FOX Rising Gen Virtual Forum - May 25-26, 2021 Agenda

Tuesday, May 25, 2021

All times listed are in U.S. Central Time

  
10:00 AMWelcome, Introductions, & Icebreaker
  
10:25 AM

Unpacking the Family Investment Committee

Lincoln S. Ellis, Sr. Investment Strategist, Northern Trust, Global Family Office
Charles B. Grace, III, Managing Director, Cambridge Associates, LLC 

Moderator: Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more will be addressed by seasoned FOX members with deep family investment committee experience.

1.0 CPE | Field of Study: Specialized Knowledge

  
11:15 AMBreak
  
11:30 AM

Breakout Sessions

  • Foundations of Direct Investing

Jonathan Tunner, Director, Private Investment Opportunities, FOX

This session will feature a condensed walk-through of how to source, screen, and evaluate a direct investment opportunity.

1.0 CPE | Field of Study: Finance

    • Family Investment Committees 101

    Lincoln S. Ellis, Sr. Investment Strategist, Northern Trust, Global Family Office

    Moderator: Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

    Are you or your family considering forming an investment committee? This session is for attendees who want to dig deeper into the process of forming an investment committee, and what goes into launching one.

    1.0 CPE | Field of Study: Specialized Knowledge

    • Family Investment Committees: Intermediate and Advanced

    Charles B. Grace, III, Managing Director, Cambridge Associates, LLC 

    Moderator: David Toth, Managing Director, FOX

    If you are part of a family that has already formed an investment committee, or you’re involved with an investment committee in some way, this session is for you. Attendees will discuss amongst each other and garner feedback from peers.

    1.0 CPE | Field of Study: Specialized Knowledge

      
    12:20 PMBreak
      
    12:30 PMThe Rising Gen Leadership Program: The Knowledge You Need

    Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX

    Spend 30 minutes with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to learn more about the Rising Gen Leadership Program and how the program can help you achieve your goals. This session is an open house format and conversational in nature.
      
    5:00 PMVirtual Happy Hour

    Heather Asher Abramson, Director, Relationship Management, FOX 
    Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX
          

    Wednesday, May 26, 2021

    All times listed are in U.S. Central Time

      
    10:00 AMWelcome and Introduction to Day 2
      
    10:05 AMFamily Boards: Everything You Ever Wanted To Know

    Kathryn H. Andrew,     Junior Board Member, Andrew Family Foundation
    Ashley Feik-Campbell, PharmD, Clinical Pharmacist, Board Secretary for Feik, Ent. & The Feik Family Foundation
    Justin Hugon,  Ph.D., Particle Physicist, Family Leaders Council Member

    Moderator: Scott Winget, Enterprise Market Leader, FOX

    This session will address the reasons to create a family board, how to get on your family board if you’re interested in doing so, and what a good governance structure looks like. After an hour-long panel, attendees will have the opportunity to break into small groups and discuss family boards at a more granular level based off their experience.

    1.0 CPE | Field of Study Specialized Knowledge
      
    10:55 AMBreak
      
    11:10 AM

    Breakout Sessions

    • Navigating Challenging Family Leadership

    Jeff Strese, Family Learning & Leadership Consultant, FOX

    Moderator: Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX Family Learning CenterTM, FOX

    Is your family led by a strong-minded leader whose decision-making overrules all others? In this discussion, attendees will learn how to navigate dominating family leaders. Attendees will learn tools and tactics to help their family engage in shared decision-making and consensus building when dealing with a difficult family leader.

    1.0 CPE | Field of Study: Specialized Knowledge

    • Family Boards 101

    Ruth Easterling, Managing Director, Member Services, FOX
    Scott Winget, Enterprise Market Leader, FOX

    This discussion is for those new to family governance who would like to understand the genesis of boards and best practices upon inception.

    1.0 CPE | Field of Study: Specialized Knowledge

    • Family Boards: Intermediate and Advanced

    Sara Hamilton, Founder and CEO, FOX

    This breakout discussion is for attendees whose family already has a family board established and may be interested in serving on that board. This session will review the characteristics and duties of established boards.

    1.0 CPE | Field of Study: Specialized Knowledge
     

    12:00 PMBreak
      
    12:15 PMHow Our Relationship With Money Impacts Wellbeing

    Nathan Dungan, Founder and President, Share Save Spend®
    Moderator: Heather Asher Abramson, Director, Relationship Management, FOX

    How we talk about money matters. It affects our quality of life and our wellbeing. Too often, today’s consumer culture shapes our money habits and values. This can lead to consequences such as increased stress and diminished wellbeing — regardless of net worth. Nathan will discuss how all of us can think positively and proactively about our finances and our future — including bringing values into the equation when making decisions about money.

    1.0 CPE | Field of Study: Specialized Knowledge
      
    1:05 PMClosing Remarks & Forum Concludes
    Permission Groups
    FOX - Employee