FOX Wealth Advisor Forum 2018 | Family Office Exchange | 16 May 2018 | Kimpton Gray Hotel, 122 W Monroe St, Chicago, IL 60603, USA

Embracing the Future

This year’s FOX Wealth Advisor Forum™ will focus on practical, business-building approaches to the many trends and issues affecting advisors to the ultra-wealthy. We will offer methods to address the accelerating innovations in investment technology and omni-present cybersecurity risks, as well as the increasing longevity of our clients, intense competition for talent, needed adaptations in the workplace for Millennials, and disruptions in family businesses.

The Forum will offer multiple opportunities for networking with the most accomplished advisors in the industry, structured peer dialogue, and a session on professional skill development.

2018 Speakers

Susan R. Colpitts
Founder, Chief of Client Experience, Signature Family Wealth Advisors

Laura Daley
Senior Consultant, Paravis Partners

Mark Galante
President | Northeast Zone & Strategic Alliances, PURE Insurance

James Grubman, PhD
Family Wealth Consulting

Kayla Kennelly
Vice President, Business Development, BNY Mellon │Pershing

David Lake
Vice President, BNY Mellon │Pershing

R. Jesse McWaters
Financial Innovation Lead, World Economic Forum, USA

Katie Spring
General Manager, Financial Communications, Edelman

James C. Trainor
Senior Vice President, Aon Cyber Solutions

Matthew Vander Laan
General Manager, Corporate Affairs, Edelman

Alexandre Monnier
President, Family Office Exchange

David F. Toth
Managing Director, Family Office Exchange