Skip to main content
Family office roundtable discussion at UKFOS Oxford

Oxford 2026 Agenda · 24–25 November 2026 · The Randolph Hotel, Oxford

UKFOS Agenda

Two days of private discussion in Oxford for UK and international family office principals, wealth owners, institutional investors and senior advisers — combining UK investment opportunities with the cross-border issues shaping family capital.

Official Programme

24–25 November 2026 · The Randolph Hotel, Oxford

Day One

Tuesday 24 November 2026

08:00–09:15

Networking

Delegate Breakfast & Networking

Open the Summit over breakfast with family office principals, private investors, institutional LPs, speakers and partners, with both UKFOS exhibitor environments open for early introductions.

Garden Bar & Ballroom · 100

09:30–10:00

Fireside Chat

Main Stage · Ballroom

UK Innovation Property: Investing for Impact & Purpose

A case study in how long-term, purpose-driven property investment by an Oxford family has created the foundations for innovation, entrepreneurship and STEM education — and how family office capital can pursue philanthropic purpose alongside sustainable economic impact.

Interviewer

Dr Bridget Kustin

Ownership Project 2.0: Private Capital Owners & Impact, Saïd Business School, University of Oxford

Featured Guest

Nicki Campling

The Oxford Trust

10:05–10:45

Concurrent Sessions

Panel Discussion · Ballroom

Family Office Portfolio Construction: Allocating Across Private Markets

How are family offices constructing resilient private-market portfolios across direct investments, funds and co-investments while balancing return objectives, liquidity, diversification and long-term capital preservation?

Moderator

Mo Baluchi

Senior Consultant

Speaker

Farid Moeinifar

Cooper Family Office

Speaker

Nataliya Johnson

Vasant Capital

Speaker

Richard Hickman

HarbourVest Global Private Equity (HVPE)

Private Roundtable · Lancaster Room

Digital Assets: Institutional Adoption, Infrastructure & Portfolio Allocation

10:45–11:00

Break · Exhibitions Open

Morning Coffee & Networking Break

An opportunity for delegates to continue the opening discussions, meet speakers and visit participating organisations in the Networking Hub before the parallel investment sessions.

Garden Bar & Ballroom · 100

11:00–11:40

Concurrent Sessions

Panel Discussion · Ballroom

UK Real Estate: Investing Through Structural Change

Where are structural shifts in occupier demand, capital markets and the UK economy creating investable real-estate opportunities — and how should family offices and institutional investors assess value, development risk and long-term returns?

Speaker

Per Wimmer

Wimmer Family Office

Speaker

Chris Kimber-Nickelson

Federated Hermes Private Markets | Milton Park

Speaker

Victoria Collett

Thomas White Oxford

Speaker

Artem Korolev

Mission Street

Private Roundtable · St John's Room

Strategic Giving & Donor-Advised Funds: Modern Philanthropy for Global Families

Host

Nancy Bikson

Chapel & York

Hosted in partnership with Chapel & York

11:50–12:30

Concurrent Sessions

Panel Discussion · Ballroom

Natural Capital: Forestry, Biodiversity & the Evolution of Real Assets

Where is natural capital becoming genuinely investable, and how are forestry, land stewardship, biodiversity and environmental markets fitting into institutional real-asset portfolios — including the role of natural capital in regions facing simultaneous pressure for housing, infrastructure, energy and economic growth?

Speaker

Ruth Murray

Gresham House

Speaker

Dr David Gasca

Blenheim Estate

Speaker

Ian Morley

Wentworth Hall Family Office

Private Roundtable · St John's Room

Private Credit: Direct Lending & Asset-Backed Finance

12:30–13:45

Networking Lunch · Exhibitions Open

Networking Lunch

A dedicated opportunity for family office principals, private investors and institutional LPs to exchange perspectives, make informal introductions, hold meetings and visit the Summit's two curated exhibitor environments.

Garden Bar & Ballroom · 100

13:45–14:25

Concurrent Sessions

Panel Discussion · Ballroom

Purpose-Built Living: Student Housing, BTR & the Residential Opportunity

Where are housing shortages, demographic change and evolving lifestyles creating investable opportunities across student housing, build-to-rent and specialist residential markets — particularly in high-growth UK university and innovation cities where housing supply increasingly affects the ability to attract and retain talent?

