Beyond access.
Curated Moments. Legendary Experiences.
Unlock the playbook behind the world’s most powerful brands
Tuesday, October 7, 2025 | Fordham University, Lincoln Center, NYC
Lowenstein E. Gerald Corrigan Conference Center, 12th Floor Lounge | 113 West 60th Street, New York, NY 10023
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4 PM ET — Arrival and Networking
5 PM ET — Keynote: Mastercard, IBM, Coca-Cola: game-changing brand strategy that transforms vision into market dominance
How do the world’s most iconic companies turn bold ideas into unstoppable brands? Join Craig Bagno, Head of Strategic Excellence at FAZER, as he pulls back the curtain on the creative and strategic process behind world-class branding campaigns. Discover what family offices can learn from these strategies to build enduring legacies, strengthen portfolio companies, and create brands that last across generations.
5:20 PM ET — Keynote: When timeless legacy meets innovation and global philanthropy
An exclusive and historic keynote by Consuelo Vanderbilt Costin, Investor, Actor, Entrepreneur. With a bold vision at the intersection of legacy building, global innovation, and transformational philanthropy, Consuelo will share how the Vanderbilt name is being reimagined into a force for generational impact and global progress.
5:40 PM ET — Keynote: Beyond Cybercrime: The Hidden Fraud Schemes Targeting Family Offices
Family offices face risks that go far beyond ransomware. Fraudsters exploit trust through false invoicing, fake vendors, and identity manipulation, often striking where families feel most secure. Join Chris Hetner, Cybersecurity Advisor to NACD and Nasdaq and former Advisor to the SEC Chair, as he reveals how these sophisticated fraud schemes unfold and why family offices are uniquely vulnerable. Discover what family offices can learn to safeguard assets, reduce exposure to fraud, and protect legacies across generations.
6 PM ET — Fireside Chat: Smart Capital, Lasting Impact: Insights from the Investor’s Seat
Venture Capital decisions are driven by more than market trends; they reflect the principles and strategies of investors shaping the future of enterprise innovation. Join Karen Hui-Ying Wang, Investor, Principal with Deutsche Bank Venture Capital to discover what founders, institutions, and family offices can learn from the venture playbook to strengthen portfolios, scale innovation, and build companies that last across generations.
6:30 PM ET — Reception
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