FOX Fall Forum Speakers
Bernard Abdo
Managing Director, Deutsche Asset & Wealth Management
Head of Alternatives and Fund Solutions for the Americas and Member of the Deutsche Asset & Wealth Management ("DeAWM") Alternatives and Fund Solutions Executive Committee, DeAWM Americas Executive Committee and Wealth Management Americas Executive Committee: New York Joined the Company in 2007 with 8 years of industry experience. Prior to his current role, Bernard served as Head of Fund Derivatives for the Americas in the Corporate Banking & Securities Division. Prior to joining, he worked as Head of Fund Derivatives for the Americas at Goldman Sachs, as a Marketer for the Structured Fund Products Group at IXIS Capital Markets and as an Investment Professional at Axalon Capital Group. Bernard began his career as an Associate at White & Case LLP.
Adam Braun
Founder, Pencils of Promise
Adam Braun is a New York Times bestselling author and the Founder of Pencils of Promise, an award-winning organization that has broken ground on more than 200 schools around the world. In recent years he has been named to the Forbes 30 Under 30 List, Wired Magazine’s “50 People Who Are Changing the World,” and was selected as one of the World Economic Forum’s first ten Global Shapers. He has also been a featured speaker at The White House, United Nations and Clinton Global Initiative.
Braun began working summers at hedge funds when he was just sixteen years old, sprinting down the path to a successful Wall Street career. He started his college career as a Division 1 basketball player, but while traveling abroad he met a young boy begging on the streets of India. When Braun asked him what he wanted most in the world, he simply answered, “a pencil.”
This small request became the inspiration for Pencils of Promise, the organization Braun would leave Bain & Company several years later to start with just $25 on his twenty-fifth birthday. Using his unique “for-purpose” approach, he meshed for-profit business acumen with non-profit idealism and in doing so created a leading organization in the global education space, proving that anyone can start a movement that matters.
Brad R. Balter
CFA, Chief Executive Officer & Portfolio Manager
Brad has experience in the financial services industry beginning in 1992. He is managing partner and founder of both Balter Capital Management (BCM) and Balter Liquid Alternatives (BLA). At Balter Liquid Alternatives, Brad is responsible for managing the firm's mutual fund products and setting the strategic direction of the mutual fund company. He is also a portfolio manager of the Balter Long Short Equity Fund. Prior to forming Balter Capital Management in 2006, Brad was a Managing Director, Institutional Investor Group at Citigroup Global Markets where he held primary responsibility for multi-strategy hedge fund relationships from 2002-2005. From 1992 to 2001 Brad was with PaineWebber Inc. (and subsequently UBS) where he was a leading member of the firms middle markets hedge fund coverage program with primary responsibility for early stage hedge fund relationships. He is a graduate of Williams College and a Chartered Financial Analyst.
Julio Cazorla Aiguabella
CEO, Grupo Corporativo Landon, Barcelona
After his late period of more than thirteen years as Landon Family Office Director, the investing arm of the Gallardo Family, at his present stage, Julio Cazorla is Member of the Board at Grupo Corporativo Landon, Family Office developing activities in different industries such as Real Estate, Financial Investment, Private Equity in different areas (acquisitions, turn- arounds, corporate development, divestments...), Hotel Activities and Renewable Energies.
During his long career, Julio Cazorla has worked as Managing Director, Chief Executive Officer and Board Member for an extended number of companies in different industries.
Jeff Cook McCormac
President & CEO, Policy and Taxation Group
Jeff Cook-McCormac advocates on behalf of family enterprises in their efforts to decrease the maximum federal estate tax rate and ultimately eliminate federal estate, gift and generation-skipping transfer (GST) taxes. Cook-McCormac recently led successful efforts to prevent an increase in the estate tax rate and preserve valuation discounts, legitimate planning methods and the $5 million exemption indexed for inflation. As tax reform returns to the fore in the context of deficit reduction, Cook-McCormac is working to mobilize the estate tax relief coalition and lobby members of Congress to fight proposed tax increases and ensure family businesses have the best chance for sustainable relief and ultimate repeal.
