All times listed are in U.S. Central time.
The FOX Winter Technology and Cyber & Security Days is an event during which our Technology and Cyber & Security Resource Partners will present directly to the FOX membership. The focus of this event is to hear from a variety of risk management solutions in cyber, personal, and physical security as well as technology solutions in a combination of areas such as philanthropy, investing, accounting as well as many others.
FOX resource partners will showcase a combination of Thought Leadership Presentations, Panel Discussions, and Solution Demonstrations to give members a thorough and current understanding of the many advancements available to optimize their offices.
About the Event
Take advantage of the opportunity to:
- Hear from leading experts within the risk management and security industry, focusing on how cyber, physical, and personal security will continue to evolve and integrate within the everyday life of wealth owners and the offices that serve them.
- Learn about family office industry technology solutions and services through panel discussions, demonstrations of product updates, and thought leadership presentations
- Connect with peers facing the same challenges as you
Who Should Attend
The FOX Winter Technology and Cyber & Security Days event is open to all FOX members and is included with your membership.
Please stay tuned for a full event agenda to be announced. Virtual access instructions and link for the event will be emailed to registrants on 2/7/23.
Registration is now closed for this event. Please contact firstname.lastname@example.org if you have any questions.
Not a FOX Member? Inquire here to request an invitation to this event:
Wednesday, February 8, 2023
|All times are U.S. Central Time|
Summitas Presentation: Technology Trends: Differentiating Your Client Online Experience and Solving Your Pressing Needs
Bill Wyman and Joelle Forster will outline what families, family offices, and wealth management firms are demanding of their technology providers. And through the Digital Vault, collaboration tools, integration of financial information, and the ability to streamline workflows, how Summitas solves the wide-ranging challenges your business faces.
Joelle Forster, Director, Strategic Growth, Summitas
Eton Solutions Presentation: Eton Solutions & AtlasFive: Leveraging an integrated platform to transform family office operations and the client experience.
Stuart Guidry, Director - Platform Consultant, Eton
Deviate Consulting Presentation: Implementation Bootcamp - How to Prepare for a Successful Software Implementation
Are you in the software selection process, but have not yet thought about planning for the implementation? We will talk about the necessary elements of a successful software implementation and how to come out the other end alive!
Erin Hulse, Founder, Deviate Consulting
Masttro Presentation: Managing 100% Wealth: Alternatives & Unstructured Data, Data-Driven Decision Making and Operational Efficiencies
Evaristo Garcia, Managing Director, Latam, Masttro
Entole Presentation: Empowering Private Capital Through Technology
Christian Grupp, Co-Founder and CEO, Entole
360 Privacy Presentation: Introduction to Digital Privacy
This session will demonstrate how personally identifiable information is collected and sold within the United States, ways in which it can be exploited. They will discuss risk management tactics and techniques one can implement, at the personal level, to reduce their digital signature online.
Tom Aldrich, Partner, 360 Privacy
Day 1 Concludes
Thursday, February 9, 2023
RSM Presentation: Key Cyber Threats Facing Family Offices and High Net Worth Individuals
Gianna Kubiak, Manager, Risk Consulting, RSM
Giving Place Presentation: Exploring Case Studies in Family Office Philanthropy Programs
In this session Giving Place plans to cover the crucial role philanthropy plays in families and family offices. They will outline how advisors can support families in this area and will identify common themes and challenges we see with family office philanthropy programs.
Paul Lussow, Co-Founder and CEO, Giving Place
Sage Presentation: Sage Intacct for Single and Multi-Family Offices
Family offices often face challenges around manual and laborious processes causing inefficiencies or not having visibility and insights into data to make timely and strategic decisions. Learn how Sage Intacct helps address these common challenges and can help you build efficient processes while enabling you to scale beyond your current systems’ capabilities.
Karen Hays, Marketing Principal, Sage
Addepar Presentation: Optimizing Investment Decisions with Cashflow Forecasting and Portfolio Projections
Lindsay Auer, Product Specialist, Addepar
|12:50 pm||Lunch Break|
Private Wealth Systems: Product Demonstration
Experience the new dashboards and reporting capabilities of Private Wealth Systems during this product demonstration.
Charlie Brown, Director of Sales, Private Wealth Systems
SEI Presentation: An Inside Look at the Archway Platform℠
Join SEI Family Office Services to get an inside look at the Archway Platform’s growing suite of accounting, investment data aggregation, and reporting tools designed specifically for family offices and advisors to ultra-high-net-worth individuals.
