Overview
Registration
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- Agenda
AGENDA
Host: Family Office Exchange
Monday, May 9, 2016
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6:30 p.m. |
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Optional Dinner |
Tuesday, May 10, 2016
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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 and Overview of Member Facilitated by Karen Clark, Managing Director, Family Office Exchange 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. |
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10:30 a.m. |
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Break |
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10:45 a.m. |
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Case Study: Lessons Learned from our Family Meeting Last summer, Mariann attended the *** family meeting to lead the family through a series of exercises to help them determine what “responsible ownership” means for their family and discuss the different ways that family members can engage in the family enterprise. Our speaker will share the key takeaways from this experience and how they have put this learning into practice since July. |
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12:00 p.m. |
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Lunch
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1:00 p.m. |
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Risk & Opportunity Mapping Discussion Mariann Mihailidis, Managing Director, Family Office Exchange Economic uncertainty causes many families to stop and revisit their long-term goals and expectations. In this session, Mariann will lead the group in a discussion on the risk and opportunity mapping exercise you completed as pre-work before the meeting. This exercise is designed to help each member of the group document and prioritize the risks and opportunities facing their families at this time. The “risk map” is a tool that allows you to plot your key concerns by level of influence and impact so that you can visually recognize how different events and issues may affect you and quickly prioritize mitigation efforts. This exercise was an illuminating experience for the group back in 2010; the time is right to revisit it. |
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2:30 p.m. |
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Break |
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2:45 p.m. |
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Estate Settlement: How to Prepare for the Inevitable Stacy Singer, National Director of Estate Settlement Services, The Northern Trust Co. We invest a lot of time and energy figuring out the best way to pass wealth from one generation to the next. But how can anyone truly prepare for the practical realities of settling a family member’s estate while grieving and managing the impact of this loss on the family? Stacy Singer from Northern Trust will outline some of the things you can be thinking about now and what will need to get done … before, during, and after there’s a death in the family. |
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4:00 p.m. |
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Executive Dialogue - Part One Facilitated by Karen Clark, Family Office Exchange |
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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 Dinner
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Wednesday, May 11, 2016
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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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Executive Dialogue - Part Two Facilitated by Karen Clark, Family Office Exchange |
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10:00 a.m. |
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Cybersecurity and the Family Office: Joel Dubin, Manager, Security and Privacy Services, RSM US LLP A family office is more often than not founded around the concerns about privacy and data security that a family has, so securing communications and personal and financial information is a top priority and key challenge for FOX members. In this session, Joel will outline the current trends in privacy and data security and identify the steps you can take today to protect your office and your family. He will share the latest developments in technology and offer strategies for managing your people, processes and technology to minimize cybercrime risk. |
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11:00 a.m. |
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Break |
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11:15 a.m. |
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The Future of Family Office Technology Steven Draper, Senior Consultant, Family Office Exchange The rapid changes in technology are all around us and the latest financial technology developments feature in the news daily. But what does it mean to the family office? What developments should a family office be focusing on? Steven Draper will update us on the state of the industry and outline new ways to save money while enhancing efficiency. |
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12:00 p.m. |
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Lunch
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1:00 p.m. |
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Beyond the Virtual: When Threats Feel More Real Karen Clark, Family Office Exchange The multifarious threats to families, assets, employees, portfolio value and reputations emanate both at “Home” and “Away”. In the context of these unprecedented security times, families and family offices can mitigate these threats and protect themselves in an affordable and sustainable manner without over restricting their freedoms. Karen will share the expert opinion of Ed Butler, retired Brigadier of the British Army who recently spoke to members of FOX’s Global Family Council. Ed drew upon his 24 years in the British Armed Forces, much of it spent on the front line with the SAS and other government departments undertaking counter-terrorist and intelligence operations, as well as the last eight years spent in the private security, private client and business intelligence sector to share what we all need to know in today’s world. |
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2:00 p.m. |
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Meeting Wrap Up and Next Steps |
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2:45 p.m. |
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Break - Joint Owner Operator Meeting begins at 3:00 p.m. |
Wednesday, May 11
Joint Owner Operator Council Meeting
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3:00 p.m. |
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Meeting - Welcome and Group Introductions Karen Clark, Managing Director and Jane Flanagan, Director, Family Office Exchange |
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3:30 p.m. |
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Investment Discussion Facilitated by Karen Clark and Mariann Mihailidis
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5:00 p.m. |
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Meeting Adjourned |
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7:00 p.m. |
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Council Baseball Outing (Both Council Groups)
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*** Business casual attire for meeting ***