Campden Family Connect

Our sincere thanks to Rutej Mehta, Anjali Dave, Manishankar Mandal, and Puneet Jain for their outstanding contributions to the 9th Indian Family Office Forum. Their engaging session on Portfolio Construction and Selecting the Right Investment Managers provided valuable insights into building resilient, balanced investment portfolios aligned with family goals. The forum was a great success, thanks to their expertise and dynamic presentations. Their thoughtful discussions not only deepened our understanding but also inspired new perspectives on crafting portfolios that withstand uncertainty and achieve lasting financial growth. The insights shared offered immense value to both early-stage single-family offices and well-established ones. We’re grateful for their involvement and look forward to more enlightening conversations that drive innovation and success. For more information about Campden Family Connect, write to us at [email protected] . . . #CampdenFamilyConnect #IndianFamilyOfficeForum #PortfolioConstruction #InvestmentManagers #FinancialGrowth #FamilyGoals #WealthManagement #InvestmentInsights #DynamicPresentations #FinancialSuccess #ResilientPortfolios

A huge thank you to Daniel Workman, Managing Director and Deputy Head of Family Business at Edelman, for his outstanding contributions to the 9th Indian Family Office Forum. Daniel’s thought-provoking session on "Family Trust, Reputation, and Brand Value: Managing through Effective and Global Communications" offered invaluable insights into the critical role of trust in family offices and businesses. His expertise in guiding families through complex global communications challenges was instrumental in shaping meaningful discussions on managing stakeholder trust and enhancing organizational success. The forum was a great success, with Daniel’s expertise and dynamic presentation inspiring fresh perspectives on building and maintaining trust in an ever-evolving world. We’re grateful for his involvement and look forward to more enlightening conversations that drive innovation and growth. For more information about Campden Family Connect, write to us at [email protected] . . Gurpreet Brar | Bhavna Jagtiani | Poonam Tibrewal . . #CampdenFamilyConnect #IndianFamilyOfficeForum #FamilyBusiness #TrustInBusiness #Edelman #GlobalCommunications #BrandValue #StakeholderTrust #LeadershipInsights #InnovationInBusiness #BusinessSuccess  

A heartfelt thank you to Amit Patni, Director of RAAY GLOBAL INVESTMENTS PRIVATE LIMITED & Campden Family Connect , for chairing the 9th Indian Family Office Forum 2024. Your meaningful insights on economic changes, the Patni family journey, the current state and future of family offices, family values, wealth preservation, and asset allocation greatly enriched the discussions. Your perspectives on these topics contributed to a day of thoughtful engagement and collaboration. Your visionary leadership inspires us to navigate challenges with strategy, resilience, and purpose as we work toward building a legacy of growth and excellence. For more information about Campden Family Connect, write to us at [email protected] . . . #CampenFamilyConnect #IndianFamilyOfficeForum #RaayGlobalInvestments #FamilyValues #WealthPreservation #AssetAllocation #EconomicInsights #LeadershipInspiration #LegacyBuilding #ThoughtfulEngagement

💡 Insights from Our Esteemed Members! Nitesh Aggarwal from Baldota Family Office shares what stood out for him at the event: genuine conversations, valuable perspectives, and speakers who connect on a level that everyone can relate to. 🗣️✨ At Campden, we strive to create a space where meaningful discussions thrive—offering insights that matter and connections that last. From authentic dialogues to actionable takeaways, our forums are designed to empower family offices with the tools and networks to drive growth and innovation. 🌍🤝 To learn more about Campden Family Connect, reach out to us at [email protected] Or visit campdenfamilyconnect.com . . . #CampdenFamiyConnect #FamilyOffice #MeaningfulConversations #ValuableInsights #Networking #AuthenticDialogues #Empowerment #GrowthInnovation #CampdenEvents #SpeakerConnections #ActionableTakeaways

A Heartfelt Thank You to All Our Esteemed Speakers! We extend our deepest gratitude to every speaker who shared their insights, expertise, and vision at the 9th Indian Family Office Forum. Your contributions were instrumental in making this event a resounding success, driving thought-provoking discussions and inspiring new ideas. We also express our sincere thanks to our Main Partner: Edelman, our Professional Partners: DSP Mutual Fund, 1Crowd, and Neo Asset Management Pvt. Ltd. Your support and collaboration played a crucial role in the success of this event. As we reflect on this remarkable gathering, we're reminded that it’s the collective wisdom and collaborative spirit of our community that makes such forums truly impactful. Thank you for being a part of this journey with us! To learn more, write to us at [email protected]. . . Amit Patni | Pearl Agarwal | Amol Sathe | Seema Arora Nambiar | Abhishek Singh | Anil G. | Anjali Dave | Daniel Workman | Manisha Deva | Manishankar Mandal | Puneet Jain | Rubin Chheda | Rutej Mehta | Sunny Chandiramani . . #CampdenFamilyConnect #IndianFamilyOfficeForum #ThankYouSpeakers #Gratitude #Edelman #DSPMutualFund #1Crowd #NeoAssetManagement #CommunityWisdom #CollaborativeSpirit #InspiringIdeas

