Overview
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 meeting
Registration
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
AGENDA
MEETING LOCATION
Chicago, IL
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Monday, May 7, 2018 |
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6:00 p.m. |
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Combined Optional Council Dinner / FOX Direct Investing Dinner
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Tuesday, May 8, 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 – 2017 Accomplishments & #1 Challenge for 2018 Facilitated by Alexandre Monnier, President and Jane Flanagan, Managing Director, Family Office Exchange |
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9:30 a.m. |
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Tax Reform Update This session addresses the impact of the 2017 Tax Act on business owners and family offices and provides practical strategies for making the most of the current tax climate. We will have time for discussion, so bring your questions for the expert and the group. |
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10:45 a.m. |
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Break |
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11:00 a.m. |
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The Art and Science of Co-Investing 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, The speaker will share an interactive "HBS 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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12:15 p.m. |
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Lunch |
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1:30 p.m. |
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Direct Investing Trends Irene Mello, Director, Direct Investing Network, Family Office Exchange Most FOX families engage in direct investing, and 120+ families belong to the FOX Direct Investing Network where they engage with peers on this topic. Irene will share some of the trends FOX is seeing in this network - from the most popular sectors and sources of deal flow to the challenges of managing direct investments - and will facilitate a discussion about the direct investing issues that are top of mind for the group. |
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2:45 p.m. |
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Break |
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3:00 p.m. |
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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. |
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5:00 p.m. |
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Meeting Adjourned |
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6:00 p.m. |
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Council Cocktails and Dinner
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Wednesday, May 9, 2018 |
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8:00 a.m. |
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Breakfast |
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8:30 a.m. |
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Member Case Study: Documenting Your Family and Business History A council member's family business was founded in 1870, and in the process of going through the historical files, the member decided to work with an editor to document his family and business history in a book. In this session, the member will share the key takeaways and lessons learned from this labor of love. |
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9:30 a.m. |
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Break |
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9:45 a.m. |
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Philanthropy Show & Tell Group Discussion Facilitated by Alexandre Monnier and Jane Flanagan, Family Office Exchange Members of the group will share their family’s approach to philanthropy (e.g., foundation, donor advised funds, checks to favorite causes) and favorite initiatives. |
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10:45 a.m. |
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11:00 a.m. |
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Meeting Adjourns
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*** Business casual attire for meeting ***