Preliminary Agenda - Tuesday, October 23
Tuesday, October 23, 2012
8:00 a.m. Breakfast
8:30 a.m. Welcome and Opening Comments
Alexandre Monnier, Family Office Exchange
9:15 a.m. Taking Long-term Family Wealth Strategy From Theory to Practice
Sara Hamilton, Family Office Exchange with Thought Leaders Council members and family representatives
10:15 a.m. Break
10:45 a.m. Peer Dialogue
12:15 p.m. All Member Lunch
12:45 p.m. CEO Address
Sara Hamilton, Family Office Exchange
1:00 p.m. Rebuilding Trust in Financial Markets
| Afternoon Learning Tracks | ||||
|---|---|---|---|---|
| Track 1: Successful Approaches to Investing | Track 2: Strategies for Enhancing Family Legacy | Track 3: Critical Issues for Family Offices | Track 4: Difficult Conversations for Wealth Stewardship | |
| 2:30 p.m. | Understanding Impact Investing | Supporting Entrepreneurs in Your Family – Part I | Succession Planning for the Family Office CEO | Selecting a Trustee: How to Do It Right |
| 3:45 p.m. | Break | Break | Break | Break |
| 4:00 p.m. | The Goal-Based Investing Advantage | Supporting Entrepreneurs In Your Family – Part II | Developing Family Office Leadership | Wealth Transfer: Determining How Much Is Enough |
5:15 p.m. Wrap up and Adjourn
6:30 p.m. All Member Reception and Dinner
Lincoln Park Zoo