Global Family Enterprise Council - October 3–4, 2019

Overview

Thursday, October 3, 2019 - 8:30am to Friday, October 4, 2019 - 2:00pm

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The FOX Global Family Council is comprised of family office CEOs and wealth owners overseeing the most sophisticated multi-generational, multinational family offices.

The purpose of this council is to focus on sustainability of the family with discussions including family governance, owner education, strategic planning, and best practices for effective management of the family enterprise.

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.

If you have questions, please contact  Julie Kelly.

 

 

 

 

 

 

  • Agenda

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AGENDA

HOTEL WELLINGTON
VELAZQUEZ 8 | 28001 Madrid
Phone: +34 915 75 44 00  |  www.hotel-wellington.com
 

Thursday, October 3, 2019

08:30 – 09:00

 

Breakfast

09:00 – 09:45

 

Welcome, Goals of the GFC and Participant Introductions
and Updates

Presented by Sara Hamilton, Founder & CEO, and Miguel López de Silanes, Market Leader Europe & Latin America, Family Office Exchange

09:45 – 10:15

 

 

 

Highlights from the Singularity University Program for a Leading Family Office

Presented by Maarten de Groot, CEO, Eligius SFO

Maarten will share with us the key highlights and global trends from the recent program that the family and the FO team attended at Singularity University, including global dynamics, exponential technologies, artificial intelligence, energy and education.

10:15 – 11:15

 

Key Global Family Enterprise and Family Office Trends

Presented by Miguel López de Silanes and Sara Hamilton

We will share the key trends being experienced by international and US families from our recent FOX FO Survey, including trends in ownership and governance, strategy and risk management, owner engagement and education, FO costs and structure, investments, and various others.

11:15 – 11:30

 

Networking Break

11:30 – 12:30

 

 

 

 

Family Case Study: History, Values, Governance and Key Investments of a Multi-generational European Family Enterprise

Presented by José Ignacio Ysasi de Ysasmendi, CEO, Casagrande FO, Madrid, Spain

12:30 – 13:00

 

Follow-up Discussion and Peer Dialogue

13:00 – 14:00

 

Lunch

14:00 – 15:00

 

Family Case Study on Embracing Disruption at Henkel, and
the Formation of Henkel X

Presented by Rahmyn Kress, Chief Digital Officer, Henkel, and Konstantin von Unger, a Member of Henkel´s Shareholder Committee

15:00 – 16:00

 

FOX Opportunity and Risk Committee Research and Meeting Adjournment

16:00 – 16:30

 

Follow-up Discussion and Peer Dialogue

17:45 – 19:00

 

Social Event: Highlights of the Museo Reina Sofía
Calle Santa Isabel, 52, 28012 Madrid
+34 91 774 1000 (Private Tours: ext. 2025)

19:30 – 20:15

 

Cocktails with the Del Pino Family at the Del Pino Foundation
Calle Rafael Calvo, 39, 28010 Madrid
+34 913 96 86 00

20:30 – 22:00

 

Dinner at Tatel Madrid
Paseo de la Castellana, 36, 28046 Madrid
+34 911 72 18 41

 

 

 

Friday, October 4, 2019

08:30 – 09:00

 

Breakfast

09:00 – 09:15

 

Update on Investment Allocations from FOX´s and Other Global Surveys

Presented by Miguel López de Silanes and Sara Hamilton

09:15 – 09:45

 

 

 

 

Investment Allocation Panel: Case Studies from European Families

4 Council Panelists, Coordinated by Miguel López de Silanes

The Participants will share part of their investment strategy/ investment allocation, emphasizing lessons learned on due diligence, providers, returns, and asset expertise.

09:45 – 10:15

 

Follow-up Discussion and Peer Dialogue

10:15 – 10:30

 

Networking Break

10:30 – 11:30

 

Venture Capital Trends

Presented by José Miguel Herrero, Partner, Big Sur Ventures

Mr. Herrero will share some of the leading trends affecting and shaping the VC industry, including new structures of direct investing, pricing trends, sub-sector/niche focus, and success stories.

11:30 – 12:45

 

Peer Dialogue and Key Takeaways from GFC

13:00 – 14:00

 

Group Networking Lunch

 

*** Business casual attire for meeting ***