ollowing up on the announcement of the hybrid annual global conference program in the July 8 FFI Practitioner, we want to provide more detail on the Tuesday day-long event. Of course, we hope members and friends of FFI will also participate in the Monday, October 26, virtual session (GEN 503), but this week we are featuring the exciting program for Tuesday, October 27. All online!
New Lenses on Classic Topics in the Field of Family Enterprise
These four modules, each with two concurrent sessions, include presentations and discussions on comparative business models, family capital, mental incapacity, multi-family offices, philanthropy, strategy, and more.
Host Room 1: Debbie Bing, chair, FFI Board of Directors
Host Room 2: Carlo Salvato, faculty chair, FFI Global Education Network (GEN)
Bowen–From Theory to Practice (Room 1)
Presenters: Steve Legler, TSI Heritage, Montreal, Canada; Mariana Martinez, Wells Fargo Private Bank, Washington DC
A Vision for the Future: New Family Enterprise Models (Room 2)
Presenter: Patricia M. Angus, Esq., Angus Advisory Group LLC; Enterprising Families Executive Education, Columbia University Graduate School of Business
X-Ray Vision: Making culture visible (and an asset) in a family enterprise (Room 1)
Presenter: Todd Smith, CFAR, Inc.
Family Philanthropy: The secret ingredients to making it rewarding and impactful (Room 2)
Presenters: Jim Coutre, Fidelity Family Office, FFI GEN faculty and Maya Prabhu, J.P. Morgan Private Bank, FFI GEN faculty
Developing a Clear Vision for Growing Your Multi-Family Office (Room 1)
Presenters: Michael Delgass, Wealthspire Advisors; Owen Ryan, Geller Advisors and Mark Rubin, Geller Advisors
Upgrading Your Lenses: Did the prescription change while you weren’t looking? (Room 2)
Presenters: Nancy Drozdow and Caleb White, CFAR Inc.
Helping Family Businesses: The family capital approach (Room 1)
Presenter: Gibb Dyer, Marriott School of Business, Brigham Young University
Understanding the Complexities of Mental Incapacity When Advising Family Business Owners (Room 2)
Presenters: Patricia Annino, Partner, Rimon Law; James Grubman, Family Wealth Consulting; Linda Bourn (moderator), Crystal, Alliant Private Client
Master Class: Advanced Topics in Family Wealth Advising
These four presentations will be offered sequentially.
Host: Bilal Zein, 2020 Conference Program Committee
The Blind Spot Preventing Wealth Preservation: Infrastructure
Presenters: Stephen Magowan, Sunrise Management Services, LLC, and Natasha Pearl, Aston Pearl
Zooming in on Opportunity: Seeing the formula for next generation engagement in family offices and wealth enterprises
Presenters: James Cornell, Fiduciary Wealth Partners, and Katelyn Husereau, CFAR, Inc.
Values-Based Investing: How to incorporate your values into your investment strategy
Presenters: Jim Coutre, Fidelity Family Office, FFI GEN faculty; Jay Lipman, Ethic Investing, and Maya Prabhu, J.P. Morgan Private Bank, FFI GEN faculty
Developing an Expanded View of Family Enterprise Sustainability: Incorporating social and environmental objectives alongside generational goals
Presenters: Fredda Herz-Brown, Relative Solutions; Erika Karp, Cornerstone Capital; Rebecca Meyer (moderator), Relative Solutions