FOX 30th Anniversary Forum Agenda

2019 FOX Rising Gen Forum Agenda - Monday, October 28

This day is reserved for FOX Rising Gen family members.

Opening Remarks

Heather Abramson, Regional Director Membership, West, Family Office Exchange

Generation Succession

Nate Imfeld, Attorney, Foley & Lardner, LLP
Torri Hawley, Windway Capital, NextGen

Explore the good, the bad, and the ugly around succession and generational transitions of power and control within families of wealth. Hear from one Gen 6 family on their recent generational succession, what prompted the transition, and how they navigated the practical and emotional challenges.

Ask the Expert: Roundtable Discussions with FOX Subject Matter Experts

Bring your issues, concerns, and burning questions to a roundtable discussion with FOX subject matter experts on topics such as family dynamics and communications, building investment strategies and direct investing, unique challenges and opportunities facing international families, and governance roles and opportunities for rising generation family members.

The Engaged Beneficiary: What You Need to Know

Robert Hammett, Vice President, ChiFam LLC
Stephanie Hammett, ChiFam LLC, NextGen
Sarah Kerr Severson, Partner, Schiff Hardin, LLC

What does it mean to be an engaged and responsible beneficiary? We will explore the roles and responsibilities of a trustee, and learn from a father-daughter team about how they make the trustee-beneficiary relationship work. We will understand the roles each party plays and how to effectively approach trust-related communications.

Join us at the FOX 30th Anniversary Forum!
Celebrating and Connecting Families of Impact | Oct 28-30

FOX Rising Gen Forum Participants are invited to join us for the FOX 30th Anniversary Forum Family Seminars and Dinner on Monday, October 28, included with FOX Rising Gen Forum Registration (agenda on the next tab). Additionally, participants are encouraged to register for the full FOX 30th Anniversary Forum which runs through Wednesday, October 30.

FOX 30th Anniversary Forum Agenda - Monday, October 28

This day is reserved for family members, family office executives, and FOX Thought Leaders Council members.

Luncheon and Seminar Introductions

Building an Innovation Competence in Your Enterprise Family

Miguel López de Silanes Gómez, Managing Director, Market Leader for Europe and Latin America, Family Office Exchange
Larry Keeley, President/Co-Founder & Managing Director, DOBLIN, A Deloitte Business

Co-founder of innovation firm Doblin and a renowned innovation scientist, Larry Keeley has worked for decades to create the most effective techniques in the innovation field. His methods are used by leading firms the world over—including many of the largest family-owned and family-controlled enterprises. Larry will bring specific tools you can use to shape and sharpen your innovation thinking and plans. This session provides an opportunity for enterprise family attendees to assess your approach to innovation within the businesses you own, and identify the most important areas where you can improve your innovation successes.

Engaging the Rising Generation

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange
Michael Nelson, Chief Administrative Officer, AMWAY
Carl Robinson, Ph.D., Founding Partner, Vantage Leadership

Amway Corporation leadership will share how they deepened engagement with the next generation, including designing an Ambassador Program, establishing pathways to employment in the business, and creating an idea lab. Participants will engage in activities to develop other avenues for engagement.

Direct Investing Best Practices and Case Studies

David M. Bauer, Chief Investment Officer, Lubar & Co.
Troy McWhinney, Gen 1, Co-Founder, CIO, McWhinney Real Estate 
Karin Rosen, Chief Executive Officer, Host Holdings, LLC, Rosen's Diversified, Inc., Single Family Office
Nate Hamilton, Advisory Board Member, Family Office Exchange
Cary Nourie, Director, Direct Investing Network, Family Office Exchange

Understand the good, the bad, and the promise of direct investing. Members of the FOX DIN Network will share their insights and experiences with direct investing and provide valuable lessons and best practices they have learned. This session will involve roundtable discussions of current deal activity.

