Regional Member Briefing - New York - May 11, 2017

Overview

Thursday, May 11, 2017 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Recommended for: 
FOX Family Office Members and Qualified Family Office Prospects

Location

Pitcairn
99 Park Avenue, Suite 320
New York  New York  10016
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
   
12:00 pm Lunch and Presentation/Q&A
   
 

Talent Planning's Impact on the Family Office: The Employee Experience

Speaker: Leslie C. Voth, President & Chief Executive Officer, Pitcairn

The value of any family office lies in its people. Finding the clarity, courage, and confidence to design and implement a coherent talent strategy enables the family office to be more flexible and profitable over time while allowing top talent to be actively engaged and productive. Participants will leave with a clear understanding of why talent planning is essential and tips on how to promote an authentic Employee Experience within the family office.
   
1:00 pm Peer Dialogue
   
1:30 pm Adjourn

 

  

 

Leslie C. Voth, President & Chief Executive Officer, Pitcairn

Leslie C. Voth is President and Chief Executive Officer of Pitcairn, a recognized global leader in the specialized multi-family office marketplace. Leslie’s industry experience and invaluable insights have contributed to the success of both the firm and its clients.  She has been a member of Pitcairn’s senior management team since 1996. She has served in several leadership roles including Director of Marketing from 1996-2001, President of the Wealth Management Group from 2002-2008, and President and Chief Operating Officer from 2008 until assuming her current responsibilities.

Leslie is directly responsible for overall corporate planning and strategic growth, and oversees all client relationships.  She has played a key role in Pitcairn’s growth and expansion, spearheading development and implementation of an industry-leading 100% open architecture investment platform, and developing a total wealth management strategy utilized by the firm’s clients. She has recently pioneered the creation of multi-disciplinary teams to collaboratively meet the increasingly complex needs of the firm’s clients. Most recently, Leslie was named “Family Office Leader of the Year” at the Family Office Review Awards 2015 for her dedication as a leader and for her contributions to the family office industry. She was also awarded the top honor of “Women in Wealth Management” at the Family Wealth Report Awards 2014 for her individual contributions to the wealth management industry.

Leslie joined Pitcairn in 1993, serving as Director of Marketing and Communications.  In that capacity, she founded the Pitcairn Women’s Forum, the firm’s pioneering and much-praised educational program targeted to women.

A veteran of the financial industry with over two decades of accomplishment, Leslie also served for nine years as Vice President of the Meritor Financial Group before joining Pitcairn.
 

Sandra Ditore, Regional Director, Membership Development, East Region

Sandra Ditore is the Regional Director of Membership Development, East Region for Family Office Exchange (FOX) which is a leading provider of research, advice and education to families of exceptional wealth. FOX serves more than 350 ultra-wealthy families and 150 multi-family offices and advisory firms across 20 countries. In her role, Ms. Ditore is responsible for identifying prospective family and advisor members, assessing their needs and priorities, and ensuring they have a deep understanding of the benefits of FOX membership. In addition to new member acquisitions, Ms. Ditore is responsible for identifying and securing sponsorship for FOX forums and educational workshops. 
 
Ms. Ditore has more than 20 years of experience in sales and marketing. Before joining FOX in 2002, Ms. Ditore was a senior account manager for a Chicago-based healthcare communications firm, where she developed marketing strategies for global pharmaceutical brands. Prior to this, she held research and marketing positions at several Wall Street investment banking firms, including Drexel Burnham Lambert, Dean Witter Reynolds, and Dillon Read & Co.

Ms. Ditore is on the Executive Leadership Team for the Family Firm Institute (FFI) Midwest Chapter. Her involvement includes the development of educational programming for Midwest members.

 

Charles B. Grace, III, Managing Director, Family Office Exchange

Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. Assignments have included work on advisor selection, education of the next generation, leadership and succession, governance, family office structuring, among others.

Charlie has been active for over twenty years in the family office community advising ultra-wealthy families and serving as a resource to ultra-wealthy families and family offices. He advised on investment portfolios and general wealth management for almost 10 years, working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. Charlie has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine and presented at many conferences focused on private investors and family offices.

In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.

Charlie graduated from the Washington College of Law with a J.D. and is a member of the New York State Bar. He received a B.A. and M.A. in history from Bates College and the American University, respectively.