En | Ru
The Wealth Knowledge Day Conference is a meeting place for professionals of the wealth management industry. This year’s conference includes the presentation of the Implementation of Social Projects in Russia: Private Wealth Possessors` Perspective study.

November 30, 2017

Google calendar   Outlook calendar

Centre Partners

UBS Group AG


RVVZ Foundation

Conference Partners

Bank of Georgia


Leptos Group


Журнал «Такие дела»


The Federation Tower



Conference Programme

Download in PDF
Arrival of Participants
Opening Ceremony.
Implementation Of Social Projects In Russia: Private Wealth Possessors` Perspective Results Presentation. Expert Panel
Business Labs
Russian and international investment managers share their views on the promising areas for investments in 2018, and experts of the SKOLKOVO Energy Centre (SEneC) present their vision of the prospects for changes in crude oil prices. Will the managers be able to influence the opinions of the audience? Live voting.
Investment Ideas from Russian and International Managers
Leading experts in this segment share their experience in monitoring the effectiveness and efficiency of non-profit and philanthropic projects using territorial development projects as an example. Do performance measurment methods common in the West need to be modified to work in Russia?
Measuring impact in territorial development projects
Pressing issues and challenges of succession in entrepreneurial families. What development opportunities do social and philanthropic projects provide for the younger generation, and why are its representatives much less involved in such projects than their parents?
Successors 2017
Business Labs
Trends in the structuring of non-profit and philanthropic projects. Finding synergy and balance between non-profit projects, business management, and the needs of a wealth possessor's family.
Structuring Non-Commercial Projects of Russian Wealth Possessors: Best Practices
Should private philanthropy be led by heart or head? He who pays the piper calls the tune: how important is neutrality when it comes to private philanthropy? Should philanthropy be more business-like to be effective? Do venture philahthropy tools work in Russia?
"Uncharitable": strategy and tactics in non-profit projects
What are the new trends in structuring the process of wealth management decision-making by affluent families? Is the concept of a “family constitution” viable in Russia? What are the alternatives?
Family Governance 2017
Business Labs
Officials of the Federal Tax Service, as well as representatives of leading consulting companies and private banks share their views on the impact of the new legislation on controlled foreign companies and automatic information exchange and talk about its practical application.
Deoffshorisation and Automatic Information Exchange: Quo Vadis?
How do new technologies affect philanthropic and social projects?
Phil.Tech: private philanthropy and new technology
What mistakes do investors typcially make when they first start investing in tehcnology companies? Is it better to invest directly or through a venture or private equity fund? What are alternative vehicles for investment in technology companies?
$50 000, $500 000, $5 000 000 ... Invest.Tech. How private investors can invest in technology companies.
Neapolis Smart Eco-City is by far the largest multi-billion development project in Cyprus that will benefit from ongoing growth and development happening in the country. The project is developed using hi-tech infrastructure and ecological development principles and is aimed at creation of a must-visit destination offering a uniquely vibrant and harmonic work-live-play experience.
Special presentation of the NEAPOLIS Smart EcoCity Project
Reception supported by UBS
* Please note the agenda can be amended.


Guest Speakers

Kai Grunauer

Executive Director, Senior Philanthropy Advisor, UBS

Themis Themistocleous

Managing Director, Head of European Investment Office, Wealth Management, UBS

Marc Wagner

Managing Director, Lead Market Head Russia, Wealth Management, UBS

Alexey Stankevich

Managing Director, Phoenix Advisors

Sergei Zhestkov

Partner, Baker & McKenzie CIS

Andrey Shpak

Head of Research and Advisory, SKOLKOVO Wealth Transformation Centre

Ruben Vardanyan

Founding partner, Deputy chairman of the International Advisory Board at Moscow School of Management SKOLKOVO

Elena Klekovkina

Career Consultant, Deputy Director, SKOLKOVO Executive Coaching, Career and Development Centre

Maxim Alekseyev

Senior Partner, ALRUD

Igor Rybakov

Co-founder and Board of Directors member of "Rybakov Foundation"

Ekaterina Rybakova

Co-founder and Board of Directors member of "Rybakov Foundation"

Sergey Mogilnichenko

Head of Direct Sales, Federation Tower, Aeon Group

Ewa Konczal

Central and Eastern Europe (CEE) Manager, European Venture Philanthropy Association (EVPA)

