Stacy Allred is a Managing Director and Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Most recently, Stacy was at First Republic in a similar role and previously spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Earlier, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young. Stacy has dedicated her career to walking alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision-making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.

Active in her community, Stacy volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students—a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, she serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® (CPWA®) program.

Stacy earned an M.S. in Taxation with distinction, from DePaul University, and an undergraduate degree in Accounting. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Personal Financial Specialist, Certified Public Accountant (California) and Certified Exit Planning Advisor®. Stacy is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute and holds certificates in Family Business Advising and Family Wealth Advising through Family Firm Institute.

Dave Blundin is a serial entrepreneur and Founder of Exponential Ventures (XPV). Dave is also Managing Partner at Link Ventures, a VC firm investing in early-stage technology startups. He has co-founded 23 companies, at least five of which have achieved $100 million+ valuations, and served on 21 private and public boards.

XPV’s mission is to harness talent and deploy capital to entrepreneurs leveraging AI in an aligned fashion to positively impact humanity by addressing the world’s grand challenges. The tech incubation process has led Dave to become chairman of 12 companies, including EverQuote (NASDAQ: EVER). Dave is also the Chairman and founding CEO of Vestmark, which manages over $2TN in US assets, and General Partner at Vestigo Ventures, a fintech-focused fund. 

Dave is extremely passionate about mentoring and coaching young entrepreneurs & management teams to accelerate the impact of technology on society. Dave is currently an instructor at MIT teaching a class in Spring 2024 named “AI for Impact: Venture Studio”, which is vastly oversubscribed and has about 100 students.

Dave sits on the Board of Directors of XPRIZE and received his BS in Computer Science from MIT where he researched neural network technology at the AI lab. 

Margaret Vaughan Cox is president of MCV Consulting, a consultancy dedicated to helping families and their enterprises thrive across generations. She is sought out by sophisticated and high-profile wealth owners to help them thoughtfully plan for and navigate complex generational transitions. Margaret works with families to establish shared vision and goals for their enterprise, create and evolve effective governance and decision-making structures, develop and implement succession plans, and nurture the valuable capital that enriches the family beyond their financial assets. She builds enduring relationships with her clients, often serving as a trusted advisor to multiple generations within the same family over the course of many years. She is routinely referred to families and family office executives by wealth advisors, estate planning attorneys, and other key advisors who recognize there are important conversations and alignments the family must achieve before efforts on other fronts will be successful. With over 25 years of experience in her field, Margaret’s work has taken her throughout North America, Latin America, Europe, Australia, South Africa, and the Middle East. 

Prior to forming MCV Consulting in 2002, Margaret served as a principal at Generon Consulting (now Reos Partners and Generon International) in Boston where she honed her skills as a strategy consultant and became an experienced scenario planner with a diverse international client base of corporations, nonprofits, governments, and NGOs. After founding MCV Consulting, Margaret applied the methodology of scenario planning to helping families contemplate alternate futures for their enterprise and identify a sense of shared purpose and compelling vision for the future. Margaret is a popular speaker on generational transitions and has served as a senior member of the Chicago-based Family Office Exchange (FOX) consulting team for the past 15 years.    

Margaret earned her BA in English Literature and MBA from Vanderbilt University. She received certification in the facilitation of scenario planning through the Global Business Network (GBN) in Amsterdam, is a graduate of the Society for Organizational Learning’s Foundations for Leadership program in Cambridge, Massachusetts, and is a Birkman® certified coach. Additionally, Margaret is a graduate of the American Works of Art Masters Program at Sotheby’s Institute of Art in New York City. 

Margaret currently serves on the board of the Contemporary Arts Museum Houston, the board of the Houston Advanced Research Center for Sustainability Science, the advisory council of The James Lawson Institute for the Research and Study of Nonviolent Movements at Vanderbilt University, and the governing council of The Shepherd School of Music at Rice University.  She is a member of the International Women’s Forum and a director emeritus of The Texas Lyceum, a select group of 96 leaders from across the state of Texas.  

Margaret and her husband, Jonathan, have three children and live in Houston, Texas.

John K. Coyle is one of the world's leading experts in "Design Thinking” and Innovation, and a highly sought-after speaker. John's presentations are always an audience favorite because he combines the exhilarating stories of a champion athlete with the data and intellect of a professor and best-selling author. 

John is the founder of Speaking Design Thinking, and a graduate of Stanford University with a degree in Engineering - Product Design (Design Thinking) and Northwestern’s Kellogg Graduate School with an MBA in organizational behavior, marketing and entrepreneurship. A former head of innovation for a Fortune 500 wireless telecom, John has also been the SVP of innovation for a leading strategy consultancy. John is a world class athlete in two sports (cycling and speedskating) and an Olympic silver medalist. In his role as an NBC Olympic Sports analyst, he won an Emmy for production of a film feature. He is a guest lecturer on Innovation at several leading universities (Kellogg, Marquette, CEDIM). John is a five-time TEDx speaker, and an award-winning author of two books, including the best seller: Design For Strengths: Applying Design Thinking to Individual and Team Strengths. John is also a thought leader in the field of “chronoception” - the neuroscience and psychology of how humans process time. 

