©2019 by Midwest Family Office Conference. 

 

MIDWEST FAMILY OFFICE FORUM

Connect. Learn. Grow.

The Midwest Family Office Forum is an invitation-only event that offers families an opportunity to participate in discussions, listen to inspirational speakers, and learn from subject matter experts. The agenda includes a range of topics significant to families today. These topics include: Geopolitical Economy, AI's Impact on the Family Office, Family Governance, Strategic Considerations for 2019, Family Cohesion, Inter-generational Growth & Challenges, Philanthropy, and Security Risks for Families. 

We invite you to this one of a kind experience, and look forward to seeing you there!

This is a private event.  For more information please contact  Christine: cnorkaitis@enseniawealth.com. 

 

AGENDA

Wednesday, May 15th 

Registration 

1:00-2:00pm

2:00-2:15pm

Welcome

Ricky Novak, The Strategic Group

2:15-3:00pm

Key Note Speaker - 

Geopolitical Economy

Dan Mitchell  

Economist Dan Mitchell will provide an update on the geopolitical- economic outlook, and the effects of the 2020 election. 

3:00-4:00pm

The 2019 Family Office & Beyond - Fireside Chat

Nick Carter, Ingeniousio

Gene Munster, Loup Ventures

Artificial Intelligence and the impact on family offices. Examine what is on the horizon, what is coming, the impact on day to day life, and the impact on investing. 

4:00-5:00pm

Family Governance

Andrew Picairn, Pitcairn

Chris Nolte, Marcus Investments

Stephen Shaya, M.D., J & B Medical

Moderator: Stuart E. Lucas, Booth School of Business &Wealth Strategist Partners

Interaction of culture, character, and leadership with the family enterprise

5:00-6:30pm

Cocktail Reception

Hemingway

Thursday, May 16th 

8:30-9:30am

9:30-9:45am

9:45-10:30am

10:30-11:40am

11:40-12:30pm

12:30-1:00pm

1:00-1:45pm

1:45-2:30pm

2:30-3:15pm

3:15-3:30pm

3:30pm

Breakfast

Sinclair

Welcome Back!

Tony Hallada, CLA

Facing Challenges & Overcoming Them

Blair Trippe, Continuity Family Business Consulting

New & Current Investing - Upcoming Trends

Ricky Novak, The Strategic Group

Tony Hallada, CLA

Ryan Crance, Tempo

Eugenio Garcia, The Hemp Media & Cannabis Now

Moderator: Nate Wasson, Capital Group

Overcoming challenges and developing strategies for an effective outcome

Understanding Opportunity Zones, Hemp, and other current Real Estate structures to greatly benefit Family Offices

Lunch  - Fireside Chat

Caren Yanis, Croland Consulting

Jessica Malkin, Chicago Ideas Festival

Raising The Family To Care - A discussion of various approaches on engaging and motivating the emerging generation into consideration of working toward Social Impact.

Break

Inter-generational Growth

Alan Tinsmon, Kaplan Family Investments

Andrew Pitcairn, Pitcairn

Jim Duggan, Duggan Bertsch

Moderator: John LaFleur, Strategic Philanthropy

The Emerging Generation and its impact on current family office objectives & values -  working together toward the same goals

Security & The Family Office

Lee Painter, CLA

Jim Duggan, Duggan Bertsch

Moderator: Mike White, Hillard Heintze

Inspire To Be More

John O'Leary, Rising Above, LLC

Closing Remarks

Christine Norkaitis, Ensenia Wealth

Conference Concludes

Addressing Personal security, Cybersecurity, and Asset Security - staying ahead 

An inspirational keynote address that promises to leave everyone inspired to do more.  

Hotel Accommodations

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Room Block Name: 

Midwest Family Office Forum

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Midwest Family Office Forum

Call

Sam Poppe at 

312.646.1326

or Book Online

PARTNERS

EDUCATIONAL PARTNER

Working Together

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Ensenia

 
 

GET IN TOUCH

Buildings from Below

©2019 by Midwest Family Office Conference.