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Mishu Rahman Din is the Director of Research, Insights and Knowledge at FOX. She is responsible for leading the development of FOX’s Research products such as benchmarking and time-trended reports, thereby keeping FOX at the forefront of private wealth thought leadership. Mishu has over 20 years of research and strategy expertise spanning CPG, Fina...
Co-Founder of MMCI, with over 40 years of professional experience, Stephen Goldbart is a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. His professional interests focus on the opportunities and challenges of wealth, including the psychology of life transitions, adult development, depth psychotherap...
Joan DiFuria, Co-Founder of MMCI, is a globally recognized speaker and consultant for families of wealth, family businesses, Family Offices, and enterprises. She helps clients attain successful and lasting impact on their lives, their families, and their businesses. Ms. DiFuria has co-developed and led numerous training programs on the psychology o...
John K. Coyle is one of the world's leading experts in "Design Thinking” and Innovation, and a highly sought-after speaker. John's presentations are always an audience favorite because he combines the exhilarating stories of a champion athlete with the data and intellect of a professor and best-selling author. John is t...
Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously...
Stacy Allred is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Most recently, Stacy was at First Republic in a similar role and previously spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Earlier, she provided comprehe...
Dave Blundin is a serial entrepreneur and Founder of Exponential Ventures (XPV). Dave is also Managing Partner at Link Ventures, a VC firm investing in early-stage technology startups. He has co-founded 23 companies, at least five of which have achieved $100 million+ valuations, and served on 21 private and public boards. XPV’s mi...
Byron D. Trott is Chairman and Co-Chief Executive Officer of BDT & MSD Partners, a merchant bank with an advisory and investment platform built to serve the distinct needs of business owners and strategic, long-term investors. He is also Co-Chief Investment Officer of BDT Capital Partners, a registered investment advisor of the firm. In 2009...
Basil Mohr-Elzeki is Head of the Americas for Henley & Partners, where he holds the dual roles of Managing Director and Head of Private Clients, based in Miami, USA. He travels extensively throughout the region, providing strategic direction and expert insights to staff, ensuring they deliver exceptional advice to clients on residence and citiz...
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...