Alvin Wang Graylin (汪丛青) is a global technology strategist, author of Our Next Reality (Hachette), Chairman of the Virtual World Society, and Senior Fellow at Asia Society Policy Institute's Center for China Analysis (CCA). With more than 35 years researching and building solutions in artificial intelligence, semiconductors, immersive computing, and cybersecurity, he has served in senior leadership roles at HTC, Intel, IBM, and Trend Micro, founded four venture-backed startups in conversational AI, AR, and social media, and invested in over 100 early-stage companies shaping the future of emerging technologies.

Currently a Digital Fellow at Stanford’s Human-Centered AI Institute and a lecturer at MIT, he advises governments, multilateral organizations, and Fortune 100 leadership teams on AI policy, global governance, and post-AGI socio-economic transition. His work draws on decades of cross-cultural experience living and operating in both the U.S. and China and a double masters from MIT, giving him a unique perspective on bilateral cooperation, geopolitical risk, and the strategic pathways to safe and beneficial AGI.

A frequent keynote speaker at global forums and tech commentator on media outlets—Graylin combines deep technical fluency with pragmatic policy insight, advocating for international collaboration, abundance-oriented economic models, and AI systems that enhance human prosperity and global stability.

As Branch Executive, Nicholas Sly serves as the KC Fed’s regional economist and its representative in Colorado, Wyoming, and northern New Mexico, leading the local research and public engagement teams. He works closely with the Denver Branch’s board of directors, as well as local functional leadership, to foster branch culture and effectiveness. As Vice President, he provides strategic support for community development teams across all offices of the Tenth Federal Reserve District. He is also responsible for briefing the President of the Federal Reserve Bank of Kansas City on economic conditions in the region. The combined portfolio of regional economic research and community development ensures those briefings include the perspectives of the region’s unique economic footprint and the perspectives of low- and moderate-income households.

Before joining the Bank in 2015, Mr. Sly was associate professor of economics at the University of Oregon. He graduated from the University of Northern Iowa with a degree in mathematics and economics and earned his Ph.D. in economics from Michigan State University. Mr. Sly is also a graduate of the Stonier Graduate School of Banking.

Dr. Scott J. Allen is a speaker, academic, author, and podcaster who empowers people and organizations to build stellar leaders.

Scott J. Allen, Ph.D., is an award-winning educator passionate about working with people at all levels and across industries. He serves as an instructor in SMU’s Cox School of Business Executive Education and spent more than 17 years as a professor of management. He also serves as a leadership consultant with Winding River Consulting. His areas of expertise include leader development, the future of work, and executive communication.

Scott has published more than 60 peer-reviewed articles and book chapters. He is the co-author of The Little Book of Leadership Development: 50 Ways to Bring Out the Leader in Every Employee, Emotionally Intelligent Leadership: A Guide for College Students, and the textbook Discovering Leadership: Designing Your Success (2023). Scott’s most recent publication is Captovation: Online Presentations by Design.

He is also hosts Phronesis: Practical Wisdom for Leaders, ranked among the world's top 2.5% of podcasts.

In 2023, Scott started a weekly newsletter, Practical Wisdom for Leaders, which connects practicing leaders with cutting-edge content about leadership.

Scott frequently serves as a keynote speaker. In addition, he consults, facilitates workshops, and leads retreats across industries. Scott co-founded the Collegiate Leadership Competition and served as the board chair. He also served on the board of the International Leadership Association, Association of Leadership Educators, and Management and Organizational Behavior Teaching Society. He was named an ILA Fellow by the International Leadership Association in 2021.

When he is not teaching and learning, Scott enjoys traveling to national parks, collecting meteorites, following the Cleveland Guardians, listening to audiobooks, attending as much live music as possible, and piling into the car for a road trip with his wife and three adventurous kids.