Family Office Trends and Best Practices

Christine B. Franco, Chief Executive Officer, Chinquapin Trust Company
Lauren Heisler, President, Elser Enterprises, Inc.
Glen W. Johnson, Chief Operating Officer, Family Office Exchange
Patience Marmer, Senior Relationship Manager, Family Office Exchange
Chris Martinez, CFP, Managing Director, Oakbrook Solutions

This session will highlight new trends and shifts in office complexity and operations based on the recent FOX Family Office Benchmarking Survey. We will facilitate discussion among participants to help consider how to evolve services, talent, and technology.

Being an Effective Trustee and a Responsible Beneficiary

Katherine Dunlevie, Executive Vice President, Managing Director, The Family Office at Synovus 
Ruth Easterling, Managing Director, Member Services, Family Office Exchange
Charles B. Grace, III, Managing Director, Advisory and Education Services, Family Office Exchange
Amy Griman, Chief Trust Officer, BMO Wealth Management - U.S.
Gilbert Miller, Chair, Bradley-Turner Foundation, Gen 5, Bradley-Turner Family
Tina Milligan, Managing Director, BMO Family Office

A trustee of family trusts must understand the legal duties and deliver them with a keen appreciation of family dynamics. We will discuss the range of trustee and beneficiary responsibilities as well as practical tips for making the trustee-beneficiary relationship work effectively. Members will share their experiences as trustees.

Cocktail Reception and Dinner

For Families, Single Family Office Executives, and FOX Thought Leaders Council Members. Join us at the Chicago Cultural Center’s Preston Bradley Hall for dinner under the spectacular Tiffany Dome. Shuttle service will be provided.

FOX 30th Anniversary Forum Agenda - Tuesday, October 29

This day is open to all FOX members.

Looking Forward to New Challenges

Sara Hamilton, Founder and Chief Executive Officer, Family Office Exchange

Family Office Exchange is thrilled to be celebrating 30 productive years as the pre-eminent community for Families of Impact and their family offices. The FOX Founder will reflect on the past and preview the opportunities and challenges that lie ahead.

Gen 1-2 Builders: Designing a Shared Vision for the Hojel Family

Phyllis C. Hojel, Gen 1 Founder, HM International, LLC
Richard C. Hojel, Gen 2 Family Leader, HM International, LLC
Moderator: Margaret Vaughan Cox, President, MCV Consulting

Ricard Hojel was a unique Mexican business owner who preferred partnership over personal control. He launched several companies in his lifetime, maneuvering past physical handicaps thanks to the tremendous support from his wife, Phyllis C. Hojel, and their four children. At the time of his death, he had an extensive network of business owner peers, oversight of a number of operating companies, and a portfolio of diverse properties. Before Ricard became ill, his oldest son, Richard C. Hojel, stepped in to learn the operating companies, and with his siblings and their spouses, created a shared governance process that the Gen 3s are now eager to understand.

Gen 2-3 Leadership Transition: From Preparation to Empowerment with the Gallardo Family

Ana Gallardo, Co-Chair, Strategy Committee, Gallardo Family Group, Spain
Carlos Gallardo, Co-Chair, Strategy Committee, Gallardo Family Group, Spain
Moderator: Sara Hamilton, Founder and Chief Executive Officer, Family Office Exchange

Two leaders in a Gen 3 cousin’s group from Barcelona will share their transition described as “many years in training to finally moving to the playing field” in their Enterprise Family. They will outline the triggering event for their transition, the process they went through to define their Gen 3 vision for the future together, and how they used the Strategy Committee roles to establish their credibility. They will explore today’s current leadership structure and how they are preparing the 4th generation for ownership and future leadership.

