2024 FOX Risk Management Summit

Overview

Wednesday, Oct 09, 2024 - 09:00am
Thursday, Oct 10, 2024 - 04:00pm
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Non-Members please register using the button below:

REGISTER

 

Join us at the second annual virtual FOX Risk Management Summit!  

FREE for FOX Members – no event credits or registration fees required to attend the Risk Management Summit!

Region
Location
Virtual

    Overview 

    Join us at the second annual virtual FOX Risk Management Summit!  

    Risk management is a crucial component to the success of family offices and the families they serve. Risk management spreads across many areas of the organization and the family members including governance, insurance, education, and at the forefront, security – cyber, personal, and physical. All types of risk needs will be addressed at this two-day event including security areas such as cybersecurity, physical security, property protection, personal security, travel, and reputational protection. Attendance at this two-day event will include direct contact with innovative firms and thought leaders offering solutions to these critical and ever-changing needs in the family office industry.  

    Please stay tuned for a full event agenda to be announced the first week of October. 

    About the Event  

    • Take advantage of the opportunity to connect with peers facing the same challenges as you.   
    • Learn from leading experts within the risk management industry, and how areas of risk continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them.   
    • View a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to get a thorough and current understanding of the many advancements available to optimize your office.  

    FOX Risk Management Summit anticipated schedule:  

    Wednesday, October 9 – Thursday, October 10, 2024, Virtually   

    9:00 am – 4:00 pm CT, Daily  

    Who Should Attend 

    This public event is open to all FOX members, as well as non-members who are consumers or buy-side professionals of the cyber & security solutions being presented during the FOX Risk Management Summit.   

    All organization types are allowed to attend including Family Offices, Family Wealth Owners, UHNW Wealth Management Firms, RIAs, MFOs, with the exception of competing organizations of the presenters. Non-Members must be registered for the program 24 hours prior to the day of programming they would like to attend.  

    All registrations are subject to approval by FOX. 

    If you are having trouble registering, contact us at events@familyoffice.com  
     

    Pricing

     

     

     Members

    Non-Member
      Includes Video access Includes Video access through January 10, 2025
    Early Bird Rate (through Sept. 9) Included with FOX Membership $199
         
    Regular Rate Included with FOX Membership $249
         
    Testimonials

    FOX Staff Hosts

    Kent Lawson
    Chief Technology Officer

    Kent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and diligence around technology drives the FOX Technology Marketplace.

    Prior to joining FOX, Kent had an established relationship with FOX as a market leader and as a member. Through his previous role with an enterprise family office and as a contributor to FOX forums, Kent brings over a decade of experience serving at the executive level within a single family office. His expertise in wealth management spans a variety of disciplines, including investment operations, technology, and compliance via working with RIAs, the SEC, and Global Investment Performance Standards (GIPS). He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent also founded an outsource COO firm in the wealth management industry providing strategic leadership as a trusted advisor.

    With a degree in Music Performance from Ball State University, Kent spent his early years performing as a jazz saxophonist and married another musician, which led him to his “day job” within the wealth industry as a part-time file clerk with an RIA. His background in creativity and thinking outside the box provided the foundation needed for designing innovative solutions in business process and technology making him perfectly suited for the family office industry.

    About the event: 

    How many vendors will I be able to see at the Risk Management Summit? 

    We will announce the Risk Management Summit agenda in the first week of October where you will see the final number of providers. Please stay tuned to the website to see our Risk Management Providers as they are added to the program. 

    I would like to participate in the Risk Management Summit as a vendor, who do I contact? 

    Please email Kent Lawson, Director, Technology Integration Services at klawson@familyoffice.com.

    Will you be offering CPE credits at the Risk Management Summit? 

    CPE Credits will not be available at the event. 

    Accessing the Program: 

    Where is the Program and how do I access it? 

    The program is taking place virtually and can be accessed via our portal. Information on accessing the portal will be emailed to you directly prior to the event. For access assistance please email events@familyoffice.com. You must be registered to access the event. 

    How do I log in? 

    To log in, you will need the email address you used to register for the event. Once you enter your first name, last name, and email address on the login screen, you will be sent a verification code to your email address. Once you enter your verification code, you will have access. 

    Please note: once you have entered your email address in the event portal, it can take up to 10 minutes to receive your verification code. Your verification code will be sent from FOX Learning Programs events@familyoffice.com. 

    If you need assistance, please reach out to us at events@familyoffice.com. 

    Which technologies are you using? 

    CVENT Attendee Hub is our Summit portal. 

    Zoom facilitates video streaming. 

    What device should I use? 

    Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. 

    How do I access the sessions? 

    To access Summit sessions, click on “All Sessions”, at the top on the day you wish to participate in, and then the session you plan to attend. Once inside the session – click the “Join Session” button.  

