FOX Rising Gen at the 2023 Family Forum

In-Person Agenda | Virtual AgendaSpeakers | Venue & Accommodations | FAQ


Exclusively for our Rising Gen members, we will kick off programming Monday morning. October 23 with Kristi Kuechler from The ImPact joining us to discuss tactics to align your philanthropy with your values through the family office, and accessible ways to address social and environmental problems through your philanthropic choices. Also featured, an expert panel sharing family case studies and tools to embrace the ‘people’ side of your involvement within the family governance structure.  

On Sunday evening, October 22, we will also have an informal dinner open only to our Rising Gen participants.

The rest of the forum is not to be missed. We will feature a fireside chat with industry legend Jay Hughes on his vision of what the future holds for family capital, and other critical family-centric topics such as the essentials of family governance, spousal integration, next generation leadership, and long- & short-term family planning.  You will come away with ideas, tools, and frameworks to ensure a positive and dynamic enterprise for the future, and your place in it.

To learn more about the FOX Family Forum and to register, click here 

Who Should Attend

  • Family members in their 20's, 30's, and 40's, who are looking to make connections with peers facing the same challenges within their family's enterprise should attend our Rising Gen events and programming.
  • Please note that forum credits or a registration fee are required to attend. Additional discounts are available for multiple members of your family to attend in-person if attending the full Family Forum program. Please contact your relationship manager or for more information.
  • For questions regarding attendance eligibility please contact your relationship manager.


Rising Gen at the FOX Family Forum Agenda

Sunday, October 22, 2023

All times listed are in U.S. Central Time.
Family members in their 20s, 30s, and 40s, who are looking to make connections with peers facing the same challenges within their family's enterprise should attend these events and programming.
6:00 pm

Rising Gen Dinner at the Game Room
Join us at this casual event with your fellow Rising Gen attendees for mingling, cocktails, and dinner at the Game Room inside of the Chicago Athletic Association Hotel.   

Chicago Athletic Association Hotel: Game Room
12 S. Michigan Avenue
Chicago, IL 60603


Monday, October 23, 2023

8:30 am Registration Opens for Rising Gen Attendees
9:00 am

Breakfast, Welcome, and Warm up Activity

Heather Asher Abramson, Director, Relationship Manager, FOX
Mindy Kalinowski Earley, Chief Learning Officer, FOX

9:15 am

Skepticism and Commitment to Impact Investing at Family Offices
Join us for an overview of the current state of investing for impact from Kristi Kuechler, Senior Director, The ImPact. Learn how many investors are adding the third dimension of impact to concerns of risk and return. Prepare to recognize many of the frictions inherent in the space and how they relate to the rising gen. Hear how some of the most forward-looking families around the world are aligning their values with their capital when constructing their portfolios.

Kristi Kuechler, Senior Director, The ImPact

Moderated by Heather Asher Abramson, Director, Relationship Manager, FOX

CPE credits for this session referenced below in 'problem-solving' breakouts.

10:00 am

'Friction Points': Problem-Solving Breakouts
In these breakouts we will discuss different methods of approaching conversations with your families ‘head-on’ while facing these relevant friction points. We will examine three barriers the rising gen might encounter around family alignment, around the family office, and around outside advisors. 

1.25 CPE | Specialized Knowledge

10:30 am Break
10:45 am

Delving into the Data: Bringing the Rising Gen Study to Life
In April of 2023, FOX released the Rising Gen Research Brief, the findings from rising gen focus groups, and a survey, conducted in 2022. Hear from a panel of rising gen members as they react to the results from the rising gen study, providing insight into their lived experiences. Learn from the struggles and success of your peers as they talk about top challenges, goals and how they have worked in their families and with their offices to turn challenges into opportunities. 

Moderated by Mindy Kalinowski Earley, Chief Learning Officer, FOX

CPE credits for this session referenced below in 'breakout discussions.'

11:30 am

Challenges Facing the Rising Gen: Breakout Discussions
Each breakout will focus on a top rising gen challenge and create a space where attendees gather by the challenge they want to address most. The roundtables will be an opportunity to discuss current issues or share how you or your family have addressed that challenge for a positive family outcome. 

1.25 CPE | Specialized Knowledge

12:00 pm

Closing Remarks

12:15 pm Rising Gen joins the 2023 FOX Family Forum at the Family Forum Welcome Lunch
  To see the full Family Forum agenda and to register, click here.