Tuesday, October 23
Tuesday, October 23 | |
| 7:30 a.m. | Breakfast |
| 8:30 a.m. | Opening comments |
| 9:15 a.m. | General Session – Taking Long-term Family Wealth Strategy from Theory to Practice |
| 10:15 a.m. | Break |
| 10:45 a.m. | Peer Dialogue – divided by office size/type |
| 12:15 p.m. | All Member Lunch - Advisors join |
| 12:45 p.m. | Opening Comments |
| 1:00 p.m. | General Session - Restoring Trust in Financial Markets |
| 2:15 p.m. | Track Sessions #1 |
| Successful Approaches to Investing Sponsored by: Abbot Downing Understanding Impact Investing | |
| Strategies for Enhancing Family Legacy SupportingEntrepreneurs in your Family, Part I Ann Dugan and Dirk Junge, Pitcairn | |
| Critical Issues for Family Offices Succession Planning for the Family Office CEO | |
| Difficult Conversations for Family Wealth Stewardship Selecting a Trustee: How to Do It Right | |
| 3:30 p.m. | Break |
| 4:00 p.m. | Track Session #2 |
The Goal-Based Investing Advantage Jack Parham, | |
| SupportingEntrepreneurs in your Family, Part II | |
| Developing Family Office Leadership | |
| Wealth Transfer: Determinng How Much is Enough | |
| 5:15 p.m. | Wrap up and Closing Comments |
| 5:30 p.m. | Adjourn |
| 6:30 p.m. | All Member Dinner Cafe Brauer - Lincoln Park Zoo |