Executive Council '04 - New York, March 2013

Overview

Monday, March 18, 2013 - 7:00pm to Wednesday, March 20, 2013 - 4:00pm

The FOX Executive Council '04 is comprised of CEOs of the largest, most sophisticated multi-generational family offices in the U.S. pursuing the best practices for complex family enterprises.

The purpose of this council is to elevate the professional and personal performance of these executives and therefore 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.

Recommended for:

Executive Council 2004 members and invited guests

Registration

FOX Members: Log in to register for this event.

Not a FOX Member? Inquire here to request an invitation to this event:

form.antibot { display: none !important; } You must have JavaScript enabled to use this form.

First Name *

Last Name *

Email Address *

Phone Number *

Company *

Country *

Terms and Conditions

We want to ensure you know how your data is stored and used. Please take a moment to review the terms and conditions and privacy policy before you continue.

Terms and Conditions *

I agree to the terms and conditions

Contact Permissions

To keep you informed of developments at FOX and in the family enterprise market, we would like to email you periodically. To join our mailing list, simply check the box below. You can easily unsubscribe at any time.

Contact Permissons

Yes, I would like to receive email communications from Family Office Exchange

Leave this field blank

CAPTCHA

This question is for testing whether you are a human visitor and to prevent automated spam submissions.

Agenda

Agenda
Hosted by: Family Office Exchange

Monday, March 18, 2013

7:00 p.m.

Optional Dutch Treat Dinner and Cocktails (Spouses Welcome)

Tuesday, March 19, 2013

8:15 a.m.		*Continental Breakfast*

8:50 a.m.		Welcome Mariann Mihailidis, Managing Director, Family Office Exchange

9:00 a.m.		Understanding and Minimizing Conflict through Effective Communication

10:30 a.m.		*Break*

10:45 a.m.		Understanding and Minimizing Conflict … continued

12:00 p.m.		*Lunch*

1:00 p.m.		Executive Dialogue Facilitated by Mariann Mihailidis, Family Office Exchange

3:00 p.m.		*Break*

3:15 p.m.		Executive Dialogue … continued

4:30 p.m.		*Adjourn*

6:00 p.m.		*Cocktails and Dinner (Spouses Welcome)*

Wednesday, March 20, 2013

8:00 a.m.		*Continental Breakfast*

8:30 a.m.		Technology from the Front to the Back

10:30 a.m.		*Break*

10:45 a.m.		Private Investor Coalition (PIC) Update

11:00 a.m.		Open Dialogue – Do Hedge Funds Belong in Your Portfolio?

12:00 p.m.		*Lunch*

1:00 p.m.		Outsourcing Family Office Services – Issues to Consider

2:00 p.m.		Client Servicing Facilitated by Mariann Mihailidis, Julie McKinley and Dulcie Truitt Mariann will present FOX Best Practices from MFO and Single family office industry research. This presentation will be followed by a panel of Council members who are reviewing their client service models and enhancing the structure. They will discuss their models and lessons learned along the way.

3:30 p.m.		Next Steps

4:00 p.m.		*Meeting Adjourned*

*** Business casual attire for meeting ***