chair of Mount Sinai Hospital and named the Lawrence S. Bloomberg Faculty of Nursing at the University of Toronto. In 2013 the Investment Industry Association of Canada named him as one of the inaugural inductees to its Hall of Fame.

Lawrence, a chartered financial analyst, holds a Bachelor of Commerce from Sir George Williams University and an M.B.A. from McGill University and is a recipient of an Honorary Doctor of Laws from Concordia University and the University of Toronto. He was awarded the Order of Ontario in 2010 and was inducted into the Order of Canada in  2011 as well as receiving The Queen Elizabeth II Diamond Jubilee Award. In 2012, he was appointed chancellor of Ryerson University.

Robert DORFMAN

Chairman

Herald Holdings Ltd.

Mr Robert DORFMAN is Chairman of Herald Holdings Ltd, a public listed industrial and distribution group quoted on the Hong Kong Stock Exchange. Herald is controlled by Robert’s family and a Hong Kong Chinese family as a partnership of over 50 years. The company is transitioning from a family owned and family managed business to a family owned, professionally managed business.

Mr Dorfman has lived in Hong Kong all his life and takes an active role in community affairs. He is a past Chairman of the Vision 2047 Foundation, a group of long-time Hong Kong residents committed to the future of Hong Kong. In addition, he is a Trustee of the Ohel Leah Synagogue Charity and a Member of the Council, Lingnan University.

Mr Dorfman has also been an active member of the Young Presidents’ Organization (“YPO”) and its graduate entity, the World Presidents’ Organization (“WPO”). From 2011-2012, he served as the Board Chairman of WPO. For his services to YPO-WPO, he was awarded the Hickok Distinguished Service Award, the Organization’s highest honour.

EU, Richie

Managing Director, Eu Yan Sang Trading (Hong Kong) Limited

Richie EU has been appointed as the Managing Director of Eu Yan Sang Trading (Hong Kong) since March 2017. Mr Eu oversees all aspects of operations in Hong Kong and Macau which includes driving business growth through strategic planning, talent acquisition, people development, implementation of customer-centric initiatives and expansion of retail, wholesale and e-commerce channels.

Prior to this appointment, Mr Eu had been the General Manager of Strategic Development of Eu Yan Sang International Ltd since June 2015. He led the Group’s strategic partnerships, played important roles to drive key initiatives that impact the Group’s long term directions, with a focus on product innovation and business development. Mr Eu began his Eu Yan Sang career as the Manager of Corporate Development since July 2013, and took on positions of increasing responsibility at the group and country level. He represents the fifth generation of the Eu family in Eu Yan Sang business.

Prior to joining Eu Yan Sang International Ltd in 2013, Mr Eu was a Merger and Acquisition (M&A) Associate at Cognita Asia, a UK-based private equity firm for three years. He holds a Bachelor of Science degree in Business Administration from Babson College in Wellesley (Massachusetts).

Continuing in his family’s footsteps, Mr Eu is passionate about helping charities and social enterprises. In his free time, he volunteers as a teacher’s aide at Rainbow Center, a Special Education School for young children with diverse special needs in Singapore. He also has a passion for empowering young people who wish to make a difference and was one of the lead drivers in bringing Nexus Youth Summit, a global movement focusing on connecting young people through philanthropy and impact investing, to Singapore in 2014.

FUNG, Victor

coming soon...

FUNG, William

coming soon...

GOTO, Toshio

Professor Toshio Goto is Research Professor at the Graduate School of Management, Japan University of Economics, Tokyo, Japan, with seasoned background in both academia and business management in various capacities worldwide. He is concurrently Chairperson of the Research Institute for Family Business Succession, Director of Shibunkai (Research Institute for Confucianism), and Executive Director of the Japanese Civilization Institute.

Professor Goto holds a Bachelor in Economics from the University of Tokyo and an MBA from Harvard University. His background is in business strategies and his research focuses on strategies for sustainable growth, specializing in family businesses. In April 2011, he was invited to Japan University of Economics Shibuya Campus Tokyo, and was assigned as the first Dean of Faculty of Management. His business background includes marketing and sales, corporate entrepreneurship, and strategic management, both in Japan and in the United States.

With rich and balanced expertise, Professor Goto has pioneered family business research in Japan and has actively participated in the International Family Enterprise Research Academy (IFERA), with a special focus on family business longevity and succession. He has been invited to deliver keynote speeches in Singapore, Amsterdam, and other major cities worldwide. In China, he contributed to major conferences hosted by Zhejiang University and Nankai University as a keynote speaker.

Professor Goto’s latest titles include “Craftsmanship: A longevity factor of Japanese family firms”, “Lean production 047: Principles of management”, “Secrets for the longevity of family businesses: fostering longevity over three generations”. Nihon Keizai Shinbun, the leading economic newspaper, carried his article on the current status of family business and its challenges in 2009. His articles are often featured in Nikkan Kogyo Shimbun. He has also appeared in major television and newspapers in Korea (KBS) and Colombia (El Tiempo).

Professor Goto currently serves as a visiting researcher of the China Academy of Corporate Governance at Nankai University, and as an advisory board member of the Private Enterprise Governance and Development Research Center (PEGDC) of the Business School at Renmin University of China.