Michael Coors
CEO, Outlast Technologies
Michael Coors is CEO of Outlast Technologies, a leading specialty chemicals company focused on phase change materials. Mr. Coors joined Outlast after spearheading its acquisition by Golden Equity Investments. He is also a manager at 9th Street Investments, a venture capital firm focused on advanced materials. He is currently on the board of Schulze Global Investments, a leading frontier markets private equity company, and Lightning Hybrids, a medium sized hybrid vehicle startup. Mr. Coors graduated from the Colorado School of Mines with a Bachelor's in Mechanical Engineering.
R. Kelly Crace
PH.D., Associate Vice President of Health & Wellness, William & Mary College
Kelly is the Associate Vice President for Health & Wellness at the College of William & Mary. He is a licensed psychologist, the co-author of the Life Values Inventory, and creator of The Life Values Inventory Online, an online mini-course for values clarification and personal development. He has published and presented in the areas of values, flourishing, transition, identity development, and multi-generational family organizational development. He is president of Applied Psychology Resources and has conducted over two thousand seminars for academic, business, and sport groups.
He has served as director of two college mental health centers at Duke University and at the College of William & Mary. He received his academic and clinical training from Vanderbilt University, the University of North Carolina at Chapel Hill, and Duke University. He is co-inventor of a U.S. Patented Interactive Sports Simulator System designed for scientific and entertainment application. Kelly was the recipient of the Chambers-Reid Award for Professional Excellence at William & Mary.
Francesco D'Amico
Executive Committee, Quilvest Switzerland Ltd.
Mr. D’Amico has served since 2005 the family members of the founding family of Quilvest Group. He is a member of the executive committee, responsible for all client matters and the development of Quilvest Switzerland Ltd.
Mr. D’Amico was in charge for 4 years of the European Private Banking Marketing Unit of Unicredit-HVB Group (UCI). During this period, Mr. D’Amico was also the CEO of Unicredit Private Wealth Advisory, the multi family office of Unicredit.
Mr. D’Amico joined Unicredit Private Banking after 10 years of experience in the Wealth Management industry in Switzerland (8 years as management consultant and 2 in a Swiss Private Bank).
Steven Einhorn
Vice Chairman, Omega Advisors, Inc.
Steve, is the Vice Chairman of Omega Advisors, Inc. Prior to that, Mr. Einhorn was Goldman Sachs & Co.’s Partner-In-Charge of the global investment research department and Co-Chairman of the Investment Policy Committee. Mr. Einhorn became a Partner in 1986 and a Managing Director in 1996. He also serves as a Trustee at The Mount Sinai Hospital. Prior to joining Goldman, Sachs & Co. in 1977, Mr. Einhorn was a Manager of the common stock department at Prudential Insurance Company. He was a member of the editorial board of the “Financial Analyst Journal” and has published many articles in financial publications. Mr. Einhorn is currently a Member of the Board of Trustees of Mount Sinai School of Medicine and The Mount Sinai Hospital. He is a past Member of the Board of Directors at the New York Society of Security Analysts and was a Trustee at the Securities Industry Institute. For 16 consecutive years ending in 1994, Mr. Einhorn was a Member of the Institutional Investor “All-America Research Team”. He received an M.S. in Finance from the University of Illinois in 1972 and a B.A. from Rutgers in 1970.
Christine K. Galloway
President and CEO, Okabena
Chris joined Okabena in 1993 as President of Financial Services and was promoted to President and CEO in 2001. She is responsible for the strategic direction of the Company including management oversight of the accounting, tax planning and compliance, financial reporting, systems, and investment management functions as well as the delivery of financial planning services to Okabena clients. Prior to joining Okabena, Chris held management positions at the Harris Bank in Chicago. She received her MBA from the Kellogg Graduate School of Management at Northwestern University.
Serge de Ganay
Chairman of the Board, Quilvest Wealth Management
Serge de Ganay is currently the Chairman of the Board of Quilvest Wealth Management, a Holding which regroups the banking activities of Quilvest (Paris, Zürich, Luxembourg).
