EY Global Family Business Summit

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1 EY Global Family Business Summit Talent Innovation Growth: redefining the formula for family business success 7 8 June 2017, Monaco

2 Join us The EY Global Family Business Summit offers family business owners an exclusive platform to discuss the most pressing issues they face today and to be inspired by some of the most successful family business leaders in the world. The program Taking place during the EY World Entrepreneur Of The Year 2017 Forum in Monaco, this year s summit aptly entitled Talent Innovation Growth: redefining the formula for family business success promises to be the place where entrepreneurs from multi-generational businesses and those building a legacy for their next generations come together, celebrate and regroup to plan their future. We believe that our speakers, panelists and thought leaders from EY and beyond will equip you with the knowledge and inspiration you need to fully unlock the growth potential of your family business. Looking forward to the next 10 years, family firms are going to face new realities that will challenge even their strongest of features. Their long-term perspective, family values and job stability will soon be challenged by emerging trends and economic paradigm shifts. It is crucial to start identifying what the new competitive advantages for family businesses will be in the future and to redefine what success will look like for the next generations. We believe that by exploring these three dimensions innovation, growth and talent from a family business perspective, we can help redefine what will make family businesses successful in the future and how they will balance their long-term approach with the shortening of business cycles. The EY Global Family Business Center of Excellence has developed an agenda that includes keynote sessions, panel discussions, private meetings and plenty of networking. Timing The Summit starts at 17:30 on 7 June 2017 at the Monaco Yacht Club with a special opening session followed by a celebratory dinner, and it concludes at 17:30 on 8 June 2017 at the Fairmont Hotel. The sessions on 8 June will run in parallel to the World Entrepreneur Of The Year Forum. Who will join the EY Global Family Business Summit? Come and join more than 300 family business owners from around the world to expand your global network. Be inspired as you discover how you can make sure that your business is one that succeeds for generations. The Family Business Award of Excellence winners will be in attendance, alongside other family business leaders and members from around the world. We are also encouraging next-generation members to attend with a specially tailored program. Attending the Summit is by invitation only, and the participation fee is of 995 plus VAT per person ( 495 plus VAT for spouses). I look forward to welcoming you in Monaco. How to join us Peter Englisch For more information about the EY Family Business Center of Excellence, visit us at ey.com/familybusiness. Global Family Business Leader, EY This event is by invitation only. Should you wish to attend, please request an invitation from Francesca Ambrosini (fambrosini@uk.ey.com).

3 Agenda Wednesday, 7 June 2017 Thursday, 8 June :30 p.m. Arrival and welcome drinks, Monaco Yacht Club 10:00 a.m. World Entrepreneur Of The Year Forum opening keynote Forging growth in the age of uncertainty 6:15 p.m. Opening remarks Peter Englisch, Global Family Business Leader, EY 6:30 p.m. Opening keynote panel Leading practices in effective philanthropy and impact investing In our latest study, Family business philanthropy: creating lasting impact through values and legacy, we showed how family businesses increasingly regard philanthropy as a social investment, while the families themselves look to perpetuate the founder s values and heritage to engage the next generations. In this keynote panel discussion, visionary representatives from significant philanthropic families and leading impact investors will explore leading practices in effective social investment. 7:30 p.m. EY Global Family Business Center of Excellence Special Recognition and NextGen Award presentation The EY Global Family Business Center of Excellence will honour an iconic business family with our Special Recognition (previous recipients included Bill Ford and André Hoffmann), as well as announcing the winners of the EY NextGen Award competition. 7:45 p.m. EY Family Business Yearbook launch dinner A celebration of EY Entrepreneur Of The Year Family Business Award of Excellence winners 11:30 a.m. EY Global Family Business Summit: opening keynote How can long-term family businesses succeed in a rapidly changing world? In this session, we will discuss with William P. Lauder, the leader of one of the most iconic and innovative family businesses globally, how entrepreneurial families can leverage their unique history and characteristics to successfully meet the challenges and changes that a new economic order will bring, how they can balance their long-term vision with shortening business and product life cycles, and how they can futureproof their business without compromising their values and vision. Founded by the iconic Estée Lauder in 1946, her eponymous company has been one of the most innovative forces shaping and continually disrupting the beauty industry for three generations, with the Lauder family and their values right at the heart of it. Who can best address this topic than her grandson William, who is leading her legacy into the future? 12:15 p.m. Panel discussion Sustainable growth: the impact of family governance and structure Family businesses have developed a number of growth models that have enabled them to grow without compromising their family values and vision. Strong family governance and structure are usually what enable them to achieve this. Based on leading examples and academic insights, this session will analyze and discuss leading growth models, examine the emerging ones, and predict how family business leaders will be challenged in the future. 1:00 p.m. EY Global Family Business Summit: lunch panel Meet the EY Entrepreneur Of The Year Family Business Award of Excellence winners A selection of this year s EY Entrepreneur Of The Year Family Business Award winners will discuss how they are meeting the challenges of current economic uncertainties and what keeps them awake at night. and drive is largely inspired by the values and unique DNA of the Strauss family. Her story is one of the most remarkable and this closing is a unique opportunity to learn how uncertainty can truly be your opportunity. 5:00 p.m. EY Global Family Business Summit ends Speakers and panellists include: 2:30 p.m. World Entrepreneur Of The Year Forum: Family business keynote 3:30 p.m. EY Global Family Business Summit: talent panel discussion When genes are not enough: how to attract, retain and nurture top non-family management Family businesses seeking specific skills and talent know that hiring non-family executives is a critical yet delicate process. But what else can these outsiders bring to the business? And how can the family make sure external hires respect and fully embrace the business s fundamental values? This panel will explore how family businesses can take full advantage when hiring external directors, and we will share some of the key findings from EY s latest study on the topic. 4:30 p.m. EY Global Family Business Summit: closing keynote We could not think of a better closing of this summit than an interview with one of the most inspirational family business leaders of her generation. Ofra Strauss took over her family business in war-torn Israel, where uncertainty was and is the name of the game, and continued her father s legacy of internationalizing a business that is now in 22 countries and has partnerships with some of the world s food and drinks giants, such as Pepsico, Unilever, Lavazza and many more. Her resilience, entrepreneurship William P. Lauder Ofra Strauss Rodolfo De Benedetti Jorgen Mads Clausen Executive Chairman The Estée Lauder Companies, US Chairman CIR Group, Italy Chairwoman The Strauss Group, Israel Chairman Danfoss, Denmark Brigitte Mohn Member of the Executive Board Bertelsmann Stiftung, Germany More to be confirmed!