GRAY, Linda

Professional Experience

Gray and Company
Gray Insurance Company
Metairie, Louisiana
Family Owned Business
Family Council, Chair 2016-Present
Report quarterly to board
Select topics: succession, corporate governance, compensation, investment, professional development, respect family shareholder interest
Chief Executive Organization Spouse Member 2010-Present
www.ceo.org
Optimal Aging Gathering II: Kicking It Up A Notch, Chairman, 2015
Optimal Aging Gathering: A Regenerative Health Boot Camp, Chairman, 2013
Active in WPO/YPO
Attend CEO National and International events and board meetings including Global Leaders Forum (2012-2019) and Financial Seminar (2011-2019)
Self-Employed 1994-2004
Naperville, Illinois, Boca Raton, Florida
Real Estate Development, Partnership
Private Equity, Investing
Palm Springs International Home Show
Loyola University Medical Center 1984-1994
Maywood, Illinois
Administrator Solid Organ Transplant Program
Transplant Coordinator
Illinois Masonic Medical Center 1982-1984
Chicago, Illinois
Nephrology Nurse Specialist
Critical Care Intensive Care Unit Nurse

Education

Northern Illinois University

Master of Science in Nursing 1996

Loyola University Chicago

Bachelor of Science in Nursing 1992

ARON H. HARILELA, Ph.D, BBS, JP

Chairman and CEO, Harilela Hotels Ltd

Dr. Aron Harilela is the Chairman & CEO of Harilela Hotels Limited. Aron joined the group at their London office in 1994 and subsequently joined the Hong Kong headquarters in 1996.

Established in 1959 and still wholly owned by the Harilela Family, The Harilela Group is a Hong Kong based private company with extensive experience in hotel investment and management. The Group owns and operates some 15 properties across Hong Kong, China, the Asia, Europe and the U.S. The Group has recently started its own brand. The Hari, London opened its door in August 2016. The Hari, Hong Kong is scheduled to open late 2020. The Group’s hospitality portfolio includes alliances with The InterContinental Hotels Group, Onyx Hospitality Group and Hyatt Hotels.

Aron is the non-executive Chairman for Burson Marsteller in Hong Kong. He was recently conferred with an Honorary Fellowship by HKUST. He served on The Court of The Hong Kong University of Science and Technology for over 10 years and is now an Honorary Court Member. He also served as a member on The Court of The University of Hong Kong from 2006 and is the Honorary Patron of The Hong Kong University Foundation. In September 2015, he was conferred with an Honorary University Fellowship by The University of Hong Kong. Earlier in January 2012, he was conferred with a University Fellowship from The Hong Kong Polytechnic University, which is ranked number 2 amongst the world’s top hotel and tourism schools. He is also an Honorary Life Vice President of The Hong Kong Polytechnic University Foundation. While in 2017 July he was conferred as an Honorary Fellow by the King’s College London.

On 1st July 2019, Aron was awarded Bronze Bauhinia Star (BBS) by The Government of Hong Kong SAR and back in July 2014, he was appointed as a Justice of the Peace. Aron is currently the Chairman of The Hong Kong General Chamber of Commerce (HKGCC). He is an appointed Investment Promotion Ambassador (IPA) for InvestHK since 2011. He was a Board Member of The Hong Kong Community Chest from 2012 - 2018. He is also the Honorary Secretary for the Business and Professional Federation. He is a Voting Member of the Hong Kong Jockey Club.

Aron graduated with an honours Bachelor degree in Law and Politics, and a Ph.D. in Political Philosophy, both from the University of Hull, England. He has written and published several articles on contemporary social political thought.

Despite a tight schedule to meet his business, professional, civic and social commitments, Aron manages to find time to devote to recreational activities. He plays a fair game of tennis, is proficient at horseback riding and heads the Harilela team in polo – a game he loves and at which he has won several trophies.

Professor Roger KING

Founder & Director, Tanoto Center for Asian Family Business and Entrepreneurship Studies, HKUST

Founder & Director, Thompson Center for Business Case Studies, HKUST Adjunct Professor of Finance, HKUST

Professor Roger King is Founding Director of both the Tanoto Center for Asian Family Business and Entrepreneurship Studies and the Thompson Center for Business Case Studies, and Adjunct Professor of Finance at The Hong Kong University of Science and Technology (HKUST).  His teaching and research interests include family business, family office, entrepreneurship, and corporate and family governance. 
Professor King was a former US Naval Officer; member of Technical Staff of Bell Telephone Laboratories (USA); Non-Executive Director of Orient Overseas (International) Limited and Chief Operating Officer of Orient Overseas (Holdings) Limited, listed on the Stock Exchange of Hong Kong (SEHK); Chairman and Founder of ODS System-Pro Computers Limited; Chairman of Euro-Asia Shipyard Limited; Chairman of Pacific Coffee Limited; President and Chief Executive Officer of Sa Sa International Holdings Limited, listed on SEHK; Independent Non-Executive Director of Sincere Watch (Hong Kong) Limited, listed on SEHK; Board Director of Arrow Electronics Corporation, listed on the New York Stock Exchange; Supervisory Board member of TNT Express, listed on Amsterdam Exchange; President of Harvard Business School Association of Hong Kong; Chairman of the Association of Honorary Consuls in Hong Kong and Macau; Honorary Consul for the Republic of Latvia in HKSAR; Standing Committee Member of the Zhejiang Province People’s Political Consultative Conference; and Council member of The Hong Kong Baptist University and HKUST.

Professor King is currently Honorary Court Member of HKUST; member of the Board of Governors of Tel Aviv University (TAU); member of the International Advisory Board of Coller School of Management at TAU; member of the Academic Council of Moscow School of Management SKOLKOVO; Chairman of the Case Center Committee, Association of Asia-Pacific Business Schools; member of the Advisory Council of the Israel-Asia Center; member of the Ernst & Young Family Business Advisory Council; and member of the Editorial Board of the Journal of Family Business Strategy.

