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?
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.
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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
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Scott Savage SJS Investment Services
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Randy Webb Brown Advisory
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Kristen Bauer Laird Norton |
Agenda
Tuesday, October 18
4:00pm |
Registration opens |
4:30pm |
Going Places: An Immersive Networking Reception |
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Location: President's Room (2nd Floor) |
6:30pm |
Young Professionals Award Dinner |
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sponsored by Haute Explore |
Wednesday, October 19
8:00am |
Registration & Breakfast |
9:00am |
Opening Remarks |
9:25am |
Alliance Outlook & Research: Talent & Compensation in Family Wealth Findings
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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.
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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.
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12:15pm |
Networking Lunch |
1:45pm |
Alliance Updates
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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.
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2:55pm |
Break
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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.
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4:00pm |
Peer-to-Peer Perspectives |
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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 |
Leadership Succession: A Fireside Chat about Cultivating Enduring Value We’ve heard from our young professionals and executives on the current talent market and its impact on firm sustainability. While the operational demands of running a family office can be all-consuming, it is vital to spend time assessing your succession plan. Neil Kreuzberger and Bruce Benesh have been on the front lines of family office talent, compensation, and succession planning for decades. They’ve witnessed and navigated the talent landscape while helping hundreds of executives create a sustainable succession plan for their businesses. Now on the stage together, they will share what they’ve seen, learned, and anticipate the future talent market will hold. Speakers:
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10:00am |
Break
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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.
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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.
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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:
- A two night safari experience at Krueget Shalati
- Two nights at Sanctuary Mandela and VIP tour of the Nelson Mandela Foundation
- Two nights at Mont Rochelle in the Winelands (Franschhoek)
- Two nights at Steenberg Hotel & Wine farm in Cape Town
- 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)
When
Location
- 65 W Jackson Blvd, Chicago, IL 60604, USA