Speaker

Issie Armstrong

Downing Family Office & Aboria Capital

Speaker

Sophie Brown

Capital Assured & CASACASA

Speaker

Andrew Saunderson

CBRE

Private Roundtable · St John's Room

Cross-Border Wealth: Tax, Structuring & Investment Planning

14:30–14:50

Keynote

Main Stage · Ballroom

Regenerative Investing: Building Resilience Through Economic & Environmental Change

Building portfolios that remain resilient through economic and environmental change

Speaker

Peta Milan

Henmil Group Family Office

14:50–15:10

Networking

Afternoon Tea, Coffee & Networking

A late-afternoon pause before the day's closing sessions

Ballroom · 100

15:10–15:50

Concurrent Sessions

Fireside Chat · Ballroom

Families Caring for Families

Families naturally think about protecting their own — building businesses, preserving wealth and planning for future generations. Yet families elsewhere may be facing a very different reality: conflict, displacement, poverty and difficulty providing even basic necessities for their children. Through the remarkable work of Goods For Good and its founder Rosalind Bluestone MBE, this session opens a wider conversation about how successful families, family offices, philanthropists and businesses can use their resources, relationships and influence to help other families — at home and internationally.

Speaker

Ian Morley

Wentworth Hall Family Office

Speaker

Rosalind Bluestone MBE

Goods For Good

Private Roundtable · Lancaster Room

Venture Capital: Early-Stage, Growth & Emerging Managers

15:55–16:35

Concurrent Sessions

Panel Discussion · Ballroom

The Built Environment Transition: Energy Efficiency, Sustainable Urban Development & the Private Capital Opportunity

This panel brings together UK and European practitioners — including independent energy and sustainability consultancy Arineos, which works with some of the largest funds in the property sector to unlock long-term sustainable value through healthy buildings and resilient cities — to examine where the private capital opportunity sits within the UK and European energy efficiency transition, and what long-term stewardship of the built environment looks like for family offices and institutional investors.

Speaker

Julian Marwitz

Marwitz Family Office & Arineos GmbH

Speaker

Sandy Arbuthnott

Octopus Energy Homes

Private Roundtable · Lancaster Room

Real Assets: Infrastructure, Property & Long-Term Income

16:40–17:00

Keynote

Main Stage · Ballroom

Capital With Purpose: Rethinking Investment, Ownership & Philanthropy

Exploring how family offices can align capital, ownership and philanthropy to create resilient organisations, stronger communities and enduring long-term value.

Speaker

Patrick Knodel

INNOVATION for IMPACT GmbH & ChanceMaker Foundation

17:05–17:25

Closing Keynote

Main Stage · Ballroom

The UAE as a Global Investment Hub: Building Long-Term Partnerships with Family Offices and Institutional Capital

Speaker

H.E. Mohammad Abdulrahman Alhawi

Undersecretary

Ministry of Investment, United Arab Emirates

17:30

Networking · Official Reception & Private Partner Hospitality

Evening Drinks Reception

Close Day One with family office principals, private investors, institutional LPs, speakers and partners. Alongside the official UKFOS reception, selected partners may host invitation-only drinks receptions, private dinners and smaller gatherings within their exclusive hospitality spaces.

Garden Bar & Ballroom · 100

Day Two

Wednesday 25 November 2026

08:00–09:15

Networking

Delegate Breakfast & Networking

Begin the second day over breakfast with family office principals, private investors, institutional LPs, speakers and partners, with both UKFOS exhibitor environments open for meetings and conversations ahead of the main programme.

Garden Bar & Ballroom · 100

09:30–09:50

Opening Keynote

Main Stage · Ballroom

Where Philanthropy Meets Capital: Wealth Inequality and the Porous Border Between Returns and Purpose

Speaker

Dr Bridget Kustin

Ownership Project 2.0: Private Capital Owners & Impact, Saïd Business School, University of Oxford

09:55–10:35

Concurrent Sessions

Panel Discussion · Ballroom

Inside the Family Office: Governance, Talent, Operations & Investment Excellence

How are modern family offices building the governance, leadership teams, operating structures and institutional capabilities required to manage increasingly complex wealth, businesses and investments across generations and jurisdictions?

Moderator

Olivia Butcher

A&O Shearman

Speaker

Craig Blackburn

The Taylor Family Office

Speaker

Dr Najat Benchiba-Savenius

Gazelle Advisory Group

Private Roundtable · Lancaster Room

Energy Investment: Power, Storage & Energy Security

10:35–11:00

Break · Exhibitions Open

Morning Coffee & Networking Break

A dedicated opportunity for delegates to continue the morning's discussions, arrange private meetings and meet participating organisations in the Networking Hub.

Garden Bar · 100

11:00–11:40

Concurrent Sessions

Panel Discussion · Ballroom

Selecting Investment Managers: Due Diligence, Access & Alignment in a Changing Portfolio

As family offices reconsider strategic allocations and expand across private markets, how should they decide which capabilities belong in-house and where external managers genuinely add value — and how can families assess investment skill, organisational resilience, governance and alignment before committing long-term capital?

