Family Stewardship Council Events

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Past 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

 

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

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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

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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

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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