Events
The Family Stewardship Council (FSC) at Fordham Gabelli converges twice a year in New York City – in December and in May
Here are the upcoming FSC events:
- May 2024
- November 2024
- May 2025
- November 2025
Past Events
Upcoming Events
May 2024
Title: A Fireside Chat with Anthony Scaramucci
Date: Thursday, May 9th, 2024
Start Time: 5:00 p.m. ET
End Time: 8:30 p.m. ET
Venue: Costantino Room, Fordham Law School, 150 W 62nd St., New York, NY 10023
Registration: A Fireside Chat with Anthony Scaramucci Registration
Schedule
| Time | Details |
|---|---|
| 5:00 p.m. - 6:00 p.m. | Doors open to attendees |
| 6:00 p.m. - 7:00 p.m. | Fireside Chat with Anthony Scaramucci |
| 7:00 p.m. - 8:30 p.m | Reception |
November 2024
Title: Family Stewardship Council
Date: Thursday, Nov. 21, 2024
Start Time: 9:00 a.m. ET
End Time: 3:00 p.m. ET
Venue: Costantino Room, Fordham Law School, 150 W 62nd St., New York, NY 10023
Registration: Coming soon!
Schedule
| Time | Details |
|---|---|
| 9:00 a.m. | Doors open to attendees (Breakfast and Networking) |
| 9:50 a.m. - 10:00 a.m. | Opening Remarks |
| 10:00 a.m. - 10:45 a.m. | Keynote Address |
| 10:45 a.m. - 11:30 a.m. | Intermission and Networking |
| 11:30 a.m. - 12:15 p.m. | Panel 1 |
| 12:15 p.m. - 1:30 p.m. | Lunch and Roundtables |
| 1:30 p.m. - 2:15 p.m. | Panel 2 |
| 2:15 p.m. - 2:45 p.m. | Intermission and Networking |
| 2:45 p.m. - 3:00 p.m | Panel 3 |
| 3:00 p.m. | Closing Remarks |
Past Events
December 2023
Timeline
Date: Friday, December 1, 2023
Start Time: 9:00 a.m. ET
End Time: 3:15 p.m. ET
Venue: Costantino Room, Fordham Law School, 150 W 62nd St., New York, NY 10023
Schedule
| Time | Details |
|---|---|
| 9:00 a.m. - 9:50 a.m. ET: | Breakfast and Networking |
| 9:50 a.m. - 10:00 a.m. ET | Opening Remarks by Dr. Benjamin Cole |
| 10:00 a.m. - 10:45 a.m. ET | Panel 1 (Succession) |
| 10:45 a.m. - 11:45 a.m. ET | Intermission and Networking |
| 11:45 a.m. - 12:30 p.m. ET | Panel 2 (Market Outlook) |
| 12:30 a.m. - 1:30 p.m. ET | Lunch and Networking |
| 1:30 p.m. - 2:15 p.m. ET | Roundtable Discussions |
| 2:15 p.m. - 2:30 p.m. ET | Intermission and Networking |
| 2:30 p.m. - 3:15 p.m. ET | Panel 3 (Managing a Family Office) |
| 3:15 p.m. ET | Closing Remarks |
Panels
Panel 1: Succession
- What are some of the common challenges families experience when passing the reins of their company, wealth or legacy to the next generation?
- What are some effective methods families can utilize in order to help prepare the next generation for a smoother and less costly transition?
- At what age should families consider inviting their children into their respective businesses?
- How does a family decide on how to pass on their wealth to their children and charities of choice before their passing?
Moderator: Benjamin Cole, Ph.D., William J. Loschert Endowed Chair of Technology Entrepreneurship at Fordham University's Gabelli School of Business
Panelists:
Kamil Homsi, Founder of Global Realty Capital, the onshore arm of the GRC Investment Group, a family office located in Dubai/UAE
Pierre Dupont, Partner of Cerity Partners
Michael Sonnenfeldt, Founder & Chairman of Tiger 21
Panel 2: Market Outlook
- Should families be poised for a deeper recession or is the worse behind us?
- How should families think about allocating their capital across asset classes?
- How can families hedge against inflation and protect cash deposits?
- Which type of funds or strategies are families finding the most success with today?
Moderator: Geeta Kapadia, Chief Investment Officer of Fordham University
Panelists:
Brandon Laughren, Co-Founder and CIO of the Laughren Group, a single family office
Derek Li, Managing Partner at JD Paramount, a multi-family office
Tony Calenda, Custham Advisory
Panel 3: Keys to Managing a Successful Family Office
- What are some of the best practices for running a family office?
- What are some of the key positions one should hire for?
- Is there anything that is better off being outsourced?
- Where are families setting up their operations and how does tax come into play?
Moderator: Lerzan Askoy, Ph.D., Dean, George N. Jean Ph.D. Chair and Professor of Marketing at Fordham University’s Gabelli School of Business
Panelists:
Peter Lupoff, Principal of Lupoff/ Stevens Office
Scott Beechert, Chief Operating Officer & General Counsel at Granby Capital Management, LLC, a single family office
Lisa Morris, Managing Director/Vice President, AKS Family Partners LP/AKS Family Foundation