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 Wealth Stewardship
2:30 p.m.	Understanding Impact Investing	Supporting Entrepreneurs in Your Family – Part I Ann Dugan, Institute for Entrepreneurial Excellence, Dirk Junge, Pitcairn	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