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2022 Fall Forum

18 Oct 2022 @ 4:00pm CDT
20 Oct 2022 @ 1:00pm CDT

Event Details

 

October 18-20, 2022 | Chicago 

Our world has changed. The motivations, interests, and expectations of both our clients and employees have evolved – but are we keeping up with them? We believe now is the time to pause and Rediscover who we serve, how we serve them, and most importantly, why we serve them.

In this spirit of curiosity and exploration, our 2022 Alliance Fall Forum will kick off with Going Places: an immersive networking reception followed by the 2022 Alliance Young Professionals Awards Dinner. The reception is a unique opportunity to network with fellow attendees and look at the world through fresh eyes. Be sure to show up on time: we will be raffling off all-inclusive excursions, including trips to South Africa, the Maldives, and Italy! The reception will be immediately followed by our 2022 Young Professionals Awards Dinner, recognizing our industry's under-40 rising stars. The evening has been generously sponsored by Haute Explore.

 

Welcome to The Family Wealth Alliance Fall Forum – we look forward to connecting you.

 

Who Should Attend?

  • Family Wealth Alliance members are allowed two complimentary seats at this event. You must login to register for this event as a member. If you need assistance  please reach out to Emily at emily@fwalliance.com
  • Non-members are welcome to attend for $2,995; $1,750 for Family Wealth Executives. The Family Wealth Alliance defines a Family Wealth Executive to be any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, law or accounting firm that offers family office services to private clients.

Early Bird Discount: Purchase your ticket before September 16th to get $500 off a non-member ticket. Use code "early500" to get your discount.

Fall Forum registration INCLUDES the 2022 Young Professionals Awards Dinner and Immersive Networking Experience. Please note that registration is required and subject to approval by The Family Wealth Alliance.

 

To view the Event Policies and Attendee Release Agreement, please click here

If you are interested in becoming a member, please contact info@fwalliance.com for more information.

Thank you to our co-chairs for helping design an inspiring event!

 

Lynne Born

Aspiriant

 

     

Scott Savage

SJS Investment Services

 


Randy Webb

Brown Advisory

 

 

 

Kristen Bauer

Laird Norton

 

Agenda

Tuesday, October 18

4:00pm  

Registration opens 

4:30pm

Going Places: An Immersive Networking Reception

 

Location: President's Room (2nd Floor)

6:30pm

Young Professionals Award Dinner

 

sponsored by Haute Explore

 

Wednesday, October 19

8:00am

Registration & Breakfast

9:00am

Opening Remarks

9:15am

Alliance Outlook & Research: Talent & Compensation in Family Wealth Findings

Speaker: Tom Livergood, CEO & Founder, The Family Wealth Alliance 

10:15am

Break

10:30am

Hearing Their Voice: A Panel of Young Professionals

Coming off the heels of our 2022 Young Professional Awards, in this opening session we will hear directly from the rising stars in our industry on why they are staying in their current roles. What keeps them motivated, what do they value, how do they find purpose at work, and what they plan to do as rising leaders to attract and retain future talent on their teams.

Speakers

  • Victor Abiamiri, Portfolio Manager, Brown Advisory 
  • Lauren Wood, Wealth Manager, Wetherby Asset Management
  • Michael Clark, Senior Vice President, Chief Operating Officer, The Family Office at Synovus
  • Moderated by Abigail George, Managing Director, Family Office Executive, CIBC Private Wealth  

11:20am  

Talent & Compensation: A Reality Check

 After hearing the newly released data from The Family Wealth Alliance 2022 Talent and Compensation Study, a panel of executives will discuss the reality of how these trends play out in daily business operations. The latest trends on increasing compensation and benefits have strained business operations. At the same time the volatility in the markets had a direct impact on the frequency of client connections and the in some cases, the fees they have paid this year. So what does this mean for the sustainability of the firm? In this session we will discuss implications and fresh ideas for managing these significant changes.

Speakers

  • Rusdi Sumner, Vice President, Chief Operating Officer, Market Street Trust Company
  • Rory S. Melick, Managing Director, Head of Human Capital Management, Lord Abbett
  • Scott Horn, President, TFO Phoenix
  • Moderated by Tim Spidel, Founder, Spidel Burnfin

12:15pm

Networking Lunch

1:45pm

Alliance Updates

Speaker: Rachel Hyman, President, The Family Wealth Alliance

2:05pm

Finding Purpose: Going Beyond ‘Helping the Rich Get Richer’

In this interactive session, we will explore how to find purpose at work. Leaders of family offices are frequently reporting their young professionals do not feel purpose or connection to why they are working in family wealth. The session will be led by Brian Portnoy, Ph.D, CFA, one of the world’s leading experts on the psychology of money. In his bestselling book, The Geometry of Wealth, Dr. Portnoy defines true wealth as “funded contentment,” or the ability to underwrite a meaningful life. He will guide attendees to understand the dimensions of funded contentment and how they can be applied to the search for purpose and fulfillment, both in our personal lives and at work.