As a speaker and writer, John’s special talent is weaving facts, examples and business principles into engaging, accessible stories which bring his topics and frameworks to life. People leave John's programs inspired and empowered to make significant, positive changes in their business and personal lives. 

Joan DiFuria, Co-Founder of MMCI, is a globally recognized speaker and consultant for families of wealth, family businesses, Family Offices, and enterprises. She helps clients attain successful and lasting impact on their lives, their families, and their businesses. Ms. DiFuria has co-developed and led numerous training programs on the psychology of wealth and life planning for financial and philanthropic professionals.

Bringing together expertise in business and psychology, she focuses on issues associated with wealth, such as the impact of money on children, succession planning, governance, legacy, and the challenges of multigenerational family communication. Ms. DiFuria combines a unique and proven expertise in business and psychology to provide high-level leadership development to senior-level executives and executive teams in Fortune 500 companies. Ms. DiFuria completed the Harvard Business School Program for Management Development and has 18 years of industry experience as national marketing director and director of long-term strategic operations for the world’s largest multinational metals distribution corporation. After her success in industry, she become a licensed psychotherapist and has been in private practice for over 30k years. MMCI is the amalgam and outgrowth of her experience, capabilities, and interests.

Joan is known throughout the industry as a person who is truly passionate about her work, enjoys talking to people, empowering women, and helping family businesses thrive.

Ms. DiFuria has appeared in major newspapers, magazines, radio, and television as well as speaking to notable financial and business institutions around the globe. She is co-author of Affluence Intelligence; and, The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth, as well as articles in both professional and mainstream publications.

Co-Founder of MMCI, with over 40 years of professional experience, Stephen Goldbart is a licensed clinical psychologist, professor, author, public speaker, and organizational consultant. His professional interests focus on the opportunities and challenges of wealth, including the psychology of life transitions, adult development, depth psychotherapy, neuroscience, strategic and succession planning. Dr Goldbart has a passion for working with complex family/organizational systems, helping to clarify purpose and establish structured procedures to find solution pathways. He has consulted with individuals, families, Family Offices, and organizations to help develop the fulfilling and sustainable balance of personal, professional, and philanthropic goals. He has codeveloped and led training programs for financial and philanthropic professionals. As a senior-level consulting psychologist, he has been teaching seminars and workshops for over 30 years for both practicing therapists and clients.

Dr. Goldbart is co-author of Mapping the Terrain of the Heart: Passion, Tenderness, and the Capacity to Love; Affluence Intelligence; and The 10x10 Learning Roadmap: Advancing Flourishing in Families of Wealth, as well as articles in both professional and mainstream publications. Along with Joan DiFuria, articles on issues of money and meaning can be found on their Affluence Intelligence blog at Psychology Today. (www.psychologytoday.com/blog/affluence-intelligence).

Appearing publicly before audiences, including national radio and television, philanthropic organizations, and professional associations, he has covered topics that have included issues such as: having successful multigenerational family meetings, the emotional issues of wealth and inheritance, raising children in affluent families, effective philanthropy from the inside out, and strategic life planning. 

Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.​

Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.​

Lindsay Jackson is the Senior Director of Family Services at the Arthur Blank Family Office. In her current role, she manages a comprehensive portfolio of the Chairman’s personal assets including aviation, yacht, security and executive protection, as well as multiple residences and properties. Lindsay oversees all projects, operating budgets and acquisitions within each of these departments. She also manages all personal gifting and correspondences with the Chairman’s family. 

Lindsay excels in hiring, training, and developing staff to uphold the highest level of service for the Chairman and his family. She is an expert strategic thinker with a passion for fostering culture and promoting creativity in the workplace.

Lindsay’s career is marked by a diverse range of roles including private flight attendant, yacht steward, estate manager, personal assistant, interior designer, travel coordinator and executive administrative assistant. Most recently, Lindsay worked at BrightHouse, A BCG Company, where she provided strategic partnership to the founder as well as comprehensive administrative support for a number of executives. 

From 2012 – 2015, Lindsay was the Assistant Property Manager at the Chairman’s Atlanta residence, where she enriched her expertise and passion for providing distinguished service. 
Lindsay holds a B.S. in Journalism and English from the University of Alabama, and an Executive Certificate in Business Strategy from Kennesaw State University. Lindsay is currently a member of the DEIB Committee at the Arthur Blank Family Office, as well as the founder of the Happiness Committee.

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at what is now ArentFox Schiff.

Kim is an adjunct professor at the Northwestern University Law School and on faculty for the University of Chicago Business School Executive Education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country. She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. forthcoming 2024), and has been a contributing author in books, including the recent Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors.