Chris Rose, Sales Director. SEI
Arch Presentation: Automating K1 Collection and Alternative Investment Data Management
Do you or a member of your team spend time logging into portals, tracking down K-1s, or manually updating reporting / accounting systems? If so, Arch was built for you. Join us for a discussion and deep dive into how Arch solves the workflow, password, and document management issues around managing alternative investments.
Ryan Eisenman, Co-Founder and CEO, Arch
Day 2 Concludes
|As of February 7, 2023|
Partner, 360 Privacy
Tom Aldrich is a Certified Ethical Hacker and partner at 360 Privacy, working predominantly with private families, family offices, and corporations. Tom came to 360 after having worked at Goldman Sachs as a private wealth advisor. Prior to Goldman, he served in the US Army for 8.5 years as a Green Beret and functioned as both a communications and intelligence subject matter expert. Tom deployed overseas four times in support of Operation Enduring Freedom.
Product Specialist, Addepar
Lindsay is a Product Specialist focusing on Addepar’s cashflow forecasting and portfolio projection tool. She has 20+ years of experience working in the fintech industry across multiple organizations, including Bloomberg, Goldman Sachs, Tradeweb Markets, and Addepar. She is passionate about partnering with her customers to drive user adoption, utilization, and value of their fintech investments.
In her current role, she serves as a strategic partner to RIA’s and Single Family Offices to develop portfolio cashflow forecasts and overall portfolio projections.
Supervisor, Technology Consulting, RSM
Jonathan has been providing infrastructure consulting services to RSM clients for over five years. His core focus areas lie in the Microsoft 365 cloud productivity and security stacks. Jonathan also has experience with Microsoft Server Administration; Microsoft Exchange Server2007+; Office 365 Suite/Azure/AWS Cloud offerings; NetApp, EMC, QNAP, and Synology Storage; Dell, HP and Cisco Servers; Hyper-V and VMware hypervisors; Cisco/Meraki/Fortinet/SonicWallnetworking/security; SQL/MySQL/Oracle databases; Symantec/Veeam backupsolutions.
Partner, 360 Privacy
Prior to joining 360 Privacy, Trinity Davis spent 17 years in Protective Services. He served as the Manager of Protective Operations for a Private Family Office based out of Silicon Valley before becoming the Director of Protective Services for Robinhood, where he was responsible for all executive protection, residential security, system security design, integration, operation, and implementation. Like most Partners at 360 Privacy, Trinity served in the Armed Forces as both US Army Infantryman and Military Police Investigator.
Co-Founder and CEO, Arch
Ryan Eisenman is the co-founder and CEO of Arch, a digital solution utilized by over 200 private investment firms to automate the administration and management of tens of thousands of private and alternative investments. Ryan is a Houston native, graduated from Vanderbilt University, and now lives in New York City where Arch is headquartered.
Director, Strategic Growth, Summitas
Joelle joined the Summitas team in the summer of 2021, bringing with her a background in Commercial Real Estate Investment Sales, Leasing and Management on behalf of HNW clients, REAs and corporate entities. Through her understanding of HNW clients and their advisors of many types, she has applied her knowledge and skill set to develop powerful solutions in support of business operations and client experiences alike. She studied Business Management at the University of North Florida.
Managing Director, Latam, Masttro
Evaristo Garcia has 15+ years of experience in the banking and wealth management industries. He previously worked in Private Banking and Family Office. He has been a key member of Masttro since inception, implementing product strategies & developing the LatAm market.
Christian M. Grupp
Co-Founder and CEO, Entole
Christian started his career enabling the growth and scaling of small and medium size businesses through technology and operations. He is a firm believer in consistent effort throughout any project lifecycle and brings a personal flare for the cutting edge, precise, and personalized to each one of his initiatives. Over the years, he has accumulated a wealth of diverse skill sets and abilities, with a particular focus on team building by fostering learning, education, and mentorship.
He has been involved in the family businesses since 2005. Having grown up around the Family Office industry, he has an insider's view paired with his unique background in technology. Using his technological background and deep understanding of Family Offices, he has developed a new way of harnessing technology for the Family Office industry. This has taken life as a product, which we call, Entole.
