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Are you struggling to serve clients with complicated governance and education needs? FOX’s Chief Learning Officer, Mindy Earley, and FOX Family Learning and Leadership Consultant, Jeff Strese, will lead a conversation on how to successfully manage difficult client dynamics. Jeff Strese, Family Learning and Leadership Consultant, FOXModerated by Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX

Panelists will discuss philanthropic shifts happening with families and the advisor role in facilitating the planning. One advisor will tell their story of how they listen to the needs of families and support their client’s process toward achieving their philanthropic vision. Attendees will gain insight about evolving family philanthropy strategies, and the session will demonstrate the impact of effective advisory services.

Rob Wolcott, Co-Founder and Chairman of The World Innovation Network (TWIN), will explain the ‘great unwinding’ of 2021 and how organizations can harness the powerful yet chaotic energy that will be unleashed on the world as society opens back up. Now more than ever, organizations need to identify what objectives they’ll prioritize during this unprecedented period, which changes born of the pandemic they will retain, what re-opening will mean for their stakeholders, and understand who needs help and how they can contribute in relevant ways that align with their values.

Valerie Mosley, Founder of BrightUP and Chief Executive Officer, Valmo Ventures Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Ben Buettell, Director, Fusion Acquisition Corp. and Co-Founder/Former Partner of R7 PartnersBrent Hill, Managing Partner, Origin VenturesKristen Jones, Partner, Private Equity and Private Credit Research Analyst, Albourne PartnersDr. Wolf von Laer, CEO, Students For LibertyModerated by Matthew Murphy, Director, Business Development, FOX

Alex Gong, CFA, Fonex GroupJonathan Krane, Chief Executive Officer, KraneSharesModerated by Miguel López de Silanes Gómez, International Market Leader, FOX US-China tension is a key market driver in 2021.This session will focus on the family office investment landscape in Asia with a focus on China.

Phil Durst, Chief Investment Officer, Brush Street, a division of Ford Estates, LLCKathleen Vogelsang, Chief Investment Officer, Van Andel InstituteAnthony Waskiewicz, President and Chief Investment Officer, Investment Office Resources, LLC

Jonathan Tunner, Director, Private Investment Opportunities, FOXModerated by Tim Duffy, Esq., General Counsel, Manager of Strategic Partnerships, FOX

Barry Dorfman, Founder and President, BLD Holdings, Inc.Moderated by Miguel López de Silanes Gómez, International Market Leader, FOX

Andy Gloor, Chief Executive Officer, Sterling BayChristopher Merrill, Co-Founder, Chairman, and Chief Executive Officer, Harrison StreetRich Ratke, Managing Partner, Walton Street CapitalModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX