Thursday, March 2

FOX Opening Remarks – What Makes a Family Enterprise Successful

Presenter:
Sara Hamilton, Founder and CEO, Family Office Exchange

The management of multiple businesses, properties and trusts calls for a sophisticated and dynamic enterprise model. Engaging family members to agree on the elements comprising a family’s guiding principles and future vision is essential to finding a successful approach to:

• Shaping goals for the enterprise plan
• Developing key strategies for the family’s action plan
• Achieving a customized family enterprise model that is embraced by family members

Keeping the Entrepreneurial Spirit Alive in the Family Enterprise

Moderator:
Ann Dugan, Senior Managing Director – Consulting, Family Office Exchange

Panelists:
Dawn Fuchs, Managing Director, The Weavertown Group, 3G Member of Founding Family of Weavertown LLC

Robert Hammett, Vice President, Chifam LLC, 5G Member of Cowles Family

James E. Rooney, Principal and Co-Founder, FirstLink, 3G Member of Founding Family of the Pittsburgh Steelers

Stephanie Rooney, Chairwoman and Co-Founder, FirstLink

Interest in entrepreneurism remains highly relevant for FOX owners worldwide, particularly within rising generations. In response, family leaders try to balance the needs of their family enterprise while simultaneously fostering opportunities for individual family members who express an entrepreneurial interest. Such aspirations may include starting a new business, often inspiring the family’s enterprising spirit.

Discover how four family entrepreneurs were able to influence and cultivate the creation of new businesses, expansion within industries, as well as a host of new opportunities.

Breakout Session Preview

Gain insights on the five breakout sessions coming up after lunch before taking a deeper dive in the topic of choice as each breakout presenter provides a glimpse into: governance, cross cultures in families, FOX research on the partnership between families and their advisors, integrating family health and how to get the most out of your family office.

Breakout Sessions - Choose one of the following four sessions:

Building Trust in Families through Governance Structures for Family Enterprises

Panelists:
Francesco D’Amico, Executive Committee, Quilvest Switzerland Ltd

Bryan Dunn, CEO, Kinship Trust Company

Sara Hamilton, Founder and CEO, Family Office Exchange

Learn about best practices of families who properly manage the critical dimensions of governance and operating structures within their family enterprise:

• Aligning family goals with governance structures
• Creating a family board and assigning responsibilities
• Developing leadership succession programs

Breakout 2

How to Get the Most Out of Your Family Office

Presenter:
Daniel S. Bowman, Family Office Executive, Tibbetts Family Holding Company, LLC

In order to achieve control, security, and quality within your family office, some key decisions need to be reached such as:

• Developing financial independence for family members
• Educating them about responsible ownership and governance
• Keeping your family office team energized and engaged

Family office executives share their insights on where the attention should be focused for optimal success.

Integrating Wellness within Family Homes and the Neuroscience Behind Reducing Travel Stress

Presenters:
Denise Bober, Vice President, The Breakers Palm Beach, Inc.

Claudia Aguirre, Ph.D. Neuroscientist and Mind-Body Expert

Shifting between seasonal family homes and traveling for business or pleasure can easily disrupt your family’s health and daily fitness routine. Gain insights on how to maintain healthy behaviors from The Breakers’ wellness expert who will share insights on maintaining your energy throughout the day, the importance of hydration and what to do when there’s no time for exercise. A top neuroscientist joins to share research on how mindfulness-based stress reduction techniques such as meditation, serve as effective ways to lower stress levels, reduce anxiety and depression, and promote emotional well-being. You’ll gain access to the latest research on the importance of sleep, how to recover faster from jet-lag, and the significance of the air within your home – could it be making you sick?

Owner Dialogue Sessions

• Family Businesses Focused on their Next Chapter
• Families Focused on Philanthropic Impact
• Families Committed to Building Enterprises
• Families Active in Direct Investing

4:45 pm

Adjournment

Friday, March 3

The Great Transformation: A Shifting Economic Climate

Presenter:
Karen Harris, Managing Director, Macro Trends Group, Bain & Company

Family Enterprises will be transformed by a shifting economic climate. Recent historic votes in major countries around the world are causing ripple effects which Macro Economist, Karen Harris, believes will unleash new waves of growth and decline. Her research predicts a new set of winners and losers over the next decade. Trends of regionalism and populism will be profound as risk premiums rise, global institutions lose trust, and tech innovations change the way things work. This confluence of emerging trends must be understood so that you can position the complex moving parts of your family enterprise to remain at the leading edge. Don’t miss this powerful research-based understanding of our new economic reality. 

Disruptions in the Investment Industry and the Future of Alpha

Presenter:
Kristi Kuechler, President, Private Investor Center, Family Office Exchange

Discover the investment trends that sophisticated investors are adapting to as they continue to seek robust returns for their families. Some of the trends discussed will include:

• The commoditization of long-only equity
• New thinking in asset allocation
• Reassessment of hedge funds
• Reconsidering private equity

The Soul of Money

Presenter:
Lynne Twist, Author, The Soul of Money

In today’s “money culture,” everyone experiences fear, constraint, and misunderstanding around money at some point in one’s lifetime.  By looking at our own financial “story” and the ways our beliefs may have limited and constricted our relationship with money, we can re-conceptualize money.

Lynne Twist, author of the best-selling book, “The Soul of Money,” offers new pathways to realign our relationship with money through:

• Appreciating the power and presence of your existing resources
• Gaining an appreciation of your inherent completeness, regardless of your current economic circumstances
• Experiencing a new sense of freedom and joy in your relationship with money