� The Wait is Over! 🎉 ✨ The 9th Indian Family Office Forum is finally here! ✨ 📍 Meet us on 13th December 2024 in Mumbai as we bring together India's leading family offices, principals, next-gen leaders, and investors for a day of networking, insights, and collaboration. 🌟 Theme: "Building Tomorrow, Today: Vision, Strategy, Growth"🌟 Don’t miss this unparalleled opportunity to explore strategic foresight, investment opportunities, and leadership insights that shape the future.  For details about the 9th Indian Family Office Forum, reach out to us at [email protected] Participation is by invite and pre-qualification only. . . Amit Patni | Pearl Agarwal | Amol Sathe | Seema Arora Nambiar | Abhishek Singh | Anil G. | Anjali Dave | Daniel Workman | Manisha Deva | Manishankar Mandal | Puneet Jain | Rubin Chheda | Rutej Mehta | Sunny Chandiramani .  .  #IndianFamilyOfficeForum #CampdenFamilyConnect #WealthManagement #Networking #VisionStrategyGrowth #FamilyOffices #Leadership #Innovation #MumbaiEvents

Meet us at the 9th Indian Family Office Forum, where industry leaders Rutej Mehta, Anjali Dave, Manishankar Mandal, and Puneet Jain will explore the art and science of Portfolio Construction and Selecting the Right Investment Managers. In this engaging session, discover how family offices build resilient, balanced investment portfolios aligned with family goals. The discussion will delve into: • Diversification for risk mitigation. • Direct Investing for strategic control and returns. • Alternative Investmentslike private equity and real estate. • High-Risk Assets for high-growth opportunities. • Alignment with Family Vision to ensure long-term success. The panel will also share best practices for identifying investment managers who align with financial objectives and bring the expertise needed to navigate market volatility. Don’t miss this opportunity to gain actionable insights into crafting portfolios that withstand uncertainty and achieve lasting financial growth. Participation by invite and pre-qualification only. To learn more, write to us at [email protected]. . . ACG World | Unbound . . . #CampdenFamilyConnect #IndianFamilyOfficeForum #PortfolioConstruction #InvestmentManagers #FamilyOfficeForum #Diversification #DirectInvesting #AlternativeInvestments #HighRiskAssets #FinancialGrowth #MarketVolatility

We’re thrilled to have 1Crowd’s co-founder, Anil G., share his expert insights on start-up investing at the 9th Indian Family Office Forum by Campden Family Connect. Looking forward to his invaluable perspectives! 👏✨ For details about the 9th Indian Family Office Forum, reach out to us at [email protected]. Participation is by invite and pre-qualification only. . . . #CampdenFamilyConnect #IndianFamilyOfficeForum #StartupInvesting #FamilyOffices #VentureCapital #InvestmentBanking #PrivateEquity

Meet us at the 9th Indian Family Office Forum, where Daniel Workman, Managing Director and Deputy Head of Family Business at Edelman, will lead a session on "Family Trust, Reputation and Brand Value – Managing through Effective and Global Communications.“ Daniel will provide insights from Edelman’s extensive trust survey research, examining the challenges family businesses face in building and maintaining consumer and stakeholder trust. Drawing on over 20 years of trust measurement, the session will explore how trust influences societal conversations, organizational performance, and longterm success. Attendees will gain actionable strategies to strengthen reputation, leadership, and communication in an ever-evolving market landscape. For details about the 9th Indian Family Office Forum, reach out to us at [email protected] Participation is by invite and pre-qualification only. . . Bhavna Jagtiani | Poonam Tibrewal | Gurpreet Brar . . #CampdenFamilyConnect #IndianFamilyOfficeForum #FamilyBusiness #TrustManagement #BrandValue #EffectiveCommunication #EdelmanInsights #ReputationBuilding #StakeholderTrust #LeadershipStrategies #MarketSuccess

Meet us at the 9th Indian Family Office Forum for Thematic Peer-to-Peer Roundtable Discussions designed to foster collaboration and share insights on critical family office strategies and wealth stewardship. In "The Role of Family Cohesion in Wealth Stewardship," led by Seema Arora Nambiar, CEO of Shubhan Ventures, participants will explore strategies to strengthen family bonds, preserve legacy, and ensure values are passed to future generations. Discussion topics will include family councils, charters, and structured education programs to equip the next generation with the tools to manage wealth responsibly. In "Decoding Family Office Fundamentals," chaired by Amol Sathe, CIO of Thermax Family Office , the focus will be on sharing best practices for establishing and optimizing family office operations. Attendees will examine core functions, structural models, and the role of family offices in comprehensive wealth management. For details about the 9th Indian Family Office Forum, reach out to us at [email protected]. Participation is by invite and pre-qualification only. . . . #CampdenFamilyConnect #IndianFamilyOffice #WealthStewardship #FamilyCohesion #LegacyPreservation #FamilyOfficeStrategies #PeerToPeerDiscussions #WealthManagement #FamilyCouncils #NextGenEducation #CollaborationInsights