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
Brett Wayman, Vice President, Impact Investing, EnvestnetJoel Wittenberg, Former Chief Investment Officer, W.K. Kellogg Foundation
At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans
Greater levels of uncertainty are facing families around the world. Which makes the topic of leadership success more critical to thoughtfully plan and execute against. We’ll discuss five critical themes related to succession with author Ivan Lansberg, who will share how important transitions can be smoothly managed. Don’t leave your important family transitions to chance.
Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whether they’re the areas of massive opportunity that will transcend Covid-19.
This year’s dramatic events have shifted the tone of conversations in many families, surfacing differing philosophical views and diverse risk-taking appetites. Join the discussion on how families can build trust across divides and strengthen relationships across the family. We’ll outline consensus-building steps and give you group exercise ideas to help your family develop a pathway toward agreement on important topics. It takes some effort, but the payoff of a shared vision for the family’s future is worth it.
Across the country, organizations are seeking to be more thoughtful about how they approach the communities they serve and take steps to embed equity into their work. We’ll share examples of trailblazing leaders who have successfully integrated a more diverse workforce, as well as pitfalls to avoid if you want more diversity, equity, and inclusion within your teams.