Monday, October 24, 2022

All times listed are i1n U.S. Eastern Time.

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 Seminar

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

Tuesday, October 25, 2022

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

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

Wednesday, October 26, 2022

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

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 of Research and Insights, 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 
Peter Moustakerski, CEO, FOX

Closing Remarks

Peter Moustakerski, CEO, FOX