Monday, October 22

Monday, October 22
11:00 a.m.	Maximizing Your Member Experience Meet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership.

12:00 p.m.	Family Office and Thought Leaders Coucil Welcome Lunch

1:00 p.m.	Opening General Session - Investing in Water for Global Protection

2:00 p.m.	Special Interest Session At each Fall Forum, FOX provides an opportunity for deep focus on a few key topics by offering a choice of three-hour sessions. Please select one of the following sessions. All sessions run from 2:00pm – 5:00pm with a 30 minute break at 3:00pm
	Private Family-to-Family Investment Opportunities: In response to the uncertainty and volatility that have characterized the wealth owner’s investment experience in recent years, families are increasingly taking matters into their own hands. Families looking for ways to invest for themselves directly and with like-minded families are a prime example of this trend. FOX Investment Deal Exchange Network Linda Shepro, FOX Deal Exchange Network For three years and counting, FOX has been providing a platform for families to learn about direct deals that their family office peers are sourcing and examine ways to actively collaborate on them. Find out what other families are working on and gain insight into their due diligence. Actual deals will be presented as live examples.
	Social Responsibility -- Clarifying the Water Crisis: The global water crisis may be the central issue facing our world this century. “Last Call at the Oasis” Film Discussion View this enlightening documentary, which was developed, financed and executive-produced by Participant Media, the company responsible for An Inconvenient Truth and Food, Inc. and owned by a FOX member family. Afterward, participate in a group discussion facilitated by the film’s producer to further explore the potential global impact a shortage of clean water will have on the world’s populations.
	Generational Shift As wealth transfers from one generation to the next, it’s not unusual for families to change advisors and family office staff. Understanding generational differences is one way to prevent the shift and the risks associated with it. Serving Generation Next Greg McCann, Founder, McCann & Associates Consulting, Professor, Family Enterprise Center, Stetson University and Jill Shipley, Director of Next Generation Education, GenSpring Family Offices As family office executives begin serving the next generation of family leaders, they’re likely to find that it’s no longer business as usual. Younger clients, especially those in their 20s and 30s, view the world from a different perspective. They have different risk tolerances than their parents. Their communications styles and preferences are influenced by new technologies. In this session, become familiar with demographic norms and learn how to meet the next generation where they are. The future of your family office depends on it.

5:00 p.m.	Adjournment

5:00 p.m.	NextGen Network Cocktail Party
	FOX Global Member Reception The FOX Fall Forum is a great opportunity to meet people who are facing similar challenges and exchange ideas. To help you identify your peers at the start of the program, we invite you to take advantage of this time to socialize and network with a smaller, focused segment of FOX members in a fun environment.

6:00 p.m.	Family Office and Thought Leaders Reception and Dinner Sponsor: Abbot Downing Join us for an intimate reception and dinner event that precedes. This event is a prime opportunity to make new acquaintances and reconnect with long-time friends.