Tuesday, January 15, 2026 | Fordham University, Lincoln Center, NYC
McNally Amphitheater | 140 West 62nd Street New York NY 10023

4 PM ET — Arrival and Networking

5 PM ET — Stewardship and Strategy: The Architecture of Enduring Institutions
From family offices to banks, longevity depends on values as much as vision. In an era defined by volatility, digital disruption, and intergenerational change, trust remains the most valuable currency in finance. In this keynote, the Apple Bank CEO reflects on building institutions that last—balancing growth and governance, tradition and innovation. It’s a blueprint for leaders who seek not just success, but sustainability across generations.

Steven Bush, Chairman, President, and CEO of Apple Bank

5:20 PM ET — Panel: Leadership Architecture: How Family Offices Recruit and Retain the Best

Family offices are redefining what exceptional leadership looks like. This conversation explores how modern families identify, evaluate, and retain top executive talent—balancing institutional expertise with the discretion, trust, and cultural alignment that private wealth structures demand. From CEOs and CIOs to next-generation leaders and specialized advisors, this panel will examine emerging trends in executive search, the evolving expectations of principals, and the strategies that ensure long-term alignment between leadership and legacy.

Janice Ellig, Ellig Group, a member firm of IIC Partners, which ranks among the top ten global retained executive search groups

5:50 PM ET - The Star Legend Constellation presents White-Glove in a Digital World: Humanizing Travel Through Concierge Excellence

Even in an age of AI and automation, human touch remains the most powerful differentiator in luxury travel. Rob shares his journey building a travel concierge business that thrives on trust, precision, and personal relationships. Attendees will gain insight into what today’s UHNW travelers value most, how to anticipate needs before they’re spoken, and how to scale bespoke service without losing its soul.

Rob DelliBovi, CEO of RDB Hospitality Group

6:30 PM ET — Reception