2018 FOX Global Owners Forum Presenters

Agenda | Presenters | Venue & Accommodations | Materials and Videos

Harvey G. Knell
Founder and President, KCB Management

Harvey Knell is the Founder and President of KCB.  Mr. Knell is a member of KCB’s investment committee with over 40 years of experience in both private equity and real estate sectors as an operator, entrepreneur, board member and investor.  Previously, Harvey served as President and CEO of Grace Home Centers West, which operated 90 home improvement centers in the western United States and was President and CEO of Ole's Home Centers, Inc., which was the sixteenth largest home improvement center chain in the United States when it was sold to W.R. Grace. Harvey was also the founding CEO and Chairman of Stør. Harvey earned a Master of Business Administration from Columbia University.

Lorin Knell
Managing Director, KCB Management

Lorin Knell is a member of KCB’s Investment Committee with a primary focus on acquiring and supporting KCB Private Equity’s portfolio companies. Mr. Knell has 20 years of experience, including 10 years of experience directly managing retail operations for national as well as growing chains. Mr. Knell serves as a member of the Board of Directors on several companies, including Spiral Binding and Thrift Books, a leading e-retailer of used books.  Lorin earned a B.A. in Mathematics and Economics from Colby College and a MBA from the University of Virginia's Darden Graduate School of Business Administration.

Peter Knell
Managing Director, KCB Management

Peter Knell is a member of KCB’s Investment Committee and has had primary responsibility for KCB’s real estate portfolio since 2005. In this capacity, he has led the acquisition of over $1 billion of real estate assets, including retail shopping centers, multifamily, office, industrial, hospitality, and healthcare facilities across the United States.  

Mr. Knell earned a B.A., with highest honors, from Princeton University, a Master of Music degree from The Juilliard School and a Doctorate in Music Composition from the University of Texas, and was the recipient of a Fulbright Fellowship. Mr. Knell’s compositions have received international awards and recognition.

Bruce Boyd
Principal, Arabella Advisors

Bruce Boyd joined Arabella Advisors as a principal in 2007 after spending 20 years building and leading for-profit and nonprofit ventures. Mr. Boyd leads the firm’s Chicago office and has worked with Arabella’s foundation, individual and family, and corporate clients. Those engagements have focused on strategic planning, family engagement, due diligence, program development and implementation, impact investing, and evaluation of impact. Mr. Boyd has worked on regional, national, and international projects stretching across a range of issues, including community development, human rights, education, and the environment.

In addition to his work at Arabella, Mr. Boyd serves as an advisor to the New Venture Fund and Hopewell Fund, and is on the Board of the Windward Fund — all 501(c)(3) fiscal sponsors and grant-making intermediaries often used by Arabella clients. He also serves on the boards of the Morrison Family Foundation, Forefront (Illinois’ regional association of philanthropists and nonprofits), and his own family’s foundation. He writes and speaks widely about philanthropy and the nonprofit sector.

Prior to joining Arabella, Mr. Boyd served for 13 years as a senior manager at The Nature Conservancy, where he led the Illinois Program, the Upper Mississippi River Project, and the four-continent Great Rivers Partnership. He started his career in law but left legal practice to buy a manufacturing company out of bankruptcy, which he ran and later sold to a Fortune 500 company.   Mr. Boyd is a former member of the board of the Environmental Grantmakers Association, Opportunity International, and the Merit School of Music in Chicago.
Mr. Boyd graduated magna cum laude from Middlebury College, earned his law degree from the University of Chicago, and studied business at Northwestern Kellogg School of Management.

FK Day
Co-Founder and Executive Vice President, SRAM Corporation
Co-Founder and Chairman of the Board, World Bicycle Relief

Frederick (F.K.) Day is a long time Chicago businessman, entrepreneur and humanitarian. In 1987, Day, his brother Stan and some friends founded leading bicycle component supplier, SRAM Corporation. SRAM produces high-end bicycle components including drive-trains, brakes, suspension and wheels; brands include RockShox, Avid, Truvative, Zipp and Quark. Today, SRAM operates 20 facilities in the US, Europe and Asia and employs over 3,800 people.  Driving annual revenues in excess of $700 million, SRAM is the largest bicycle component supplier in the US and the second largest in the world.  

