2021 FOX Family Forum In-Person Agenda

Tuesday, October 26

Family Members, Family Offices, and Thought Leader Council members are invited to attend this day of the Forum.
 
All times listed are in U.S. Central time.
   
8:30 am

Private FOX Rising Gen Breakfast
Don’t miss this opportunity to join your fellow Rising Gen peers for an intimate breakfast with Jennifer Risher, Author of We Need to Talk: A Memoir About Wealth. Following Jennifer’s discussion, FOX’s Chief Learning Officer, Mindy Kalinowski Earley, and Family Learning and Leadership Consultant, Jeff Strese, will facilitate a group dialogue around rising gen challenges and other topics of your choosing.  

This event is for the FOX Rising Gen community – members who are in their 20s, 30s, and 40s in G2 and beyond – who are interested in leadership development.

   
9:00 am

1st Time Attendee Session
Join other first time Family Forum attendees and discover how you can make the most of your Family Forum experience. Attendees will have the opportunity to meet, mingle, and kickoff the forum with fellow members new to the FOX community.

   
9:00 am

Registration Open and Refreshments Available

   
10:00 am

FOX Vision for Resilient Families  

Glen W. Johnson, President of Membership, FOX
Peter Moustakerski, CEO, FOX 
Sara Hamilton, Founder and Board Chair, FOX 

   
10:20 am

We Need to Talk: The Hidden Impact of Wealth 

Jennifer Risher and her husband became extra-lucky beneficiaries of the dot-com boom. But sudden wealth had its challenges. Jennifer will share her thought-provoking, personal story that explores the hidden impact of wealth on identity, relationships, and sense of place in the world. At a time when money is still a taboo subject even among those closest to us, her memoir, We Need to Talk, is a catalyst for conversation that demystifies wealth and inspires us to connect. After sharing her story with at FOX’s Rising Gen Forum, Jennifer will share some takeaways from that discussion as well.

Jennifer Risher, Author of We Need to Talk: A Memoir About Wealth 
Introduction by Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX 

1.0 CPE | Specialized Knowledge 

   
11:15 am

Networking Break

   
11:30 am

Supporting Mental Wellness in Families and Businesses

The past two years have tested even the most resilient families who have been challenged with balancing domestic obligations with home schooling and managing companies virtually. In the best of times, family held enterprises often have complex dynamics due to the relationships between employees. Given the uncertainty in the world, it is unsurprising that the rate of anxiety, depression and substance use are at all-time highs. Family enterprises will thrive if they balance promoting financial sustainability with maintaining the mental health and wellness of their workforce. Don’t miss this interview-style session to learn more about innovative ways that advisors, employers, and family members can achieve positive mental wellness during times of uncertainty. 

Arden O’Connor, Founder, O’Connor Professional Group 
Moderated by Jeff Strese, Family Learning & Leadership Consultant, FOX 

1.0 CPE | Specialized Knowledge 

   
12:15 pm

Explanation of Deep-Dive Seminars

   
12:30 pm

Networking Luncheon

   
1:45 pm

DEEP-DIVE SEMINARS (please select one)

Addressing Mental Well-being, Substance Abuse, and Cognitive Decline in Families 

It is frequently said that “every family has its issues”, but having positive conversations about mental and physical wellbeing doesn’t have to be as daunting as it may seem. Statistics suggest that most families will encounter challenges related to mental health, substance abuse, and cognitive decline, and ultra-wealthy families are not immune. While financial resources can allow families to access best in class care, privacy concerns paired with complex family dynamics and the desire to protect loved ones from consequences complicate the process of addressing issues related to aging and mental wellbeing. Join behavioral health and geriatric experts for this interactive seminar, which will address managing challenging family dynamics around mental and physical wellbeing, as well as clinical, legal, and financial considerations.

