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
Dallas, Texas 75201
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Monday, May 6, 2019 |
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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 7, 2019 |
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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 Facilitated by Jane Flanagan, Managing Director, Family Office Exchange
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10:00 a.m. |
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Macroeconomic Update Market corrections, recessions and economic downturns, oh my! What is the rational business owner to believe? In this session the speaker will paint a picture of the current macroeconomic landscape and outline the risks and opportunities for families with patient capital. |
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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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Group Discussion – This time is set aside for the group to discuss their takeaways from the Macroeconomic Update and plans in the event of a downturn. |
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12:30 p.m. |
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Lunch |
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1:30 p.m. |
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Case Study: Direct Investing Lessons Learned What do you do when a deal doesn’t go as planned - when your diligence doesn’t uncover leadership challenges, or your partner isn’t always aligned, or the structure isn’t what’d you’d choose if you had it to do all over again? These are some of the challenges that every direct investor faces with every deal. In this session, the council member will share his lessons learned from his experience with a deal. |
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2:00 p.m. |
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Break |
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2:15 p.m. |
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Group Discussion: Direct Investing Lessons Learned “Failure is success if we learn from it.” - Malcolm Forbes Each member is encouraged to think about a deal that didn’t go as planned and bring his/her lessons learned from the experience to share with the group. |
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2:45 p.m. |
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Peer Dialogue Facilitated by Alexandre Monnier, President, Family Office Exchange Interactive discussion where all members have an opportunity to pose their questions to the group and learn from the vast wisdom and experience in the room. |
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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 8, 2019 |
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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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Strategies for Attracting & Retaining Talent Cyndi Mergele, SPHR, SHRM-SCP Senior Director, Technology & Management Consulting RSM US LLP The people working in your businesses and family offices are your most valuable assets. Attracting talent in this job market can be a challenge, and turnover is expensive and disruptive. In this session, Cyndi will outline several strategies to help you engage, develop and retain top performers. |
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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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Peer Dialogue Facilitated by Jane Flanagan, Managing Director, Family Office Exchange Interactive discussion where all members have an opportunity to pose their questions to the group and learn from the vast wisdom and experience in the room. |
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10:45 a.m. |
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11:00 a.m. |
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Meeting Adjourns |
*** Business casual attire for meeting ***