2015 Regional Member Briefing - San Francisco - September 24


Thursday, September 24, 2015 - 11:30am to 1:30pm
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Presentation: Doing Well by Doing Good:  How Impact Investments Can Enhance Your Portfolio and Philanthropic Plan  

Attendance is included with membership, but advance registration is required.


Michael Mina Restaurant
252 California St.
San Francisco  California  94111
United States
  • Agenda
  • FOX Facilitators

11:30 am     Network/Welcome

12:00 pm     Lunch and Host Presentation/Q&A


Doing Well by Doing Good:  How Impact Investments Can Enhance Your Portfolio and Philanthropic Plan  
Speakers: Jon Finney, Director, Impact Investments, CTC | myCFO and Susanna Poon, Director, Philanthropy Services CTC | myCFO
A new generation of investing is emerging – one that can deliver not simply an investment return, but that can also invigorate our communities and improve the quality of our environment.  Impact investments are investments made into companies, organizations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.[1]  Please join Jon Finney, Director of Impact Investments, and Susanna Poon, Director of Philanthropy Services, from CTC | myCFO, for an engaging discussion of this new investing landscape.  Learn about ways to marry your financial objectives with your social and/or environmental goals.  We will also discuss how to incorporate impact investments into your philanthropic endeavors, enhancing the benefit to the causes most meaningful to you.   
1:00 pm       Peer dialogue
1:30 pm         Adjourn

Mariann Mihailidis, Managing Director

Mariann Mihailidis serves as managing director and consultant to family office members of the Family Office Exchange. In her role she oversees the management of all domestic family office relationships. As a practicing tax and estate-planning attorney, she develops strategies in wealth transfer issues, taxes, and corporate structures. Ms. Mihailidis has served as an executor and trustee, and her fiduciary responsibilities included administrative, legal, and accounting duties of various trusts and estates.
Prior to joining FOX in 1996, Ms. Mihailidis worked in one of America’s leading family offices for four years as an accounting manager for the family’s investment partnerships and operating companies. 
She also spent more than six years in public accounting, including work as an auditor for Price Waterhouse. Ms. Mihailidis received a Bachelor’s Degree in accounting from the University of Notre Dame and a JD from IIT-Kent College of Law.

Karen Rush, Director of Membership

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.