Owner/Operator Council '16 - May 2017 | Family Office Exchange

Overview

Monday, May 8, 2017 - 7:00pm to Wednesday, May 10, 2017 - 11:45am

The FOX Owner/Operator Council '16 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 '16 Members and Invited Guests

Registration

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Agenda

*AGENDA* Host: Family Office Exchange FOX Office 100 S. Wacker - Suite 800 Chicago, IL
Monday, May 8, 2017
*6:30 p.m.*		*Optional/Casual Dinner* The Florentine 151 W. Adams St., Chicago Located on the 2nd level of the JW Marriott 1.5 Blocks from the Kimpton Gray Hotel
Tuesday, May 9, 2017
*8:00 a.m.*		*Continental Breakfast* Served at FOX
8:30 a.m.		Welcome – 2016 Accomplishments and #1 Challenge for 2017 Facilitated by Alexandre Monnier, President and Jane Flanagan, Managing Director, Family Office Exchange
9:00 a.m.		Private Equity Industry Update – Performance and Trends Lori D. Mills, CFA, Managing Director and Joseph F. Nugent, Director, Asset Consulting Group Private equity is a core component of most asset allocations. Whether you invest directly or in funds, understanding how and where others are finding success is paramount. In this session, Lori and Joe will update the group on how private equity performed in 2016 and where their family office clients are finding opportunities for 2017 and beyond.
*10:15 a.m.*		*Break*
*10:30 a.m.*		*Leakages: The Impact of Fees, Taxes and Spending on your Investment Strategy* Stuart Lucas, Chairman and Chief Investment Officer of Wealth Strategist Partners LLC In an environment where volatility and single-digit returns are the norm, families are increasingly focused on the challenge of growing and preserving their purchasing power for current and future generations. In this session, Stuart Lucas, renown author of Wealth: Grow It and Protect It and founder of the Private Wealth Management program for wealth owners at the University of Chicago Booth School of Business, will share his advice for measuring and managing the “leakages” that impact your investment program and, ultimately, your bottom line.
*12:30 p.m.*		*Lunch* South Branch / Private Dining 100 S. Wacker Dr. (Same Building as FOX Office)
1:30 p.m.		Impact Investing: Doing Good while Doing Well Bruce Boyd, Principal and Senior Managing Director, and Julia Sze, Managing Director of Impact Investing at Arabella Advisors Impact investing is attracting a lot of interest in the family office community, but many worry that investing for impact means sacrificing return. In this session, Bruce and Julia will demystify this important topic and outline some of the approaches that their clients have used to incorporate an impact investing strategy in their philanthropy and beyond.
*2:45 p.m.*		*Break*
3:00 p.m.		Peer Dialogue Facilitated by: Alexandre Monnier and Jane Flanagan, Family Office Exchange Interactive discussion. All members will have an opportunity to share their peer dialogue questions with the group for discussion.
*5:00 p.m.*		*Meeting Adjourned*
*6:00 p.m.*		*Council Dinner* Del Frisco’s of Chicago 58 E. Oak St., Chicago Tour of Wine Tower
Wednesday, May 10, 2017
8:00 a.m.		*Continental Breakfast* Served at FOX
8:30 a.m.		Planning Considerations for the Modern Family Kim Kamin, Principal, Gresham Partners, LLC As the traditional nuclear family has changed because of evolving social and legal norms, there are implications for family offices and dynastic wealth in family governance, how services are provided, how existing trusts are interpreted and how new estate planning instruments are drafted. Kim will discuss how divorce and marital status, defining descendants, assisted reproductive technologies, posthumous conception, and other important developments impact working with your 21st century families.
*9:30 a.m.*		*Break*
9:45 a.m.		FOX Investment Research Highlights and Group Discussion Alexandre Monnier and Jane Flanagan, Family Office Exchange Alexandre will share key findings from the 2017 FOX Global Investment Survey, which includes the asset allocation and performance, investment opportunities for 2017, and active vs. passive investing trends of family offices around the world.
11:00 a.m.		Topics for the Next Meeting
*11:30 a.m.*		*Meeting Adjourns*
		* Business casual attire for meeting *