Maxim Lepekhin

Chief Legal Officer, A1

Marina Melia

Professor of psychology, coach-consultant

Anton Ionov

Partner, EY

Irina Ikonnikova

Project Manager, PHILIN

Maria Chertok

Director of CAF Russia

Lasha Megrelidze

Private Banking Department, Bank of Georgia

Alexey Anishchenko

Managing Director of Phoenix Advisors

Oksana Oracheva

General Director of the Vladimir Potanin Foundation

Alexandra Kadet

Head of the Information Exchange and Mutual Administrative Assistance Department at the Standards and International Affairs Directorate, Federal Tax Service of Russia

Alla Fedorova

CFA, Managing Partner, SILVERPEARL Capital Limited, UK

Andrei Andrusov

Deputy director of the Education Innovation Support Center "SOL’"

Svetlana Mironyuk

Executive Director, MCBD Leader, PwC; Professor of Practice, SKOLKOVO

Olga Evdokimova

Director Evolution & Philanthropy

Andrey Shapenko

Professor of Practice, Moscow school of management SKOLKOVO

Anna Modyanova

Head of International Tax Consulting, PwC

Julia Neyaskina

Director Legacy endowment foundation

Vladimir Korovkin

Head of Research in Innovations and Digital, Moscow school of management SKOLKOVO

George Abdushelishvili

Senior Partner, Ward Howell

Mitya Aleshkovsky

Chairman, Board of Directors

Elena Andrianova

Managing Director, Rothschild Trust Group

Maxim Belukhin

Head of Career, coaching and assessment Center, Moscow School of Management SKOLKOVO

Michael Addison

Executive Director, UBS

Victor Philippenko

Nexus Outreach Ambassador Eastern Europe and Central Asia

Ekaterina Grushevenko

Expert, SKOLKOVO Energy Centre (SEneC)

Diana Kalyaeva

Director, TEP, Private Wealth Services, PwC Legal

Yulia Khodorova

Senior Consultant at CAF Russia

Kakhaber Kiknavelidze

General Director, Bank of Georgia

Sergey Kalinin

Counsel, Head of Tax Practice, Law offices "Egorov, Puginsky, Afanasiev & Partners"

Russia’s Wealth Possessors Study, 2015

Первое детальное исследование ценностей и предпочтений российских владельцев капитала в области преемственности и филантропии.

More info
Slider 2

Family offices in Russia: myths and facts, 2016

Уникальное исследование российских «семейных офисов».


Russia’s Wealth Possessors Study

Исследование призвано выявить отношение российских предпринимателей и инвесторов к вопросам преемственности.

More info

Family offices in Russia: myths and facts

Исследование позволит определить существующие модели «семейных офисов» и предложить их типологию, определить их роль в финансовых и нефинансовых аспектах жизни семьи.



Registration is closed

The event is designed for:

Wealth possessors and their families
Family office representatives
Financial institutions, including private banking representatives
Consulting and law firms
Representatives of philanthropic foundations
Other professionals servicing private wealth


How it was in 2016:

Conference Organiser


SKOLKOVO Wealth Transformation Centre is an educational and research platform for business families, their family offices, service providers, philanthropic organizations, regulators and academia in Russia and CIS. The Centre study international and Russian experience of wealth management and succession, adapt best practices and offer effective solutions for Russia, through the work with the regulator. One of the main goals is to explore the phenomenon of family business in Russia and to develop educational programmes for different generations of business families and family offices managers. For this purpose we run regular surveys of the business community and service providers.


The Moscow School of Management SKOLKOVO, one of the leading private business schools in Russia and the CIS, was founded in 2006 by members of the business community.
The school’s founding partners are 10 Russian and multinational firms and 11 individuals, each a leader of Russian business. The educational offerings of the Moscow School of Management SKOLKOVO include programs for businesses at any stage of development – from startups to major corporations entering international markets.
The Moscow School of Management SKOLKOVO also serves as a hub of expertise drawing those who place bets on Russia and work in markets with fast-changing economies.


Interested in partnering with the SKOLKOVO business school?

Ksenia Arkhangelskaya
Key account manager

+7 963 717 86 49



Moscow School of Management SKOLKOVO
100, Novaya str., Skolkovo, Moscow Region

Gvantsa Razmadze
Administrative Manager

+7 495 539 30 03

Marina Smirnova
Marketing Manager

+7 962 932 15 44