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