Owner/Operator Council '10 Meeting - Chicago May 2016

Overview

Wednesday, May 11, 2016 - 3:30pm to Friday, May 13, 2016 - 1:00pm

The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.

The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future.

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:

Owner/Operator Council Members and Invited Guests

Registration

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Agenda

AGENDA

Host: Family Office Exchange

Wednesday, May 11, 2016 – Joint Council Meeting

3:00 p.m. Welcome and Group Introductions

3:30 p.m. Investment Discussion

Recent Activity: Strategic and Tactical Asset Allocation Changes (Worksheet Review) All participants to highlight changes and discuss reasons for the change.

Specific deal and/or manager presentation and feedback

4:30 p.m. Meeting Adjourned

4:45 p.m. - 5:45 p.m. Transportation to Wrigley Field (Both Council Groups)

Board Bus in front of Gleacher Center

6:00 p.m. - 7:00 p.m. Dinner at Council Baseball Outing (Both Council Groups)

Audi Club Dug Out Room / Chef’s Table Dinner

7:15 p.m. 1st Pitch - Council Baseball Outing

Wrigley Field – Club Box Outfield Aisle 6, Rows 7, 8 & 9

Thursday, May 12, 2016

9:00 a.m. Breakfast

All meals served in “Room 220” Lounge

9:30 a.m. Welcome

10:30 a.m. Break

10:45 a.m. Philanthropy Survey Results and Group Discussion

Results from the pre-work survey will be shared with the group followed by interactive group discussion about your family’s philanthropic initiatives.

11:45 a.m. Lunch

All meals served in “Room 220” Lounge

1:00 p.m. Overview of Member Accomplishments and Challenges

Facilitated by Mariann Mihailidis

Interactive discussion. All members will give a short overview of your 2015 accomplishments and 2016 challenges. Each member should limit their discussion to 5 minutes.

2:15 p.m. Break

2:30 p.m. Risk & Opportunity Mapping Discussion

3:45 p.m. Letting Go and Leveraging External Advisors

as Relationship and Educational Partners

5:00 p.m. Meeting Adjourned

6:00 p.m. Council Dinner

Friday, May 13, 2016

8:30 a.m. Breakfast

9:00 a.m. Executive Dialogue

Facilitated by Mariann Mihailidis, Family Office Exchange

11:00 a.m. Break

11:15 a.m. Next Steps

11:30 a.m. Meeting Adjourned and Lunch

All meals served in “Room 220” Lounge

*** Business casual attire for meeting ***