Director - Platform Consultant, Eton
Stuart has operations and finance experience, including having worked as a finance manager overseeing the financial performance and reporting for a group of 18 independently owned title insurance agencies. As a former auditor with Deloitte & Touche, Stuart has experience working with startups, LBOs, and privately held companies.
Marketing Principal, Sage
Karen Hays is a Marketing Principal at Sage Intacct focused on the financial services vertical. In this role, Karen is responsible for the development and execution of the financial services go to market strategy. Throughout her career, Karen has worked with financial services organizations within the wealth and asset management segment as well as technology and solutions providers.
Founder, Deviate Consulting
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on investment accounting, software consulting and selection for family offices, investment advisors, hedge funds, fund administrators and small businesses throughout the world. Software focus includes multiple investment accounting, portfolio accounting and wealth management suites prominent in the industry.
Ms. Hulse began her career practicing tax accounting for Plante Moran in Chicago, IL. She spent five years at Bank of America in Chicago as a Senior Financial Analyst in the Global Principal Investing group working with BAML Capital Access Funds Management, LLC, a private equity fund of funds manager and advisor.
In 2010, Ms. Hulse joined Archway Technology Partners, now SEI Family Office Services, as a Manager of Professional Services where she focused on software implementations for some of the largest family offices in the country. While at Archway, she also held the position of Manager of Operations of Proteus, LLC, an investment advisory firm that operates an investment platform tailored to the unique needs of high net worth investors and private investment managers. In this role, Ms. Hulse led the startup of the operations of the fund, including investor and manager onboarding, due diligence, software testing and verification, and client relations.
Ms. Hulse was also the Business Development Manager of Archway Finance and Operations, a privately held fund administration firm. Ms. Hulse has been managing Deviate Consulting since August 2015, and is based in Indianapolis, IN. Ms. Hulse earned Bachelor of Science degrees in Accounting and Finance from the Kelley School of Business at Indiana University in Bloomington, IN.
Manager, Risk Consulting, RSM
Gianna serves as a virtual chief information security officer (vCISO), assisting clients in developing or maturing their cybersecurity programs, providing strategic guidance and supporting executive leadership decisions as well as tactical day-to-day program management. Gianna focuses on clients in the private equity and family office space. In this role, she regularly interacts with portfolio and private equity fund representatives, tracks risks, advocates for portfolio company needs at the private equity fund level and aids the implementation of fund strategy at the portfolio company level.
In her prior role, Gianna lead project management for RSM’s national cyber response team, ensuring the successful delivery of projects and investigation of cyber incidents for hundreds of clients every year. She also prepared and facilitated client incident response preparedness tabletop exercises. Gianna has prior work experience in project management from the internal IT department of a multinational information and communications technology company. She was responsible for multiple software rollout projects including end user and support team training as well as process documentation. Gianna has managed teams across different time zones, including Europe, Asia, North and Central America.
Senior Associate, Security and Privacy Risk Consulting, RSM
Maddie assists clients across multiple industries in compiling, analyzing and enhancing cyber threat and open-source intelligence to provide business-focused recommendations and risk metrics. She has conducted a multitude of cyber threat and open-source intelligence reviews for Private Equity funds and Family Offices during mergers and acquisitions to inform the due diligence.
Maddie is skilled at providing timely and actionable threat intelligence to consult day-to-day operations as well as strategic and risk-based decision-making. She expertly delivers cyber threat and open-sourcebased intelligence for individuals, such as members of executive leadership, as well as organizations.
Additionally, Maddie is avid for web application and network vulnerability assessments and penetration testing, identifying and advising on vulnerabilities in the client’s infrastructure that could lead to compromise. She is an experienced cybersecurity consultant, including third-party risk management, threat intelligence program development, and physical security site assessments.
Co-Founder and CEO, Giving Place
Paul Lussow is co-founder and CEO of Giving Place, a software and service solution for optimizing family charitable giving. Paul has held various executive leadership roles in public and privately held businesses over the last decade, ranging across the business, consumer, and financial services sectors. Previously, he worked in management consulting at Deloitte Consulting and investment banking at Credit Suisse. His true passion is building and operating impact-oriented companies like Giving Place. Paul graduated from Northwestern University with a B.A. in History and received his M.B.A. in Finance from the Wharton School of the University of Pennsylvania.