Arden O’Connor, Founder, O’Connor Professional Group 
Joanna Gordon Martin, Founder and CEO, Theia Senior Solutions 
Moderated by Jeff Strese, Family Learning & Leadership Consultant, FOX 

2.50 CPE | Specialized Knowledge 

 

Ensuring a Smooth Leadership Succession Process

This seminar is a deep dive into the topic of succession, including how to proactively plan for and manage family leadership transitions. Speakers will consider ways families can anticipate their needs before a succession crisis occurs. They’ll also cover how to open up communication with the rising generation and prepare them for their emerging responsibilities. They will look at leadership potential “markers,” as well as the competencies rapidly becoming essential for the future. They will also address the handoff itself – when to let go and how to successfully step up. Finally, they will examine what can go wrong during these sensitive moments and how to mitigate common causes of derailments.

Carl Robinson, Ph.D., Founding Partner, Vantage Leadership
Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX 
Sara Hamilton, Founder and Board Chair, FOX 

2.50 CPE | Specialized Knowledge 

 

Family Office Trends and Solutions – with Case Studies 

This seminar will begin with trends discovered from FOX’s biennial family office benchmarking survey and will be supported by family office case studies to bring several of the trends to life. The case studies will be used to illustrate a variety of best practices and strategies that were identified in the survey.

Josh Kanter, President, Chicago Financial, Inc., and Director and Vice President, Kanter Family Foundation 
Michael Moody, Ph.D., Frey Foundation Chair for Family Philanthropy
Glen W. Johnson, President of Membership, FOX 
Hilary Leav, Director, Insights and Research, FOX

2.50 CPE | Specialized Knowledge  

   
4:15 pm    

Tuesday Programming Concludes 

   
6:30pm    

Dinner for Families, Office Executives, and FOX Thought Leaders Council Members 
JW Marriott 

   

 

Wednesday, October 27

All members are invited to attend this day of the Forum.
 
All times listed are in U.S. Central time.
   
8:00 am

Networking Breakfast and Registration Open 

   
9:00 am

Update from FOX Leadership Team and Vision 

Sara Hamilton, Founder and Board Chair, FOX 
Glen W. Johnson, President of Membership, FOX 
Peter Moustakerski, CEO, FOX 

   
9:30 am

Evolution Across Generations: The Caroline Rose Hunt Family Story 

Caroline Rose Hunt was the 3rd child of H.L. Hunt Jr. an American oil tycoon and entrepreneur. She established her family enterprise in the early 1980s, focusing on hotels and leisure, and exited in 2011. Today the enterprise holding company, The Rosewood Corporation, has a centralized ownership structure, headed by John Dziminski, enterprise president. John oversees three diversified business lines including oil and gas exploration, private equity direct investments, and real estate direct ownership. John also oversees the family office, the family’s private trust company for all family trusts, and manages the trustee function. John will take attendees through the journey of Caroline Hunt’s family enterprise evolution.

John Dziminski, President, The Rosewood Corporation
Moderated by Sara Hamilton, Founder and Board Chair, FOX

1.0 CPE | Specialized Knowledge 

   
10:20 am

Own It: How to Develop a Family Enterprise Mindset

Any owner at any age can gain ownership-related perspective and skills contributing to greater family harmony and business success. With two other authors, Gaia Marchisio, executive director at Cox Family Enterprise Center at Kennesaw State University, has written a book providing enterprising families and their advisors examples and practical advice to promote knowledge, skills, and capabilities -- incorporating a broad range of topics spanning personal and interpersonal, leadership and wealth, business, ownership, and financial. Learn how to build “ownership literacy” in your family, along with a genuine sense of stewardship. 

Gaia Marchisio, Executive Director, Cox Family Enterprise Center 
Introduced by Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX

CPE is not offered for this session. 

   
10:50 am

Networking Break

   
11:10 am

The Role of Independent Board Members in Bringing New Insights to the Family

This experienced panel of family leaders will share their insights from working with independent directors on governing boards (both Gen 2 and Gen 5 perspectives). They will describe the benefits derived from adding independent directors and how to find the right people for these important roles. We will explore how independent directors help balance the tension between supporting the family’s legacy and enabling the enterprise to find new opportunities to thrive during challenging times.

