A Decade of Decisions - Part III - 30th May 2018

Overview

Wednesday, May 30, 2018 - 8:15am to 2:30pm

A Decade of Decisions” is a dynamic program to accelerate your thinking about the future planning for family wealth and success.

Presented by Key Capital Private and Family Office Exchange

Business and wealth owning families will face very important decisions in the next decade, as family and business leadership has to deal with the complexity of changing world economies, challenging innovations in technology, lower investment returns, and the desire of many leaders to step down from active management as they reach the next chapter.

This special event will provide an opportunity to hear about what makes a family enterprise successful (including several case studies highlighting what successful families have learned along this journey), building the entrepreneurial mindset in
the family, getting the right governance structure and developing the appropriate investment strategies.

About FOX

Family Office Exchange (FOX) is the premier global member network for enterprise families and their advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 460 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and best practices in wealth management.

About Key Capital Private

Key Capital Private provides a tailored wealth advisory service to a small number of very high net worth families and institutions. We help to grow and protect wealth. To achieve this, we first gain a deep understanding of our clients existing investment portfolios, return objectives, risk tolerance, tax situation, business, family relationships and desired outcomes. All of which influence how we design and manage portfolios aligned to family purpose. Key Capital Private is regulated by the Central Bank of Ireland.

Recommended for:

Enterprise Families

Location

The Westbury Hotel

Dublin 2

Dublin

Ireland

Registration

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Agenda
Speakers

AGENDA

Host: Key Capital Private and Family Office Exchange

MEETING LOCATION

The Westbury Hotel
Dublin 2

Wednesday 30^th May 2018
8:15 a.m.		*Continental Breakfast*

9:00 a.m.		Welcome and Introduction Presenter: Fintan Maher, Managing Director, Key Capital Private

9:05 a.m.		Insight from the MacLean Family Office Exchange Presenter: Duncan MacLean, CEO and President of MacLean-Fogg

10:00 a.m.		Building an Intergenerational Approach to Investing Presenter: Ian Kilcullen, Chief Investment Officer, Key Capital Private

10:30 a.m.		*Coffee Break*

11:10 a.m.		Panel Session Participants: Duncan MacLean, Ann Dugan, Fintan Maher; hosted Shane Gill

11:50 a.m.		Family Education and Philanthropy Discussion Presenter: Ann Dugan, Senior Managing Director, Family Office Exchange

12:30 p.m.		FOX 2018 Global Investment Survey Results & Risk Discussion Presenter: Miguel López de Silanes, Market Leader Europe, Family Office Exchange

1:00 p.m.		*Lunch*

2:30 p.m.		Meeting Adjourned

		FINTAN MAHER Managing Director, Key Capital Private Fintan was appointed Managing Director of Key Capital Private in November 2016. He has more than twenty five years experience in Wealth and Investment Management both in Ireland and overseas, including roles as CIO for a major Irish family office and Head of Wealth for the largest Multi Family Office in Asia Pacific. Fintan is passionate about taking the time to really understand and listen to individuals, families or organisations and then developing solid investment strategies. Fintan has a Bachelor of Commerce from UCD, is a CFA member (ASIAI, Society of Investment Analysts Ireland), a holder of the RG146 (Diploma in Finance) an Australian financial designation, and a Registered Representative (U.K).

		DUNCAN A.L. MacLEAN President & CEO MacLean-Fogg Duncan MacLean is the great grandson of the founder of MacLean-Fogg and son of the current Chairman, Barry MacLean. Duncan joined MacLean-Fogg in 1996 and worked in 7 different business units including 4.5 years living and working in Germany, before becoming CEO in 2017. Founded in 1925, MacLean-Fogg originally offered one lock nut to North America’s railroads and through innovative product development and selected acquisitions, the business has grown into a worldwide enterprise. It currently operates 40 global manufacturing facilities across 5 continents with annual sales in excess of US$1 billion and a workforce of over 4,000 people. Duncan received a Bachelor of Arts and Sciences Degree from Dartmouth College in 1994, a Bachelor of Engineering degree from Dartmouth’s Thayer School of Engineering in 1995, a Masters of Engineering Management degree from Dartmouth’s Thayer School of Engineering in 1996, and an MBA from Kellogg Graduate School of Management in 2008. Duncan currently serves on several philanthropic boards.

		SHANE GILL Director, Private Wealth Management, Key Capital Private Shane is a Director of Wealth Management at Key Capital Private and brings over 20 years’ experience in financial services. Shane acts as a key advisor to a number of private individuals and their families with a particular focus on providing financial planning advice on asset allocation, portfolio construction, retirement planning, and wealth transfers. Qualifying as a Chartered Accountant in 1994, Shane is also a Certified Financial Planner. Shane has previously held senior roles in corporate finance and structured finance in Ireland and overseas with Crowe Horwath, MRM Bermuda, ABN AMRO Australia and FirstRand Bank.

		ANN DUGAN Senior Managing Director of Consulting, Family Office Exchange Ann Dugan is the Senior Managing Director of Consulting at Family Office Exchange (FOX), where she leads the FOX consulting team in the outstanding delivery of services to many of the world’s most substantial family enterprises and family offices as they strive to achieve long-term sustainability and multi-generational success. Ann is the founder of the Institute for Entrepreneurial Excellence at the University of Pittsburgh which she also led as executive director for nearly 30 years while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Most recently, Ann comes to FOX from Headwaters SC (HWSC), where she served as Managing Director, Family Advisory Services. While at HWSC, Ann engaged with families and their enterprises, assisting them with their growth and development strategies while also planning for the next generation of family and business leadership. During this period, Ann served as an executive in residence for the Family Business Network, North American (FBN). Ann received her Bachelor of Science degree in Economics as well as her Master of Business Administration degree from the University of Pittsburgh. Ann is a fourth generation member of a business-owning family within the lumber and building supply industry in southeast Georgia. Ann is a serial entrepreneur who has founded and led numerous ventures to success.

		IAN KILCULLEN Chief Investment Officer, Key Capital Private Ian joined Key Capital in 2006 and is the Chief Investment Officer for Key Capital Private. Prior to this he was Managing Director of Key Capital’s Asset Management business. He has 17 years of investment experience and before joining Key Capital he held positions that involved managing portfolios across a range of asset classes including corporate bonds, senior secured leveraged loans and the equity of CLOs. Ian is a Chartered Certified Accountant (FCCA) and holds a BA in European Business Studies from the University of Ulster.

		MIGUEL LÓPEZ DE SILANES Market Leader for Europe and Latin America Miguel López de Silanes is the FOX Market Leader for Europe and Latin America. He is responsible for delivering FOX services to current members and also works actively to expand the network in Europe and Latin America. Miguel has most recently been director of the family office for one of Europe’s leading real estate families. Previously, he worked for 13 years at UBS Wealth Management and UBS Investment Banking in NY, Chile, and other locations in Latin America. He began his career at Bain & Company as an Associate Consultant in London and Madrid. He has an MBA from Harvard Business School and a BA in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.