FOX Canadian Advisor Briefing - Virtual - November 8, 2022

Overview

Tuesday, Nov 08, 2022 - 10:00am to 11:30am CST

All times listed are in U.S. and Canadian Central time.

Join us for a lively exchange of information and ideas with your peers at this FOX Canadian Advisor Briefing.  Attendance is included with membership, but advance registration is required.

Who should attend

FOX Advisor Members located in Canada or interested in the Canadian market and Non-FOX Advisor Members upon qualification and approval from FOX.

Please click on the Register button below to sign up. You may contact the Events Team with any questions at events@familyoffice.com.

Location

Virtual Event  --
United States
  • Agenda
  • Speakers

Tuesday, November 8, 2022

All times listed are in U.S. and Canadian Central time.
   
10:00 am

FOX Canadian Advisor Briefing

   
11:30 am Meeting Adjourns
   

FOX Presenters

Matthew Murphy
Director, Business Development

Matthew Murphy is the Director of Business Development at Family Office Exchange (FOX). In this role, he is responsible for leading the initiative in identifying prospective family and advisor members; assessing their needs and priorities to ensure a deep understanding of the benefits of FOX membership.

Matthew has 30 years of client service/business development experience within the wealth and asset management field, most recently as a Vice President, Institutional for Astor Investment Management.  Previously, Matthew served as a Senior Consultant for HFR Asset Management.  Additionally, he has held various client service/business development positions including Partner/Director-Brinson Partners/UBS Global Asset Management and Founding Partner-Xenon Capital Management, a managed futures CTA.  Matthew has a deep understanding and experience in the areas of portfolio diversification and risk management.  He also has extensive knowledge related to the due diligence necessary in evaluating potential hedge fund and private equity investments.

Matthew holds a B.A. from Columbia University.  He received a M.B.A. from Rensselaer Polytechnic Institute and a M.S. (Finance) from Rensselaer Polytechnic Institute and was awarded a Graduate Fellowship from the Connecticut General Assembly as a quantitative analyst within the Office of Fiscal Analysis.

 

Glen W. Johnson
President of Membership

Glen W. Johnson is President of Membership at Family Office Exchange (FOX). In this role, he is responsible for all aspects of the member experience, ensuring that each family member, family office executive, and trusted advisor has an unsurpassed experience partnering with FOX by providing unique industry knowledge and insights coupled with a safe and confidential environment where members can share best practices. In addition, Glen oversees the operations of FOX and is charged with establishing and executing systems to execute FOX’s strategic plan, promoting its vision and service-centric culture, and enabling the FOX team to work together to exceed our member’s expectations.

Glen has over 30 years of experience working with family offices, business owners, and executives, first as an attorney and then as a wealth advisor, eventually founding Mirador Family Wealth Advisors – the multi-family office for Fifth Third Bank. He has worked with business owners and executives across all stages of their business life cycle including business succession.  Glen writes and speaks nationally focusing on family and business governance and the unique challenges faced during the sale and transition of closely held businesses.

Glen earned a Bachelor of Sciences degree in Education from the University of Michigan in Ann Arbor, MI and a Juris Doctorate degree from Wayne State University Law School in Detroit, MI.