Speaker: Brian Portnoy, Founder, Shaping Wealth

2:55pm

Break

 

3:10pm

Managing a Bespoke Investment Experience

As the demographics of our clients evolve so do their preferences and expectations. Couple that with the volatility in the market and Chief Investment Officers have their hands full. It is becoming increasingly challenging for investors to balance the demands from today’s private clients. There is a wide range of client sizes, needs and implementation of customized investment approach. Join us for this discussion on the difficulties in managing portfolios and investments demands from todays private clients.

Speakers

  • Jim Foster, Managing Director, Greycourt & Co., Inc.
  • Rick Pitcairn, Chief Investment Officer, Pitcairn
  • Maria Chrin, Managing Partner, Circle Wealth Management
  • Moderated by Seiji Nishimura, Head of US Intermediaries, Pictet Asset Management

4:00pm

Peer-to-Peer Perspectives

 

Peer-to-Peer Perspectives are peer group conversations that allow attendees to dig into the questions and issues that matter most to them. Join your assigned small group of peers to share insights and explore new possibilities. Table assignments are located on the back of your name badge.

5:00pm

Day One Sessions Conclude/Afternoon Break 

6:00 pm

Dine-Arounds (by invitation only)

Depart by private coach to private pre-assigned dinners hosted by Alliance Strategic Partners. Table assignments are located on the back of your name badge.

8:00pm

Desserts & Cordials

All attendees are welcome to join us for coffee, dessert, and cordials after dinner until 10pm.

 

Thursday, October 20

8:00am

Breakfast

9:00am

Welcome Remarks

9:10am

Is High-tech Destroying High-touch?

There is a perception that this industry is behind on technology. In reality, the expectations our clients have of our technology is being determined by other businesses like Google, Apple, and Amazon. Society has grown so accustomed to having what you want, when you want it, in your hand instantly that anything short of that is “behind the times”. It is an exciting time for AI advancements and data collection, but we need to think about our client technology experience while balancing what is best for families. In this session we will discuss the rapid advancements in technology for family offices, how it benefits clients, and if there is, or should be, a limit.

10:00am

Break

 

10:15am  

One Size Does Not Fit All: Diversifying Your Client Experience

The demographics of our clients are shifting dramatically in many facets – race, gender, and age being the most common. Melinda Hightower has led the charge at UBS to pivot their offerings to meet the needs of their diverse client base. After conducting extensive research with over 3,000 interviews of affluent diverse clients, Melinda and her team have created a roadmap to serving the next generation. In this session, Melinda will share the findings from her research, how they adjusted the client experience, and why they started to laser-focus on generators of wealth in addition to inheritors of wealth.

Speakers:

  • Melinda Hightower. Managing Director. Head of Multicultural Strategic Client Segments. UBS
  • Interviewed by Kristen Bauer, CEO, Laird Norton Wealth Management

11:05pm

The Next Frontier: The Intersection of Wellbeing & Wealth

Most family offices position themselves to the market as having a “holistic service offering” for clients. There are standard services family offices offer, like investment management and trust planning, that are essentially table stakes. This has created an environment where family offices are getting creative on how to stand out from their competitors. One strategy seems to be expanding the risk management architecture around clients through services in insurance, healthcare advocacy, philanthropy, and security.

The pandemic brought health to the forefront of our lives, reminding us to put more of a premium on taking care of ourselves. Health and wealth are so interconnected, it seems odd that it isn’t one of the pillars in every family office service model. In this session we will explore the intersection of wellbeing and wealth, what role family offices can take, and the implications of doing so.

Speakers:

  • John Samuels, Founder and CEO, Better Health Advisors
  • Amanda Koplin, LPC, Founder and CEO, Koplin Consulting
  • Jeff Lambert, Family Office Relations Consultant, LHT Consulting Group
  • Moderated by Elyn Davis, Managing Director of Advisor Family Office, Schwab

11:55pm

Closing Remarks

12:00pm

Networking Lunch 

1:00pm Conference Concludes

 

Speakers, sessions and times subject to change. 

 

Continuing Education

 

CFP® certification: This program will be submitted to the CFP Board for review. The Alliance will report attendance on your behalf to the CFP Board approximately two weeks after the event. The required fields on the signature sheet for each session must be complete and accurate to obtain credit.

CPE® certification: The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Attendees must sign-in and stay the entire session to obtain credit for each qualified session. All qualified sessions meet the following requirements:

Knowledge Level: Entry

Prerequisites: None

Advance Preparation: None

Delivery Method: Live

Who Should Attend: Family wealth executives seeking insights into private client issues

Refund policy: Partial refunds of payment will be offered if the cancellation is made in writing to The Family Wealth Alliance, info@fwalliance.com, five (5) or more business days prior to the start of the event. For more information regarding complaints or administrative policies, please call 312-248-8820.

Additional information will be listed under each session in the agenda.

 

 

Kristen Bauer

CEO,  Laird Norton Wealth Management

Jim Foster

Managing Director,  Greycourt & Co.

Melinda Hightower 

Managing Director. Head of Multicultural Strategic Client Segments, UBS

Victor Abiamiri

Partner, Portfolio Manager, Brown Advisory

Rusdi Sumner

Chief Operating Officer, Market Street Trust Company

Brian Portnoy

CEO, Shaping Wealth

Elyn Davis

Director, Advisor Family Office, Charles Schwab & Co., Inc.

