Family Office Overview (1 of 2)Charles B. Grace IIIManaging Director, Family Office Exchange(51:49) The basic principals of a well-run family office have not changed but the ways to professionalize the office are always changing. This session covers what you'll learn and what to expect from this workshop. Family Office Overview (2 of 2)C...
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Day One: Welcome and IntroductionsSara HamiltonFounder and CEO, Family Office ExchangeThis session introduces building blocks and sophisticated dimentions of the family office and family enterprise. Governance and Oversight of the Family OfficeSara HamiltonFounder and CEO, Family Office ExchangeEffective governance structures and decisio...
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Developing Your Personal Brand Presenter: Dave Loomis, Founder and President, Loomis Marketing, LLC Session Description: Branding isn’t limited to marketing a product, service, or business. Articulating a personal brand – a statement about who you are and what you have to offer – is a powerful way to direct your career de...
Three Degrees of Engagement in Personal Investing Presenter: Paulina Cromwell, CFA, Product Manager, Family Office ExchangeJeffrey Dunn, CFP, Director, Client Advisory Team, Tolleson Wealth Management Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange Session Description: Participants had the opportunity...
Family Dynamics: Effective Family ConversationsPresenter: Mindy Kalinowski Earley, Chief Learning Officer, FOX Family Learning CenterTM Session Description: Regardless of your goal, be it financial literacy, personal growth, or preparing for transition into leadership, having a clear plan to gain the skills, knowledge, and experience need...
Family Dynamics: Effective Family ConversationsPresenter: Ann Dugan, Senior Managing Director, Education and Advisory Services, Family Office ExchangeSession Description: Navigating family dynamics can be challenging in any family, but add the complexity of significant wealth or business ownership, and those challenges can amplify. Rising Gen ...
OverviewOur third FOX Rising Gen Forum took place in Dallas on May 5-6, 2019. This community was created to help connect like-minded family members in their 20s, 30s, and early 40s, who are aspiring leaders within their family’s enterprise. Our members are rising gen peers looking for an opportunity to learn, share experiences, and develop key lead...
Thematic Investing: Harnessing Artificial Intelligence and Data Science to Build the Portfolio of the FuturePresenter: Hardeep Walia, Founder and Chief Executive Officer, Motif Session Description: The premise of thematic investing is seductively simple. Markets over the long-term are driven by earnings growth and thematic investing looks...
Trends in Integrated Wealth Advisor SelectionPresenters: Wally Head, Vice Chairman, Gresham Partners, LLCDrew McMorrow, President & Chief Executive Officer, Ballentine PartnersModerator: Charles B. Grace, III, Managing Director, Family Office ExchangeSession Description: This session looked at the wealth advisor selection process from the ...
Preparing for the Global Talent Crunch Presenter: David Satler, Senior Client Partner, Korn Ferry Session Description: A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent sho...
Helping Families Navigate Opportunities and Risks in Uncertain TimesPresenter: Sara Hamilton, Founder and Chief Executive Officer, Family Office ExchangeVincent Hayes, Director of Membership Development, Family Office ExchangeSession Description: Major disruptions to the normal course of business are heading our way, and enterprise families wi...
Sparking Effective Communication and Interpersonal Skills Presenter: Rebecca Bales, Global Partner, Lumina Learning USASession Description: In this highly interactive and engaging professional development session, participants focused on communication and interpersonal skills that can be utilized to raise self-awareness around behav...
Team-based Selling: How to Win More Business by Selling Together Effectively Presenter: Michael Dalis, Author, Sell Like a Team, Managing Partner, DRIVE Sales Consulting, LLCSession Description: Gone are the days of meeting a client for lunch, chatting about the firm’s offering, and closing the sale over dessert. Clients today look ...
The Growing Power of Women OwnersPresenters: Deborah Jackson, Founder and Chief Executive Officer, Plum Alley InvestmentsAndrea Turner Moffitt, Author, Harness the Power of the Purse: Winning Women Investors and Co-Founder, Plum Alley InvestmentAvril Westerman, Director of Investments, Westerman Interests, Inc. | Westerman Family OfficeSession Desc...