Professor King is a graduate of the University of Michigan, BSEE; New York University, MSEE; Harvard Business School, AMP; and HKUST, PhD (Finance). He is the 2011 recipient of the HKUST Honorary Fellowship and a member of Eta Kappa Nu and Beta Gamma Sigma, the honorary societies for electric engineers and business scholars respectively.

KUVINICHKUL, Juthasree “June”

Juthasree Kuvinichkul is Chief Executive Officer of Metta Group and Deputy Managing Director of family-owned Alumet, one of Thailand’s leading aluminium manufacturers. Juthasree is also a Founding Partner of YouTrip and Grab in Thailand.

After graduating with a Bachelor of Economics at Thammasat University in Thailand, Juthasree took time away from Alumet to spend three years trading commodities at Mitsubishi Corporation company in Japan to understand the macro backdrop and financial and physical market dynamics of the aluminum industry.

For the next two years before returning to Thailand, she continued her MBA study at Harvard Business School in the United States. It was during these two years that she looked at different industries, explored tech startups and the investment space, fuelling her interest in building new companies in the tech and non-tech industries.

Groomed in the belief in a “double bottom line” marrying financial performance with positive social impact, Juthasree has set visionary goals to restructure her family business to span different industries in which family members have passion for sustainable growth and seek to preserve family bonds.

Given her dedication to family management, Juthasree is also a Partner at 159 Capitals, a family community platform extended from her family office to allow collective power of families to help each other build optimum family legacy. The principal behind the family office platform is that physical wealth is not the only answer to life, but mental and spiritual wealth is as important for a worry free life of family members.

LO, Vincent

Mr. Vincent H. S. LO is the founder and Chairman of the Shui On Group which was established in 1971. The Group is principally engaged in property development, premium commercial properties’ investment and management, construction businesses with interests in Hong Kong and the Chinese Mainland. The Group's corporate culture and long term objectives are based on its commitment to quality, innovation and excellence. Mr. Lo is also the Chairman of Shui On Land Limited (SOL) and SOCAM Development Limited (SOCAM), both are listed on the Hong Kong Stock Exchange.

Mr. Lo was awarded the Grand Bauhinia Medal (GBM) in 2017, the Gold Bauhinia Star (GBS) in 1998 and appointed Justice of the Peace in 1999 by the Government of the Hong Kong Special Administrative Region (HKSAR). He was named Businessman of the Year at the Hong Kong Business Awards in 2001, and won the Director of the Year Award from The Hong Kong Institute of Directors in 2002 and Chevalier des Arts et des Lettres by the French government in 2005. Mr. Lo was honoured with “Ernst & Young China Entrepreneur Of The Year 2009” and also, as “Entrepreneur Of The Year 2009” in the China Real Estate Sector. Mr. Lo was made an Honorary Citizen of Shanghai in 1999 and Foshan in 2011. In 2012, the 4th World Chinese Economic Forum honoured Mr. Lo with the Lifetime Achievement Award for Leadership in Property Sector.

In addition to his business capacity, Mr. Lo has been active in community services. He participated in the preparatory works of the establishment of the Hong Kong Special Administrative Region and had worked as Chairman of both Hong Kong Trade Development Council and the Airport Authority Hong Kong. He currently serves as Member of the Board of Directors of Boao Forum for Asia, President of Council for the Promotion & Development of Yangtze, Honorary Life President of Business and Professionals Federation of Hong Kong, among his other positions.

LO, Amy

Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management

Chief Executive, UBS Hong Kong

Group Managing Director

Amy Lo is Co-Head of Wealth Management Asia Pacific, Chief Executive of UBS Hong Kong, and a Group Managing Director at UBS. Amy  has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy  chairs the Hong Kong Private Wealth Management Association (PWMA), is a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau, and a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong, and an Advisor of the Industrial Consulting Committee at the HongKong X, a tech start-up platform aim at promotion of innovations among young entrepreneurs. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.

Amy received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in promoting the growth and development of the wealth management industry, and for her drive in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.

Dr. Lo Ka Shui, GBS JP

GREAT EAGLE HOLDINGS LIMITED

Chairman and Managing Director

Dr. Lo was born in Hong Kong on February 19, 1947. He graduated in 1970 from McGill University in Canada, with B.Sc. in Biophysics, and in 1974 graduated from Cornell University with M.D. in medicine. Dr. Lo was trained and specialized in Internal Medicine and Cardiology at the University of Michigan Hospital in USA until 1979. Dr. Lo is married and has four children and three grandchildren.

On his return to Hong Kong, Dr. Lo joined the Board of Great Eagle Group (1980 – now) and is now the Chairman and Managing Director and he is the Executive Chairman of the Langham Hospitality Group (2003 – now). Dr. Lo is also the Chairman of the Manager of the publicly listed trusts, Champion Real Estate Investment Trust (2006 – now) and Langham Hospitality Investments (2013 – now). He has also been involved in:

Non Executive Directorships
The Hongkong and Shanghai Banking Corporation Limited from 1992 to 2012
Shanghai Industrial Holdings Limited from 1996 to 2016
China Mobile Limited from 2001 to 2016
Public and Civic Positions
Member of the Board of Trustees of the Hong Kong Centre for Economic Research (1989 – now)
Vice President of The Real Estate Developers Association of Hong Kong (1992 – now)
Director of Hong Kong Exchanges and Clearing Limited and/or Council from 1992 to April 2006. He was Chairman of the Main Board and Growth Enterprise Board Listing Committee from 1992 to 2003.
Member of University Grants Committee of Hong Kong from 1999 to 2000
Chairman of the Hospital Authority of Hong Kong from 2000 to 2002
Board Member of the Hong Kong Airport Authority from 2003 to 2011
Chairman of The Chamber of Hong Kong Listed Companies from 2009 to 2013 and Vice Chairman of The Chamber of Hong Kong Listed Companies from 2013 to June 2019
Member of the Exchange Fund Advisory Committee of the Hong Kong Monetary Authority from 2012 to 2018
Awards and Recognition
Gold Bauhinia Star award by the Hong Kong Government in 2003 for his contribution to the territory’s health care and financial sectors
“Hotelier of the Year” award in 2005 by the Asia Pacific Hotel Industry Conference
DHL/SCMP Hong Kong Business Person of the Year Award for 2005
Travel Entrepreneur of the Year for 2006 by TTG

MAN, Sebastian

Born and raised in Hong Kong, Sebastian Man is the Chairman and CEO of Chung Mei International Holdings Limited, a company he acquired in 1990.