He is also Chairman of Quilvest Banque Privée in Paris, and a Board Member of Quilvest S.A, the Financial Holding of the Bemberg Family, listed on the Luxembourg Stock Exchange. Quilvest is involved in two main activities: Private Equity and Private Banking.
Joline Godfrey
CEO, Independent Means
Joline Godfrey is the CEO of Independent Means and an innovator in financial education for children and families. Originator of a unique developmental, experiential approach to financial education, her work gives families new tools for developing their human capital and raising children growing up in the midst of abundance.
Godfrey is also the author of Raising Financially Fit Kids, Our Wildest Dreams: Women Making Money, Having Fun, Doing Good; No More Frogs To Kiss: 99 Ways to Give Economic Power to Girls; Twenty $ecrets to Money and Independence: The DollarDiva’s Guide to Life.
Neil Howe
Founder & President, LifeCourses Associates
Neil Howe is a renowned authority on generations and social change in America. An acclaimed author and speaker, he is the nation’s leading thinker on today’s generations—who they are, what motivates them, and how they will shape America’s future.
Howe is founder and president of the consulting firm LifeCourse Associates, where he develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing, workforce issues, and strategic planning. LifeCourse has served hundreds of corporate, nonprofit, and government clients.
A historian, economist, and demographer, Howe is also a recognized authority on global aging, long-term fiscal policy, and migration. He is a senior associate to the Center for Strategic and International Studies (CSIS) in Washington, D.C., where he helps direct the CSIS Global Aging Initiative.
Howe is a bestselling author who has written over a dozen books on generations, demographic change, and fiscal policy, many of them with William Strauss. Howe and Strauss’ first book, Generations (1991) is a history of America told as a sequence of generational biographies. Generations, said Newsweek, is “a provocative, erudite, and engaging analysis of the rhythms of American life.” Vice President Al Gore called it “the most stimulating book on American history that I have ever read” and sent a copy to every member of Congress. Newt Gingrich called it “an intellectual tour de force.” Of their book, The Fourth Turning (1997), Dan Yankelovich said, “Immensely stimulating…We will never be able to think about history in the same way.” The Boston Globe wrote, “If Howe and Strauss are right, they will take their place among the great American prophets.”
Howe and Strauss originally coined the term “Millennial Generation” in 1991, and wrote the pioneering book on this generation, Millennials Rising, in 2000. Neil has since released several application books on Millennials—including a Recruiting Millennials Handbook for the United States Army (2001), Millennials Go To College (2003, 2007), Millennials and the Pop Culture (2005), Millennials and K-12 Schools (2008), and Millennials in the Workplace (2010). Howe’s work on the Millennial Generation has been featured frequently in the media, including USA Today, CNN, the New York Times, and CBS’ 60 Minutes.
Dr. Cédric Jeannot
CEO, I Think Security, Ltd.
Dr. Jeannot is the founder and CEO of I Think Security Ltd., an award-winning R&D security lab, providing secure solutions for data, cloud and mobile. An expert in the field cryptography, authentication, and key management, Dr. Jeannot leads the strategic direction, research and development efforts for all I Think Security Ltd. products. He is currently focusing his expertise on LOQ, an information security and control service that provides asset managers with a competitive advantage. Its enabling technology drives new revenues, reduces risk exposure and supports compliance efforts.
Hendrik Jordaan
President and Chief Executive Officer of
One Thousand & One Voices
Hendrik Jordaan is President and Chief Executive Officer of One Thousand & One Voices, a movement of influential families from around the globe investing Relational Capital, Intellectual Capital and Patient Financial Capital – or Three-Dimensional Capital™ – to profitably accelerate prosperity in rising markets. Following the launch of One Thousand & One Voices at the World Economic Forum on Africa in May 2013, Mr. Jordaan now oversees a team of private equity executives with offices located in South Africa, England, Mauritius and the United States.
Dirk Jungé
CFA, Chairman, Pitcairn Company
Dirk Jungé, CFA, is Chairman of Pitcairn Company. He also, until recently, served as Chief Executive Officer of Pitcairn, a recognized global leader in the specialized family office marketplace. He has been an innovator and leader in the family office for over 30 years. A fourth generation member of the Pitcairn family, he was instrumental in establishing the firm as a multi-family office in 1987, and led Pitcairn’s pioneering transition to a 100% open architecture investment platform.