Kim is an ACTEC Regent, Past President of the Chicago Estate Planning Council, Planning Chair for ALI-CLE Large Estates, and Estate Planning & Legal Issues Domain Chair for the UHNW Institute.  She serves on the Founders' Committee for The University of Chicago Center of Law and Finance and on advisory boards for multiple local philanthropic organizations.

Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from The University of Chicago Law School. She is an AEP^® (Distinguished) and a 21/64 Certified Advisor.

Michelle Langdon, co-founder of Wellth Works, is a family wealth consultant who focuses on building human capital in family systems, couples, and individuals. Wellth Works is a recognized authority on family dynamics, rising gen leadership development, and helping families thrive. As a dynamic speaker, trained facilitator, and professional coach, Michelle's passion lies in bridging the generational gap and empowering women in business.

Michelle, a second-generation family member, has been a firsthand witness to the remarkable journey of her family's business - from its humble beginnings to its eventual sale. Her unique background as a family member, combined with her former career as an international economist and advisor to government leaders worldwide, enables her to bring coaching, negotiating, and diplomatic skills to her current work. She holds a Bachelor’s degree from Boston University and a Master’s in International Economics from Johns Hopkins University.

Basil Mohr-Elzeki is Head of the Americas for Henley & Partners, where he holds the dual roles of Managing Director and Head of Private Clients, based in Miami, USA. He travels extensively throughout the region, providing strategic direction and expert insights to staff, ensuring they deliver exceptional advice to clients on residence and citizenship by investment programs.

Throughout his career, Basil has successfully led sales teams and enhanced operational efficiencies in various organizations across the finance, technology, and investment migration sectors. Basil enjoys strategic thinking, improving processes, and providing an unmatched client experience.

Basil earned his bachelor’s degree in finance from the John Molson School of Business in Montreal and holds various other certifications. As a recognized subject matter expert in investment migration, he regularly contributes to Henley & Partners' thought-leading publications and is frequently interviewed by top media outlets.

Byron D. Trott is Chairman and Co-Chief Executive Officer of BDT & MSD Partners, a merchant bank with an advisory and investment platform built to serve the distinct needs of business owners and strategic, long-term investors. He is also Co-Chief Investment Officer of BDT Capital Partners, a registered investment advisor of the firm.

In 2009, Byron founded BDT & Company, a predecessor firm to BDT & MSD Partners. Prior to
that, he had a distinguished 27-year career at Goldman, Sachs & Co., where he was Vice Chairman of the global Investment Banking Division from 2005 to 2009. He is a director of Cox Enterprises, Enterprise Holdings, Inc., and Sunrise Group Holdings, LLC (“Whataburger”).

Byron serves on the board of trustees of the University of Chicago and the Center for Strategic & International Studies. He is also a director of Conservation International. In 2011, Byron was inducted into the Horatio Alger Association of Distinguished Americans, and having served as President and Chairman, he now serves as Chairman Emeritus of the Association. Byron received an AB from the University of Chicago and an MBA from the University of Chicago Graduate School of Business.

Peter Moustakerski is CEO of Family Office Exchange (FOX), the premier resource for families managing private enterprises and family wealth across generations. For over 30 years, FOX has been recognized as the industry’s most exclusive, innovative, and influential community for peer networking and learning, and has provided independent insights, expert guidance, and practical solutions to complex problems related to family transitions and family wealth.

Peter has spent more than 25 years as a C-level strategist and executive across a variety of industries, including wealth management, capital markets, and technology. He is a former family office executive and FOX member, management consultant, and entrepreneur. He has served as a strategy, innovation, and growth leader for a number of private and public companies and founded two start-ups in New York City and China.

Prior to joining FOX, Peter served as Chief Operating Officer of the family office of the founder of Bridgewater Associates, where he worked closely with the principal family members to envision and oversee the redesign of the family office strategy and day-to-day operations to better serve the evolving needs of the family. Before that, Peter was a management consultant at Booz Allen Hamilton, advising many of the world’s top C-suite leaders, and a strategy executive at UBS, leading all growth and transformation initiatives for the bank’s wealth management organization.

Most recently, Peter was Chief Strategy Officer of News America Marketing, a former News Corp. subsidiary, where he built and led the Corporate Strategy and M&A function and led the company’s successful carve-out and sale to a private equity sponsor. In addition, for more than 20 years, Peter has been a contributing writer and researcher with The Economist Intelligence Unit (EIU), and has led many qualitative and quantitative research projects, and written a number of influential white papers for the EIU, NBER, and other research institutions and media publications.

Peter holds an MBA from Columbia Business School and a BS in Computer Science and Engineering from Zhejiang University in China, and is proficient in Mandarin, Russian, and Bulgarian.

Areas of Expertise: Enterprise Strategy, Strategy-to-Execution Best Practices, Digital Transformation