Chung Mei Industries Limited, under the flagship Chung Mei International Holdings Limited, is a manufacturer of domestic kitchen electrics and air treatment products in its facilities in Dongguan, China. It manufactures small household electrical appliances for major international brands like The Delonghi Group; Dimplex/SEB; Breville, Sunbeam and the likes. Over the years, Chung Mei has formed joint ventures with KOC Holdings, the largest industrial company in Turkey; The Vaillant Group, the largest water heater manufacturer in the world; SGL Italia srl, a subsidiary of N&W Global Vending SpA, the largest vending machine company in the world in manufacturing espresso machine.

Apart from business activities, Sebastian is involved in many community activities. He is particularly dedicated to education. He is on the Board of the MIT Corporation Development Committee and in the MIT HK Innovation Node Advisory Board. He served on the Harvard Business School Global Alumni Board from 2012 to 2015. He is on the board of the Harvard Business School Association of Hong Kong and was its Co-President from 2006 to 2008. He served 12 years as a trustee of his high school, Cate School, California, USA. He is a Court member of HKU and a Member of the Committee of Overseers of the Morningside College, Chinese University.

Sebastian is also very interested in international affairs and international trade matters. He is an Executive Committee Member of the International Chamber of Commerce (ICC), Hong Kong China Business Council and an Excom member of Pacific Basin Economic Council (PBEC). He is in Vision 2047 Foundation and a Council Member of The Better Hong Kong Foundation.

Sebastian is also interested in service activities. He is a member of HK Council of Volunteering (HKCOV), the Agency for Volunteer Service (AVS) and the HK, China Committee of United Nations Volunteers (UNV). He is a trustee of Outward Bound Trust of Hong Kong. He was a Director of the Tung Wah Group of Hospitals, the oldest and the largest charity organization in Hong Kong.

Sebastian has been active in the Young Presidents’ Organization (YPO) since 1996. He served on the international Board of The Chief Executive Organization (CEO) and is its Hong Kong Chair.

Sebastian is also active in his own industry. Sebastian was a member of HK Trade Development Council Electronics/Electrical Appliances Industries Advisory Committee. He was an Excom member of Pearl River Delta Council, Federation of Hong Kong Industries. He served on the Board of the HK Electrical Appliance Industries Association for quite a few years. He is a founding member of HK Professionals and Senior Executives Association.

Sebastian is an Honorary President of Man Clansmen Association. From 1999 to 2017, Sebastian was on the Board of the Chinese People’s Political Consultative Conference Shenzhen-Baoan Committee and is also the Vice Chairman of the Return of Chinese Fellowship Association, Shenzhen-Baoan for many years. He is also a Councilor of Hunan Youth Exchange Promotion Association Ltd.

Sebastian holds a BS and MS in Mechanical Engineering at MIT and his MBA at Harvard Business School. He is married to Christina and has two children, Brandon and Alastair.

MARCOVICI, Philip

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip is on the boards of several entities within the wealth management industry, as well as of entities within family succession and philanthropic structures. Philip is actively involved in teaching in the areas of taxation, wealth management and family governance. Philip is a member of the Advisory Committee of the Hong Kong University of Science and Technology’s Tanoto Center for Asian Family Business and Entrepreneurship Studies. Philip is a Founding Advisor to the Responsible Family Business and Wealth Ownership program created by Cambridge Judge Business School Executive Education and is one of the lecturers and facilitators for that course.

Philip was the founder and CEO of LawInContext (now known as Baker McKenzie Link), the interactive knowledge venture of global law firm, Baker & McKenzie. Philip retired from his CEO role with the company as from the end of 2010, and from his Chairmanship of the company as from the end of 2011.

Philip was a partner of Baker & McKenzie, a firm he joined in 1982, and practiced in the area of international taxation throughout his legal career. Philip was based in the Hong Kong office of Baker & McKenzie for twelve years, relocating to the Zurich office of Baker & McKenzie in 1995. Philip has also practiced law in each of New York and Vancouver, British Columbia. Philip retired from Baker & McKenzie at the end of 2009.

Philip Marcovici is the former chair of the European tax practice of Baker & McKenzie and of the steering committee of the Firm’s international wealth management practice, of which he was one of the founders. Philip was also one of the founders of the Baker & McKenzie Asia-Pacific tax practice and was involved in a number of firm and practice group management functions.

Among others, Philip Marcovici received the Citywealth Magic Circle Lifetime Achievement Award in 2009 and, jointly with Fritz Kaiser, the Wealth Management Innovator award in 2011 for his work in instigating the Liechtenstein Disclosure Facility. In 2010 Philip received the Russell Baker Award from Baker & McKenzie in appreciation for his exceptional contributions to the firm’s Global Tax Practice. In 2013, Philip received a Lifetime Achievement Award from the Society of Estate and Trust Practitioners. In 2016, Philip received a Lifetime Achievement Award from WealthBriefing.