Dirk is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance, and succession planning. In 2012, he received the Family Office Review (FOR) Industry Leadership Award in recognition of his significant contributions to the family office industry and was also named FOR Multi-Family Office CEO of the Year. His article, “From family business conflict to family connectedness” appeared in the Autumn 2007 issue of Family Business Magazine. In addition, in 2006, he contributed a chapter for the Handbook of Family Business and Family Business Consultation: A Global Perspective, which explores the role of the multi-family office in a changing global economy.
Adam R. Klein, Partner, KattenMuchinRosenman LLP
Adam R. Klein, head of the Chicago Corporate group and the nationwide Sports and Sports Facilities practice, counsels clients nationwide on matters related to the business of professional sports. He represents clients regarding the sale and acquisition of sports franchises; compliance with, and developments in league rules; broadcast and digital media agreements; arena/stadium matters; debt and equity financing; player issues; coach and management employment agreements; intellectual property issues; ticketing agreements; concession deals; joint venture arrangements; and sponsorship and naming rights agreements.
David Martin
President, Foster Holdings, Inc.
David joined Foster Holdings, Inc., the family office for the Foster family in 1981 and was promoted to President in 1991. The family office was formed when the Foster family sold their steel business and decided to continue together as a family. Today, the Foster family is comprised of eighteen households spanning second through fifth generations. David oversees the family’s investments, educational programs for family members, generational planning, philanthropy and income tax planning and compliance.
Board seats include: one of the family’s operating businesses (chair), the Board of Directors of the YMCA of Greater Pittsburgh, the Institute for Entrepreneurial Excellence at University of Pittsburgh’s Innovation Institute (chair), the investment committee and finance committee of the Carnegie Museums of Pittsburgh and a member of the Editorial Advisory Board of Trusts and Estates magazine.
Bill Mulvihill
Senior Vice President, U.S. Bancorp Sports & Entertainment Group
Bill Mulvihill is a Senior Vice President and Head of the U.S. Bancorp Sports and Entertainment Group. Before joining the bank in 2006, Mulvihill worked as Senior Economist for First Trust Advisors L.P., a financial services firm near Chicago, IL, where he was frequently highlighted in national print media and on business T.V. Mulvihill began his career on the staff of the U.S. House of Representatives Committee on Ways and Means with a focus on tax policy and economic issues. During this time, he was a significant contributor to the passage of the “Jobs and Growth Tax Relief Reconciliation Act of 2003.” – the third largest tax cut in U.S. history.
Elizabeth P. Munson
President, Rockefeller Trust Company, N.A.
Elizabeth P. Munson is the President of Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware). She is also a Managing Director and Senior Client Advisor of Rockefeller & Co. As an advisor to high-net-worth individuals, families and family offices, Liz specializes in trust and estate planning and philanthropic matters. Prior to joining Rockefeller & Co. in 2001, Liz was a partner in the Private Clients Group at White & Case, LLP, where she practiced from 1983. Liz received an L.L.M. in taxation from New York University School of Law, a J.D. from the Harvard Law School and a B.A. in English from Yale College. She is extensively involved in non-profit organizations, including positions as Board Chair of Lenox Hill Neighborhood House, Vice President and Secretary of Episcopal Social Services, Secretary of FWWB (Friends of Women’s World Banking)/USA, and Secretary of the Cancer Schmancer Foundation. She is also a director of CPA®17 and CPA®18, which are real estate investment trusts advised by WP Carey & Co. LLC.
Tania Neild
Ph.D., Founder and CEO, InfoGrate, Inc.
Dr. Tania Neild is the Founder and CEO of InfoGrate, Inc., a consulting company specializing in information technology solutions for the financial services sector. Dr. Neild has established successful web-based information exchange solutions for clients from the Fortune 100 down to start-ups. InfoGrate supports all aspects of holistic information management, including technology specifications, tool selection and design, data feed integration, operations, data warehousing, reporting, and maintenance.
