Americas Family Enterprise Council - October 2018


Wednesday, October 3, 2018 - 8:30am to Thursday, October 4, 2018 - 2:00pm


The FOX Family Enterprise Council is composed of family leaders and trusted executives pursuing a long term view of their family enterprise.   

The purpose of this council is to elevate the professional and personal performance of these participants in order to enhance the operation of the broader family enterprise and long term well-being of the family.  

Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meetings.

  • Agenda



Four Seasons Hotel Miami
1435 Brickell Avenue / Miami, FL
Meeting Room: 1435 Gallery


Tuesday, October 2, 2018

6:30 p.m.


Optional Dinner

  • For those interested, Alexandre and Miguel will be hosting an informal dinner prior to the next day’s meeting.
  • Valentia Mediterranean
    1450 Brickell Ave., Miami
    Two minute walk from the hotel




Wednesday, October 3, 2018

8:30 a.m.



  • Served in the 1435 Gallery




9:00 a.m.


Welcome and Introductions

Alexandre Monnier, President, Family Office Exchange

Participants will briefly share their key challenges and key objectives for the meeting.




10:00 a.m.


Key Success Factors in becoming a Resilient Family

Miguel López de Silanes, Managing Director, Family Office Exchange

Miguel will present a detailed overview of the key success factors required for a family enterprise to be resilient & sustainable over time, sourcing their recommendations from the latest academic and practical research available, including Family Office Exchange's.  




11:00 a.m.


Networking Break




11:15 am


Global Economic Outlook for 2019

Larry Adam, CIO for Deutsche Bank's Wealth Management Americas

Larry will share his perspective and investment outlook for 2019. Given the prolonged strength of the U.S. economy and near record long financial market rallies, Larry will analyze whether or not these trends can continue.

This session will examine:

  • The US Economy: Will It Ever Grow Old? Could it become the longest expansion in American history?
  • Market Risks: What “Hook’s Poison” may be on the Horizon? Politics, Deficits, Trade and more.
  • Bond Market: Leaving Neverland—Will Interest Rates Move Higher? Will the Yield Curve Invert?
  • Equities: Tinkering With “Pixie Dust”? Regional and Sector Selectivity Matters.
  • Dollar: The Lost Boys Need Guidance! Will the Dollar Continue its Recent Surge?
  • Commodities: Fantasies vs Realities. Where will oil and gold prices sail to?




12:30 p.m.



  • Served in the 1435 Gallery




2:00 p.m.


Case Study on a Global Family’s Investment Policy
and Asset Allocation

The speaker will share with us the history, main goals and challenges and the investment Policy and Asset Allocation of the family office.  




3:30 p.m.


Peer Dialogue

Facilitated by: Alexandre Monnier and Miguel López de Silanes, Family Office Exchange

Facilitated discussion about the issues that are top of mind for the group.




5:30 p.m.


Meeting Adjourned




6:30 p.m.


Council Dinner




Thursday, October 4, 2018

8:30 a.m.



  • Served in the 1435 Gallery




9:00 a.m.


Developing Enterprise Thinking Using a
Family Enterprise Risk Assessment Process

Miguel López de Silanes, Family Office Exchange

Miguel will share Family Office Exchange's Risk Assessment model as well as some case studies on how families are assessing and mitigating Risks at every level.




10:30 a.m.


Networking Break




11:00 a.m.


The Art and Science of Co-Investing

David McCombie, Founder and CEO of McCombie Group, LLC

Families are increasingly investing in private equity on a deal-by-deal basis. Based on his experience reviewing nearly 1,000 club deals on behalf of his family office clients, David will share an interactive "Harvard Business School case study-style” presentation and walk through three ‘real life’ deals to share important lessons that can be applied to future opportunities.




12:30 p.m.


  • Key Takeaways from the Meeting
  • Profiles of Members who would Enrich the Council
  • Topics for the Next Meeting




1:00 p.m.


Meeting Adjourns




1:00 p.m.


Optional Lunch (For those who can stay)

  • Bahía Restaurant in the Four Seasons Hotel


*** Business casual attire for meeting ***