About Agenda Logistics Speakers Sponsors Register

Overview

Family Wealth Report is hosting a Cybersecurity Summit for family offices and their trusted advisors. The event will host dynamic panel sessions and presentations to help delegates identify the most important and emerging risks in this area, as well as discuss best practices to mitigate the same.

We will also be discussing best practices to vet and manage third-party vendors who are privy to sensitive information, insurance needs and necessary coverages in this space, the current regulatory environment and new laws on the horizon; and how cyber risks are shaping compliance obligations and regulatory risks.  This is a must attend conference for any delegate that deals with sensitive information and needs to learn more about this complex and serious risk.

Areas of discussion will include:

  • Security and Pre-Incident Preparedness
  • Cyber Insurance
  • Cyber White Collar Crime
  • Third Party Vendor Risk
  • Cybersecurity Lawsuits
  • Organizing and Protecting Data

ClearView Financial Media Ltd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Agenda

8:00am            Registration and Breakfast 8:55am            Conference Introduction 9:00am           Cybersecurity Steps Family Offices Must Take (But All Too Often Aren’t)
  • Edward Marshall, Director – Global Family Office, Citi Private Bank
Edward will discuss the latest trends in cybercrime, such as the explosion in ransomware, explain the particular vulnerabilities of family offices and suggest defensive steps institutions must take to protect clients’ assets, privacy and peace of mind. 9:40am                        Cyber-Risks and the Legal Landscape
  • Annmarie Giblin, Senior Counsel - Cyber Liability, North America Financial Lines, Chubb
Annmarie sets out the legal backdrop of the ever-growing cyber threat, tackling the key risks family offices need to be on guard for, what to be aware of when working with third-party vendors and how insurance can mitigate potential harm to the institution and its clients. 10:20am          Networking and Refreshment Break 10:50am          Suits and Sanctions; Culpability and Cybercrime
  • Steve Perlstein, Partner, Kobre & Kim
  • Eric Bruce, Partner, Kobre & Kim
  • John Curran, Partner, Walden Macht & Haran
Steve and Eric discuss how potential civil and third-party vendor lawsuits related to cybersecurity might play out, while also shedding light on real-life examples of SEC/FINRA cyber-enforcement. John explores how institutions and individuals should look to approach criminal defense in what are often largely uncharted legal territories. 11:50am          Getting Forensic: Breach Prevention, Detection and Investigation
  • Ben Demonte, Managing Director Cybersecurity and Investigations North America, Kroll Cyber Security
Ben summarises the forensic techniques institutions should be using to prevent, detect and investigate security breaches​. 12:25pm          Lunch and Networking 1:25pm            Investment Opportunities in Cybersecurity
  • Jim Hunt, Managing Partner, Lavrock Ventures
Jim will speak from his 30 years of experience as a technical intelligence officer and then running firms with a focus on physical and cyber security on both the imminent and never ending cyber threat.  Over that time, he has focused his investments to realize the greatest returns while also benefitting commercial and government customers with exceptional security-related solutions. 1:55pm            Expert Panel Discussion: Cybersecurity Realities for the Family Office: Threats, Mitigation and Security  
  • Theresa Pratt, Chief Information Security Officer, Market Street Trust
  • Jacob Norwood, Director, Cyber Intelligence Center, Citi
  • John Ritchie, Principal, GDI Risk Advisory Group LLC
  • Moderator: Annmarie Giblin, Senior Counsel - Cyber Liability, North America Financial Lines, Chubb
  This panel will provide a real-world discussion of the current and unique cyber threats directed at a Family Office.  Our panel of experts each brings a unique perspective on this topic; and will discuss the current threat analysis, incident response best practices and mitigation realities for a family office.  Indeed, the discussion will provide practical advice on how to best deal with these issues and the delicate balance of providing exceptional convenience and service to your clients, while ensuring effective cybersecurity.   2:55pm            Closing Remarks and Networking 3:30pm            Summit Close

Logistics

Date and Time

Wednesday 20th September, 2017 - 8:00 am to