Philip is a graduate of Harvard Law School and of the law school of the University of Ottawa. He is admitted to practice in New York, England and Wales, Hong Kong and British Columbia, Canada (retired).

Philip is the author of The Destructive Power of Family Wealth published by John Wiley & Sons in 2016.

SUN, Dennis

Dennis is the chairman of China-Hong Kong Photo Products Holdings Ltd. He is also the honorary chairman of the Hong Kong Photo Marketing Association, vice patron of The Community Chest of Hong Kong, honorary president of Asian Association of Management Organizations and independent nonexecutive director of a publicly-listed company in Hong Kong.

Dennis graduated from the University of Oklahoma in 1975 and married Betty in the same year. Dennis and Betty both love skiing, dancing, photography and jewelry. They have two children, Stanley and Ryan. Stanley married Jacqueline in 2007 and they have two daughters, Annabelle and Colette, and one son, Dominic. Ryan married Sandee in 2013 and they have one daughter, Makayla.

Henry TAN, BBS, JP, LHD

Dr Henry Tan is the Chief Executive Officer of Luen Thai Group Limited founded by the Tan family.  Henry was first involved in the family’s shipping business in the 1970’s.  It was then he seized on the kung fu movie heatwave and built a thriving movie distribution business in the Western Pacific with his family.  From there, the family ventured into other business, notably apparel manufacturing which was eventually listed in Hong Kong.  Today, Luen Thai has five key business divisions.  Luen Thai Retail has built Skechers into a top three brand in China and manages a range of world-renowned brands mainly in East and Southeast Asia. In May 2019, Henry steered S.A.I. Leisure Group to be successfully listed on The Stock Exchange of Hong Kong. S.A.I. is the leading tourism group in Saipan and Guam with four hotels and resorts, luxury travel retail and destination services.  With roots deep in Micronesia, the Tan family has built a broad spectrum of business in the region, including insurance, ground handling and airport service, petroleum, air freight, international shipping, logistics, healthcare, real estate, media, wholesale and distribution of consumer products and family entertainment.  In China, Luen Thai Fishing Venture is one of the largest fishery companies and the family also engages in real estate development.

In 2013, the Tan Family received the Coutts Prize for Family Business in Hong Kong in recognition of its achievement in family governance.  In 2018, the family was awarded the BMO Holistic Family Legacy Award for setting a good example of achieving family legacy.

Henry is very active in community service for which he was awarded the Bronze Bauhinia Star (BBS) in 2005.  He is currently a Hong Kong Deputy to the Thirteenth National People's Congress of the People's Republic of China; Court Member of The Hong Kong Polytechnic University ; Chairman of Advisory Committee of College of Professional and Continuing Education of The Hong Kong Polytechnic University ; Honorary Court Member of the Hong Kong Baptist University; and Vice Chairman of the Textile Council of Hong Kong.  Henry is a former Chairman of Po Leung Kuk.

YANG, Marjorie

Chairman, Esquel Group

Marjorie Yang is the Chairman of Esquel Group, a leading Hong Kong-based textile and apparel manufacturer with operations throughout the world.

Marjorie serves as Chairman of the Seoul International Business Advisory Council (SIBAC), with the purpose of providing advice to the Mayor of Seoul. She is also the appointed representative of Hong Kong, China to APEC Business Advisory Council (ABAC), and a member of Chief Executive’s Council of Advisers on Innovation and Strategic Development, a high-level body to advise the Chief Executive on Hong Kong’s future development and strategies for driving innovation. She served as a Member of the National Committee of the Chinese People’s Political Consultative Conference from 2003 to 2018.

Marjorie is dedicated to promoting education and innovative technologies. She is the Co-chairman of the advisory board of Computer Science and Artificial Intelligence Lab (CSAIL) at Massachusetts Institute of Technology (MIT) and the Chairperson of the Steering Committee of CoolThink@JC, which is created and funded by The Hong Kong Jockey Club Charities Trust. She also serves as a member of various advisory boards including Harvard University, Harvard Business School, MIT Sloan, Tsinghua University’s School of Economics & Management and Guilin Tourism University. She was the Chairman of the Council of the Hong Kong Polytechnic University for six years until 2015.

As a strong believer in sustainable development and environmental conservation, Marjorie serves in the Advisory Council of China Council for International Cooperation on Environment and Development (CCICED) and Natural Resources Defense Council in China.

Marjorie is also an Independent Non-executive Director for Budweiser Brewing Company APAC Limited. She has a Bachelor of Science degree from MIT and an MBA from Harvard Business School.

LEE, Andrea

Lee Kum Kee Family Council Member

Chairman, Lee Kum Kee Family Office

Ms. Andrea Lee is the fifth generation member of the Lee Kum Kee Family. Lee Kum Kee was established in 1888 by her twice great grandfather, Mr. Lee Kum Sheung, who accidentally invented oyster sauce in Nanshui, Zhuhai, Guangdong, China.

Today, Lee Kum Kee has two major business arms: Lee Kum Kee Sauce Group and LKK Health Products Group, both owned by the family and headquartered in Hong Kong with a total of over 10,000 employees worldwide.

Andrea plays two main roles in the Family Council and Family Office. As a Family Council member, her main responsibilities include defining and promoting shared vision and values of both the family and its businesses to attain the family’s long term common goals and ensure the continuity of the family and its businesses; formulating long-term ownership strategies; providing family members with channels of communication to voice their opinions, resolve conflicts, and attain resolution (if required).

Andrea’s main initiatives in the Family Office include creating a platform allowing for transparent family communication and building a sustainable family governance structure in preparation for succession; transitioning the Office to serve as the Family’s service center, creating and sharing content to raise awareness on family governance and the businesses, and planning and curating events to foster family unity and harmony.