    If you would like to attend a session other than the one you originally selected, visit the "All Sessions" tab. 

    Attending the Program: 

    What do I do now that I’ve logged in? 

    We recommend: 

    Completing your profile. 

    Reviewing the “attendee” section and requesting to connect with other attendees. 

    Taking some time to become familiar with the portal, and the “All Sessions” page, where you will access the sessions and demonstrations. 

    When should I log in to attend the session? 

    We recommend you log into the portal at least ten minutes prior to the session to ensure you have enough time to receive a verification code (if needed) and navigate to your session. 

    Do I have to log in every time I visit the event? 

    If you do not close your browser windows or log out of the program, you will not need to log in again. Otherwise, you will need to log in again. 

    What is the time zone? 

    All published times are in U.S. Central Time. 

    Can other people see me, and if so – what is the dress code? 

    FOX encourages attendees to turn their cameras on during sessions. There will be some instances when attendees will be visible to one another. Business casual attire is recommended. 

    How can I change my visibility setting from hidden to visible or vice versa? 

    Navigate to “edit your profile,” where you can change your visibility. 

    My question isn’t here, how can I get additional help? 

    Please email events@familyoffice.com and we’ll be delighted to assist you. 

    Thank you to our 2024 FOX Risk Management Summit Partners!

     

    Premier Partners

     
    Accordant Global Partners logo Accordant Global Partners (AGP) is a Risk Management advisory firm. We are a global network of risk professionals serving some of the most prominent families, corporations and business leaders in the world. Our Purpose – To ensure the families and organizations under our protection remain resilient to the unique and dynamic global risk landscape... Learn More
    Global Guardian logo Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats around the world. We provide clients access to a 24/7 Global Operations Center, staffed with highly skilled former military, special forces, federal agency and law enforcement professionals.Learn More

    Classic Partners

    Advance Business Resources logo ABR specializes in comprehensive strategic risk management services on a global level, employing the highest tier of special operations and private client skill sets to safeguard people, assets, data, and communications from dynamic threats. ABR’s focus spans physical, cyber, and technical solutions, ensuring holistic protection in the modern threat landscape. ABR’s services encompass proactive risk consulting, tailored security strategies, advanced threat detection & mitigation, and robust crisis response protocols. By combining and leveraging experience from uniquely specialized military & government operations and the full-spectrum protection of Family Offices & Fortune 50 Clientele (media, healthcare, sports & entertainment industries), ABR can deliver tailored solutions to mitigate risks and safeguard against evolving threats in all domains. We believe our training, tactical & technical expertise and sensitive Client experience provides a level of service and discipline that is practical, distinctive, and unmatched.
    Event Risk partner page logo Global Security Firm that specializes in quality staffing, immediate response, and addressing what keeps our clients up at night. Event Risk Security Services is a US-based, veteran owned company, providing protection services, risk consulting for fortune 500 companies, movie studios, celebrities and high net worth individuals. As one of the largest providers in North America for armed rapid deployment services, we pride ourselves in...Learn More


     

    Are you interested in sponsoring the 2024 FOX Risk Management Summit? If so, send an email to info@familyoffice.com

    Risk Management Summit Agenda (subject to change)

    Wednesday, October 9, 2024

    All times listed in U.S. Central Time
       
    10:00 am Opening Morning Session Day 1
       
    10:15 am

    Advanced Business Resources - Exposing the Invisible: Cyber and Physical Threats Facing High-Risk Family Offices Today

    ABR will explain how unseen cyber and physical threats are targeting high-risk family offices in the modern world. This session will unveil the latest challenges and offer insights into staying ahead of adversaries to safeguard your most valuable assets.

    Jake Burack and Patrick Huwiler

       
    11:00 am Break
       
    11:10 am

    International Security Network - Essential Steps for Family Offices to Master Risk Management

    The presentation by ISN International Security Network focuses on essential steps for family offices to master risk management, with a focus on physical and cybersecurity. It outlines a multi-layered approach, emphasizing regular risk assessments, physical and travel security, cybersecurity measures, and fostering a culture of security awareness. The conclusion stresses the importance of expecting the unexpected, with families encouraged to adopt proactive strategies to safeguard against evolving risks​.

    Christian Lang

       
    11:40 am

    Annapurna - The Family Office Cybersecurity Playbook: Practical Strategies for Protection

    Learn straightforward, practical steps to protect your family enterprise from cyber threats. This session offers easy-to-implement strategies that simplify cybersecurity—empowering you to safeguard your enterprise with confidence.

