Presenters Anna Belyaev, COO, Skin in the GameAnna Belyaev is a serial entrepreneur and investor whose career got off to an auspicious start 30 years ago at the University of Illinois’ National Center for Supercomputing Applications (NCSA), on the team most famous for developing the world's first web browser. Anna’s roots in technology i...
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Tuesday, March 13, 2018 7:45 amBreakfast and Registration 8:30 amOpening WelcomePresenter: Kristi Kuechler, President,FOX Private Investor Center™, Family OfficeExchange 8:40 amPositioning Your Portfolio in the Midst of DisruptionPresenter:Jeff Sherman, CFA, Deputy Chief Investment Officer, DoubleLineIn 2017, three ...
Presenters Randy D. AbelesPartner, National Business Director Private Client Services, RSM US LLPRandy Abeles is a Partner in the Private Client Services (PCS) practice of Great Lakes. Mr. Abeles has national business development responsibilities for the PCS practice. He has 40 years of tax and personal financial planning experience and is an MST, ...
Thank you to our 2018 FOX Spring Global Investment Forum Exhibitor! Are you interested in exhibiting for the 2018 FOX Spring Global Investment Forum?If so, send an email to info@familyoffice.com.
Forum Venue and Hotel AccommodationsThe Ritz-Carlton San Francisco600 Stockton Street, San Francisco, California 94108http://www.ritzcarlton.com/en/hotels/california/san-franciscoFOX has reserved a limited number of rooms at the Ritz Carlton at a rate of $375 per night plus applicable taxes. To obtain this discounted rate, please contact ...
Tuesday, May 15, 2018 6:00pmFOX Welcome Reception at the Kimpton GrayJoins us for this casual networking reception to greet old friends and make new connections. Wednesday, May 16, 2018 7:30amRegistration Opens and Breakfast 8:30amWelcome - On the Minds of MembersPresenter: Alexandre Monnier, President, F...
Thank you to our 2018 FOX Wealth Advisor Forum Exhibitor! Media Sponsor Are you interested in exhibiting for the 2018 FOX Wealth Advisor Forum?If so, send an email to info@familyoffice.com.
Forum Venue and Hotel AccommodationsKimpton Gray Hotel122 W. Monroe St., Chicago, IL 60603www.grayhotelchicago.comFOX has reserved a limited number of rooms at the Kimpton Gray Hotel at a rate of $309 per night plus applicable taxes. To obtain this discounted rate, please contact the Kimpton Gray directly at 1.877.771.7031 and mention the FOX Wealt...
Susan R. ColpittsFounder, Chief of Client Experience, Signature Family Wealth AdvisorsSusan R. Colpitts is a Founder of Signature Family Wealth Advisors and leads the Client Services Team as the Chief of Client Experience. She is an expert in the technical areas of financial, tax, trust, and estate planning, and is particularly interested in workin...
Thursday, April 19, 2018 12:00pmRegistration and Luncheon 1:00pmFOX Overview of ForumFOX Presenter: Amy Hart Clyne, Executive Director 1:00pmto5:00pmFamily Enterprise Strategy and Leadership Development Family Enterprise Best PracticesFOX Panelists:Sara Hamilton, CEO and FounderCharles B. Grace, III...
Loews Chicago Hotel455 North Park DriveChicago, IL, 606111.312.840.6600 https://www.loewshotels.com/chicago-downtownPlease note that the conference rate at the Loews Chicago expired on Friday, April 6. Refundable room rates at the Loews over event dates currently start at $339.