2017 FOX Wealth Advisor Forum Agenda

Agenda | Exhibitors | Michael Brink Memorial Golf Outing | Presenters | Venue & Accommodations | Materials


Tuesday, May 2, 2017



Golf Outing Cancelled due to Weather
Pre-Forum Golf Outing at The Glen View Club

We hope you will be able to join our wealth advisor members and FOX staff for a game of golf, networking and fellowship followed by the Forum Welcome Reception at the Swissôtel Chicago.

The cost is $295.00 per person. Your fee includes round-trip shuttle service from the Swissôtel to The Glen View Club, a luncheon, golf cart, practice balls, drinks on the beverage carts and halfway house. Club rental is $50.00 and will be arranged and paid for separately through the golf course.

11:00 am  Shuttles Depart
From the Swissôtel to The Glen View Club
12:00 pm  Golf Luncheon
1:00 pm    Golf Begins
6:00 pm    Shuttles Depart

From The Glen View Club to the Swissôtel

6:30-9:30 pm Forum Welcome Reception for all Attendees
At Swissôtel Chicago



Wednesday, May 3, 2017

7:30 am Registration Opens and Breakfast
8:30 am

Welcome and Introduction

Presenter: Alexandre Monnier, President, Family Office Exchange

8:45 am

7 Disruptive Trends in Private Wealth Management

Presenter: Amy Hart Clyne, Executive Director, Knowledge Center, Family Office Exchange

Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

9:40 am

Disruptions for Good

Presenter: Benjamin Bingham, Author, Making Money Matter, Impact Investing to Change the World, CEO/Founder 3Sisters Sustainable Management, LLC and Scarab Funds

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of robo-advisors and algorithmic trading platforms?  What will it take for you to earn trust?

This is not a new movement but it is gathering momentum. This session will provide a brief historical overview but will focus on what is happening now and how to prepare for “good” disruptions that are likely to last.

10:30 am Morning Networking Break
11:00 am

Discovering How and Why Your Natural Advantage of Persuasion Matters Most During Disruptive Times

Presenter: Sally Hogshead, New York Times Bestselling Author, Hall of Fame Speaker, Creator of the Fascination Advantage® Assessment

What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insights on a new way to measure how people perceive your personal style of communication through the following:

• Explanation on how the Fascination Advantage® system works
• Descriptions of the characteristics of each Fascination Advantage
• Applying the Fascination Advantages to real client/work situations
• How to recognize communication “red flags” and how to avoid them

12:00 pm Luncheon
1:15 pm

How the Fascinate® System Applies to Your Team and Decreases Client Confusion

Presenter: Sally Hogshead, New York Times Bestselling Author, Hall of Fame Speaker, Creator of the Fascination Advantage® Assessment

After taking the crash course in YOU and developing your personal brand, your assets, your key differences, Sally will show you how the results of your personality assessment are relevant to the success of your team. This session will help your team develop skills on:

• Solving problems, dealing with conflict and achieving results
• How to build a 'Heat Map' to visually describe the advantages of a team
• How to analyze a team’s advantage, weakness, blind spots and opportunities

Together, both sessions will allow you to make stronger first impressions, build more powerful relationships, increase influence and impact, and improve communication with your clients to increase overall team effectiveness.

2:05 pm Afternoon Networking Break
2:30 pm

Peer Dialogues: Round One

Join your peers in high-level, face-to-face roundtable discussions about topics of most concern to wealth advisors. Each session will be facilitated by a member of the FOX team in order to share ideas and solutions for better decision-making and advice in the year ahead.

3:10 pm Peer Dialogues: Round Two
3:45 pm Afternoon Networking Break
4:00 pm

Marketing Magnetism: Strategies for Acquiring New Business through the Power of Exceptional Client Communication in Times of Disruption

Presenter: Maribeth Kuzmeski, PhD, Author and Founder, Red Zone Marketing

Maintaining successful communication during disruptive times as we’ve all experienced this year, requires a strategic approach of knowing how and when to reach out to clients via email, text, phone, or face-to-face meetings. One of the nation’s top consultants to wealth advisors will provide insights on improved ways to manage client expectations by being able to identify and respond to disruptive events proactively and through the correct messaging tools aligned with a family’s generational perception of information supported by your team’s unique marketing approach.

6:00 pm

Reception and Dinner

This year’s Wealth Advisor Forum Dinner will take place at the Chicago Athletic Association Hotel, Chicago’s celebrated 1890s athletic club, which has been reborn as a bustling Michigan Avenue
hotel playground. Join us in the beautiful and historic White City Ballroom, with old world design and breathtaking views of Millennium Park, for an evening of networking and camaraderie with your peers. Shuttle service will be provided.


Thursday, May 4, 2017

8:00 am Breakfast
9:00 am

Disruptive Macro Forces Impacting Families of Wealth in 2017

Presenter: Michael McDonough, Global Director of Economic Research & Chief Economist, Bloomberg LP

One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruption in 2017 and beyond with a spotlight on:

• Macro data - What story is it telling?
• Expected Changes to Taxes and Policies
• The latest indications of what lies ahead from President Trump
• Managing disruptions in trade, various industries, and overall business

9:50 am

The Importance of the Advisor Partnership with Families of Wealth

Presenter: David Toth, Director of Advisor Research, Family Office Exchange

New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare for
the many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredictable global environment in the groundbreaking “Strengthening the Partnership” research focusing on:

• Why advisors should build a “Partnership Culture”
• What partnerships look like and how they operate within a family/advisor ecosystem
• Steps advisors can take to strengthen their present and future partnerships

10:40 am Morning Networking Break
11:10 am

Voice of the Wealth Owner: Brains and Family Business - Active Research in Disruptive Times

Presenter: Sam Barnett, PhD, Chief Executive Officer, SBB Research Group, Lead Investment Strategist, Medline Industries, Inc.

How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical supplies and solutions. Today, Sam and his team study diverse signals from brains, markets, web sites, and other sources to understand how advertisements influence consumer minds and how unusual data can forecast stock market behavior.

12:00 pm

Closing Remarks

Presenter: Alexandre Monnier, President, Family Office Exchange


12:10 pm

Event Concludes
Lunch will be provided.