Rory S. Melick

Partner,  Head of Human Capital Management,  Lord Abbett

Seiji Nishimura

Head of US Intermediaries,  Pictet Asset Management

Maria Chrin

Founder & Managing Partner , Circle Wealth Management 

John Samuels

Founder, CEO, Better Health Advisors

Scott Horn

President,  TFO Phoenix

Amanda Koplin

CEO, Koplin Consulting

Rick Pitcairn

Chief Investment Officer , Pitcairn 

Tim Spidel

Managing Partner, Spidel Burnfin

Michael Clark

Chief Operating Officer, The Family Office at Synovus

Lauren Wood

Wealth Manager & Shareholder, Wetherby Asset Management

Jeff Lambert

Family Office Relations Consultant,  LHT Consulting Group 

Abigail George

Managing Director,  Family Office Executive, CIBC Private Wealth  

Rachel Hyman 

President, The Family Wealth Alliance 

Tom Livergood

Founder & CEO, The Family Wealth Alliance 

Thank you to our Strategic Partners for co-hosting this event. 

 

PLATINUM

 

 

PREMIER

 

 

EXECUTIVE 

 

The 2022 Alliance Fall Forum will begin with Going Places, an evening of discovery and exploration kicked off by an immersive networking experience and followed by the 2022 Young Professionals Awards Dinner. The 2022 Young Professionals Awards honor the industry's under-40 rising stars who have demonstrated success in their careers and made significant contributions to the industry. Access to Going Places is included in Fall Forum admission.

Prior to the dinner, attendees will have the opportunity to connect and network with each other and explore exciting travel opportunities targeted to UHNW clients. 

 

To add to the celebration, the following amazing travel prizes will be raffled off to event attendees:

  • 8-day trip to South Africa, including:
  • 6-night stay at the Heritance Aarah in The Maldives, including:
    • All food and beverage
    • Complimentary sunset cruise, night fishing excursion, dolphin cruise, and sunrise cruise
    • Cocktail-making master class
    • Introductory scuba dive
    • And much more!
  • 8-night stay in Italy at Due Torri Hotels:

 

Going Places is sponsored by Haute Explore.

The Fall Forum will take place at the Union League Club of Chicago. Outlined below is more information on the location, room block, and dress code. 

 

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

312.427.7800

 

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

 

Room Reservations Detail: 

  • All reservations must be made by September 26, 2022. The room block may be filled before that date so we encourage attendees to book as soon as possible.
  • Reservations can be made by either contacting the Club via email or by phone, Be sure to mention the FWA 2022 Fall Forum to receive the negotiated rate. Guests can either email: clubservices@ulcc.org or call: (312) 427-7800 to make their reservation.
  • Rate:  $249.00 + 20% for a standard king or $269 per room + 20% per night surcharge for a double queen or $289 for a deluxe king.  There are a limited number of rooms available in each category.
  • Billing:  Guests pay all charges. Credit card must be provided with reservation.
  • Cancellation Policy: Guests have until 3.00pm prior to arrival date to cancel without penalty. Late cancel / No Show charge: one night's rate.
  • Check in time: 3.00pm. Check out time: 12.00pm. Early check-in is not guaranteed.

 

Amenities:
The following additional benefits/services are available to your guests during their stay:

  • Complimentary wireless internet throughout the building
  • Complimentary state-of-the-art Fitness Center
  • Complimentary 24-hour Business Center with 5 private offices
  • Complimentary Coat Check
  • Two Restaurants
  • On-site Lounge (Rendezvous hours will extend to 10pm 10/17-10/19, 2022)
  • Discounted Parking (validated at the Front Desk for overnight guests)
Ticket Name Sale Ends Price Quantity
Fall Forum: All-inclusive, Family Wealth Executive 18 Oct 2022 $1750.00
Fall Forum: All-inclusive, Solution Provider 18 Oct 2022 $2995.00
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18 Oct 2022 @ 4:00pm CDT
20 Oct 2022 @ 1:00pm CDT

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  • 65 W Jackson Blvd, Chicago, IL 60604, USA
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Attendees of the 2022 Fall Forum may earn up to 8 CPE and 3 CFP credits. 

 

CFP® certification: This program will be submitted to the CFP Board for review. The Alliance will report attendance on your behalf to the CFP Board approximately two weeks after the event. The required fields on the signature sheet for each session must be complete and accurate to obtain credit.

CPE® certification: The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Attendees must sign-in and stay the entire session to obtain credit for each qualified session.

All qualified sessions meet the following requirements:

Knowledge Level: Entry

Prerequisites: None

Advance Preparation: None

Delivery Method: Live

Who Should Attend: Family wealth executives seeking insights into private client issues

Refund policy: Partial refunds of payment will be offered if the cancellation is made in writing to The Family Wealth Alliance, info@fwalliance.com, five (5) or more business days prior to the start of the event. For more information regarding complaints or administrative policies, please call 312-248-8820.

Additional information is listed under each session in the agenda.