2015 Regional SFO/MFO Briefing - Philadelphia - September 30

Overview

Wednesday, September 30, 2015 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your SFO and MFO peers over lunch.

Presentation:

Introduction to Captives

Speaker: William J. Knox, A.R.M., Executive Vice President, Captives Practice Leader, HDH Group

Attendance is included with membership, but advance registration is required.

Recommended for:

Single Family Office Executives and Multi-Family Office Executives

Location

The Capital Grille - King of Prussia

236 Mall Blvd.

King of Prussia Pennsylvania 19406

United States

Registration

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Agenda
FOX Facilitators

11:30 am Network/Welcome

12:00 pm Lunch and Host Presentation/Q&A

1:00 pm Peer dialogue

1:30 pm Adjourn

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.

Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.

David F. Toth, Director of Advisor Research

David Toth is the Director of Advisor Research at FOX. In this capacity, he harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap for a series of initiatives that assist family offices and Wealth advisors in building talent management strategies, optimizing team structure, elevating the client experience and achieving profitable growth.

David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions at PNC Financial’s Asset Management division formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.