Pierre duPont, Partner, Cerity Partners 
Craig J. Duchossois, Executive Chair, The Duchossois Group, Inc.
Sara Hamilton, Founder and Board Chair, FOX 

1.0 CPE | Specialized Knowledge 

   
12:00 pm

Networking Luncheon and Introduction to Afternoon Breakouts and Peer Dialogues

   
1:30 pm

BREAKOUT SESSIONS (please select one)

All breakout sessions will be recorded and available to FOX members following the forum.

Benefits of Age-Appropriate Learning Strategies 

When is the right time to begin a learning program, and how do you determine which topics to include within that program? FOX’s Learning Center team will help attendees answer these important questions through theories, FOX research, and best practices of leading families. Speakers will explain the resources available in FOX’s updated Family Learning Handbook and describe how the learning tools can be used for a variety of family learning initiatives. Attendees will leave with easy-to-implement learning activities as well as an understanding of the importance of program design and applied and just-in-time learning. Come prepared to discuss, learn and share.

Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX 
Moderated by Allison Lawshe, Learning Center Coordinator, FOX 

1.0 CPE | Specialized Knowledge

 

The Impact of New Liquidity on the Family: What You Might Not Know 

This session will identify key challenges families face upon the sale of their business and corresponding new liquidity from the event. Families may experience changes to their identity, and financial autonomy may impact family dynamics, therefore reaching alignment and creating a shared vision lays the framework for future long-term success. Legal considerations around structure, as well as tax and spending implications post-sale, are critical issues that have to be addressed. Identifying and engaging new advisors to assist in deploying capital is also crucial as the family develops a cohesive investment strategy and distribution policies that enrich the lives of future generations. 

Bruce Geier, Chief Executive Officer, RMS Investment Group, LLC
Charles Roy Kelley, M.D., M.P.H., M.B.A., Chairman of the Board, Seaside Ohana Investments, Inc.
Moderated by Gaby Griffin, Business Owners Market Leader, FOX and Jonathan S. Tunner, Director, Private Investment Opportunities, FOX

1.0 CPE | Specialized Knowledge

 

Enterprise Guidelines: Frameworks for Dividends, Family Employment and Exits 

This session will review highlights from a recent FOX study on enterprise and business families.  Throughout a series of interviews, families have shared their approaches, frameworks and guidelines regarding owner dividends and distributions, family employment and family owner exits.  And, while there may be no such thing as a best-practice that is right for everyone, participants provided multiple insights and advice to help improve your own practices and create an enterprise framework that works for everyone, including owners, family members and employees.

Scott Winget, Market Leader, Enterprise Families, FOX 
Miguel López de Silanes Gómez, Market Leader, Europe and Latin America, FOX 

1.0 CPE | Specialized Knowledge 

 

Emerging Tax and Regulatory Changes: An Update

This session will address the quickly changing tax and regulatory landscape that could potentially impact family offices and ultra-high net worth individuals. Changes in capital gains, estate, income tax and the proposed tax surcharge on high income individuals, as well as trusts and estates, will be addressed. In addition, the panel will discuss proposed regulations requiring registration of Family Offices under the SEC and reporting requirements for investment partnerships and other entities. 

Mandy H. Chardoul, CPA, MST, CFP, Tax Partner | Family Office, Plante Moran
Randy Abeles, Partner, RSM US LLP
Jennifer Remondino, Chair, Trusts and Estates Practice Group, Warner Norcross + Judd LLP 
Moderated by Ed Drake, MSFP, AEP, CFP, Executive Managing Director, Baker Tilly Wealth Management

1.0 CPE | Specialized Knowledge 

   
2:20  pm

Networking Break 

   
2:45 pm

PEER DIALOGUES 

The peer discussions will allow attendees to reflect in-person together on what they’ve heard thus far at the Forum and discuss insights gained. 