Jane is a Senior Vice President and Chief Tax Strategist for Northern Trust. She works with clients and their advisors to develop tax efficient solutions to meet their wealth and financial planning goals, with information on new tax developments as well as expertise gained from thirty-five years in the industry. She is responsible for developing Northern Trust’s perspective and insights on tax issues, including individual and entity income taxation, employee benefits and executive compensation, estate, GST and gift taxation, and fiduciary income taxation. She publishes Northern Trust’s weekly newsletter, Tax News You Can Use.

Prior to her current role, Jane served as Director of Tax Planning for the Northern Trust Institute and as Assistant General Counsel in the Legal Department at Northern Trust working with our Wealth Management team and gaining unique insights into the estate and tax planning concerns of our clients.

Prior to joining Northern Trust, Jane spent a combined 17 years in the private practice of law with Foley & Larder and then Sidley LLP in Chicago, where her practice was limited to trusts, estates, and related areas of taxation As part of her practice, she oversaw the preparation and filing of tax returns, provided covered tax advice, handled tax audits and filed numerous requests for private letter rulings with the IRS.

Jane received her Bachelor of Arts degree with distinction in all subjects from Cornell University in 1988 and her J.D. degree magna cum laude from the University of Michigan Law School in 1991, where she was elected to Order of the Coif and served as Executive Editor of the University of Michigan Journal of Law Reform. She was admitted to the bar in Illinois and the U.S. District Court for the Northern District of Illinois in 1991.

Jane is a fellow of the American College of Trust and Estate Counsel. With ACTEC, Jane has participated in the preparation of comments to the U.S. Treasury Department on tax statutes and proposed regulations, as well as drafting influential briefs amicus curiae to the United States Supreme Court on tax issues. She has served as an advisor to various committees of the Uniform Law Commission and participated in the drafting of model state statutes on trust and estate topics. She has also drafted legislation for the State of Illinois as part of the Trust Code Task Force of the Chicago Bar Association. She is a frequent author and lecturer on a wide range of trust, estate and tax topics for national audiences of trust and estate professionals.

With more than 40 years of experience in all facets of compensation arrangements, Bruce Benesh is one of the most experienced compensation advisors for family-owned and privately held businesses. His work ranges from strategic compensation planning to internal human resource consulting, with an emphasis on the tax efficiency of arrangements. Bruce has broad consulting experience in many industries with companies ranging from closely held family businesses and family offices to multi-national corporations.

Before starting BCG, Bruce was the national managing partner for Grant Thornton’s Human Capital Services and Family Business Practice. He was also the partner in charge of Arthur Andersen’s North American and Latin American Human Capital Practice and the Divisional President of a consulting practice for a publicly traded company.

Eric Gonzaga is a partner and practice leader for the Human Capital Services (HCS) group in Minneapolis. He also serves as the National HCS leader for health care. Gonzaga specializes in total compensation strategies, having served as a board adviser for private equity and financial institutions; private and public sales, service, and manufacturing firms; and the array of health care provider, managed care and service organizations.

Gonzaga’s executive compensation work includes designing equity incentives at a high growth firm, managing the annual incentive strategy for a firm in turnaround and developing a long-term incentive strategy for executives at a merged health care system. He has also designed governance policies and procedures and performed proxy disclosure work for a compensation committee; designed executive contracts for a publicly-traded service organization; and performed 409A, 280G and “reasonableness” audits for public and private firms. Gonzaga is a frequent lecturer and has received national recognition for his topical research on best practice governance of executive total compensation and pay-for-performance.

Blaine is KPMG Canada’s National Leader, Family Office, Tax, bringing more than 25 years of experience advising some of Canada’s most influential families, family offices, and private enterprises.

Blaine’s work focuses on helping ultra-high-net-worth families navigate complexity, preserve wealth, and build enduring legacies across generations. He specializes in integrated tax, estate, and succession planning for families and business owners with sophisticated domestic, cross-border, and international needs. Blaine’s work spans estate and trust planning, ownership and governance structuring, residency and mobility planning, life insurance strategies, unique and illiquid assets, business succession, post-mortem planning, and transaction structuring. He regularly assists clients with acquisitions and dispositions, corporate reorganizations, global income tax strategies, CRA audits, and complex compliance matters.

