2017 FOX Wealth Advisor Forum Presenters

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


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

Sam Barnett is the Chief Executive Officer of SBB Research Group and the Lead Investment Strategist at Medline Industries, Inc. He is also a PhD Candidate in Neuroscience at Northwestern University and patented a new method for measuring brain engagement. His research focuses on quantitative predictions of complex systems, such as financial markets, consumer decisions, and responses to audiovisual content.

In 2010, during his sophomore year at Caltech, Sam created an algorithm for forecasting stock prices and soon began managing a $2 million investment account. Today, Sam and his team at SBB Research Group manage over $200 million. Sam has presented his research at numerous business organizations, conferences, universities, and at the U.S. Capitol in Washington, D.C., and his work has been published in academic journals and popular media outlets.

Sam also has extensive teaching experience at Northwestern at Kellogg School of Management, the School of Communication Sciences and Disorders, and the Weinberg College of Arts and Sciences. Prior to Northwestern, Sam earned a BS with Honors in Applied & Computational Mathematics and Business Economics & Management from Caltech. Sam was honored to be included in Forbes Magazine’s “30 Under 30 in Finance,” and he has discussed his work with CNN, CNBC, Bloomberg, the Wall Street Journal, and other publications.


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

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the CEO/Founder of 3Sisters Sustainable Management (www.3sistersinvest.com), an RIA with its own family of proprietary impact investment strategies.

Ben's writing and his work with Impact Investing draws on broad experience as an artist, bio-dynamic farmer, Waldorf teacher and co-founder of three social enterprises: 1) From 28-34: a farm based campus for young people who wanted a college experience and lifestyle without intellectual academics (Triform Camphill Community); 2) from 43-46: a biological healthcare company (Demegen) and 3) from 46-present: a workflow technology firm focused on personalizing healthcare (Anthurium Solutions).

He became an investment advisor to his network of socially minded investors at Legg Mason in 2001 and an independent money manager since 2007. His model for impact investment strategies designed for 100% impact investors is called Scarab Funds. He is on the Board of CSRHub, the largest aggregator of ESG data. His intent is to help advisors, consultants and self-directed investors understand the consequences of traditional investing and inspire a transition to meaningful impact investments that can make as much money or more with as little risk or less.

Sally Hogshead, New York Times bestselling author, Hall of Fame Speaker, Creator of the Fascination Advantage Assessment

Drawing upon her branding principles, Sally created a method to predict each person’s style of communication that will get the best response in a listener. The Fascination Advantage®, is the first communication assessment that measures how others perceive you.

After researching over 700,000 people, her algorithm can pinpoint your most valuable differentiating traits. Unlike Myers-Briggs or StrengthsFinder, this test doesn’t measure how you see the world – but how the world sees you. The science of fascination is based on Sally’s decade of research with dozens of Fortune 500 teams, hundreds of small businesses, and over a thousand C-level executives.

Sally skyrocketed to the top of the advertising profession and, by age 24, she was the most award-winning advertising copywriter in the U.S. Her campaigns for brands such as MINI Cooper, Nike, Godiva and Coca-Cola have fascinated millions of consumers. At the age of 27, she opened her first ad agency and her work still hangs in the Smithsonian Museum of American History.

She frequently appears in national media, including NBC’s “Today” show and the New York Times. Named as the No.1 Brand Guru in the World, her practical marketing system now lives inside organizations such as IBM, Twitter, and the YMCA, as well as thousands of small businesses.

Her new book, FASCINATE: How to Make Your Brand Impossible to Resist is a New York Times bestseller. Her recent book, HOW THE WORLD SEES YOU, was a New York Times and Wall Street Journal bestseller. Sally is one of only 172 living members of the CPAE Speaker Hall of Fame®, the industry’s highest award for professional excellence.


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

Dr. Maribeth Kuzmeski is President of the consulting firm, Red Zone Marketing founded in 1994. Maribeth and her firm personally consult with some of the nation’s top financial professionals managing from $300 million to over $1 billion in client assets. Maribeth got her start in the financial services industry as the 5th client in her firm happened to be a financial advisor. This advisor had only $10 million in money under management that Maribeth helped grow into $200 million in under 5 years through niche-based marketing strategies. Today the firm is fully focused on the financial services industry.