Dr. Neild’s extensive web deployment experience enables her to consult on complex issues such as crossing applications for general ledger systems, analyzing security master attributes, modeling or tracking relationships, and managing tax or partnership accounting. Within technology infrastructure, InfoGrate has deep domain expertise with the design, customization, and implementation of new technologies and services to align strategic business objectives with tactical requirements, including compliance, disaster recovery, file management, security checks, and vulnerability assessments.
Ernesto J. Poza
Clinical Professor of Global Entrepreneurship &
Family Enterprise, Thunderbird’s School of Global Management
Ernesto J. Poza (BS Yale University; MBA, Sloan School of Management, Massachusetts Institute of Technology) is an internationally recognized, top-rated speaker and consultant to family-controlled and family-owned businesses. He is Clinical Professor of Global Entrepreneurship and Family Enterprise at Thunderbird’s School of Global Management. As a speaker, consultant and board member he challenges business owners to revitalize mature businesses through strategic thinking, succession planning and change management. His work on governance, the key role of nonfamily management and succession has been featured on CNN, NBC, and NPR, as well as in The New York Times, The Wall Street Journal, Fortune, Business Week, Family Business Magazine, Inc., El Pais, Excelsior, Expansion, and El Nuevo Día. Poza is on the editorial board of the Journal of Family Business Strategy.
Douglas S. Rogers
CFA Chief Investment Officer Ascensio Asset Management, LLC
Mr. Rogers is the Chief of Investment Officer and founder of Ascensio Asset Management, LLC, a firm he created to provide to provided best practices consulting services to ultra high net worth families and private wealth consultants. He has served as Chief Investment Officer for nationally recognized consulting and wealth management firms responsible for directing strategic asset allocation, tactical positioning, and manager selection and due diligence. As a senior consultant and chief investment officer at CTC Consulting, he served discriminating clients with an average relationship size of $800 million. Prior to his high-net-worth family investment consulting experience, he had ten years of portfolio management, marketing and client servicing duties.
Patricia M. Soldano
Managing Director of Client Service, GenSpring Family Offices
Patricia M. Soldano has spent over 25 years managing family offices, providing full service, integrated family office services to many families. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009 Cymric became part of GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $15 billion of assets. Pat Soldano is now Managing Director of Client Service for the firm’s Western Region. Ms. Soldano received her MBA from Claremont Graduate School and her BA in Business Administration from California State University, Fullerton. A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth, The Washington Post, Forbes, Wealth Manager magazine, Fund Fire, Infovest, and other newspapers and periodicals.
David A. Sackler
President, Summer Road, LLC
David is currently the President of Summer Road, LLC, a single family office. For the seven years prior to Summer Road, David was the Managing Director of Moab Capital Partners, LLC, an event driven hedge fund he co-founded. Prior to Moab, David held positions at OSS Capital Management and Perry Capital, both prominent New York hedge funds. David graduated from Princeton University with a AB in Economics. He sits on the Boards of Directors of his family's various pharmaceutical businesses.
Jill Shipley
Managing Director - Family Dynamics, Education and Governance, Abbot Downing
For the last fifteen years Jill Shipley has been dedicated to helping families sustain their wealth and ensure it has a positive impact on the family, individual family members and the community. As a Managing Director in Abbot Downing’s Family Dynamics and Education Practice she works to help families clarify values, enhance communication, plan for transitions, engage in shared philanthropy and prepare heirs. Prior to joining Abbot Downing, Jill served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth.
Charles Stutenroth
Regional Managing Director, Ascent Private Capital Management
As Regional Managing Director of Ascent’s Cincinnati office, Chuck brings a leadership approach that reflects both his can-do attitude and a depth of professional experience and insight gained over 24 years of work with institutional clients and families of significant wealth. With a particular focus on portfolio management, his career has spanned the key areas of portfolio construction, hedging and risk management, manager selection, and professional staff development. He has developed a rich experience set across various fund management roles and as a Chief Investment Officer of a multi-family office organization.
