2020 FOX Rising Gen Spring Forum - Agenda

Friday, April 3
11:00 am	Registration

11:45 am	Networking Luncheon

12:30 pm	Welcome and Discovery Session Heather Abramson, Director, Relationship Manager, Family Office Exchange Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Learning Center^TM, Family Office Exchange Kara Murphy, Family Learning Program Manager, Family Office Exchange

	Exploring the Depths of a Passion Stockton Rush, CEO & Founder, OceanGate Inc. After pursuing a career in the skies – at 19, he was the youngest licensed jet transport pilot – and as a tech investor, Stockton Rush turned his curiosity and passion for exploration into OceanGate, a company that builds deep ocean submersibles and offers researchers and citizens alike a chance to take an expedition of a lifetime. We will hear his pioneering story about innovation, design, and a desire to push boundaries in exploration of some of the world’s deepest ocean sites. Building a Business Jacob Ball Additional Presenters Forthcoming... Some say building and growing a business is in your genes. Whether it is nature or nurture, the ability to create or grow a business, non-profit or social enterprise is no simple task. We will hear from two FOX Rising Gen members about how they approached building a business, what it takes to find the right opportunity and their secrets to success. Not Your Grandparents' Investment Portfolio Michael P. Hotz, CFA, Vice President, Asset Consulting Group Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. A well-regarded investment consulting firm will lead an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfolio.

5:30 pm	Friday Agenda Concludes

6:30 pm	Dinner Reception

Saturday, April 4
8:00 am	Registration and Networking Breakfast

9:00 am	Welcome and Discovery Session Heather Abramson, Director, Relationship Manager, Family Office Exchange Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Learning CenterTM, Family Office Exchange Kara Murphy, Family Learning Program Manager, Family Office Exchange One of the most valued benefits of participating in the Forum is getting to know your peers in a safe space to explore the challenges and opportunities facing young people of wealth. We will “break the ice” with fun, interactive exercises designed to jump-start your networking.

9:45 am	Learning to Embrace the F-Word Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Learning CenterTM, Family Office Exchange Kara Murphy, Family Learning Program Manager, Family Office Exchange Bill Lyons, Senior Director, Institute for Family Culture, Abbot Downing As human beings, we are conditioned to shy away from the F-word. No, not that one, Failure. In this interactive session, we will explore what it means to fail, whether in spectacular fashion or only in the confines of our families. We will engage in exercises that teach us to embrace failure in the small things, so we are prepared to risk, and possibly fail, in the bigger things in life.

	When Things Didn't Go the Way I Planned Mercy Goddard, Vice President and Family Member, Investment Resources Corporation Additional Presenters Forthcoming... FOX members will share their stories about the time things didn’t go the way they planned, how they failed and lived to tell the tale. And we will have an opportunity to share our own stories with one another in roundtable conversations. Roundtable Discussions

11:45 am	Networking Luncheon and Peer Exchange Participants will join in facilitated discussions with peers on a variety of topics.

12:45 pm	Resilience and Recovery Bill Lyons, Senior Director, Institute for Family Culture, Abbot Downing We will dive into the concept of resiliency, and what it takes to recover when something doesn’t go the way you’ve planned.

2:00 pm	Forum Adjourns