Blaine has been a featured speaker for the Chartered Professional Accountants of Canada giving regular updates on Canadian tax changes and developments; he has presented on tax issues associated with mergers and acquisitions; he has participated in pre-budgetary consultations with government; and he has been a regular contributor to national media.

Jacquie Duval works with fund managers, sophisticated family offices, and other private capital investors on tax and entity structuring, investment planning and execution, and private fund formation and management. Jacquie is known for her deep knowledge, warmth, and creativity in designing and executing solutions for clients.

Jacquie advises fund managers and investors on the structuring and formation of private funds. In her guidance to clients, Jacquie reviews and negotiates fund documents across a variety of private fund types, including private equity funds, real estate funds, hedge funds, digital assets, and venture capital. She provides tax and structuring advice on co-investment opportunities and direct capital investments across a spectrum of asset classes. A tax lawyer by training, Jacquie understands the tax rules related to private foundations and other charitable organizations and advises on the associated challenges when these entities or related individuals are parties to an investment.

In her role as trusted counsel for family offices, Jacquie guides the structuring and servicing of family offices and transactional work related to their investments. She also advises family offices and private foundations on such issues as social capital and grantmaking. An advocate for diversity, equity, and inclusion, Jacquie has a special interest in supporting and working with women entrepreneurs and investors.

Prior to joining Perkins Coie, Jacquie was a partner at K&L Gates LLP in New York in the asset management and tax practices. Throughout her career, she worked for law firms, private family offices, and investment banks in New York and London. Jacquie started her legal career at Cleary Gottlieb Steen and Hamilton in New York and London.

Julia O’Brien is a Partner and a Managing Director for the Private Client Practice at Cambridge Associates.

Julia has over 20 years of industry experience. She leads an investment team whose clients are based in the United States, Canada, and the United Kingdom. She advises families, family offices, and other sophisticated investors on portfolio strategy, custom portfolio construction, asset allocation, and manager evaluation and selection. Many of her clients are entrepreneurs who have experienced a liquidity event via the sale of a business.

Before joining Cambridge Associates in 2010, Julia was a member of the Mutual Fund Group at Wellington Management Company. Prior to that, Julia worked at a real estate private equity firm, ING Clarion, as well as at Deutsche Bank’s Global Currencies and Commodities Group in London, England.

Julia is a former member of the Canadian National Ski Team and a four-time All-American and three-time team champion at the University of Denver.

Julia earned her MBA from Yale University and her BS from the University of Denver. She is also a graduate of Fernie Secondary School. Additionally, Julia is registered as an Advising Representative in all the Canadian jurisdictions.

Betsy Erickson leads Vital Impact’s work with family and individual clients, supporting them to further their learning, collaboration, and philanthropic goals. During her 15 years at Arabella, Betsy has helped dozens of clients design and launch strategies and run grantmaking programs on issues ranging from conservation to experiential education. Betsy draws on her study and practical experience in systems and family dynamics to facilitate groups to make decisions and work together effectively. Applying her expertise in enabling learning and collaboration, Betsy has significant experience working with multi-generational families. She excels at helping clients overcome emotional barriers and family collaboration issues that block their paths to impact.

Prior to joining Vital Impact, Betsy worked for eight years in the nonprofit sector with groups focused on cancer research. She provided independent consulting services to national and regional nonprofit organizations such as CureSearch National Childhood Cancer Foundation, the Make-A-Wish Foundation, and the Lance Armstrong Foundation. She helped these organizations develop corporate partnerships, garner support from family foundations and major donors, and establish and grow their workplace giving campaigns.

Betsy graduated from Colgate University with honors, where she was captain of the diving team and a double major in philosophy and religion and art. Betsy also completed a certificate program in human behavior and public policy at Harvard Kennedy School and a three-year postgraduate program at the Bowen Center for the Study of the Family at Georgetown Family Center. Betsy recently joined the faculty of the Lilly Family School of Philanthropy at Indiana University and is faculty chair for the Social Impact and Philanthropy domain at the UHNW Institute. Betsy is also a member of the Purposeful Planning Institute, co-leading its family dynamics working group. Betsy resides in Alexandria, Virginia with her spouse and two daughters.