    Tony Gebely

       
    12:10 pm Lunch Break
       
    1:10 pm Welcome Back Afternoon Session
       
    1:15 pm

    Event Risk - Actionable Risk of today's High Net worth Individual

    Case study of specific incidents where high net worth individuals' personal information was made available, often without their knowledge. How to mitigate this risk and mitigate exposures. 

    Eric Rose

       
    2:00 pm

    360 Privacy - Mitigating Risk by Protecting and Remediating Your Principal's Digital Vulnerabilities

    The session will cover an intro duction to Data brokers and the risk they present to Family Offices How to secure and remediate that data. We will also touch on deep and dark web vulnerabilities and Doxing.

    Justin Sellars and Laura McClain

       
    2:30 pm Break
       
    2:40 pm

    Corporate Value Metrics - Measuring and Mitigating the Risks in Various Business Stages

    Most companies are designed around a steady state growth stage. However, there are various other business stages, each with unique challenges that companies are often inexperienced to address. This session will explore some of those unique risks and a process to measure and mitigate them before they cause distress.

    Ken Sanginario

       
    3:10 pm

    Accordant Global Partners - Beyond the Money: How safe are you and your family really?

    Typically, a family office employs or outsources a substantial team to manage financial risks. However, who is responsible for ensuring their risk is minimized when it comes to the family's safety at home, online, during travel, and safeguarding health and reputation?

    Pete Shanley

       
    3:55 pm Closing Session Day 1
       
       

     

     

    Risk Management Summit Agenda (subject to change)

    Thursday, October 10, 2024

    All times US central.
    10:00 am Opening Morning Session Day 2
       
    10:15 am

    Global Guardian - Security Strategies for Family Offices: Protecting People, Assets, and Information

    This presentation offers a comprehensive overview of security strategies tailored for Family Offices, covering physical, digital, and operational protection. We will explore best practices for safeguarding assets, ensuring privacy, and mitigating risks across all aspects of family office operations.

    Dale Bucker

       
    11:00 am

    Break

       
    11:10 am

    IndentifAI - Virtual Deception: The Rise of Deepfake Threats in Video Conferencing and Phone Calls

    This session explores the alarming trend of deepfake technology infiltrating video conferencing platforms, revealing how malicious actors use AI-driven impersonations to manipulate HNW individuals and family offices. Attendees will learn to identify deepfake videos, understand the underlying technology, and discover strategies to protect against this emerging cyber threat.

    Justin Marciano and Paul Vann

       
    11:40 am

    Hush - Failure of Imagination - Evolving Human Privacy Risks

    Deed fraud, extortion, business email compromise are just a few ways that today’s criminals use data and influence to steal millions. Protect your organization by staying current on the latest schemes and defenses in this review of cybersecurity, physical, financial, and reputation risks.

    Mykolas Rambus

       
    12:10 pm Lunch Break
       
    1:10 pm Welcome Back Afternoon Session
       
    1:15 pm

    Fort Advisors - The New Age Risk: Cyber Threats, HNWI, and Family Offices

    Globalization, interconnected networks and devices, and the monetization of data have increased vulnerabilities and attacks across the web. As a result, cyber threats are evolving and growing more persistent, especially as nefarious actors look to move their targets from corporations to affluent individuals. Join FORT in examining why the disparity in available security measures for enterprises vs. HNWI has driven this change and why the world's wealthiest need a robust and adaptable cybersecurity solution.

    Matthew LaMura

       
    1:45 pm

    Pantherinae - Demystifying the Threat: why todays threat landscape doesn’t change the basics

    Deep fakes, cheap fakes, crypto ransom, and 0-click malware can make the world feel inescapably unsafe. It can cost major losses to your holdings, damage reputations, and create chaos.  In this session we will briefly breakdown the technical definitions, demystify these emerging technologies, and talk through mitigating concerns without interrupting your life and preferences.

    Elizabeth Buckley

       
    2:15 pm Break
       
    2:25 pm

    BenOwen - Digital Spies

    In this engaging session, Ben Owen and Danni Brooke will guide attendees through the dangers of digital footprints and how they can be exploited to target high-net-worth families. Attendees will witness a live demonstration showing how hackers conduct hostile reconnaissance, using digital footprints to track physical locations, gather personal details, and even identify opportunities for blackmail. This session will also provide vital solutions to safeguard family members from these emerging digital threats.

    Ben Owen and Danni Brooke

       
    2:55 pm

    Nomadx - Emerging Wealth Transfer Vehicles and Related Personal Liability

    In this presentation, we will explore the evolving landscape of wealth transfer vehicles, providing an overview of their changing structures. We will also discuss the roles, responsibilities and challenges faced by individuals managing these vehicles, offering insights on how to critically assess the expectations placed on them.

    Judy Pearson

       
    3:25 pm Closing Session Day 2