Family Office Executives (Open to single family office executives, U.S and International)

  • Small Family Offices (1-6 Employees)
    Stephanie Simmons, Relationship Manager, FOX
    Kent Lawson, Director, Technology Integration Services, FOX
  • Medium Family Offices (7-15 Employees)
    Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
    Hilary Leav, Director, Insights and Research, FOX
  • Large Family Offices (16 + Employees)
    Scott Winget, Market Leader, Enterprise Families, FOX
    Glen W. Johnson, President of Membership, FOX

Family Members (Open to family members, U.S and International)

  • Gen 1-2
    Sara Hamilton, Founder and Board Chair, FOX
    Jonathan S. Tunner, Director, Private Investment Opportunities, FOX
  • Gen 2-3
    Mindy Kalinowski Earley, CMP, CFBA, Chief Learning Officer, FOX
    Jeff Strese, Family Learning & Leadership Consultant, FOX
  • Gen 3-5+
    Heather Asher Abramson, Director, Relationship Management, FOX

Globally Minded Families (Open to family members of any generation from non-U.S. based families)

Miguel López de Silanes Gómez, Market Leader, Europe and Latin America, FOX
John Michael Streithorst, Director of Strategic Projects, FOX

Advisor Peer Dialogue (Open to FOX Thought Leaders Council Members, Multi-Family Office Executives, and other Advisors)

David Toth, Managing Director, FOX
Peter Moustakerski, CEO, FOX

   
4:15 pm

Wednesday Program Concludes 

   
6:30 pm

Cocktail Reception and Dinner
Location to be announced

   
   
   
   

 

Thursday, October 28

All members are invited to attend this day of the Forum.
 
All times listed are in U.S. Central time.
   
8:00 am

Breakfast

   
9:00 am

FOX Forum Agenda for Thursday

   
9:15 am

Disruptions and Their Impact on Family Offices 

The pandemic has created tremendous disruption on many levels causing dramatic changes in how we work, communicate, travel and manage risk. Our reliance and integration of technology has created data security risks across the office and family. Talent is on the move, and it remains difficult to find and retain critical employees, and where and how they work has forever changed. The regulatory and tax landscape is rapidly shifting, causing a renewed focus on longer term planning and structural changes in the office. Succession in the family and family office similarly changes the work and governance structures needed to be successful. Join us for this session to get a clear picture on the challenges you need to be addressing in your office and the boardroom in the coming years and actionable advice on how to manage them.

Glen W. Johnson, President of Membership, FOX
Peter Moustakerski, CEO, FOX

1.0 CPE | Specialized Knowledge 

   
10:05 am

Intelligent Family Offices: Changing Our Way of Thinking and Operating 

Family office technology continues to grow at an exponential rate. While the new technologies are exciting, many family offices are still dealing in old data methods. The technologies of the early aughts are no longer sufficient for future client demands but changing them isn’t like changing a light bulb. What challenges and opportunities should you be ready for? Which systems should you evolve first? What do you need to get your data ready for the transformation? What steps can you take to prepare for the family office of the future and better serve your clients? The answers include a new way of thinking and a new operational approach.

Matthew P. Grupp, President and CEO, Grupp Organization LLC
Rob Mallernee, CEO, Eton Solutions 
Moderated by Kent Lawson, Director, Technology Integration Services, FOX

1.0 CPE | Information Technology 

   
10:55 am

Hotel Checkout and Networking Break

   
11:25 am

New Frontiers Creating Investment Opportunities 

Direct investors are forging new paths into frontier investing on a daily basis. As ideas become reality in a constantly evolving realm, investors should seek guidance on seeing around the corners. Join us for a conversation with two experts in the life science and fintech space, where they’ll discuss the trends they’re seeing and share invaluable insight into two fast-moving and exciting spaces of next-generation wealth creation.

Denny Boyle, Managing Director, SVB Capital 
Bill Burkoth, Managing Partner, Life Science & Healthcare, Arterial Fund, SVB Capital 
Moderated by Jonathan S. Tunner, Director, Private Investment Opportunities, FOX 

1.0 CPE | Finance

   
12:15 pm

Closing Remarks and Forum Concludes