Deborah (Deb) Dubin is a champion of established and emerging best practices in philanthropy, including trust-based, inclusive, and equitable grantmaking.

As Moneta’s Chief Philanthropy Officer, she works alongside Moneta’s financial advisors to help clients and their families consider their “WHY,” and then fosters engagement in thoughtfully structured, strategic, and impactful giving and other activities that are aligned with clients’ personal values. Deb also guides the Moneta Charitable Foundation, operationalizing a mission focusing on financial literacy and economic empowerment.

Deb holds the Chartered Advisor in Philanthropy (CAP®) professional designation from the American College of Financial Services and is a 21/64 Certified Advisor.

Before joining Moneta, she served for eight years as CEO & President of Philanthropy Missouri, a statewide regional association of grantmakers; prior to that, she served for five years as Vice President at a venture capital firm that invests in low-income communities around the country. As an adjunct faculty member at Washington University in St. Louis, she taught classes on the nexus between business, government, and society.

Deb is a graduate of Harvard College and the University of California Berkeley School of Law. She is an alumna of the CORO “Women in Leadership” program, and serves on the Board at NPR-affiliated St. Louis Public Radio (KWMU), a non-profit media organization. She is an enthusiastic proponent of purpose-filled living and purposeful giving.

Nate is the Executive Chairman of Family Office Exchange (“FOX”) and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building and growing private business in the consumer, business services and technology sectors.

Over the last 20 years Nate has worked with family offices who are focused on investing Private Family Capital in a manner consistent with their values and objectives. The range of investment strategies has spanned traditional endowment style portfolio allocation to direct private equity, including investment platforms adjacent to the family business or family office. Nate is a believer in the power of Private Family Capital to effectuate enhanced outcomes for all stakeholders. Prior to his current roles, Nate worked in private equity, investment banking, and sales & trading, including the Tech & Media Investment Banking group at Goldman Sachs, the Global Macro Hedge Fund group at UBS, and as a Co-founder of FDX Capital, a direct-investment platform built for FOX family offices.

Nate has a BS from Vanderbilt, an MBA from Chicago Booth and is a CFA charterholder. Nate relocated from New York City to Florida during the pandemic where he lives with his wife Christy and 2 sons.

An accomplished entrepreneur, investor, and executive with deep experience investing Private Family Capital, Nick is the Vice Chairman of Family Office Exchange (“FOX”), the world’s premier network for multigenerational families, and Co-Founder and Managing Partner of Heritage Partners Group, a family of companies focused on acquiring, building, and growing businesses, assets, and platforms uniquely suited for Private Family Capital. Throughout Nick’s career, he has worked closely with family offices and high-net-worth individuals, and he understands the unique challenges and opportunities that families encounter.

Nick co-leads investment content at FOX, where he has served as a Board Director or Advisory Board Member since 2018. Prior to his current roles at FOX and Heritage, Nick worked in the investment banking division at Goldman Sachs, where he advised publicly traded and privately held companies on M&A, equity financing and other strategic initiatives. Previously, Nick held various positions at Fidelity Investments, where he was consistently recognized as a top 1% producer in the firm’s wealth management division and served on various firmwide leadership committees.

Nick is involved in several charities in New York and in his home state of Virginia and has been a regular guest lecturer at Columbia Business School and at the University of Maryland. He has a B.S. from Virginia Tech and an M.B.A. from Columbia Business School, where he was a Columbia Fellow.

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

Jeff Strese is the Family Learning & Leadership Consultant at Family Office Exchange (FOX). As a consultant, Jeff has focused on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics. He holds certifications in family wealth and family business advising (CFWA, CFBA). 

Jeff is passionate about helping family businesses and organizations create clarity out of the complex and inspiring leaders from all backgrounds to develop and master critical skills like coaching, communication and emotional intelligence. He has developed innovative programs to guide next-generation leaders to reach their full potential in a fast-paced, global economy. 

