Preliminary Agenda - Tuesday, October 23
Tuesday, October 23
8:00 a.m. Breakfast
8:30 a.m. Welcome and Opening Comments
Alexandre Monnier, President
9:15 a.m. Taking Long-term Family Wealth Strategy From Theory to Practice
Sara Hamilton, Founder and CEO 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, Founder and CEO
1:00 p.m. Rebuilding Trust in Financial Markets
| Afternoon Learning Tracks | ||||
|---|---|---|---|---|
| Track 1: Successful Approaches to Investing Sponsored by: Abbott Downing | Track 2: Strategies for Enhancing Family Legacy | Track 3: Critical Issues for Family Offices | Track 4: Difficult Conversations for | |
| 2:30 p.m. | Understanding Impact Investing | Supporting Entrepreneurs in Your Family – Part I Ann Dugan, Institute for Entrepreneurial Excellence, | 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