4 EY Global Family Business Center of Excellence Special Recognition and EY NextGen Award 2016 At the Summit, we will announce the EY Global Family Business Center of Excellence Special Recognition and EY NextGen Award winners. The EY NextGen Award is open to all of our NextGen Academy alumni. The award recognizes exceptional entrepreneurs among younger members of family businesses. The EY Global Family Business Center of Excellence Special Recognition is designed to recognize exceptional family businesses who have passed down an entrepreneurial and innovative spirit from generation to generation. Previous recipients included Ross Perot family, Bill Ford and André Hoffmann. EY Global Family Business Center of Excellence Special Recognition recipient André Hoffmann, Non-Executive Vice-Chairman of Roche, and EY NextGen Award winners Daniela Pillhoffer and Peter Honnegger, founders of Newcomer Wines in the UK.

5 EY Family Business Yearbook launch Monaco 7 8 June 2017 The much-anticipated launch of the 2017 EY Family Business Yearbook, celebrating the achievements of the EY Entrepreneur Of The Year Family Business Award winners, will take place at the exclusive Monaco Yacht Club, on the evening of 7 June. The evening enables our family business participants to network in relaxed, convivial surroundings. This special evening will also include the announcement of the Global Family Business Center of Excellence Special Recognition and NextGen Award recipients for The event can be attended by invitation only and places are limited, so if you received this brochure with a personal invitation, please follow the link provided to register. Alternatively, please contact Francesca Ambrosini (fambrosini@uk.ey.com) to request an invitation. The event is open exclusively to family business owners and members, and founders with a dynastic will. You can also visit us at ey.com/weoy or ey.com/familybusiness. Extend your stay and join us at the EY World Entrepreneur Of The Year Forum and awards gala Could uncertainty be your best opportunity for growth? Today s geopolitical and economic uncertainty presents a new wave of challenges for business and can be a powerful driver in accelerating growth for those who identify opportunities.join us at the EY World Entrepreneur Of The Year 2017 Forum, 8 11 June in Monaco, as we convene hundreds of disruptive thinkers and global business leaders on a collective mission to move beyond barriers and create innovative approaches that accelerate growth, even in uncertain times. At the forum, we will explore the most prominent issues facing entrepreneurs and business today. If you see uncertainty as a catalyst for growth, we hope you ll join us at the 2017 Forum and the 17th annual EY World Entrepreneur Of The Year Award black-tie gala, where we will honor some of the world s most distinguished entrepreneurs. For more information, please visit ey.com/weoy.

6 EY Assurance Tax Transactions Advisory About EY EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. For more information about our organization, please visit ey.com. About EY Entrepreneur Of The Year EY Entrepreneur Of The Year is the world s most prestigious business awards program for entrepreneurs. The program makes a difference through the way it encourages entrepreneurial activity among those with potential and recognizes the contribution of people who inspire others with their vision, leadership and achievement. As the first and only truly global awards program of its kind, Entrepreneur Of The Year celebrates those who are building and leading successful, growing and dynamic businesses, recognizing them through regional, national and global awards programs in more than 145 cities in more than 60 countries. ey.com/weoy EYGM Limited. All Rights Reserved. EYG no Gbl BMC Agency GA 0044_09684 ED None This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice. ey.com/familybusiness

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