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As more investors align their investment strategies with their social values, considerable debates have grown too. Can impact investing deliver market-rate returns? What opportunities exist for investing in areas such as gender equality, climate, or a particular community? What practical steps have other family offices taken to realize competitive rates and achieve measurable social impact? Learn about the opportunities and challenges, as well as what’s happening across the social impact industry, during a “fireside chat” with two active social impact investors.

With Covid-19, we've all crossed the Digital Rubicon. Professor Wolcott will offer foresight about the next few years and beyond, and what it might mean for business leaders and investors.

In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Additionally, we explored the complex wealth advisor ecosystem and why finding the right partnership can be a game changer.

Technology trends like AI, robotics, blockchain, and cybersecurity are poised to seismically change global industry, what is their true potential for investment impact? Constance Freedman talked about assessing general investment strategies against large vertical opportunities, how you should think about true market sizes, which firms are most likely to succeed, and how an investor can add value and get involved.

During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization through privileged access to personal data, powered by AI, can be implemented to achieve high-performance client relationship building today, and beyond.

How we think and feel impacts our health, decision making and actions. Learn from 30 years of research on how people react during times of adversity, and the most effective ways to cope and grow. You’ll gain insight into your personal resilience profile and discover how you can help others deal with the demands of this challenging time.

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation.Presenters:Thomas P. Melcher, Managing Director, Director of Family Wealth, GlenmedeJack Thurman, Managing Partner, BKD Family OfficeJohn Zimmerman, President, Ascent Private Capital Management of U.S. Bank

With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events professionals will share their successful strategies and activities to reinvent engagement activities, as well as tips and best practices to help you reinvigorate your own client engagement strategy.Presenters:

In less than a decade, artificial intelligence (AI) has gone from a fringe research topic to a reality, revolutionizing industries across the sophistication spectrum. If you haven’t implemented AI yet, you soon will. So it’s essential you understand AI’s transformative nature, its real-world successes and future potential, and what sets companies that use AI apart.

New York Times best-selling author, and technology innovator Thomas J. Anderson will help you connect old currency ideas to new technologies. As billions of dollars pour into blockchain and cryptocurrency - with trillions more depending on the outcome - investors need to form their own conviction hierarchy around this emerging and dynamic ecosystem. We’ll explore the implications of, and use cases for these emerging technologies and currencies, and discuss the potential for a megatrend convergence.