Moderator

MaameYaa Kwafo-Akoto

A&O Shearman

Speaker

Rewa Udoji

Cranstoun Corporation | World Economic Forum (WEF) Young Global Leader 2026

Private Roundtable · Lancaster Room

Life Sciences Investing: Biotech, MedTech & Healthcare Innovation

11:50–12:30

Concurrent Sessions

Panel Discussion · Ballroom

Sustainable Mobility: Automotive & Aviation Technology

How innovation across automotive and aviation is reshaping mobility, infrastructure and investment — from electrification and advanced propulsion to autonomous systems, aviation technology and the transition to lower-carbon transport.

Speaker

John Bentley

Bicester Motion

Private Roundtable · Lancaster Room

Secondaries & Co-Investments: Access, Liquidity & Portfolio Management

12:30–13:45

Networking Lunch · Exhibitions Open

Networking Lunch

A dedicated opportunity for family office principals, private investors and institutional LPs to compare allocation priorities, hold informal meetings, build relationships and spend time with participating organisations across both exhibitor environments.

Garden Bar & Ballroom · 100

13:45–14:25

Concurrent Sessions

Panel Discussion · Ballroom

Britain's Creative Economy: Investing in Art, Culture & Collectibles

As art and collectibles become increasingly integrated into private wealth strategies, how should family offices approach their financial value alongside the cultural, philanthropic and intergenerational significance of collecting?

Speaker

Fran Sanderson

Figurative

Speaker

Harco Van Den Oever

Overstone Art Services

Private Roundtable · Lancaster Room

Deep Tech: Quantum, Advanced Computing & Frontier Technologies

14:30–15:10

Concurrent Sessions

Panel Discussion · Ballroom

The Longevity Economy: Investing in Healthcare, Biotech & Healthy Ageing

Where are longevity, biotechnology, preventive medicine, diagnostics and healthcare infrastructure creating durable opportunities for long-term capital — and what can Oxfordshire's globally significant life-sciences ecosystem tell investors about the next generation of healthcare innovation?

Speaker

Alex Felman

Felman Family Office | Founder, Exponential U

Private Roundtable · St John's Room

Defence & Security: Dual-Use Technology, Space & Resilience

15:15–15:45

Fireside Chat

Main Stage · Ballroom

Investing in University Cities: Geopolitics, Real Estate & the Global Competition for Talent

How are world-leading universities, shifting global capital flows and competition for students, researchers and skilled workers reshaping demand for housing, laboratories, workplaces and civic infrastructure across university cities — and how can long-term capital, architecture and placemaking respond?

Interviewer

Sophie Brown

Capital Assured & CASACASA

Featured Guest

Marco Ortiz

Rafael Viñoly Architects

Featured Guest

Andrew Thornton

Enterprise Land

15:45–16:00

Networking

Afternoon Tea, Coffee & Networking

A late-afternoon reset before the Summit's final two discussions.

Ballroom · 100

16:00–16:40

Concurrent Sessions

Panel Discussion · Ballroom

The Future Economy: Investing in Britain's Growth Companies & Innovation Clusters

Where can family office and institutional capital participate in Britain's next generation of growth — from Oxford's university spinouts and scale-ups to the science campuses, laboratories, infrastructure and innovation districts required to keep high-growth companies in the UK?

Moderator

Tim Hannay

Baillie Gifford & Co.

Speaker

Serena Koivurinta

Captium Group & Founder, Menerwā Ventures

Speaker

Sebastian Johnson

ARC | Advanced Research Clusters & Harwell Science and Innovation Campus

Speaker

David Mott

Oxford Capital

Speaker

Michael Hutson

Oxford Seed Fund | Associate Fellow, Oxford Saïd Entrepreneurship Centre

Private Roundtable · Lancaster Room

Private Equity: Buyouts, Operational Value Creation & Exit Strategies

16:45–17:25

Closing Panel

Main Stage · Ballroom

The Great Wealth Transition: Succession, Structures & the Future of Family Wealth

Family offices are becoming increasingly sophisticated investors, yet major 2026 studies continue to identify substantial gaps in succession preparedness. As wealth, ownership and decision-making move between generations, how should families build structures that preserve capital while transferring responsibility, governance and purpose?

Speaker

David Kilshaw

Rothschild & Co Wealth Management

Speaker

David Lambotte

Virdaris

17:30

Networking · Official Reception & Private Partner Hospitality

Evening Drinks Reception

Close the Summit together, one room, one hundred guests. Alongside the official UKFOS programme, selected partners may host invitation-only dinners and private gatherings within their exclusive hospitality spaces.

Ballroom · 100