In 2005, immediately following the Indian Ocean Tsunami, Day and his wife Leah, with support from SRAM Corp and the Bicycle Industry, founded international non-profit World Bicycle Relief. Their first program delivered over 24,400 new bicycles to men, women and children in to Tsunami impacted Sri Lanka.

Day leverages his and SRAM Corp’s bicycle experience and that of the Global Bicycle Industry to deliver large-scale, comprehensive bicycle programs in developing countries. Working in partnership with NGOs, Corporations and Government Agencies; World Bicycle Relief executes bicycle programs that empower recipients to overcome the barriers of distance to healthcare, education and economic development.

Today, World Bicycle Relief employs over 150+ people in the US, EU, Asia and Africa, and runs or supports 5 bicycle assembly facilities in Angola, Kenya, Malawi, Zambia and Zimbabwe. In 2010, Day and World Bicycle Relief were named #12 on Barron’s list of the World‘s Top 25 Most Effective Givers.

Day studied Economics at Wayne State University and attended Tulane University majoring in Economics and Latin American Studies. In 2013 Day received an Honorary Doctorate of Human Letters from Tulane University.

Robin Steans
Board Chair, Steans Family Foundation

Ms. Steans currently serves as Board Chair of the Steans Family Foundation, where she helps guide education and community development grant-making in the North Lawndale community.  A longtime public school parent, Robin Steans has spent over twenty years working on public school reform. Most recently, she served as Executive Director of Advance Illinois, a bipartisan, non-profit education policy and advocacy organization working to ensure every child in Illinois has access to quality schools.  She has also served as Issues Director of the Small Schools Coalition and as Associate Director of Leadership for Quality Education and taught at public high schools in Boston, San Francisco and Chicago before going on to earn her law degree.
Ms. Steans serves as a Director of the Annenberg Institute for School Reform and on the Board of Ingenuity, an organization committed to strengthening Arts programming in Chicago Public Schools. Robin is also a Trustee of the University of Chicago Medical Center, and a Director of Chicago Public Media/WBEZ and of Open Books, a non-profit working to bring books and literacy to children and family throughout Chicago.  She is co-founder and past Board Chair of the Celiac Disease Center at the University of Chicago, helped found and serves as a Director of North Lawndale College Preparatory Charter High School, and has served on two Local School Councils.

Ms. Steans graduated Phi Beta Kappa and magna cum laude from Brown University, received her master’s degree in Education from Stanford University, and attended law school at the University of Chicago, where she graduated cum laude and Order of the Coif.

Rob Heinrich
Board Member, Morrison Family Foundation

A native Midwesterner, Rob Heinrich has been on the board of the Morrison Family Foundation for over 20 years and currently serves on the Finance Committee, with a burgeoning interest in “impact investing.”  Mr. Heinrich received his Ph.D. in psychology from the University of Michigan and has been a psychotherapist in private practice for two decades.

Sharna Goldseker
Executive Director, 21/64

Sharna Goldseker is today’s leading expert on multigenerational and next generation philanthropy and—as a next gen donor herself—offers a trusted insider’s perspective. As executive director of 21/64, the nonprofit practice she founded to serve philanthropic and family enterprises, she offers retreats for next gen donors, trainings for professionals on multigenerational advising and next gen engagement, and has created the industry’s gold-standard tools helping families to define their values, collaborate, and govern.

Ms. Goldseker is a recipient of the J.J. Greenberg Memorial Award for extraordinary leadership and the RayLign Foundation Family Well-Being Award. She won the 2017 Family Wealth Report Award for Philanthropy Advice, was named one of 2016’s Women of Influence by New York Business Journal, and one of 2014’s Women to Watch by Jewish Women International. Ms. Goldseker is coauthor of Generation Impact: How Next Gen Donors Are Revolutionizing Giving (Wiley, Oct 2017) and has written for Forbes, Philanthropy Impact, and other publications, and with her coauthor, Michael Moody, has been featured in the New York Times, Stanford Social Innovation Review, and The Huffington Post.

Mindy Kalinowski Earley, CMP, CFBA
Lifelong Learning Specialist, RDV Corporation

Mindy Kalinowski Earley, CMP, CFBA is an education professional who believes that empowerment and knowledge is key to living a purpose-driven and self-actualized life. She is inspired by helping people learn, grow, and discover the way that they will make personal and productive contributions, using their strengths and talents.

