Virtual Global Investment 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...
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Tuesday, May 11, 2021All times listed are in U.S. Central TimeFamilies are welcome to attend 10:00 AMWelcome and Industry UpdateGlen W. Johnson, Chief Operating Officer, FOXTo kick off the event, FOX's Chief Operating Officer, Glen Johnson, will discuss the trends that are impacting families of wealth and how those trends will ultimately impac...
PresentersEric AlmquistAdvisory Partner, Bain & CompanyEric Almquist is an Advisory Partner in Bain & Company’s Boston office and a member of the firm’s global Customer practice. He has led assignments in telecommunication, financial services, retail, and other industries. His consulting career spans 41 years.Prior to joining Bain, Er...
Virtual Wealth Advisor 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.Ho...
All individuals that do not have a FOX Membership may register via the button below. All registrations are subject to approval by FOX. REGISTERClick on the button above or use this link to register for the FOX Virtual Tech Showcase. You will receive a confirmation email once you are registered.Please contact the Events Team with any ...
Premiere PartnerThe Eton Solutions platform, AtlasFive®, is a game-changing, comprehensive enterprise management system for family offices. It is a cloud-native application suite which facilities end to end family office management and has capabilities that include entity management, data aggregation, investment reporting, general ledger accounting...
Tuesday, June 15All times listed in U.S. Central Time. 9:30 amWelcome to the FOX Technology ShowcaseKent Lawson, Director, Technology Integration Services, Family Office Exchange 9:50 amThe Cyber Landscape for Family Offices in 2021Kate Brett Goldman, CEO and Founder, Cybermaniacs Angelo D’Agostino, Cybermaniacs Head of P...
PresentersKaren BrooksChief Information Security Officer and Vice President of Technology Risk, AddeparKaren Brooks is the Chief Information Security Officer and Vice President of Technology Risk at Addepar. Karen brings over 20 years of experience building world-class risk, security and compliance programs to Addepar, leading the company’s securit...
FOX Technology Showcase Frequently Asked QuestionsAbout the Showcase Program:How many vendors will I be able to see at the Showcase?Please visit this page to see our participating technology providers.I would like to participate in the Showcase as a vendor, who do I contact?Please email Kent Lawson, Director, Technology Integration Services at klaw...
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2021 FOX Wealth Advisor Forum Recommended ResourcesHow to Prioritize Diversity in Your OrganizationRecommended by the Panel: Kelly Lora Ewart, Vice President of Strategic Relationships, PURE Insurance; Lucy K. Park, Partner, Perkins Coie; Haley M. Rives, CFA, Director, Asset Consulting Group and Carin Ojala, Director of Recruiting + Professio...
Tuesday, July 20, 2021All times listed are in U.S. Central Time 10:00 amWelcome to the ForumGlen W. Johnson, Chief Operating Officer, FOX 10:30 am2021 Trust and Estate Planning UpdateJason Kohout, Partner, Foley & Lardner LLPJohn Nuckolls, Managing Director, Private Client Services National Senior Technical Dire...
PresentersClara DurodiéExecutive Chair, Cognitive Finance Clara Durodié is a technology strategist specializing in the business and governance of artificial intelligence (AI) in financial services. She is internationally recognized for her expertise, advising Boards of leading financial institutions, think-tanks, governments, and academia. She...