Forum Venue and Hotel AccommodationsKimpton Gray Hotel122 W. Monroe St., Chicago, IL 60603www.grayhotelchicago.com/FOX has reserved a limited number of rooms at The Kimpton Gray Hotel at a rate of $269 per night plus applicable taxes. To obtain this discounted rate, please call at 1-877-771-7031 and mention the Family Office Exchange...
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Friday, April 311:00 amRegistration 11:45 am Networking Luncheon 12:30 pmWelcome and Discovery SessionHeather Abramson, Director, Relationship Manager, Family Office ExchangeMindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Learning CenterTM, Family Office ExchangeKara Murphy, Family Learning Prog...
PresentersPeter BegallaFounder and Owner, JPB Consulting Group Inc., Education and Conference Director, Family Business MagazinePeter Begalla is a family business owner, Family Business Magazine's Conference and Education Director, and Adjunct Professor with Stetson University's Family Enterprise Center. He is at the forefront of Next Generation Le...
Thank you to our FOX Family Forum Sponsors! Addepar is the investment management technology company empowering investors and family offices to navigate the increasingly complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management...
Virtual Family Forum Frequently Asked Questions:Where is the forum and how do I access it?The forum is taking place virtually and can be accessed via our forum portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the event.How do I l...
Rising Gen Virtual Forum Frequently Asked Questions:Where is the forum and how do I access it?The forum is taking place virtually and can be accessed via our forum portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the event.H...
Due to the ongoing pandemic, the 2020 FOX Family Office Forum™ went virtual. Our three-day program brought together CEOs, CFOs, COOs, senior managers, HR managers, technology heads, and family members to discuss topics such as: your evolving client, family office technology, sourcing and managing talent, what’s new in trust and estate p...
The 2020 FOX Rising Gen Virtual Forum provided an excellent opportunity for family members in their 20s, 30s, and 40s to connect, build relationships, and have authentic conversations with peers in similar situations. Participants learned, made genuine connections, and explored best practices in navigating the unique challenges facing wealthy famil...
At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors will hear how other families have built plans to achieve positive change and successfully transition to future generations. You’ll come away with ideas, tools, and frameworks to help you map out next steps on the road to being a positive and productive...
Tuesday, May 25, 2021All times listed are in U.S. Central Time 10:00 AMWelcome, Introductions, & Icebreaker 10:25 AMUnpacking the Family Investment CommitteeLincoln S. Ellis, Sr. Investment Strategist, Northern Trust, Global Family OfficeCharles B. Grace, III, Managing Director, Cambridge Associates, LLC Moderato...
Presenters Kathryn H. AndrewJunior Board Member, Andrew Family FoundationKathryn has been a member of the Andrew Family Foundation’s Junior Board for over 15 years, which over that time has grown to include 18 members of the Andrew Family’s Rising Generation. Kathryn also sits on the Foundation’s Strategic Philanthropy, Spousal Integration, and Fam...
Virtual Rising Gen Forum Frequently Asked Questions:Where is the forum and how do I access it?The forum is taking place virtually and can be accessed via our forum portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the event.How do...
Download the Forum AgendaTuesday, April 20, 2021All times listed are in U.S. Central Time 10:00 AMWelcome and Opening RemarksGaby Griffin, Market Leader, Business Owners and Family Office Executives, FOXMatthew Murphy, Director, Business Development, FOX 10:20 AMCompassion Coupled with Return: Using Capital to Create Equal Opp...
Download the Forum Presenter Biographies PresentersBen BuettellDirector, Fusion Acquisition Corp. and Co-Founder/Former Partner of R7 PartnersBen Buettell is Director, Fusion Acquisition Corp., and Co-Founder/ Former Partner of R7 Partners, an early stage technology venture firm, located in Chicago. Previously, he spent 24 years at Houlihan Lo...