As a Lifelong Learning Specialist at RDV Corporation Ms. Earley is responsible for creating and stewarding a professional learning network in support of human and intellectual capital. Her role is to design learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals.

After spending over a decade working in higher education, Ms. Earley is skilled in program creation for the student and young adult population. Her work included developing pioneering programs for learners to engage and thrive in college and through life after college. Combining her Master’s degree in Education, with a focus on learning development and educational theory, and her undergraduate degree in Hospitality and Tourism Management, with a focus on programming and event planning, she is uniquely skilled to design exceptional experiences rooted in sound learning practices. As a Certified Meeting Professional with a certificate in Family Business Advising she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention paves a path to personal achievement and satisfaction.

Alexandria Elliott
Learning Officer, Chifam, LLC

Alexandria Elliott joined Chifam in 2017 as a Learning Officer, and is dedicated to improving Chifam’s family education program.  A teacher who earned her Master of Arts in Classics, Ms. Elliott previously taught 5th through 12th grades, and both undergraduate and graduate students.  Her areas of interest include differentiated learning and assessment strategies in the single-family office.  

Ernie Patterson
Vice President, Director of Family Shareholder Relations, Brown-Forman

Ernie Patterson joined Brown-Forman in June 2009, and is responsible for developing and implementing policies and practices that further strengthen the relationship between Brown-Forman and the Brown family shareholders.

Mr. Patterson received a Bachelor of Science from Rochester Institute of Technology, and has also earned three Master degrees: Education from Harvard University, Business Administration from the University of Chicago, and Liberal Studies from St. John’s College.

FOX Presenters

Sara Hamilton
CEO and Founder

Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. Sara launched FOX in 1989 and has since grown its network to over 490 globally-minded family enterprises and their advisors, based in over 20 countries.

Sara is the coauthor of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She also serves on the executive education faculty for the University of Chicago Booth School of Business and teaches the course on private wealth management.

Sara was recently named one of the Top 50 Women in Wealth Management by PAM and was honored with this award for three years running by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates Magazine.

Alexandre Monnier

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices.

Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries—both in the US and internationally.

He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business, transforming the business from an emerging player to a leading private jet travel provider.

Previously, Alexandre spent 10 years as a management consultant serving some of the most widely recognized firms in the U.S. and Europe on issues ranging from strategy to operational and organizational effectiveness. He started his career in finance with Societe Generale.

Alexandre is a graduate of ESCP Europe, one of Europe’s leading business schools. He has been a
member of Young Presidents’ Organization since 2005.

Amy Hart Clyne
Executive Director

Amy Hart Clyne is Executive Director of the Knowledge Center for Family Office Exchange (FOX), supporting the firm’s extensive global community of ultra-wealthy families and advisors. Her effort is concentrated on knowledge acquisition, development, management and distribution. Focused on transforming creative, best practice and innovative ideas into practical solutions, Amy collaborates with all of the teams within FOX to ensure that the firm’s collective learning is used to enhance existing member relationships, attract new members, and support the work of the consulting practice. Amy is also responsible for program design and development at FOX including all forums, events and webinars. She is actively engaged in FOX strategic planning, relationship management, marketing and research planning, sales and training meetings, member events and workshops, and new product launch.

Amy joined Family Office Exchange in 2012. Over the prior dozen years, she has worked as a consultant to some of the country’s leading private wealth management firms and private family foundations. Previously, Amy was appointed Global Marketing Director of The Chase Manhattan Private Bank for seven years. Prior to joining Chase, Amy worked in Marketing and Training at Bankers Trust Private Bank and previously served as a Portfolio Manager for Lehman Management Company for six years, in the ultra-wealthy individual area.

Amy received her MBA in Marketing from the Columbia Business School in New York, and her BA degree cum laude in International Affairs from Colgate University. She is a Certified Financial Planner (CFP) and holds an Accredited Asset Management Specialist (AAMS) designation.

Charles B. Grace, III
Managing Director

Charles B. Grace, III is Managing Director at Family Office Exchange (FOX). He works on consulting projects for families and family offices as well as wealth management advisor clients. Assignments have included work on family office and family enterprise design and review, family governance and protocols, advisor selection, best practices and benchmarking, among others. Charlie is also active on the family and advisor membership and research side at FOX.

