FOX Fall Forum Preliminary Agenda - October 22-24, 2012

In a year when global politics and financial upheaval is front and center, the FOX Fall Forum brings to the forefront families that are mastering change by strategically navigating these shifts and getting results.

Highlights include:

Mark Halperin, Times senior editor and political analyst on “The Substance, Drama and Consequence of Modern Politics”  Dr. Richard Haass, President of the Council on Foreign Relations discussing “Global Readiness" Ann Dugan, founder of the Center for Entrepreneurial Excellence
on tapping into the next generation’s entrepreneurial potential 

 

  • Family investors demonstrating the power of using new investment vehicles to create social and environmental impact
  • Families sharing how they have aligned business, wealth and philanthropic interests to benefit future generations by developing a strategic plan
  • Identifying impactful conversations needed for the trustee/beneficiary relationship to succeed

Registration will be opening soon. Meanwhile, if you are a qualified wealth owner, family office professional, or wealth advisor, contact us to inquire about attending the FOX Fall Forum.

Monday, October 22

11:00 a.m.   Newcomers to FOX

12:00 p.m.   Welcome Lunch and Opening Comments
 
1:00 p.m.     General Session
 
2:00 p.m.     Special Interest Sessions
 
FOX Investment Deal Exchange Network 
Linda Shepro, FOX Deal Exchange Network
 
Critical Issues Thought Starter: “Last Call at the Oasis” Film Discussion
Film screening followed by a facilitated discussion.
 
Passing the Torch: How to Communicate with the Next Generation 
Greg McCann, McCann & Associates Consulting, Family Enterprise Center, Stetson University
Jill Shipley, GenSpring Family Offices
 
5:00 p.m.     NextGen Cocktail Party
                    Global Attendees Reception
 
6:00 p.m.     Family Office and Thought Leaders Reception and Dinner
 Sponsored by Abbot Downing 

 

Tuesday, October 23

8:00 a.m.   Breakfast

8:30 a.m.    Welcome and Opening Comments
Alexandre Monnier, President
 
9:15 a.m.   Taking Long-term Family Wealth Strategy From Theory to Practice 
Sara Hamilton, Founder and CEO with Thought Leaders Council members and family representatives
 
10:15 a.m.   Break
 
10:45 a.m.   Peer Dialogue
 
12:15 p.m.   All Member Lunch
 
12:45 p.m.   CEO Address
Sara Hamilton, Founder and CEO
 
1:00 p.m.   Rebuilding Trust in Financial Markets
 
Afternoon Learning Tracks
 Track 1: Successful Approaches to Investing
Sponsored by: Abbot Downing		Track 2: Strategies for Enhancing Family LegacyTrack 3: Critical Issues for Family Offices

Track 4: Difficult Conversations for 
Wealth Stewardship

2:30 p.m.Understanding
Impact Investing		Supporting Entrepreneurs in Your Family – Part I

Ann Dugan, Institute for Entrepreneurial Excellence,  
Dirk Junge, Pitcairn

Succession Planning for the Family Office CEOSelecting a Trustee: 
How to Do It Right

 

3:45 p.m.

Break 

 

Break 

 

Break 

 

Break 

 

4:00 p.m.The Goal-Based Investing AdvantageSupporting Entrepreneurs In Your Family – Part IIDeveloping Family Office Leadership

 

Wealth Transfer: Determining How Much Is Enough

 

5:15 p.m.   Wrap up and Adjourn

 
6:30 p.m.   All Member Reception and Dinner
Cafe Brauer - Lincoln Park Zoo

Wednesday, October 24

8:00 a.m.    Breakfast 

8:30 a.m.    Opening Comments and FOX Update 
Sara Hamilton, Founder and CEO
 
9:00 a.m.    The Substance, Drama and Consequence of Modern Politics 
Keynote Speaker: Mark Halperin, MSNBC and TIME Magazine,  co-author of the book “Game Change” 
 
10:00 a.m.   Break

10:30 a.m.   Game Changers: The Market Impact of Global Politics
           W. Ben Hunt, Ph.D., TIG Procella Fund
 
11:30 a.m.   Family Enterprises Creating Impact 
 
12:30 p.m.   Lunch
 
1:00 p.m.    Global Readiness
Dr. Richard Haass, Council on Foreign Relations
 
2:00 p.m.   Closing comments and adjourn