Andrea also serves as a Committee Member of the Family Archives, another family functional unit that provides the family, the family business and its stakeholders with access to Lee Kum Kee’s valuable historical collections, and documentation that reflects family legacy, values, and cultures. Andrea also plays an active role in supporting the philanthropic activities of Lee Kum Kee Family Foundation which has a mission of promoting happy family relationships.

LEE, David

Director, Lee Kum Kee Company Limited

Director, LKK Health Products Group Limited

Mr. David Lee is the fourth generation of Mr. Lee Kum Sheung, founder of the Lee Kum Kee Sauce Group which was established in 1888 in Guangdong Province and has then been continuously owned and operated by five generations of the Lee family. Lee Kum Kee markets more than 200 types of sauces and condiments and is considered a household name throughout Asia and the world. Today, Lee Kum Kee has two major business arms: Lee Kum Kee Sauce Group and LKK Health Products Group, both owned by the family and headquartered in Hong Kong with a total of over 10,000 employees worldwide.

Upon graduating from the University of Southern California’s Marshall School of Business in 1982 with a degree in Business Administration, majoring in Marketing, David joined Lee Kum Kee Company Limited to develop and manage Lee Kum Kee Sauce Group’s business in USA. He served in various senior management positions of the Sauce Group over the past 30 years, including Managing Director overseeing the Worldwide Food Division, as well as Executive Director covering Group Human Resources, Group Finance, Group Corporate Affairs and Group Business Development units, Chairman and CEO of Lee Kum Kee (USA) Inc. and Lee Kum Kee (Europe) Limited. He took up the chairmanship of the Lee Kum Kee Sauce Group between 2009 and 2011.

David also shares extensive experience in building the family governance system for the Lee Kum Kee family. He has been a Family Council member since 2002 and chaired the Family Office from 2012 to 2014, the Family Learning and Development Centre from 2006 to 2008 and was reappointed to the position in 2017.

David was Chairman of the Lee Kum Kee Family Foundation between 2013 and 2018, with its mission to promote happy family relationship, and to advocate the concept of “Prevention before Sickness”.

David is currently a member of the Liaoning Provincial Committee of the Chinese People’s Political Consultative Committee, Board of Dean’s Advisor of Harvard T. H. Chan School of Public Health, Business School Advisory Council and Court of the Hong Kong University of Science and Technology. He is also an Advisory Committee Member of the Institute of Active Ageing of The Hong Kong Polytechnic.

JEBSEN, Desiree

coming soon...

JEBSEN, HansMichael

coming soon...

LOY, Teik Ngan

The eldest son of a well known entrepreneur who built one of the largest business conglomerates in Malaysia, Teik Ngan took over the rein of his family company upon his father’s demise. Within a year, the sprawling business empire that took 35 years to build, collapsed under the weight of huge debts amidst the 1998 Asian financial crisis.

14 years past before all personal liabilities of his family from the days of the financial crisis were eventually settled. In the process, he built a new family business, in education. The Taylor’s Education Group is today the largest private education group in Malaysia. Focused on premium education, Taylor's K-12 schools & higher education institutions are widely recognised as the top education institutions in their respective categories. Taylor's institutions operates in Malaysia, Singapore & Vietnam.

The struggles during the tough financial period of his life shaped Teik Ngan’s stewardship views for family business. Appreciating unity, his family has introduced concepts and activities that promote collaborative conversations & strengthen relationships. He is dedicated to the development & transition of his family’s next generation of 13.

Teik Ngan attributes his 23 years participation in YPO Malaysia for having a positive impact on his life. His family are active members of the Family Business Network Asia & he sits on its board.

SY, Teresita

coming soon...

KOO, Brian

coming soon...

POON, Dee

coming soon...

Gaw, Rosanna

coming soon...

EU, Richard

coming soon...

CHONG, Alwyn

Managing Director - Luxasia Group

Alwyn Chong started his career in brand management in 2002 with Luxasia Singapore, he then spearheaded the company’s entry into China where he spent 6 years developing the market based in Shanghai.

In 2017, Alwyn took on the role of Managing Director and oversaw the development of the Southeast Asian markets, he also spearheaded the retail development and expansion of the group.

In 2014, Alwyn co-founded _&Co., a company specializing in museum stores and F&B, focusing on collaborations between Artists, Designers, Makers and across cultures and borders. Their first project, Gallery & Co., opened at the National Gallery of Singapore in November 2015 and was named amongst the 10 best museum stores in the world by global news publications.

He is also the co-owner and director at Foreign Policy Design Group, an international branding agency headquartered in Singapore.

In his spare time, Alwyn enjoys playing golf, expeditions in Africa, photography (www.alwynchong.com) and dining.

He is also a self-published photographer whose book, “ODYSSEY: Picturing and Imaging the Okavango Delta”, was selected to be featured by Leica in Singapore with a solo exhibition at their flagship boutique and gallery at the Raffles Hotel.

Alwyn is a member of the Global Council of the Hammer Museum, an art museum and cultural centre in Los Angeles known for its artist-centric and progressive array of exhibitions and public programs. He is also a council member of Singapore Retailers Association.

LO, Audrey

Founder & CEO of ALPS Group

Audrey is founder and CEO of ALPS Group subsequent to the management buyout in December 2002 from Julius Baer Holding Ltd. ALPS is an independent Asset Management firm regulated by the Hong Kong Securities and Futures Commission (SFC). Its principal activities include acting as a Multi Family-Family Office for select Asian families. Services include managing families’ financial wealth, outside of the business operations, as well as administration to better organize families’ assets and wealth transfer.