Charlie has been active for 20 years in the family office community advising ultra-wealthy families and serving as a resource to multigenerational families and family offices. He advised on investment portfolios and wealth management generally for almost 10 years working day-to-day at the multi-family office Ashbridge Investment Management LLC and the single family office Ashbridge, LLC. His responsibilities included client relationships, business development, and membership on the firm’s investment committee, as well as business operations and firm strategy as Chairman of the Management Committee of the $1 billion investment advisory firm. He still serves on the Board of the single family office Ashbridge, LLC. Charlie has been quoted in various publications on the subject of private wealth, including The Wall Street Journal, Financial Times, and New York Times and presented at many conferences focused on private investors and family offices.

Charlie is on the Executive Committee and serves as Treasurer and Investment Committee member of the nonprofit Tuttle Fund, Inc. He graduated from the Washington College of Law with a J.D. He received a B.A. and M.A. in history from Bates College and the American University, respectively.

Miguel Lopez de Silanes
Managing Director, Europe and Latin America

Miguel López de Silanes Gómez is the FOX Market Leader for Europe and Latin America. He is responsible for delivering FOX services to current members and also works actively to expand the network in Europe and Latin America.  His base is in Madrid, but he spends half of his time in Latin America.

Miguel has most recently been director of the family office for one of Europe’s leading real estate families, with specific responsibility for designing and implementing the family’s investment strategy and for providing owner education to the younger family members.

Previously, he worked at UBS Wealth Management in NY, Chile, and other locations in Latin America.  He began his career at Bain & Company as an Associate Consultant in London and Madrid.  He has an MBA from Harvard Business School and a BA in Economics from Universidad Pontificia Comillas (ICADE) in Madrid.

Paulina Cromwell
Product Manager, Knowledge Center

As Product Manager of the Knowledge Center, Paulina is responsible for creating and managing the Impact & Philanthropy platform at Family Office Exchange (FOX). In this role, Paulina leads client education and consulting efforts on impact across the capital spectrum, including ESG, impact investing, and charitable giving. She also liaises with other industry specialists to provide expertise on all phases of families’ impact journeys, including value identification, impact and philanthropy program creation, and measurement.

Paulina also brings investment expertise to FOX, serving as the Second Chair for the Strategic CIO Council and engaging with clients on developing investment objectives, portfolio strategy, and advisor selection. Additionally, Paulina is involved with several initiatives designed to strengthen multi-generational family enterprises, including comprehensive risk analysis and next-generation planning.
Prior to joining FOX, Paulina was a key member of the Family Office Investment Advisory Practice at Northern Trust. As an Associate Portfolio Manager, she was responsible for investment strategy, asset allocation, manager selection, and portfolio management for family offices, ultra-high net worth individuals, and foundations.

While at Northern Trust, Paulina also spent several years focused on business strategy. She was responsible for crafting and implementing strategic and financial initiatives for the Asset Management business, and reporting directly to the Head of Corporate Strategy, led M&A activities and the annual Strategic Plan for the organization.  

Paulina received a Bachelor’s of Science in Finance from Florida State University, with a Minor in History. She is a Level III Candidate in the CFA Program. Paulina is also involved with several mentorship and financial coaching organizations throughout the Chicago area.

Jane Flanagan
Managing Director

As a Managing Director with Family Office Exchange (FOX), Jane serves as Second Chair for the Owner Operator and Financial Executive Councils and works as a developer, writer and editor of FOX white papers and Guides.

Jane has been with the firm since 1993, and has served in a number of roles providing value to FOX members, including Director of Family Office Research, Director of Membership, and as a Senior Consultant to family offices and financial institutions on the wealth management process and family office operations.

Jane managed the firm’s annual Family Office Benchmarking™ research studies for several years and co-authored many FOX publications including: The FOX Guide to the Professional Family Office, 50 Best Practices for an Enduring Family Enterprise, and Financial Reporting in the Family Office. She is a member of the 100-Year Families Research Team led by Dennis Jaffe and contributor to Good Fortune: Building a Hundred Year Family Enterprise. She develops content for FOX learning events, including the FOX Family Office Design Workshop and the FOX Family Enterprise Workshop and serves as a content resource for the Membership and Consulting Teams at FOX.

Prior to her tenure with FOX, Jane was a Relationship Manager on the global custody Foundation and Endowment Team at The Northern Trust Company. She received a B.A. in Political Science from St. Norbert College.