Overview
The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.
The purpose of this council is to elevate the professional and personal performance of these participants in order to enhance the operation of the broader family enterprise and long term well-being of the family.
Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
MEETING LOCATION
Four Seasons Hotel Miami
1435 Brickell Avenue / Miami, FL
Meeting Room: 1435 Gallery
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Tuesday, October 2, 2018 |
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6:30 p.m. |
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Optional Dinner
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Wednesday, October 3, 2018 |
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8:30 a.m. |
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Breakfast
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9:00 a.m. |
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Welcome and Introductions Alexandre Monnier, President, Family Office Exchange Participants will briefly share their key challenges and key objectives for the meeting. |
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10:00 a.m. |
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Key Success Factors in becoming a Resilient Family Miguel López de Silanes, Managing Director, Family Office Exchange Miguel will present a detailed overview of the key success factors required for a family enterprise to be resilient & sustainable over time, sourcing their recommendations from the latest academic and practical research available, including Family Office Exchange's. |
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11:00 a.m. |
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Networking Break |
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11:15 am |
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Global Economic Outlook for 2019 Larry Adam, CIO for Deutsche Bank's Wealth Management Americas Larry will share his perspective and investment outlook for 2019. Given the prolonged strength of the U.S. economy and near record long financial market rallies, Larry will analyze whether or not these trends can continue. This session will examine:
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12:30 p.m. |
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Lunch
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2:00 p.m. |
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Case Study on a Global Family’s Investment Policy The speaker will share with us the history, main goals and challenges and the investment Policy and Asset Allocation of the family office. |
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3:30 p.m. |
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Peer Dialogue Facilitated by: Alexandre Monnier and Miguel López de Silanes, Family Office Exchange Facilitated discussion about the issues that are top of mind for the group. |
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5:30 p.m. |
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Meeting Adjourned |
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6:30 p.m. |
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Council Dinner
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Thursday, October 4, 2018 |
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8:30 a.m. |
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Breakfast
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9:00 a.m. |
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Developing Enterprise Thinking Using a Miguel López de Silanes, Family Office Exchange Miguel will share Family Office Exchange's Risk Assessment model as well as some case studies on how families are assessing and mitigating Risks at every level. |
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10:30 a.m. |
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Networking Break |
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11:00 a.m. |
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The Art and Science of Co-Investing David McCombie, Founder and CEO of McCombie Group, LLC Families are increasingly investing in private equity on a deal-by-deal basis. Based on his experience reviewing nearly 1,000 club deals on behalf of his family office clients, David will share an interactive "Harvard Business School case study-style” presentation and walk through three ‘real life’ deals to share important lessons that can be applied to future opportunities. |
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12:30 p.m. |
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1:00 p.m. |
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Meeting Adjourns |
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1:00 p.m. |
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Optional Lunch (For those who can stay)
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*** Business casual attire for meeting ***