Influence 2023

May 21st-23rd ,2023
The Loren Hotel, Bermuda

SAFETY, HONESTY, CLARITY & TRANSFORMATION

THE EVENT

Set against the beautiful backdrop of Bermuda’s iconic pink-hued sand and turquoise waters, INFLUENCE 2023 brings together a carefully curated group of family offices and thought leaders, for three days of connecting, storytelling, workshops and education.

Led by one of the world’s most sought-after family business advisors and coaches, INFLUENCE 2023 is the first event of its kind, to focuses on the human capital as the foundation for a healthy and sustainable family business.

To enable a Safe Space™, attendance to the retreat is limited to an intimate gathering of 20-28 global UNHWIs representing their family businesses. Through a custom curated program, designed to deepen familial relationships, guests will have the opportunity to develop a family a governance model that ensures the legacy of the business and its members for generations to come.

Join us for INFLUENCE 2023

With a focus on learning who and what are your greatest influencers, guests will be invited on a journey to discover who they are and how they affect your family and your business. Using our unique process of Organized Emotional Governance, we will provide the Safe Space™ for you to identify your personal story, leaving you with a deeper understanding of your purpose and clear roadmap to communicate and work together effectively.

Welcome to Bermuda

Famous for its dreamy turquoise waters, pink sand beaches, and laid-back lifestyle, it's not hard to understand why visitors fall in love with Bermuda. With its stunning natural beauty, and long-standing reputation as a sophisticated, blue-chip international financial centre, Bermuda offers a tranquil, yet vibrant place to relax and reconnect.

Home to a wide variety of museums, art galleries, outstanding golf courses, world class diving and UNESCO World Heritage Sites, guests will have the opportunity to immerse themselves in the island’s rich cultural heritage and spirit. With a team based in Bermuda, we will ensure that INFLUENCE 2023 is the perfect backdrop for you to explore everything Bermuda has to offer.

The Loren Hotel

Situated on eight acres of coastal landscape in exclusive Tucker’s Town, The Loren at Pink Beach is a luxury boutique hotel offering panoramic aerial views and access to Bermuda’s famous pink beaches. The Loren is an elegant, contemporary hideaway combining two restaurants, a full spa and extensive modern art collection.

With philanthropy and sustainability a key component of the retreat, INFLUENCE 2023 is working with The Loren Roots Initiative’s to acquire and regenerate over 50,000 bio-diverse acres of land. With this in mind, guests are invited to be a part of the effort through voluntary contributions, of just 1.5% of their hotel bill, to match the global reduction temperature goal of 1.5 °C.

SPONSORSHIP OPPORTUNITIES

INFLUENCE 2023 is offering a limited number of sponsorship opportunities to those who share the same values and vision – to build a culture of safety, authenticity and community for families to connect and collaborate.

As a sponsor you will have the opportunity to connect with influential family offices, investors and UNHWIs, and become one of the inaugural partners, for what will become an exclusive and very special biannual gathering for philanthropic families.

INFLUENCE 2023 will allow you to showcase your brand, generate leads, nurture relationships and meet with some of the world’s most discerning people.

YOUR HOSTS

Franco

FRANCESCO (FRANCO) LOMBARDO

Founder and Director of Veritage

Veritage is a global advisory firm for families, NextGen leaders and professionals, focusing on the emotional governance of money and wealth. Having spent decades working in finance and investment management, Franco developed his unique ‘Safe Space’ model to enable family businesses and their members to communicate with each other with clarity and harmony.

Under Franco’s expert guidance, Veritage creates an environment of safety, that humanises the conventional conversation surrounding governance to harness a rich emotional and lasting legacy.

Roshni-Cropped

Dr ROSHNI DAYA

Dr Roshni Daya is a coach, author, and speaker who guides clients through a framework of empowerment and transformation. With a background in applied psychology and law, Roshni has extensive experience and knowledge working with families and NextGen leaders, helping them to bridge the generational divides that often exists within family-owned businesses.

Laura Hearn

LAURA HEARN

Founder and Director of Meraki Creative Content

Laura is an astute communicator with 17 years of experience working as a BBC journalist, storyteller and producer across multiple platforms. She now works with individuals and organisations to translate the complex into simple, relatable and compelling content to increase engagement. Laura uses the power of storytelling to connect, educate, inform and enable audiences to think, act and feel differently about the world around them. Laura is also a mental health advocate and passionate equestrian.

Sylvia Jones

CORPORATE CONCIERGE

Sylvia Jones, Founder and Managing Director of Corporate Concierge

Corporate Concierge is a bespoke destination and relocation service provider for both corporate and private clients. Working with special events, relocation clients, start-ups, digital nomads and new property owners, Sylvia Jones and her team offer a premium service to the international business sector. Renowned for a highly personalised and detailed approach, and with over fifteen years' of expertise, their in-depth knowledge of island life ensures a seamless experience.