Regional Member Briefing - Dallas - May 23, 2018


Wednesday, May 23, 2018 - 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.

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


The Capital Grille Dallas - Uptown
500 Crescent Court
Dallas  Texas  75201
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
12:00 pm Lunch and Presentations/Q&A
  At this meeting, Mike Taylor, Deputy Chief Claims Officer, PURE Insurance, and W. Edward Carlton, Shareholder, Quilling, Selander, Lownds, Winslett & Moser P.C., will present "Understanding and Managing Significant Liability Exposures that Threaten Family Wealth".
1:00 pm Peer Dialogue
1:30 pm Adjourn



Michael Taylor, Sr. Vice President, Deputy Chief Claims Officer, PURE Insurance

Mike joined PURE in June 2016 following 16 years at AIG. During a 34 year insurance career Mike has worked for a number of major carriers including Allstate, Hanover, CNA Property & Casualty, Palisades (a Plymouth Rock Company), and AIG with responsibility handling and managing both casualty and property claims for Personal and Commercial lines of business. In 2000, Mike was a founding member of AIG Private Client Group beginning his initiation into the high net worth personal insurance segment. He went on to become Eastern Zone General Manager of Private Client Group from 2006 – 2013 and was responsible for all functions of the business with nearly $400M of written premium in force, growing the business by nearly 40% during that period. Most recently before leaving AIG, Mike was the Global Claim Officer for Accident & Health Claims, overseeing a global staff of over 1,200 claims professionals. Now at PURE, he is principally responsible for oversight of Casualty Claims and our Member Advocate practice providing professional claim advice and service nation-wide.

Born and raised in New Jersey, Mike has a B.A. from Mount Allison University in New Brunswick, Canada. He makes his home in Colts Neck, NJ along with his wife and two children.


W. Edward Carlton, Shareholder, Quilling Selander Lownds Winslett Moser P.C.

W. Edward Carlton, a shareholder in the Dallas, Texas law firm of Quilling Selander Lownds Winslett & Moser, PC., represents business clients in complex civil litigation.  He defends insurers and agencies against claims of insurance bad faith, deceptive trade practices and insurance code violations; and provides consultation and representation in numerous areas of insurance coverage. He also provides representation of insureds in litigation, including professional liability, non-subscriber and catastrophic injury claims; and maintains a commercial liability practice representing construction and supply companies, self-insured employers and other business entities.  Mr. Carlton has served in leadership positions with the Dallas Bar Association, the Texas Association of Defense Counsel, the Insurance Law Committee of the Defense Research Institute and Claims and Litigation Management Alliance.  In his “spare time” he speaks and writes on insurance and ethics issues, and particularly on appropriate “good faith” claims handling practices.

Ruth Easterling, Managing Director, Member Services

Ruth Easterling is Managing Director, Member Services, for Family Office Exchange (FOX). In her role, she provides relationship management for family and advisor members by aligning FOX services with the unique needs of each member. Ruth also co-moderates the Private Family Trust Company Network and works with the team at FOX to develop programming and insights for the Network.

Prior to her current responsibilities, Ruth led all FOX member services activities, and oversaw the delivery of conferences, educational forums, webinars, website resources and member communications annually. She has overseen marketing and drove the redesign and brand initiative that differentiates FOX today.

Under Ruth’s direction, FOX has integrated member feedback processes through satisfaction surveys and advisory boards to guide the development of new programs and services. She played a lead role in the design and delivery of the first comprehensive program for wealth owners known as the FOX Learning Academy.

Prior to joining FOX, Ruth worked with the professional services firm Smith, Bucklin & Associates, which provides management and consulting services to more than 180 associations. She served as executive director to professional associations ranging in size from 300 to 4,000 members, re-engineering membership structures and planning processes to better enable organizations to maximize their potential through efficient governance structures and member participation. In addition, Ruth often consulted with international and national organizations on strategic planning and governance design. 

Ruth holds a bachelor’s degree in Management and Leadership from Judson College. She is a volunteer leader in organizing her community’s food collection and distribution initiative that aids 350 families and volunteers at the Breakthrough shelter for women.

Vincent Hayes, Director of Member Development

Vincent Hayes is the Director of Member Development at Family Office Exchange (FOX). Vincent serves as the ambassador for FOX in reaching out to new members, promoting the networking and education benefits that come with FOX membership. He helps prospective members find ways to solve the challenges they face in running their family enterprises using resources available within FOX and its membership community.

Prior to joining FOX, Vincent spent 15 years in the investment world, most recently with AGN Futures, where he has served as Vice President of Sales & Operations since 2011. Previously, Vincent has worked at R.J. O’Brien & Associates, Global Forex Trading, and ZAP Futures. Vincent is a graduate of Western Michigan University with a Bachelor of Business Administration degree in Finance and minor in Accounting. He is based in Chicago.