Robert E. Mallernee
Founder & CEO, Eton
As Chief Executive Officer of Eton Solutions, Rob leads a third-generation wealth management technology firm in developing and offering the most comprehensive, integrated platform for the family office, multi-family office and wealth manager market. The Eton Solutions platform is based upon Rob’s deep domain expertise in wealth management, supplemented by strong systems development and client service teams.
Business Development, Arch
Kelly Moore leads the Business Development team at Arch, is originally from Minneapolis, and is also located in New York City.
Solution Consultant, Financial Services, Sage
Sarah Page is a Solution Consultant in the financial services vertical of Sage Intacct. Prior to joining Sage Intacct, she was a Solution Consultant at Oracle NetSuite in the direct emerging services space and a senior auditor at EY working with both public and private clients. She has a strong background in accounting with her bachelor’s and master’s in accounting from The University of Texas at Austin as well as a CPA license.
Sales Director, SEI
Having been with SEI for more than eight years, Chris is currently a Director of Sales, where he serves as the first point of contact for prospective clients interested in learning more about the technology and service solutions offered by SEI Family Office Services. He is responsible for helping family offices and other private wealth management firms make informed decisions by educating buyers on the types of solutions offered at SEI, conducting initial product demonstrations of the Archway Platform℠ and responding to Requests for Information. Chris began his career at SEI as a member of the Technology Implementation team where he implemented a number of family office clients onto the Archway Platform. A member of their Business Scholars Program, Chris holds a Bachelor of Arts in Economics from Hanover College.
Vice President, Solutions Engineering Team, Masttro
Allie Sprinkle is a member of the Solutions Engineering Team at Masttro. Allie provides best-in-class client service, champions global projects and utilizes her industry insights to optimize the client experience at Masttro. After nearly two decades as a wealth manager at Credit Suisse and JP Morgan, Allie founded Sprinkle Consulting to provide clients with financial clarity related to portfolio management, statement evaluations, and handling unexpected life events. Allie graduated from University of Georgia where she earned her master’s in business administration and holds a BBA from Auburn University.
President, Family Office Services, Summitas
Bill joined Summitas in 2010 and has nearly 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland.
Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.
FOX Resource Partners - Technology and Cyber & Security
|In today's climate, privacy is becoming harder to achieve. As the monetary value for data rises, so too does the risk posed to families, assets, and reputations. The core suite of solutions from 360 Privacy was built upon the procedures, technology, and experiences of individuals within the Special Operations/Forces and Intelligence Communities.|
|Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.|
|Arch is a New York based technology company that automates data aggregation and operations management for private (alternative) investments.|
|Deviate Consulting is a professional services firm that provides a full suite of software consulting and back office services for single and multi-family offices. Our software expertise includes a wide range of investment and partnership accounting suites prominent in the UHNW wealth management space.|
Entole is transforming the Family Office Industry, one family at a time, through increased transparency and interoperability for wealth owners and their trusted advisors.
|Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk. To learn more about Eton Solutions, please visit https://eton-solutions.com|
We are a team of large-scale donors, philanthropy advisors and technologists committed to making philanthropy more accessible, effective and meaningful. We are primarily funded by a family office and have focused our product development on solving the challenges of effectively managing the complex philanthropy efforts typical in a family office. Because Giving Place is "by family, for family" and is specifically designed with family offices in mind, our lineage has helped us create a solution uniquely focused on the intersecting needs of donors, their families and advisors (philanthropy, accounting, and wealth).
|Masttro is a global wealth technology platform that provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience.|
|Private Wealth Systems 's cloud based consolidated investment reporting software platform provides account aggregation, portfolio management, and client reporting to family offices on 5 continents. As a preferred provider to several of the top global private banks and accounting firms our platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry.|
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 51,000 people across 123 countries.
|Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.|
|SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2022, SEI Family Office Services has $557 billion in assets on platform.1 For more information, visit seic.com/archway.|
|Summitas Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides measurable value to our SFO, MFO, and wealth advisory user community. Modern cryptographic algorithms and strict internal policies and controls protect user data and privacy. Summitas EngageSM is our professional services team that oversees setup, branding, training, bespoke platform app development, and ongoing “white glove” support. Summitas delivers subscription software for family offices and wealth advisory firms wanting a single secure point of presence for related information and communication. Software subscriptions include high-touch support that provides problem-solving and training, help measuring the value of Summitas, and guidance for achieving organizational objectives using our software.|