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767 results found
Breakout Session 1: Family & Business History: A Gift to Future Generations of Your Family
Publish Date:
Oct 27 2016

Andy Anderson and his team at Wells Fargo have found that wealthy families are interested in the details of their family histories, not so much to boast about their great business success or to impress their descendants, but to demonstrate that family wealth came with profound dedication, an immense amount of hard work, and often great sacrifice. I...

Impact Investing Across Asset Classes: From Strategy to Execution
Publish Date:
Oct 27 2016

Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes. Topics discussed will incl...

Managing Conflict: Triggers and Self-Tempering
Publish Date:
Oct 27 2016

Randolph B. Godshall will speak from his experience as a respected litigator about family-conflict litigation and how to avoid such legal wrangles by working through differences in perspectives. Randolph will reference his extensive client work to identify proactive and preventative strategies and tactics to better understand the root causes. Ann B...

Breakout 1A - Impact Investing: Moving Beyond Talk - A Practitioner's Perspective
Publish Date:
Sep 15 2016

Impact investing continues to garner increasing attention in the financial media and amongst the investing community. While generating shared consensus and arriving at the decision to invest in line with your family values is a great accomplishment, many families face challenges when it comes to moving beyond conversations and formulating an actual...

Aligning Culture: Making Culture Personal
Publish Date:
Apr 27 2016

As research continues to validate the need for cultural alignment within families as well as between families and the advisors who serve them, there is continued need for effective assessments that measure culture and clear approaches to manage sustainable change. Tim Kuppler will guide participants through The Organizational Culture Inventory®&nbs...

Opening Remarks – Strategies to Enhance Owner Engagement
Publish Date:
Oct 23 2015

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 the family enterprise and the family’s wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 460 globally-mi...

Developing an Entrepreneurial Spirit in the Family
Publish Date:
Oct 23 2015

Entrepreneurs assemble resources, create innovations, develop finance strategies and apply business acumen in an effort to create economic goods and services. The ultimate question is, “How do you instill these attributes in your rising generation?” Ann Dugan, who founded the University of Pittsburgh's Institute for Entrepreneurial ...

Finding Your Life Purpose
Publish Date:
Oct 23 2015

In an effort to promote a culture of greater giving and well-being for all, Nexus Global Youth shines light on the experience and impact of having wealth and what can be done to support and inspire the next generation of philanthropic leaders. Given the unique nature of the generation and their experiences, Nexus research proposes that, instead of ...

Closing Luncheon – Impact Investing, an Accelerator for Economic Return
Publish Date:
Oct 23 2015

The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.Charly Kleissner co-founded Toniic and the 100% IMPACT Investi...

Track 3 - INVESTING DIRECTLY - Direct Investing: Industry Sector Dynamics
Publish Date:
Oct 22 2015

This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.Part 2: Unlocking o...

Workshop 2: Engaging in Solution-Building: The Impact Investing Game
Publish Date:
Oct 21 2015

Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactio...

Workshop 4: Addressing Behavioral Health Issues and Addictions in the Family
Publish Date:
Oct 21 2015

Addiction and other chronic behavioral health issues can present significant risks to family well-being and wealth preservation, and recent research suggests higher incidence of these issues within affluent communities. In this workshop, Arden O’Connor, lead the discussion on the connection between money and addiction as well as other chronic...

One Family’s Perspective: Building a Vision for an Investment Program
Publish Date:
Sep 01 2015

Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversifi...

A View From the Bridge
Publish Date:
Oct 23 2014

Neil Howe is a renowned demographer and authority on generations and social change. He develops and implements cutting-edge research, analysis, and consulting services to help clients understand how generations impact marketing and workforce issues as well as strategic and financial planning. As a historian, economist, and demographer, Neil Howe is...