Sunday, October 23, 2022

All times listed are in U.S. Eastern Time.

Sessions marked with an asterisk (*) on the agenda offer CPE credit for every hour of programming. Up to 7.50 CPE credits can be earned by attending this event as a Thought Leaders Council Member, Family Member, or Family Office Executive. Up to 10.50 CPE credits can be earned by attending this event as a Rising Gen member, and up to 5.50 CPE credits can be earned by attending this event as a non-Thought Leader Council advisor member.

Rising Gen at the FOX Family Forum

FOX Family Forum

Rising Gen Welcome Dinner at 5Church
Join us for mingling, cocktails, and dinner on the rooftop lounge of 5Church Atlanta Midtown. Located blocks from the Loews Atlanta hotel, join us for this casual event with your fellow Rising Gen attendees.

5Church Atlanta Midtown
1197 Peachtree Street NE
Atlanta, GA  30361

Direct Investing Network Dinner at The Oceanaire Seafood Room
Please join us for a dinner at The Oceanaire with private investors, focused on bringing together families with an active interest in direct investing. Meet other like-minded investors and engage in meaningful dialogue around deal flow and related topics.

The Oceanaire Seafood Room
1100 Peachtree Street NE
Atlanta, GA 30309

Thank you to our DIN Dinner sponsor!

Monday, October 24, 2022

Rising Gen at the FOX Family Forum

FOX Family Forum

Breakfast, Welcome, and Warm up Activity

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX
Heather Asher Abramson, Director, Relationship Manager, FOX

First time Attendee Session
Join other first time Family Forum attendees and discover how you can make the most of your Family Forum experience. Attendees will have the opportunity to meet, mingle, and kickoff the forum with fellow members new to the FOX community.

Gaby Griffin, Co-Interim President, FOX
Scott Muench, Family Office Market Leader, FOX

Navigating Different Pathways of Engagement in the Family Enterprise*
You’re not taking over the family business or heading up the family office – so what now? If your family doesn’t have defined role paths within the family system, and you’re unclear about how to engage, you’re not alone. During this session, panelists will discuss what their families’ role defining process is, including everything from formalized procedures to a complete lack thereof. This panel will help attendees understand how to stay engaged with their family and continue to make their voice heard despite a lack of clarity around roles or engagement processes.  

Hannah VanderWeide Shue, Lifelong Learner, Investor, Consultant
Becky Levinson, Investment Manager, Levinson Family 
Joshua Gentine, Board Member, Sargento Foods and Gentine Family Foundation
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX

Connecting Privilege and Purpose: Philanthropy for the Next Generation*
As part of the greatest wealth transfer of all time, emerging leaders from the next generation of wealth holders and creators have the power to redefine philanthropy. As next gen, what is our role in creating impact? How can we challenge norms and give in ways that are more strategic and trust-based – leading to system’s level change. This session will explore new ways to define impact and how we can use our influence to shift the culture and legacy of family philanthropy to achieve even bigger results. 

Darley Tom, Senior Manager, Experience & Operations, Maverick Collective
Miller Morris, CEO & Founder, The Comma Collective and Maverick Collective Member
Heather Asher Abramson, Director, Relationship Manager, FOX

Connecting Privilege and Purpose: Breakout Discussions*
These interactive breakout discussions will provide tangible methods that attendees can use to achieve their philanthropic goals that align with personal values. 

Darley Tom, Senior Manager, Experience & Operations, Maverick Collective
Bridget Hanagan, Senior Associate, Partnerships, Maverick Collective
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX
Heather Asher Abramson, Director, Relationship Manager, FOX

Both groups convene for the 2022 FOX Family Forum

Welcome to the Family Forum

Peter Moustakerski, CEO, FOX
Gaby Griffin, Interim Co-President, FOX
David Toth, Interim Co-President, FOX
Sara Hamilton, Founder and Board Chair, FOX 

An Optimistic Outlook for Family Transitions
Join FOX for a moderated keynote with internationally recognized author and consultant, Dr. Jim Grubman. The session will explore an exciting trend and share examples of families that are taking a more positive approach to family leadership transitions, preparing the rising generation, and keeping the family engaged and cohesive. 

