FOX Member Exchange - Cash, Liquidity & Debt During the Crisis

Overview

Tuesday, Apr 28, 2020 - 05:30am
Tuesday, Apr 28, 2020 - 06:30am

Please join us on Tuesday, April 28, from 10:30 am to 11:30 am CT, for a live, interactive discussion with FOX members about Cash, Liquidity & Debt During the Crisis. We’ll feature a member panel conversation to share different perspectives and ideas on managing those needs during this time.

Like our last Member Exchange, we will continue with breakout sessions so members can share their own ideas, questions, and solutions. As always, we look forward to continued dialogue with you over the coming months.

Please click on the Register button below to sign up for this member exchange.

You may contact the Events Team with any questions at events@familyoffice.com

    Family Office Exchange Speakers

    Gaby Griffin
    Market Leader for Business Owners and Family Office Executives

    Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at FOX.  In her role, Gaby leads the overall Family Office Council experience and manages multiple councils.  She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment.  No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions.  Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades.  She also serves as a member of the FOX leadership team.

    Ms. Griffin brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members.  Gaby recently joined FOX from Capital Group.  Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing.  Gaby has been involved with the FOX community for over 20 years.

    Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison.  She obtained a Certified Private Wealth Advisor (CPWA) designation at the University of Chicago Booth School of Business in 2013.  Ms. Griffin is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI).  Gaby has served on the Board of Trustees for Victory Gardens Theater since 2012.  Additionally, she has held several other positions in the non-profit sector.

    Areas of Expertise:  Business Owners, Business Transition, Family Governance, Wealth Advisors

    [[{"fid":"52981","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"height: 118px; width: 100px; margin: 10px; float: left;","class":"media-element file-default","data-delta":"1"}}]]David Toth
    Managing Director

    David Toth is a Managing Director at Family Office Exchange (FOX). In his role, he constructs actionable insights and strategic analyses for family offices and wealth management advisor members. He developed a pathway of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure, and achieving profitable growth. David has authored several reports including the recently-published study on the Transformation of the Ultra-Wealth Business. David serves as co-moderator of FOX’s Multi-Family Office (MFO) Council, Integrated Wealth Advisor (IWAC) Councils, and the Strategic CIO Council (SCIOC).

    David brings over 30 years of wealth and investment management, marketing, and strategic consulting experience to the FOX team. He held key leadership positions in the Asset Management Division at PNC Financial, formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses.

    David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School. 

    Materials

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