Monday, October 22

Monday, October 22
11:30 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.

12:30 p.m.	Welcome Lunch Buffet - Family Office and Thought Leaders Council Members

1:00 p.m.	Opening Comments and Introductions Sara Hamilton, CEO and Founder, Family Office Exchange
	Pre-Forum Seminars
2:00 p.m.	At each Fall Forum, FOX provides an opportunity for deep focus on a few key topics by offering a choice of three-hour sessions. All sessions run from 2:00pm – 5:00pm with a 30 minute break during the program.Please register to participate in these sessions.
	Direct Investing: Defining Your Philosophy and Approach Sara Hamilton, CEO, FOX and Chairman, FOX Deal Exchange Over the past three years, FOX has developed an active deal network for members interested in direct investing with outher family investors. Since the concept originated from member requests, we have heard from families with co-investment opportunities, families trying to raise capital for their operating companies, and families who want more unique deal flow opportunities. This workshop will feature the stories of some of these families and how they developed their philosophy and their approach. Identifying Private Investing Opportunities: FOX Deal Exchange Update Linda Shepro and Andy Felner, Co-Managing Partners FDX Capital FDX and FDX Capital are affiliated with a FINRA regulated broker dealer so that partners can support the flow of deal information among FOX members who want to co-invest with out families, and families who may sponsor deals and need other investors. you will hear how FDX plans to share deal summaries for family deals that meet established screening criteria, and how the deals presented at prior Forums are progressing.
	Generational Shift: Servicing the Millennials Greg McCann, Founder, McCann & Associates Consulting, Professor, Family Enterprise Center, Stetson University and Jill Shipley, Director of Next Generation Education, GenSpring Family Offices As wealth and family leadership transition from one generation to the next, it's not unusual for families to change advisors and family office staff. Understanding the service requirements at different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of such shifts. 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.	Adjourn
	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.

5:00 p.m.	NextGen Network Cocktail Party

5:30 p.m.	FOX Global Member Reception

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