Jim Grubman, Family Wealth Consultant
David Toth, Interim Co-President, FOX

In-Depth Seminars (please select one)

• A Positive Approach to Prepare Families for Change and Growth* 
  Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain confidence and practical tools that are rooted in a positive, strengths-based approach. Speakers will challenge the perspective of "what do we want to prevent?" and replace it with, “how do we want to grow?"
  
  Jim Grubman, Family Wealth Consultant 
  Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX
  
  -OR-

• Solving the Family Office Talent Gap*
  Informative discoveries from FOX’s bi-annual compensation and benefits survey, which collected responses from over 200 executives within the family office industry, will provide the backdrop for this workshop addressing the talent challenges plaguing the family office industry. After examining trends gleaned from the research, attendees will learn how to effectively address and fill the major gaps that pertain to talent management in the family office world. 

  Hilary Leav, Director of Research and Insights, FOX 
  Cassie Atteberry, Principal, Talent Outside the Lines
  Ken Cameron, Director - Human Capital Services, Grant Thornton
  
  -OR-
   

• Shaping Family Values and Refining the Purpose for Wealth*
  During this workshop, family members will explore personal values and broader family values and what to do when the two are not aligned. Attendees will discuss what motivates an individual to contribute - in the family setting, in the work environment, or in broader society. Speakers will investigate the family’s views on wealth purpose and identify the strategic choices a family will face.

  Sara Hamilton, Founder and Board Chair, FOX 
  Allison Lawshe, Learning Center Manager, FOX 
  Dr. Volker Then, CEO, Fondazione AIS

Dinner Reception
For Families, Office Executives, and FOX Thought Leaders Council Members
The Wimbish House is a French renaissance revival style mansion designed by W. T. Downing, Atlanta's most noted architect, and is now a beloved museum icon owned by The Atlanta Womens' Club.

The Wimbish House
1150 Peachtree St NE
Atlanta, GA  30309

The Wimbish House is located two blocks from the Loews Atlanta, a five-minute walk up Peachtree Street. (Shuttles will not be provided)

Tuesday, October 25, 2022

Breakfast and Optional Technology Partner Roundtables
Join us for breakfast with peers, where you may also join tables hosted by Addepar, Eton Solutions, and Sage Intacct to discuss their technologies.

From Uncertainty to Impact
Join FOX for a kickoff to the event and a remembrance of Glen W. Johnson.

Peter Moustakerski, CEO, FOX
Gaby Griffin, Interim Co-President, FOX
David Toth, Interim Co-President, FOX

A Conversation with SEC Commissioner Hester M. Peirce 
Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. 

Hester M. Peirce, SEC Commissioner
Peter Moustakerski, CEO, FOX

Harnessing Opportunity in the Exponential Age: Perspectives from Raoul Pal 
Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US between the fed, inflation, a looming recession, and the labor market. Raoul will also share his thoughts on the impact of the war in Europe, and the convergence and adoption of technology, including Blockchain and the tokenization of assets. This forward-thinking keynote on trends and strategies that families and family offices should employ is not to be missed.

Raoul Pal, Co-Founder and CEO, Real Vision Group
Nate Hamilton, Vice Chair, FOX

Networking Luncheon

Gaby Griffin, Interim Co-President, FOX
David Toth, Interim Co-President, FOX

How to Achieve Family Continuity Through Competency Discovery*
Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles within the enterprise. Join this session to learn how to shift from forced succession to agreed-upon continuity by embracing the natural behaviors and strengths of family members at all ages. 

Stephanie Traversy, Vice President of Personal Development and Governance, BridgeGreen Capital 
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX

Peer Dialogues (please select one)
The peer discussions will allow attendees to reflect in-person together on what they've heard thus far at the forum and discuss insights gained. Attendees can bring specific topics on their mind and use this time to get sought-after questions answered in this unique environment of peers.

