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What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insig...

Many of us struggle to identify the ways in which we can affect change in the world. It is obvious and easy to some, yet daunting to others. This panel will explore insights to enlighten, educate, inspire and motivate the audience in the quest for living an engaged and purposeful life by sharing their own experiences philanthropic action prompted b...

A growing number of wealth owners around the world are actively involved in impact investing, supporting innovative, commercially viable solutions that drive transformation into a more just and sustainable society. In her new study, Catalyzing Wealth For Change, A Guide to Impact Investing for ultra-high net worth individuals, family offices, found...

There are a number of trends enabling innovators in ways and at speeds never before experienced. Today’s creators are enabled to develop innovative products, manufacture them, and get them to market at an unprecedented pace. What is known as the “Maker Movement” is empowering thousands of innovative revolutionaries throughout the ...

Emotions are at an all-time high this election, but no matter who is voted into office, our investment goals aren't likely to change much. What's important is how we invest and where each of us focus our energies in the coming years. Our keynote conversation this year is with a recognized investor and supporter of social causes, Mellody Hob...

Giving up company ownership can be the largest and most important step in a business owner’s career and many successful entrepreneurs are not well prepared to take it. In this break-out, the panel will delve into former business owners’ journeys, providing insights and strategies for the challenges business owners face when deciding wha...

The dynamics surrounding issues of wealth – including income inequality, economic mobility, and the tension between public and private personas – are often tricky to manage, especially in the current toxic sociopolitical climate. While there is no “right” answer, discussions with peers can be an important starting point for ...

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...

In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will...

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...

Innovation is the cornerstone of enterprise today as businesses compete in their ability to provide unique service offerings and value to the clients they serve. Yet, innovation without purposeful planning, strategic dialogue and targeted implementation is costly, non-effective and disruptive. Alexandre will highlight the concept of purposeful inno...