Owner/Operator Council Meeting - Salt Lake City


Monday, January 12, 2015 - 12:00pm to Tuesday, January 13, 2015 - 2:00pm
The FOX Owner/Operator Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.  
The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future.
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


Sunday, January 11, 2015

6:30 pm


Optional Dutch Treat Dinner(Council Members and Guests)

Monday, January 12, 2015

12:00 pm


Lunch at the Alta Club






12:50 p.m.








1:00 p.m.


Executive Dialogue






3:00 p.m.








3:15 p.m.


How to Make Governance Meaningful to Family Members






5:00 p.m.








6:30 p.m.


Cocktails and Dinner (Council Members and Guests)


Tuesday, January 13, 2015

8:00 a.m.


Continental Breakfast




8:30 a.m.





Client of the Future




9:00 a.m.


Preparing Future Leaders




11:00 a.m.






11:15  a.m.


Investment Discussion Among Peers

Questions to Consider:

  • Structure of your Investment Team – Where are you finding the investment expertise to make those hard decisions?  (external investment consultant, in-house investment team, etc.)  Who makes those decisions? (Investment committee, advisory board, etc.)
  • Areas of Risk and Concern - What investment concerns and/or events are you most uneasy about that could have an adverse impact on your portfolio in the short-term and long-term.  
  • Views on Asset Allocation – Current and long-term perspectives on your strategic and tactical asset class allocation.
  • Asset Managers – Interactive discussion about asset managers that you are tracking and asset managers to be avoided. 




12:30 p.m.


Preparation for Next Meeting




1:00 p.m.






2:00 p.m.


Meeting Adjourned

*** Business casual attire for meeting ***