Family Members (Open to family members, U.S. and International)

• Gen 1-3
  • Sara Hamilton, Founder and Board Chair, FOX
  • Heather Asher Abramson, Director, Relationship Manager, FOX
• Gen 3-5+
  • Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX

Family Office Executives (Open to single family office executives, U.S. and International)

• Small Family Offices (1-6 Employees)
  • Stephanie Simmons, Relationship Manager, FOX
  • Kent Lawson, Director, Technology Integration Services, FOX
• Medium Family Offices (7-15 Employees)
  • Scott Muench, Market Leader, Financial Families, FOX
  • Chris Herbert, Relationship Manager, FOX
• Large Family Offices (16+ Employees)
  • Scott Winget, Market Leader, Enterprise Families, FOX
  • Gaby Griffin, Interim Co-President, FOX

Advisor Peer Dialogue (open to FOX Thought Leaders Council Members, Multi-Family Office Executives, and other Advisors)

• Erinn Andrews. Founder & CEO, GiveTeam
• David Toth, Interim Co-President, FOX
• Peter Moustakerski, CEO, FOX

Breakout Sessions (please select one)

• Effective Family Governance: Professionalizing the Board*
  From risk management to objective perspectives to succession planning, boards are a crucial component to help the family business achieve longevity. Boards serve as a mechanism to clarify the mandates of the family and provide continuity and formal guidance to future generations. During this session, experts will share easy-to-implement governance tactics to sustain family businesses for future generations.
  
  Meghan Juday, Chairman of the Board, IDEAL Industries
  Moderated by Peter Moustakerski, CEO, FOX
  
  -OR-
   

• A New Era: Reshaping How Families Are Served*
  The importance of qualitative skills in wealth management has long been overlooked, but the Wealth 3.0 paradigm has ushered in a renewed appreciation of the ‘soft’ attributes required to successfully serve families of wealth. Join this session to learn how wealth advisors can cultivate fundamental yet invaluable skills to guide clients and family office teams for years to come.

  David Toth, Interim Co-President, FOX

All Member Dinner at The High Museum of Art
Join your fellow forum attendees for Cocktails and Dinner at the High Museum of Art in the Renzo Piano designed Wieland Pavilion Grand Lobby. The just-opened Rodin in the United States: Confronting the Modern exhibit will be open for your enjoyment during dinner.

High Museum of Art in the Woodruff Arts Center
1280 Peachtree St. NE
Atlanta, GA  30309

The High Museum of Art is a 15 minute walk up Peachtree Street from the Loews Atlanta. Shuttle service will also be provided. Shuttles will be available from the lobby of the Loews Atlanta at 6:45 pm.

Wednesday, October 26, 2022

Breakfast and Optional Technology Partner Roundtables
Join us for breakfast with peers, where you may also join tables hosted by Giving Place, Private Wealth Solutions, RSM, and SEI to discuss their technologies.

The FOX Vision: Enhancing the Member Experience

Peter Moustakerski, CEO, FOX
Gaby Griffin, Interim Co-President, FOX
David Toth, Interim Co-President, FOX

Virtual Fireside Chat with Ray Dalio
Ray Dalio, founder of Bridgewater Associates, will sit down for a conversation with FOX CEO, Peter Moustakerski. A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine. His industry-changing investment innovations (e.g., risk parity, alpha overlay, and All Weather) have changed the way global institutions approach investing.

Ray Dalio, Founder, CIO Mentor, and Member of the Bridgewater Board
Peter Moustakerski, CEO, FOX

Strategic Philanthropy’s Role in the Family Enterprise*
Philanthropy is no longer just a box to check on the year-end planning list – over the last decade, strategic philanthropy has emerged as an invaluable tool for maximizing family engagement and creating targeted impact.  This overlap of values and interests provides critical structure for families to come together to make targeted gifts. Panelists from notable philanthropic organizations will share how families can sustain their legacy through strategic philanthropy, including how it can bridge generations and perpetuate shared family values.

Alison Powell, Partner, Bridgespan
Kyle Peterson, Co-Founder and Managing Partner, Boldly Go Philanthropy
Dane Harbaugh, Chair, Gates Family Foundation
Hilary Leav, Director, Insights and Research, FOX

The Emergence of B Corps: Positioning the Family Office to Achieve Impact *
Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corps status, why it matters, and how yours can too.

Philippe Mauchard, Venture Partner and Former Chief Investment Officer, SPDG Ventures
Moderated by Peter Moustakerski, CEO, FOX

Closing Remarks

Peter Moustakerski, CEO, FOX