Gen 4-6 Family Engagement: Constant Nurturing and Evolution of the Todd Family Enterprise

Andrew Hull, Chief Executive Officer, Todd Family Office, New Zealand
Charles Reid, Family Director, Todd Family Office; Chair, Todd Family Council, New Zealand
Moderator: Charles B. Grace, III, Managing Director, Advisory and Education Services, Family Office Exchange

Representatives from a Gen 4-7 New Zealand family will share their plans for keeping 200+ family members connected and committed to the family enterprise. They will highlight their recent initiatives to foster family engagement and collaboration. The Todd family office leader will describe the changes that have occurred in the office to ensure client satisfaction and how their strategic planning process has evolved to remain relevant to the family.

Peer Dialogues for Family Members and Family Office Executives

The peer discussions will allow participants to reflect on the three case studies and the insights gained from these family stories. Each participant will be able to build their own timeline for changes they will encounter in the coming decade and how these changes might be addressed.

• Family Member Dialogues (Open to Family Members)
  • Gen 1 & 2
  • Gen 3 & 4
  • Gen 5+
  • International Families Gen 1-3
  • International Families Gen 4-6
• Office Executive Dialogues (Open to Single Family Office Executives)
  • Small Family Offices 1-6 employees
  • Medium Family Offices 7-14 employees
  • Large Family Offices 15+ employees

Advisor Briefing: Serving as a Catalyst for Change
Open to FOX Thought Leaders Council Members and other Advisors

Ann Dugan, Senior Managing Director, Advisory and Education Services, Family Office Exchange
Greg McCann, Founder and Principal, McCann & Associates
David Toth, Managing Director, Family Office Exchange

Each business owner and business-owning family are unique, with distinct characteristics and interests. Our presenters will share insights from FOX proprietary research and their own experiences working with business owners to lead a discussion on how advisors can help families manage challenges, navigate transitions, and engage in difficult conversations more effectively. Based on insights and observations from the family stories shared throughout the day, advisors will discuss their own experiences and approaches in guiding families. This interactive session will help advisors walk away with actionable steps to support family leaders through transitions and change.

All Member Dinner at Theater on the Lake

Join us for a dinner celebrating the 30th Anniversary of the Family Office Exchange at Theater on the Lake, a historic, prairie style building on Chicago’s lakeshore, featuring breathtaking views of the Chicago Skyline.

FOX 30th Anniversary Forum Agenda - Wednesday, October 30

This day is open to all FOX members.

Looking Forward: The Future of Wealth Management

Bill Sullivan, President, Family Office Exchange
Wayne Osborne, CEO of a Gen 1 Family Office in the San Francisco Bay Area
Maurizio Petta, Chief Executive Officer, Seragnoli Family Office
Eraldo Pomponi, Cheif Digital Officer, Seragnoli Family Office

Following a briefing on how technology will reshape the role of the family office and wealth advisor in the coming decade, we will hear from leaders who are on the front lines of that change. Wayne Osborne will share new insights into buying behavior among wealth owners as they come to trust, and rely on, technology. Maurizio Petta will share perspectives on how wealth management will offer a broader role for the family office to play. You will not want to miss these valuable insights into the future.

The Future of the Family Office

Michael Montgomery, Chief Executive Officer, Ford Estates, LLC and Brush Street Investments, LLC
Richard L. Roeding, Jr., President, Summer Hill, Inc.
Moderator: Glen W. Johnson, Chief Operating Officer, Family Office Exchange

The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – recruiting and training staff to engage with clients in new ways and in new roles. This panel of experienced family office executives will discuss change management, talent management, and how to organize process improvements to enhance value for family clients.

Rising Gen Perspectives: What We Want Our Parents to Know

Nate Hamilton, Advisory Board Member, Family Office Exchange
Stephanie Hammett, Chifam, LLC, NextGen
Jessica Swoyer Green, Family Council Chair, The Duchossois Family
Shivani Trivedi, Vice President, Trivedi Family Office & Foundation
Moderator: Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, Family Office Exchange

A panel of rising generation family members will reveal what they’d like the leadership generation to know about what they bring to the table, and the challenges and opportunities they see for their families. They will share insights about what they want to learn, how they want to use technology, and how to best engage them in the future enterprise.