Jeff has served as Chief Talent and Learning Officer (CTLO) at Tolleson Wealth Management, a multi-family office serving client families across the country. Prior to his role at Tolleson, Jeff served as the Chief Human Resources Officer (CHRO) at Southern Methodist University (SMU).  

Mindy Earley is an education and family office professional who believes that empowerment and knowledge are 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.

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks in support of human and intellectual capital. She has designed 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 Mindy 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, Mindy is uniquely trained to create 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 pave a path to personal achievement and satisfaction.

Mishu Rahman Din is the Managing Director of Research & Content at FOX. She is responsible for leading the development of FOX’s Research products such as benchmarking and time-trended reports, thereby keeping FOX at the forefront of private wealth thought leadership. Mishu has over 20 years of research and strategy expertise spanning CPG, Financial Services, Telecom, and Media.

Prior to FOX, Mishu led the financial services insights team at a global trends and analytics firm based out of Chicago and London. Having started her career at Unilever, she co-founded and managed a leading Research and Publishing firm in Asia before relocating to Chicago.

Mishu has a bachelor’s degree in economics, and a master’s degree in integrated marketing from Northwestern University. She has worked with leadership initiatives of the Prince of Wales’ Mosaic Network, Junior Chamber International, and next-gen leadership development at AIESEC International. She is passionate about Art and Culture and volunteers for various global initiatives in this space. Mishu loves to incorporate creative thinking in her career involving data and analytics and enjoys exploring new ideas that could disrupt the way we live and work today.

Emma Gross is the Associate Relationship Manager at Family Office Exchange. In her role, she supports and provides guidance to FOX members, utilizing her background in family office consulting and benchmarking research. She joined FOX in 2017 and is based in New York City. During her time at FOX, Emma has worked extensively with families, family offices, and family-owned businesses on consulting projects to develop strategic and tactical plans to respond to change and foster family cohesion. Emma has experience with family enterprise strategic planning, family office design, leadership succession planning, family education, and owner engagement, as well as custom quantitative reports on cost and compensation.​

Prior to joining FOX, Emma was the Communications Specialist for the National Mining Association, a trade association in Washington, D.C. Emma received a B.A. in government from Colby College.​

Betsy Whitlow is the Director of Membership & Council Co-Chair at FOX. In this role, Betsy is passionate and committed to forging partnerships that not only achieve immediate objectives for FOX members, but also align with their long-term legacy goals. She has a deep background in providing family offices and family members with personalized advice about the growth, preservation and transfer of wealth.

She has been working with Family Offices for over twenty years, most recently coming to FOX from a dynamic fifth generation, 150-member, single family office. There she provided advisory services around sophisticated estate tax planning structures, investment strategy, risk management, philanthropy and road mapping the financial future for her clients. She also developed a Rising Gen outreach and education program for the family.

Prior to this, Betsy worked in Northern Trust’s Global Family & Private Investment Office group and BMO Family Office in senior banking relationship roles. In these roles, she acted as both quarterback and chief problem solver for liquidity risk management needs for individual family members, trusts and family offices.

Betsy has been a CFP® since 2007 and to meet the growing needs of her clients, she also became a Retirement Management Advisor® in 2022. Betsy graduated from Wittenberg University in Ohio with a degree in Political Science.

Heather Abramson is the Managing Director, Core Membership for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.​

Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.​

Heather has a B.A. degree in journalism, public relations, and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in organizational and multi-cultural communications.

Frank Mangone is a Senior Relationship Manager at FOX with 25+ years of experience serving ultra-high-net-worth families and family offices.

Previously, Frank spent over two decades with BNY Mellon’s Global Family Office, where he focused on building trusted partnerships, supporting complex client needs, and aligning advisory resources to deliver integrated solutions across investment, fiduciary, and operational areas.

Frank holds an MBA in Finance from Pace University and a BS in Business Administration from Manhattan College.