Maribeth has written 7 books including the bestseller The Connectors. She is an international keynote speaker rated as a Top 25 C-Suite Speaker by Meetings & Conventions Magazine, has spoken at The Million Dollar Round Table, and is a regular presenter at Barron’s Top Producer conferences.

Maribeth is a media contributor appearing on Fox News, USA Today, The New York Times, Wall Street Journal, Forbes and hosts a popular podcast featuring inspiring businesswomen. Maribeth also has her own charitable foundation supporting women in business, The Red Zone Leadership Foundation.

She has a bachelor’s degree from the Newhouse School of Public Communications at Syracuse University, an MBA from The George Washington University, and a PhD in Business Administration from Oklahoma State University.


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

Michael McDonough is the Global Director of Economic Research and chief economist at Bloomberg LP. Based in New York. Mr. McDonough manages a team of economists across the Americas, Europe and Asia that provide in-depth analysis of macroeconomic data, policy and trends, and participate in key financial conferences and client meetings.

Previously, Mr. McDonough spent more than three years in Hong Kong focusing on Asian markets, particularly in China, while overseeing Bloomberg's newsletter operations in Asia. He is widely quoted globally as an economist and media spokesman.

Prior to joining Bloomberg in 2010, he served as an independent consultant throughout the Asia region, advising hedge funds, central banks and government organizations about macro-trading strategies. Mr. McDonough began his career working as an economist and global-macro strategist covering Latin America at Deutsche Bank before joining its U.S. economics team. Mr. McDonough is a member of the National Association for Business Economics (NABE) and Chair of the NABE International Roundtable. He can be followed on Twitter at @M_McDonough.


Family Office Exchange Presenters

Amy Hart Clyne, Executive Director - Knowledge Center

Amy Hart Clyne is Executive Director of the Knowledge Center for Family Office Exchange (FOX), supporting the firm’s extensive global community of ultra-wealthy families and advisors. Her effort is concentrated on knowledge acquisition, development, management and distribution. Focused on transforming creative, best practice and innovative ideas into practical solutions, Amy collaborates with all of the teams within FOX to ensure that the firm’s collective learning is used to enhance existing member relationships, attract new members, and support the work of the consulting practice. Amy is also responsible for program design & development at FOX, including all forums, events and webinars. She is actively engaged in FOX strategic planning, relationship management, marketing and research planning, sales and training meetings, member events and workshops, and new product launch.

Leveraging over 25 years of extensive experience in private wealth management, Amy joined Family Office Exchange in 2012. Over the prior dozen years, she has worked as a consultant to some of the country’s leading private wealth management firms and private family foundations. Previously, Amy was appointed Global Marketing Director of The Chase Manhattan Private Bank for seven years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and previously served as a Portfolio Manager for Lehman Management Company, a subsidiary of Lehman Bros. Kuhn Loeb, for six years, in the ultra-wealthy individual area.


David F. Toth, Director of Advisor Research, Leader of Strategic Chief Investment Officer Council Network

David Toth is the Director of Advisor Research at FOX. He harnesses research to develop actionable insights and perform strategic analyses for family offices and wealth management advisor members. Assignments include constructing a roadmap of initiatives that assist family offices and wealth advisors in building pricing strategies, elevating client experience, talent management strategies and optimizing team structure and achieving profitable growth. Most recently, he completed “Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market,” a report designed to assist advisory firms and families build their own unique client experience programs.

David brings over thirty years of wealth & investment management, marketing and strategic consulting experience to FOX and its members. Over the past fourteen years he has held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-HNW businesses. David has played a lead role in the wealth industry through his work on client satisfaction/loyalty, improvements to both the client and advisor experience, pricing strategies, development of new investment products and approaches, and the launch of Wealth Insight® an award-winning blend of technology and advisor/client interaction.

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.