Dulcie L. Truitt
President & Chief Executuive Officer, Briar Hall
Dulcie L. Truitt is President and Chief Executive Officer of Briar Hall, a full service family office serving the 3rd, 4th and 5th generations of a Chicago based family. Before joining Briar Hall, Dulcie was the President of two other mullti-generational family offices. Prior to entering the family office industry, Dulcie was a partner with KPMG. 2014 marked the 17th year that Dulcie has been in the family office industry, the same number of years that she was a partner at KPMG.
Dulcie is the President of the Private Investor Coalition, an organization formed to address the increasing regulatory and compliance issues impacting single family offices. She is a member of The Chicago Network, FOX Executive Council and multiple other family office groups. Dulcie is a licensed CPA and member of the AICPA and Illinois CPA Society.
Loraine Tsavaris
Managing Director, Rockefeller & Co.
Loraine B. Tsavaris is a Senior Client Advisor and a Managing Director of Rockefeller & Co. Loraine works with high net worth individuals, families and family offices in addition to working on growth-oriented initiatives for the firm. She is a member of the Board of Directors of Rockefeller Trust Company, N.A. Prior to joining Rockefeller & Co. in 2008, Loraine was at U.S. Trust for 37 years where she served across a range of senior-level positions, with a critical role in growing the company's various high wealth businesses. In her last position, she served as Managing Director and Principal of U.S. Trust's Multi-Family Office Group, where she advised the company's wealthiest clients with the most complex needs and developed the company's ultra high net worth business into a national platform. Loraine received a J.D. from Brooklyn Law School and a B.B.A. in Economics from Pace University. She is admitted to practice in New York, Connecticut and the U.S. Supreme Court. She is a Vice President and Trustee of Big Brothers Big Sisters of New York and Trustee of the Council of Senior Centers and Services of New York City.
Mitchell Ziets, Founder, Tipping Point Sports, LLC
Mitchell Ziets formed Tipping Point Sports, LLC in 2011 after leading Evolution Media Capital’s Sports Finance and Advisory practice. Prior to joining EMC, Mr. Ziets founded and served as President and CEO of MZ Sports LLC, a boutique sports advisory firm. In his twenty-five year career in sports finance, Mr. Ziets has advised team owners, municipalities and investors on more than eighty franchise acquisitions, financings and stadium and arena development projects and has raised over $7 billion for his clients. Mr. Ziets has advised on over forty acquisitions of sports properties, including successful acquisitions of, or investments in, the Padres, Nationals, Dodgers, Cavaliers, Mighty Ducks, Supersonics, Red Sox and Steelers, among others. In addition, Mr. Ziets has a long history advising teams and public entities on new or renovated stadiums. His client roster includes some of the nation’s most well-known sports facilities including Oriole Park at Camden Yards, Petco Park, M&T Bank Stadium, Dodger Stadium, Miller Park, Paul Brown Stadium, the Georgia Dome, Lincoln Financial Field, Citizen’s Bank Park, Great American Ballpark, Nationwide Arena, Quicken Loans Arena, Consol Energy Center, Staples Center, Bridgestone Arena, BB&T Center and Prudential Center.
FOX Facilitators and Speakers
Amy Hart Clyne
Executive Director Market and Content Development
Amy Hart Clyne is Executive Director of the Family Office Exchange (FOX) Market and Content Development team where she works on delivering market-centric solutions to both Family and Advisor Members of the firm. She is an executive with extensive experience in private wealth management serving ultra high net worth individuals. A strategic and tactical professional, Amy is skilled in developing strategy, marketing and communications programs to both members of senior management teams and as an advisor to industry leaders in private wealth management. Specific areas of expertise include strategic planning, client management and advisory, strategic marketing and research planning, internal sales and training meetings, client events and seminars, relationship management, and new product launch.
Amy provides over 25 years of experience in the ultra high net worth marketplace. She rejoined Family Office Exchange in 2012 after working as a consultant to some of the country’s leading private wealth management firms such as Silver Bridge Associates, Atlantic Trust and private family foundations over the last dozen years. She was the Marketing Director of The Chase Manhattan Private Bank serving the United States and Latin America for 7 years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for 6 years. Amy is characterized as a disciplined, results-oriented and highly collaborative leader with well-developed client and market assessment capabilities.
