LEARN, LIVE, CONNECT

Context Family Network is pleased to announce the Context Family Network Miami Retreat and our collaboration with the Wharton School at the University of Pennsylvania.

The Miami Retreat will present an opportunity to learn from the brightest minds in business with two intriguing sessions developed specifically for family offices and high net worth families taught by esteemed Wharton Executive Education Faculty. In addition, the Miami Retreat will offer unique opportunities to unwind, relax and rejuvenate in beautiful South Beach Florida. While you learn and live, make sure to connect with your peers, develop new relationships and share ideas.

AGENDA

Monday, January 29, 2018

5:00pm - 9:00pm: Arrivals and Registration

6:00pm - 9:00pm: Cocktail Reception and Welcome Dinner

Tuesday, January 30, 2018

8:00am - 9:00am: Breakfast

9:00am - 9:10am: Opening Remarks

9:15am - 12:30pm

Understanding Communication Styles
Wharton Executive Education Faculty: Dafna Eylon, Ph.D.

In today's world of rapid information sharing, effective communication has become one of the most vital components of an individual’s success. By developing and implementing outstanding communication skills, individuals can have a positive impact on a company's profitability, their own personal advancement within an organization, and on conversations within their own family. This session with Professor Eylon focuses on identifying communication styles and acknowledging how they can hinder or facilitate effective communication both personally and externally.  Participants will explore how various styles impact what we say, how we say it, what we hear, and how we respond to others. By engaging in a variety of experiential activities, participants will learn how to improve their communication with management, family, and peers.

12:30am - 1:30pm:  Lunch

1:30pm - 5:30pm

Total Family Balance Sheet
Wharton Executive Education Faculty: Chris Geczy, Ph.D.

This session addresses the reality that wealth is not just about financial assets but also includes many other areas, from operating businesses and liquid investments such as real estate, to human and family capital. Professor Geczy will provide insight on coordinating all elements of family wealth when considering other investment opportunities. Discussions will be case study driven.

6:00pm - 9:00pm: Tastes of the World Dinner - Join your peers for a sampling of the winning plates from past years at the wine and food festival.

Wednesday, January 31, 2018

8:00am - 3:00pm: Enjoy South Beach; Join us for a day of Miami-style activities.

Golf Tournament
Tee off the retreat with an official Golf Tournament! Allocators, managers, and service providers will be networking while enjoying a four-person shotgun-style golf tournament at the Miami Beach Golf Club. (You will be joining the Context Summits Miami 2018 Golf Tournament)

Fishing Excursion
Join us for a fishing adventure on the USCG Licensed “Spellbound” charter fishing boat, fully equipped with the state of the art modern fishing tackle, that will allow us to reel in the fish! Limited availability - first come first serve basis

Sailing Regatta
Whether you are an avid sailor, or just like the thought of the wind in your hair, this sailing regatta is just what you need! There will be a few small boats (up to 6 passengers) each with a captain who will take you on the sail of a lifetime! Maybe you will be on the winning boat!

Cooking Class
Flex your culinary muscles in a hands-on cooking class unlike any you’ve taken before. Our chefs will walk you through the end-to-end process of creating a refined meal, covering culinary techniques, and how to put a beautiful meal on the table. Once the cooking is complete you’ll drop your aprons and enjoy your hard work.

Lift eFoil

Join Nick Leason, the Co- Founder and Head Engineer to experience hydrofoiling. It’s a mix of everything: surfing, flying and deep powder snowboarding. The feeling it evokes holds a category of its own and this team has set out on a mission to bring it to the world.

SPEAKERS

Dafna Eylon, Ph.D.

Dr. Dafna Eylon specializes in developing senior executives and management teams to enhance leadership and organizational effectiveness. President of Eylon Associates, she also delivers programs at Wharton’s Aresty Institute for Executive Education at the University of Pennsylvania and is a former Senior Fellow at Wharton. She previously served as the F. Carlyle Tiller Chair of Business at the Robins School of Business and Associate Professor of Psychology at the University of Richmond.
 
