Overview
The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.
The purpose of this council is to focus on sustainability of the family with discussions including family governance, owner education, strategic planning, and best practices for effective management of the family enterprise.
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.
If you have questions, please contact Julie Kelly.
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
HOTEL WELLINGTON
VELAZQUEZ 8 | 28001 MADRID
Phone: +34 915 75 44 00 | www.hotel-wellington.com
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Thursday, October 3, 2019 |
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08:30 – 09:00 |
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Breakfast |
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09:00 – 09:45 |
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Welcome, Goals of the GFC and Participant Introductions Presented by Sara Hamilton, Founder & CEO, and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange |
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09:45 – 10:15
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Highlights from the Singularity University Program for a Leading Family Office Presented by Maarten de Groot, CEO, Eligius SFO Maarten will share with us the key highlights and global trends from the recent program that the family and the FO team attended at Singularity University, including global dynamics, exponential technologies, artificial intelligence, energy and education. |
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10:15 – 11:15 |
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Key Global Family Enterprise and Family Office Trends Presented by Miguel López de Silanes and Sara Hamilton We will share the key trends being experienced by international and US families from our recent FOX FO Survey, including trends in ownership and governance, strategy and risk management, owner engagement and education, FO costs and structure, investments, and various others. |
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11:15 – 11:30 |
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Networking Break |
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11:30 – 12:30
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Family Case Study: History, Values, Governance and Key Investments of a Multi-generational European Family Enterprise Presented by José Ignacio Ysasi de Ysasmendi, CEO, Casagrande FO, Madrid, Spain |
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12:30 – 13:00 |
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Follow-up Discussion and Peer Dialogue |
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13:00 – 14:00 |
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Lunch |
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14:00 – 15:00 |
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Family Case Study on Embracing Disruption at Henkel, and Presented by Rahmyn Kress, Chief Digital Officer, Henkel, and Konstantin von Unger, a Member of Henkel´s Shareholder Committee |
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15:00 – 16:00 |
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FOX Opportunity and Risk Committee Research and Meeting Adjournment |
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16:00 – 16:30 |
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Follow-up Discussion and Peer Dialogue |
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17:45 – 19:00 |
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Social Event: Highlights of the Museo Reina Sofía |
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19:30 – 20:15 |
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Cocktails with the Del Pino Family at the Del Pino Foundation |
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20:30 – 22:00 |
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Dinner at Tatel Madrid |
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Friday, October 4, 2019 |
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08:30 – 09:00 |
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Breakfast |
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09:00 – 09:15 |
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Update on Investment Allocations from FOX´s and Other Global Surveys Presented by Miguel López de Silanes and Sara Hamilton |
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09:15 – 09:45
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Investment Allocation Panel: Case Studies from European Families 4 Council Panelists, Coordinated by Miguel López de Silanes The Participants will share part of their investment strategy/ investment allocation, emphasizing lessons learned on due diligence, providers, returns, and asset expertise. |
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09:45 – 10:15 |
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Follow-up Discussion and Peer Dialogue |
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10:15 – 10:30 |
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Networking Break |
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10:30 – 11:30 |
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Venture Capital Trends Presented by José Miguel Herrero, Partner, Big Sur Ventures Mr. Herrero will share some of the leading trends affecting and shaping the VC industry, including new structures of direct investing, pricing trends, sub-sector/niche focus, and success stories. |
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11:30 – 12:45 |
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Peer Dialogue and Key Takeaways from GFC |
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13:00 – 14:00 |
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Group Networking Lunch |
*** Business casual attire for meeting ***