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    Family Business Legacy & Wealth 2021

    September 22-24

    GROW. SUSTAIN. REPEAT.

    Our Speakers

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    DM
    Duncan MacLean
    President & CEO
    MacLean-Fogg
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    CC
    Caren Croland Yanis
    Former President
    Crown Family Philanthropies
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    MN
    Matt Nielsen
    Third-generation owner and executive
    Nielsen-Massey Vanillas, Inc.
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    JG
    Josh Gentine
    Third-generation family owner & board director
    Sargento Foods
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    CB
    Carolyn Brown
    Director
    Mannington Mills
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    TK
    Thomas Kim Ph.D., CAIA
    President & Chief Investment Officer
    The Agnew Company
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    RJ
    Roy Jones
    Director and former executive for Cathy and Herschend family offices
    Elmwood Management
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    BZ
    Bill Zoeller
    President
    Zoeller Pump Company
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    BW
    Brendan Wall
    CEO, Director
    Wall Family Enterprise
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    PD
    Paul Darley
    Chairman, CEO & President
    W.S. Darley & Co
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    BS
    Bobby Stover
    Partner, EY Americas Family Enterprise and Family Office Leader
    Ernst & Young LLP
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    TH
    Travis Harms
    Leader, Family Business Advisory Services Group
    Mercer Capital
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    KH
    Kevin Heaton
    Founder and Family CFO
    i3, LLC
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    DH
    David Herritt
    Head of Center for Family Legacy
    Truist Wealth
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    BB
    Bryan Bloom
    Partner
    Faegre Drinker
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    AN
    Anna Nichols
    Director of Communications
    Altair Advisers LLC
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    WS
    William Shannon
    Director of Strategic Growth
    Altair Advisers
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    AB
    Andrew Busser
    President, Family Office
    Pitcairn
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    SA
    Sean Aylward
    Managing Director, National Tax Department
    Ernst & Young LLP
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    S
    Shannon Zur
    Family Office Director
    Vogel Consulting
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    DS
    David Shaw
    Publishing Director
    Family Business Magazine
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    PB
    Peter Begalla
    Conference Chair
    Family Business Magazine
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    AP
    Adrienne Penta
    Managing Director
    Brown Brothers Harriman
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    BP
    Benjamin Persofsky
    Executive Director of the BBH Center for Family Business
    Brown Brothers Harriman
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    MR
    Marvi Ricker
    Managing Director of Family Philanthropy & Legacy Planning
    BMO Family Office
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    JG
    Joshua Giacalone
    Corporate Sustainability Analyst
    The Haverford Trust Company
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    EH
    Erich Hickey
    Vice President, Director of Manager Selection and OCIO Services
    The Haverford Trust Company
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    AG
    Amy Griman
    Senior Vice President, Chief Trust Officer
    BMO Private Bank
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    PC
    Paul Carbone
    President & Managing Partner
    Pritzker Private Capital
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    MH
    Mason Hamrick
    Chief Operating Officer
    i3, LLC
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    AP
    Alpa Patel
    Partner
    Kirkland & Ellis LLP
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    AF
    Atticus Frank
    Valuation Adviser
    Mercer Capital
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    CS
    Chris Smith
    Executive Director, Head of Trust Services
    Morgan Stanley
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    AS
    Andrea Sanft
    Executive Director, Wealth & Estate Planning Strategist
    Morgan Stanley Private Wealth Management
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    BB
    Brian Bernhardt
    Senior Vice President
    Morgan Stanley Private Wealth Management
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    JW
    James Wong
    Director of Family Enterprise Planning
    BMO Family Office
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    RF
    Ryan Flynn
    Financial Advisor
    Morgan Stanley Private Wealth Management
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    JL
    Jason Laurie
    Managing Director and Chief Investment Officer
    Altair Advisers

    Our Sponsors

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