Prior to the MBO, she was chairperson and Managing Director of Julius Baer Investment Advisory (Asia) Ltd. and was responsible for the Asia Pacific private banking business of Julius Baer (since 1995).

Before joining the Swiss Group, Audrey’s experience had been with North America organizations. She worked with US financial institutions: Bank of America and Citigroup for 14 years (11 with the latter). The first half of these years were in Institutional banking and the last 7 years with Citigroup’s Private Banking Group as Asian Family Business, North Asia Head.

Audrey was trained with Price Waterhouse in Toronto and qualified as Chartered Accountant in Ontario, Canada, in 1978. She also worked with Arthur Andersen in Chicago and Hong Kong as a staff consultant from 1978 to 1980.

Audrey is married with 2 grown sons. She enjoys reading, swimming and is a qualified yoga instructor.

STEWART, Christian

Managing Director, Family Legacy Asia (HK) Limited

Christian is the founder of Family Legacy Asia, a process consulting firm based in Hong Kong. He assists family enterprises around Asia with family governance, succession, learning & development.

Christian originally qualified and practiced as a solicitor in South Australia from 1990 to 1994. He moved to Hong Kong in late 1994 joining PricewaterhouseCoopers and became a partner and head of their Trust & Private Client Group. In July 2002 he joined JPMorgan Private Bank where he was a Managing Director and the head of the bank’s Wealth Advisory team for Asia. He founded Family Legacy Asia in July 2008 to provide independent advice to Asian families on family & family business governance issues. In addition, from May 2016 he became an associate with Wise Counsel Research, a nonprofit think-tank and boutique consultancy based in Massachusetts USA, focused on matters of wealth and philanthropy.

Seminar Description

This seminar equips families-in-business with the required understanding, planning, and leadership for co-creating a shared and sustainable future. The seminar recognizes the constituency and complexity in family businesses, and how family wealth, harmony and legacy can be preserved across generations. It also discusses how families can prepare the next generation for the helm, and how they can empower a boundaryless career for the next generation in the disruptive era, through building a solid governance system and cross-cultural learning. It features the ongoing transition of family businesses into business families, and demonstrates how leading business families manage this transition through the use of family office and other structures.

Uniqueness
A signature event engaging spouses and next-generation members of major families in the region
Future-focused, featuring crucial yet less discussed topics such as disruptions; matriarch’s roles; family business exits; and transition from family business to business family
Live sharing of success and failure cases, and plenty of facilitated group discussions
Opportunities to develop mentorship and internship for the next generation
Deliverables
Understand constituency and complexity of family business, and their influence on generational transition
Develop a set of shared language for the entire family to discuss succession issues
Build a resource pool from the seminar circle to advise your family’s transition
Kick-start the transition planning process, and gradually build in necessary strategies, structures, and systems over time
SPEAKERS

WHO IS ATTENDING

Da Man CHAN
etc...
DAY 1
THE PROLOGUE
5.00pm – 6.00pm
Opening Address:
Shaping the Future of Family Business
Overview of key trends in Asian/global family businesses and ways to prepare for future challenges
6.00pm – 7.15pm
Participant Introductions
Knowing each other and identifying issues shared by participating families
DAY 2
UNDERSTANDING THE CONSTITUENCY AND COMPLEXITY
9.00am – 9.15am
Welcome Remarks
9.15am – 10.15am
Perspectives on Succession from Next Generation
Myths and realities in intra-family succession
Entrepreneurial career vs employee orientation, internal vs external
Next gen’s wish list
10.45am – 11.45am
Perspectives on Succession from Current Generation
Management and wealth succession
Successor selection criteria
Current gen’s wish list
11.45am – 1.15pm
Luncheon Talk:
Generational Succession Planning: The Harilela Group
Building blocks of a harmonious family
Harmony and rules in transition
Changing governance structures
1.15pm – 2.30pm
Are Family Businesses Doomed?
Breaking the curse of “wealth doesn’t pass beyond three generations”
New paradigms in the disruptive era
Nurturing agile leadership and boundary-less career
3.00pm – 4.15pm
Monetizing a Family Business
Reasons, difficulties, and options of selling a family business
Use of PE & VC in the exit process
Family office as a glue to keep the family together post-sale
4.15pm – 4.30pm
Wrap-up of Key Learnings
4.45pm – 5.45pm
Group Discussions
DAY 3
PLANNING AHEAD
9.00am – 10.00am
Building a Family Governance System
Family council, family assembly, and family constitution
Integrating family and corporate governance systems
Family governance: East and West
10.30am – 11.45am
Matriarch’s Role in a Family Business
Invisible yet influential roles of matriarchs
The three CEOs for family emotion, education, and economy
12.45pm – 1.45pm
Secrets of Family Business Longevity in Japan
Overview of long-lived family firms in the world
Key longevity factors of Japanese family firms
2.00pm – 3.00pm
The Destructive Power of Family Wealth
The effect of growing global tax transparency
The wealth management toolbox
How to wisely use an advisor to thrive in the chaos
3.15pm – 4.30pm
The Lo Family Feud: What Lessons to Learn?
Is family trust a cure-all?
Sibling rivalry: the inevitable?
Mending the fence
4.30pm – 4.45pm
Wrap-up of Key Learnings
5.00pm – 6.00pm
Group Discussions
DAY 4
LEADING CHANGE
9.00am – 10.15am
Leading Transition from a Family Business to a Business Family
Family business vs business family
Incubating portfolio entrepreneurship in the next gen
Roles of family office in the transition
10.45am – 12.00pm
The Legendary Story of a Century-old Family Business: Lee Kum Kee
Key elements of success in a business family
Structures to manage and govern amid generational changes and disruptions
Engaging the next gen
1.00pm – 4.15pm
Breakout Deep-dive Sessions
Track 1: Building a family governance structure from scratch
Track 2: Advancing the transition into a business family
Track 3: Charting the power transition across generations
4.15pm – 4.45pm
Sharing of Insights Learned

