Emerging Family Enterprise Council - December 2020 (Virtual Meeting)

Overview

Wednesday, December 9, 2020 - 10:00am to 12:45pm

The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.

The purpose of this council is to elevate the professional and personal performance of these participants in order to enhance the operation of the broader family enterprise and long term well-being of the family.

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:

Members of the Emerging Family Enterprise Council and Invited Guests

Registration

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Agenda

AGENDA

Wednesday, 9^th December 2020
10:00 a.m ET		Welcome, Goals of the Council and Participation Introductions and Updates Presented by Miguel López de Silanes, Market Leader International Members, Family Office Exchange

10:30 am ET		Family Case Study: Family History, Governance Structure, Investment Philosophy and Key Challenges from a LatAm Family Enterprise A leading FO from Mexico will share background, Governance, investment profile, and key challenges.

11:20 am ET		Break

11:30 am ET		Key Enterprise Family and Family Office highlights - Lessons learned at FOX in 2020 Miguel López de Silanes, Market Leader, International Members, Family Office Exchange Miguel will focus on some of the year´s highlights in terms of key trends and lessons learned, including the following: Crisis Management Case Studies Family Office of the Future Global Investment Survey Leadikng Enterprise Family and FO Trends

11:50 am ET		Direct Investing Update & Discussion Jonathan Tunner, FOX Direct Investing Network Jonathan will share some of the lesson learned, insights and latest trends around Direct Investing

12:15 pm ET		Follow-up Discussion, Peer Dialogue, and Wrap up

12:45 pm ET		Meeting Adjourned