Jane Flanagan
Senior Consultant
Jane joined Family Office Exchange (FOX) in 1993, and has served in a number of capacities providing value to FOX members, including Managing Director of Membership, Director of Research, and as a Consultant, where she advised and counseled family offices and financial institutions on the wealth management process and family office operations.
Jane currently works as a developer, writer and editor on a number of industry whitepapers and research studies for FOX members. Some of her recent works include: Financial Reporting in the Family Office, FOX Insights: New Thinking in Family Wealth, Purposeful Management of Family Wealth: A Family Office Primer, and 50 Best Practices for an Enduring Family Enterprise. In addition, Jane monitors the FOX listserv and serves as a content resource for the Consulting and Research Teams at FOX.
Charles B. Grace, III
Managing Director
Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others. Charlie is active on the family office and advisor membership and research sides at FOX, including investment focused studies and other initiatives. He has experience facilitating member and client meetings for FOX.
Charlie has been active for over twenty years in the family office community advising high net worth families and serving as a resource to high net worth families and family offices. He advised on investment portfolios and wealth management generally for almost 10 years working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. His responsibilities included client relationships, business development, and membership on the firm’s investment committee, as well as business operations and firm strategy as Chairman of the Management Committee of the $1 billion investment advisory firm. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.
Sara S. Hamilton
Founder and CEO
Sara Hamilton is the founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 330 globally-minded family enterprises based in 23 countries.
Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2009, FOX celebrated its 20th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors.
Ms. Hamilton is the co-author of a new book called Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. She serves on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago.
In 2009, 2010 & 2011, Ms. Hamilton was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network.
Prior to founding FOX, Ms. Hamilton worked in marketing and strategy at Harris Bank and AT&T Information Systems. Ms. Hamilton holds a Bachelor of Arts degree from Vanderbilt University and an MBA from the University of North Florida.
Seth C Jackier
Managing Director, FDX Holdings LLC
Seth has 17 years experience in capital markets and structured finance. He was most recently Managing Director, Head of Central Region Securitized Products Distribution, at Bank of America Merrill Lynch in the investment bank’s Institutional Fixed Income business. In this producing manager role, he was responsible for overseeing the execution of new issue and secondary transactions. Seth played an active role in managing senior level relationships with private equity funds, family offices, hedge funds, money managers, banks, insurance companies, and pension funds. His product experience includes securitizations of residential and commercial mortgages, credit card receivables, auto loans, small balance commercial loans, shipping containers, aircraft financing, and other various pooled receivables. Prior to joining Merrill Lynch in ’00, Seth worked for five years at Lehman Brothers in their Mortgage Backed Securities and Derivative Products businesses. He has experience investing in real estate, natural resources, small business funding, and other private equity transactions. Seth’s role at FDX includes deal placement and relationship management. He also serves as a key liaison to FDX’s alliance partner, Family Office Exchange.
Mariann Mihailidis
Managing Director, Councils
Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Ms. Mihailidis has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.
Alexandre Monnier
President
Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries – in the US and internationally.
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business. Previously he spent 10 years as a management consultant serving firms internationally. He started his career in finance with Societe Generale.
Linda Shepro
Co-Managing Partner, FDX Holdings LLC
Linda was previously the CFO of a large midwestern family office and served on the investment screening committee for the family’s direct investments. In that role she worked directly with the portfolio companies’ financial and technology teams. Linda also was Vice President in the M&A group of a Fortune 100 company. Subsequently, she was co founder and partner of Shepro Braun Systems, whose flagship product, Total Return, provided comprehensive back office solutions to family offices and hedge funds. Linda has an extensive financial, accounting and consulting background with family offices and alternative investments. She has worked as an advisor to FOX concerning the design and implementation of FDX. Linda is the CFO and COO and Co-Managing Director of FDX Holdings LLC. In that capacity she serves on the investment screening committee and manages key relationships with FOX and outside alliances.