Registration Fee

INCLUDED:
All scheduled lunches, receptions and evening socials
All education sessions with expert speakers/resources
NOT INCLUDED:
Airfare to/from Hong Kong
Hotel accommodation in Hong Kong
Travel visas, if applicable
Personal incidentals
Offsite to Greater Bay Area on 10 January
REGISTRATION GUARANTEE DEPOSIT:

A registration guarantee deposit of USD500 per person will be required upon registration. Details of further payment schedule and cancellation policies are at the back of the form. Payment should be made by bank transfer to:
The Hongkong & Shanghai Banking Corporation Ltd.
No. 1 Queen’s Road Central, Hong Kong.
Swift Code: HSBC HKH HHKH
A/C Name: Wong Chi Ming, Mildred
A/C No. 582-201505-833 (HK$ and US$)

REGISTRATION DEADLINE:

Please register on or before 15 September 2019. Registration after 15 September will be subject to space availability.

Registrant Information

YES, REGISTER / ! (Please select appropriate)

Resources can attend the entire seminar free of charge.
Resources can invite a maximum of 10 guests to join HIS/HER SESSION free of charge.
Resources can invite guests to sign up for the entire seminar at the Non-O’s members registration fee of USD3,950 per person.
Please check as appropriate, thank you!

User-pay Offsite to Greater Bay Area

Registration fee for the Greater Bay Area offsite program is at USD500 per person, and a deposit of USD50 per person will be required upon registration.

For better coordination of this post seminar offsite program, kindly indicate below if you would like to sign up for this offsite tour.

** Please note that a China Visa will be required for the Greater Bay Area offsite, and kindly apply one if you will be signing up for this tour.

Registration Fee Payment Schedule

A deposit of USD500 per person as registration guarantee will be required upon registration of the event. A notice of Registration Confirmation will be send to you once your registration is confirmed.

The balance of the full registration fee to be paid on or before 6 September 2019, subject to partial refund as per the cancellation policy below.

Cancellation Policy

A 60-Day Peace of Mind cancellation policy gives participants maximum flexibility in scheduling travel plans and recognizes expenses incurred on your behalf by the event.

Cancellations received within ten (10) working days from the date of Registration Confirmation will receive a 100% refund of the USD500 deposit per person.
Cancellations received on or before 5 October 2019 (within one month after full payment has been received) you will be refunded with the full amount already paid, less a USD500 administration fee per person.
Cancellations received on or before 5 November (within two months after full payment has been received), you will be refunded with the full amount paid, less a USD1,000 administration fee per person.
Cancellations received after 6 November 2019 will not receive a refund.
Notwithstanding the foregoing, if the event has a waitlist and you have been replaced by a fully paid registrant, you will receive an event credit less a USD1,000 administrative fee per person
If no waitlist exists, registrations are transferrable. A registrant may transfer his/her space to another member or guest. Any transfer to another member/guest must be negotiated and handled solely member to member. Friends of the O’s must be informed regarding the completed transfer by contacting mildred.chan@ceo.org in order to complete the official registration form and receive any communications in regards to the event.
If a registrant has cancelled their registration, their space cannot be transferred.
Agreement to Cancellation Policy

I further understand that failure to check this box results in an incomplete form that cannot be processed. Once I am confirmed for the event, I am responsible for the full registration fee associated with the event as per the payment schedule. I understand payment is required within 30 days of the payment due date or Friends of the O’s reserves the right to withdraw me and any of my associated registrants from the event.

THANK YOU

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DISCLAIMER

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Family Business Seminar accepts no responsibility or liability for any direct or indirect loss or damages (whether in tort, contract or otherwise) which may be suffered or occasioned by any person using the information or content contained in this website howsoever arising due to any inaccuracy, omission, miss-representation or error in respect of any information and content provided by this website (including any third-party websites accessed by hyperlinks through this website).

PRIVACY POLICY
Personal Data Privacy Policy

When a user visits the home page of this website, the visit will be counted and included in the total number of visits to this website for statistical purpose. However, no personal data will be collected.

If personal data are provided by the user as directed by a web page in this website, the personal data privacy policy of the party giving such direction shall apply to the personal data so provided.

Personal Data Privacy Policy of Family Business Seminar

Family Business Seminar will observe the principles of personal data privacy protection and comply with the provisions of the Personal Data (Privacy) Ordinance (Chapter 486 of the Laws of Hong Kong) in adopting its policy and practices relating to the management of personal data.

Personal data received by Family Business Seminar will be treated by it as confidential information. Unless expressly stated or with prior consent, such personal data will not be disclosed to any third party outside Family Business Seminar. Any person having provided personal data to Family Business Seminar has the right to request access to and correction of the personal data provided by such person to and held by Family Business Seminar.

Program content and speakers are subject to change without prior notice.

* An optional one-day user-pay excursion taking the newly completed high-speed train going to Shenzhen, the designated Innovation Center of the Greater Bay Area, and visiting Tencent and Huawei will be arranged on 10 January 2020(Fri).

^ Payment: A non-refundable deposit of USD500 per person will be required upon registration; additional 50% on or before 31 August 2019; balance on or before 30 October 2019 (full payment details will be advised later). The registration fee excludes hotel accommodation. We have made arrangements with the Langham for a very special hotel package for those who may need hotel accommodation.