Event Details

CHANGE DRIVERS

Navigating Forces We Can’t Control

 

The only constant is change

Whether in life or in business, Hericlitus’ words continue to ring true today.  To successfully navigate the transformation occurring in the family wealth industry, executives are being called upon to embrace the technology, generational shifts, and consolidation currently buffeting their own firms, their clients and their competition. 

What are these change drivers? Join Family Wealth Alliance at our 2019 Fall Forum to identify them and explore strategies for positioning your business to thrive in the coming decades. Topics include:

Your Firm

  • The Diversity Advantage
  • Mitigating Cybersecurity Risk in a Digital Age
  • Client Service Innovations that Deliver True “Value”
  • If You're Not in a Hurry to Upgrade Your Technology, You're Probably Too Late

Your Clients

  • Financial Caregiving: The Role of Beneficiaries and Executors
  • How Millennials Will Remake Socially Responsible Investing
  • All in the Family: Client Loyalty Across Generations
  • The Wealth Management Ecosystem: It takes a Village

Your Competition

  • The Future of Advice
  • Marketing Magnetism: Strategies for Differentiating Your Practice and Winning New Business
  • Advisor Alpha: The Value of Advice
  • The Family Wealth Alliance Competitive Landscape Study Release

 

Use promotional code EARLY to receive a $500 registration discount

Please apply the code when selecting tickets below. Offer valid until September 19th 

 

An email confirming your registration is necessary to verify your attendance at this event.

 

Are you a Member or Partner firm of Family Wealth Alliance?  Members and Partners receive two complementary seats to attend. Please login to access your complimentary tickets.  

Wednesday, October 16th

1:00 – 4:30 pm

Roundtables (Invitation Only) 

  • Leadership
  • Alliance Partners

5:30 pm

Reception

7:00 pm

Dinner on your own

Thursday, October 17th

7:30 am

Registration & Breakfast

8:30 am

Welcome By Event Emcees

8:45 am

The Future of Advice: Client Service Innovations that Deliver True “Value”

Fire-side chat with:

Jamie Mclaughlin, Founder and CEO, J. H. McLaughlin & Co.

C-Suite Executive, Schwab Advisor Family Office (Invited) 

9:35 am

Alliance Research Findings

Presented by Tom Livergood, Founder and CEO, The Family Wealth Alliance

10:25  am

Break

10:40 am

Strategies for Differentiating Your Practice and Client Acquisition

Panelist include:

Julie Dunnington, Chief Marketing Officer, Tiedemann Advisors (invited)

Anna Nichols, Director of Communications, Altair Advisors

Moderated by Todd Ekler, Executive Director, Fiduciary Trust Charitable; Chief Marketing Officer, Fiduciary Trust Company

11:30 pm

If You're Not in a Hurry to Upgrade Your Technology, You're Probably Too Late

Panelist include:

Jill Creager, Founder and Chief Executive Officer, iPaladin

Doug Fritz, Founder, F2 Strategy

Mark Wickersham, Vice President and Business Development Consultant, Datafaction 

12:20 pm

Lunch and Technology Demonstrations

1:30 pm

The Diversity Advantage: Ideas for driving diversity from the inside out

Presented by Beverly Flaxington, Co-Founder, The Collaborative

3:00 pm

Break

3:15 pm

Advisor Alpha: The Value of Advice 

Presented by Michael DiJoseph, Investment Analyst, Vanguard Investment Strategy Group

4:05 pm

Peer Groups

5:00 pm

Day One Sessions Conclude

6:00 pm

Reception

7:00pm

Partner Hosted Dine-a-rounds (Invitation Only)

Friday, October 18th

8:00 am

Breakfast

9:00 am

Remarks by Event Emcees

9:10 am

How To Achieve Client Loyalty Across Generations

Panelist Include:

Katherine Dunlevie, Executive Vice President, Managing Director; The Family Office at Synovus

Kathy Lintz, Partner, Managing Member, Matter Family Office

Bill Richards, President, North Star Family Office

10:00 am

Managing Risk for your Clients

Panelist Include:

Jonathan Davis, Partner, Day Pitney

Stephen Poux, Senior Vice President, Global Head of Risk Management Services and Loss Prevention, AIG Private Client Group

Mike White, Senior Vice President, Private Client + Family Office Services, Hillard Heintze

10:50 am

Break

11:05 am

Resilience of 100-Year Family Enterprises

An interview of  Dennis Jaffe, Advisor, author, organizational consultant, clinical psychologist, and member of Wise Counsel Research Associates

12:00 pm

Trends and Innovations in Impact Investing

Panelist Include:

Scott Conlon, Senior Equity Investment Specialist, Aberdeen Standard Investments

Matt Swaim, Executive Chairman, Advisory Research

Moderated by Greg Friedman, CEO, Managing Director & Member of the Management Committee, Greycourt & Company

12:50 pm

Closing Remarks

1:00 pm

Networking Lunch

2:00 pm

Conference Concludes

 

 

Speakers, sessions and times subject to change. 

Confirmed Speakers 

Scott Conlon

Senior Equity Investment Specialist, Aberdeen Standard Investments

Jill Creager

Founder and Chief Executive Officer, iPaladin

Michael DiJoseph

Investment Analyst, Vanguard Investment Strategy Group

Katherine Dunlevie

Executive Vice President, Managing Director; The Family Office at Synovus

Todd H. Eckler

Executive Director, Fiduciary Trust Charitable

Chief Marketing Officer, Fiduciary Trust Company

Beverly Flaxington

Co-Founder, The Collaborative

Greg Friedman

CEO, Managing Director & Member of the Management Committee, Greycourt & Company

Doug Fritz

Founder, F2 Strategy

Dennis T. Jaffe, Ph.D.

Advisor, author, organizational consultant, clinical psychologist, and member of Wise Counsel Research Associates

Kathy Lintz

Partner, Managing Member, Matter Family Office

James H. "Jamie" McLaughlin

Founder and CEO, J.H. McLaughlin & Co. 

Anna E. Nichols

Director of Communications, Altair Advisers

Stephen Poux

Senior Vice President, Global Head of Risk Management Services and Loss Prevention, AIG Private Client Group

William Richards

President, North Star Family Office 

Matthew Swaim

Executive Chairman, Advisory Research

Mike White

Senior Vice President, Private Client + Family Office Services, Hillard Heintze

Mark Wickersham

Vice President and Business Development Consultant, Datafaction

 

This event has been made possible thanks to the generous support of the following Alliance Partner firms:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Fall Forum will take place at the Union League Club of Chicago

The Union League Club of Chicago
65 W. Jackson Blvd.
Chicago, Illinois 60604
USA

312.427.7800

 

We have a room block at the Union League Club for $249 a night. For reservations please call 1-800-443-0578 and reference The Family Wealth Alliance Conference.  The room rate expires on September 18th, 2019. 

 

Dress Code: The dress code for this event is business casual

For sponsorship information please contact Brooke Morimoto, Brooke@fwalliance.com

 

Ticket Name Sale Ends Price Quantity
Family Wealth Executive 18 Oct 2019 $1750.00
Service Provider 18 Oct 2019 $2995.00
Spouse/Significant Other 18 Oct 2019 $495.00
Click here to enter your promotional code

16 Oct 2019 @ 5:30pm CDT
18 Oct 2019 @ 1:00pm CDT

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  • 65 W Jackson Blvd, Chicago, IL 60604, USA
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