Save the Date | Effective Engagement of the UHNW Millennial: Thursday, October 7, 2021


Part 1: E N G A G E M E N T 



10:00 a.m. - 10:15 a.m.


Co-Founders; Shamin Abas, David Friedman and Brian Gonzales


10:15 a.m. - 11:00 a.m.

Rules of Engagement

Best practices, successful tactics & new engagement approaches for the new world we are living in today, and as we emerge from the pandemic.

Jonathan Beckett, CEO, Burgess; Lindsey Williams, Assistant Vice Chancellor, UCLA Health Sciences; Matteo Atti, Executive Vice President of Marketing & Innovation, VistaJet; David C. Albright, Head of Client Development, Northern Trust – Global Family & Private Investment Offices


11:00 a.m. - 11:45 a.m.

The B Club: 1% of 1%

Interviewing a panel of those who successfully engage with those that have reached this extraordinary level of wealth on a daily basis, Renowned Author, and Wealth Reporter at the New York Times, Paul Sullivan will get us deep into the mind of the Billionaire, uncovering the surprising facts that will help you significantly refine your approach.

Edward Marshall, Global Head of Family Office & High Net Worth, Dentons; Perry Cochell, Former Head of Philanthropy, Boy Scouts of America; Bruce Jones, CEO, Triton Submarines


11:45 a.m. - 12:00 p.m.



12:00 p.m. - 12:45 p.m.

In the Event of Inclement Weather: The changing landscape of engagement events

With events both large and small continuing to be affected for at-the-very-least the remainder of 2021, engaging with existing and prospective clients and donors at gatherings typically utilized to introduce new products, services and opportunities to make a difference remain a challenge. Learn how these organizations are adapting their approach to ensure goals are met with success.

Stefano de Vivo, CCO, Ferretti Group; Justin Coghlan, Co-Founder, Movember; Andy Thomas, Vice President, Marketing & Communications, McLaren; Yves de Launay, Vice President, Private Client, Moët Hennessy USA


12:45 p.m. - 1:30 p.m.

Partnerships that Deliver

Our expert panel will share the approach, methodology and tactics their organizations have successfully utilized to harness partnerships that ignite passion and sales/donations from existing clients/donors, and drive reach to new qualified audiences. In other words- partnerships that don’t just look good on paper!

Sarah Acer, Head of Global Philanthropy, Global Citizen; Aino-Leena Grapin, CEO, Winch Design; Cedric Davy, COO, Bugatti of the Americas; Whitney Robinson, CEO, DW NorthStar


1:30 p.m. - 2:15 p.m.




Part 2: G R O W T H



2:15 p.m. - 2:45 p.m.

Aesthetic Intelligence (“that other A.I."): What it is, why it matters and how to use it for competitive advantage One on One with Pauline Brown

Former Chairman of LVMH North America, Pauline is renowned for acquiring, building, and leading some of the world’s most influential brands. In her groundbreaking new book, Aesthetic Intelligence, she shows businesspeople how to harness the power of their own senses to create products and services that delight their customers and build businesses that last. Her book is based on a course that she designed and taught at Harvard Business School and in this discussion, Pauline will teach us on why the other AI is critical to consider for your brand or organization on every level of outward communication with this most discerning demographic.


2:45 p.m. - 3:30 p.m.

The Art of New Client/Donor Acquisition in a Socially Distant World

New acquisition strategies for the ultra-affluent have traditionally relied on high touch approaches and in-person cultivation. This panel will explore the impact of the pandemic-driven virtual shift on new client/donor acquisition, relationship development and building trust in the new virtual landscape.

Jean-Marc Bories, Head of North America, MB&F; Rob McCallum, Co-Founder & CEO, EYOS; Josh Newton, Senior Vice President, Advancement & Alumni Engagement, Emory University; Shiv Sikand, Co-Founder & Executive Vice President, Drako Motors; Ryan Simonetti, CEO & Co-Founder, Convene


3:30 p.m. - 3:45 p.m.



3:45 p.m. - 4:30 p.m.

Data-Driven Prospecting: Harnessing the Power of Data to grow your organization

Data has emerged as one of the most valuable assets any organization can collect, analyze and use. Yet, many organizations are experiencing “data fatigue”. This panel will address how to navigate the role data plays when referrals continue to be the primary path of new growth and how to harness its power to drive more “prospect centric” strategies.

Lydia Fenet, Global Director of Strategic Partnerships, Christie’s; Davide Cremese, Managing Director of the Americas, Molteni&C | Dada; Scott Harrison, Founder & CEO, charity: water, Chris Stuart, CEO & President, Berkshire Hathaway HomeServices


4:30 p.m. - 5:15 p.m.

Access Point: Strategies for getting in front of more of your prospects

One of the most challenging aspects to growth any sales or fundraising team deals with is figuring out how to access their prospects most efficiently. This panel will discuss proven tactics and strategies for accessing more prospects in less time and why referrals are ultimately your team’s best friend.

Greg Khost, Head of Private Wealth Management Sales, Neuberger Berman; Patrick Gallagher, President of Sales, Marketing & Service, NetJets; Marc Hruschka, President & CEO, Graff USA; Cynthia Roy, President & CEO, Regional Hospice


5:15 p.m. - 5:30 p.m.

Key Takeaways and the future of The Symposium

Co-Founders: Shamin Abas, David Friedman and Brian Gonzales