Dr. Eylon has extensive experience in organizational consulting and executive coaching.  Her primary focus is on enabling executives to realize opportunities for professional growth as they face key leadership challenges such as thriving and managing change, strengthening communication, increasing social influence and meaningful purpose, building organizational courage, enhancing organizational culture with strategic focus and workplace empowerment. Dr. Eylon works with global clients across multiple industries.  Previous clients include: Bank of America, Capital One, CTBC, Deloitte, Estee Lauder, FAO United Nations, IBM, IMCA, IFC World Bank, Intel, Invensys, General Electric, Marathon Oil, Medtronic, Merck, Merrill Lynch, Novartis, Organization for Economic Co-operation and Development (OECD), Payoneer, SanDisk, The Sage Group, Shell International, Siam Commercial Bank, Teva, Raytheon, VA Medical Centers and World Trade Organization.
 
A popular keynote speaker at organizational and industry events around the world, Dr. Eylon integrates her business experience and academic background on topics such as Your Leadership Blueprint, Leading Innovative Change, Executive Communication, Creating Effective Teams, Building Social Influence, Global Ethical Decision Making, and Organizational Courage.
 
Dr. Eylon is the recipient of numerous professional awards including the State Council of Higher Education for Virginia Outstanding Faculty Award, and her work has been profiled in the highly regarded multi-disciplinary journal Science. She has also served as representative-at-large for the Academy of Management, Organizational Behavior Division.
 
Dr. Eylon’s current research interests and publications are in the areas of workplace empowerment, use of ambiguous information in organizational settings, posthumous impressions of organizational leaders, and negotiation. Dr. Eylon earned her Ph.D. in Organizational Behavior from the University of British Columbia.

Christopher C. Geczy, Ph.D.

Chris Geczy has been on the Finance Department faculty at the Wharton School of the University of Pennsylvania since 1997. He is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics from the Graduate School of Business at the University of Chicago (now the Booth School).
 
Before his studies at Chicago, Chris worked for the Board of Governors of the Federal Reserve System, Washington, DC in its Division of Research and Statistics. He regularly teaches investment management and co-created the first full course on hedge funds at The Wharton School, a course on Impact Investing, and a large number of executive education courses. He has taught AIMR/CFA Institute-accredited professional Risk Management courses through the University of Chicago's Graduate School of Business.
 
Chris has been the Academic Director of a number of Wharton Executive Education programs including the 2009 Securities Industry Institute in partnership with SIFMA, the Private Wealth Management program in partnership with The CFA Institute, and programs focused on advanced strategies, endowments and foundations, alternatives and hedge funds in partnership with the Investment Management Consultants Association (IMCA). In addition, he has taught Investment Management in the Penn-Securities Association of China (Penn-SAC) program for a number of years. He received the Best Elective Course Teaching Award in the Wharton Executive MBA Program.
 
He currently serves on Intel’s US Retirement Plans’ Investment Policy Committee. He has served on the Economic Advisory Board of NASDAQ, has been an editor of the Journal of Alternative Investments and is on the Editorial Advisory Board of the Journal of Wealth Management. Chris is also a founding board member and past Chairman of the Mid-Atlantic Hedge Fund Association and served on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association (CAIA). He serves on the Impact Investing Advisory Council of the Wharton Social Impact Initiative.
 
Chris’s current research focuses on various topics including multifactor models, wealth management, risk management, asset allocation, the performance of managed funds including hedge funds, venture capital, and private equity as well as other alternatives, ESG incorporation in funds and portfolios, and various aspects of equity lending and short-selling. His work has appeared in numerous books and scholarly journals including the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, The Society for Industrial and Organizational Psychology and the Journal of Political Economy.
He currently consults with and advises a number of private and institutional investors including pension plans, insurance companies and ultra-high net worth families and others in the area of portfolio construction, management and evaluation, asset allocation, investment selection, alternative investments including private equity, infrastructure, hedge funds, risk management, and subprime exposures in both the 1940 Act space as well as the private fund area.
 
Chris also serves as a Trustee and member of the Investment Committee of The Episcopal Academy, is on the Board of Directors of the Alexander Hamilton Friends Foundation, and is a founder of Forefront Analytics and GFKO.
*Participants are not being awarded a Wharton degree or academic credit.
 
ABOUT THE WHARTON SCHOOL
Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 10,000 participants in executive education programs annually and a powerful alumni network of 96,000 graduates.

UNITING FAMILIES

Context Family Network is dedicated to uniting families in a safe, collaborative environment to support leadership, professional development and philanthropy.

Registration
Complimentary

Complimentary registration for qualified single family offices

Access to all cocktail events and meals

Complimentary Wi-Fi on site

Access to activities

Access to Context Summits Miami 2018

SPONSORS