Campden Wealth’s Family Legacy, Impact & Innovation Forum
May 15-16, 2024 (May 14 Pre-forum Welcome Reception)

The Westin Book Cadillac Detroit 1114 Washington Boulevard Detroit, Michigan 48226

May 15th-16th 2024 - See the brochure.
(Pre-Forum activities and Welcome Reception May 14th from 3pm-8pm CT)
(Post-Forum activity May 16th from 3pm-5pm CT)

Campden Wealth invites you to its inaugural Detroit event in partnership with the iconic Ford family, dedicated to empowering families to proactively shape their legacies. Over two insightful days, family office principals and investors will share strategies for honoring and enhancing family legacies through innovative and impactful approaches in both operations and investments.

Our discussions will explore how families can craft a vision that embodies entrepreneurship, innovation, impact investing, and philanthropy, ensuring a lasting impact for generations to come. Immerse yourself in a dynamic mix of thought leaders, real-world case studies, and unparalleled connectivity as we embark on a profound exploration of the future. Gain valuable perspectives that will enable you to see the world through the eyes of generations to come. Join us to discover how your peers are effectively addressing legacy challenges, seamlessly integrating impactful initiatives and innovation into their family offices and enterprises.

Forum Chair:

Jason W. Ingle
Jason is a fifth-generation member of the Ford family.   Jason currently serves as the board chair for the family office and as a member of the investment and governance committees.  Jason also is a member of the family council and previously served as the chair. He also serves as a board director of the Ford Fund, the philanthropic arm of Ford Motor Company. Jason is also a founding member of The ImPact, a membership network of family enterprises (family offices, foundations, and businesses) that are committed to making investments with measurable social impact. Jason is founder and Managing Partner of Third Nature Investments, an integrated impact capital platform investing in the most promising innovations and technologies seeking to address urgent and massive challenges we face within our most critical earth systems.

Speakers:

Kaush Amin, Managing Director, Head of Private Market Investing, U.S. Bank, CFA
As a Managing Director in the Private Market Group of U.S. Bank Wealth Management, Kaush heads the private market investment program at U. S. Bank for Ascent Private Capital Management, Private Wealth Management, Wealth Management and Institutional Asset Management while providing strategic leadership in this area. Kaush has more than 20 years of investment management experience, including previously serving as a Principal with Fidelity Investment’s strategic technology investments group where he was responsible for driving strategy, innovation, and direct investments in technology companies.

Robert (Bobby) Stover, Jr., Partner, Americas Family Enterprise and Family Office Leader, EY
The EY Americas Family Enterprise and Family Office Leader, Bobby's primary focus is to support family legacy by advising family businesses, their owners and family members on how to protect, grow and improve their family enterprise, while in turn dealing with the complex issues of business succession and governance, including helping resolve personal, transitional and tax challenges. Bobby was named a top 100 Family Influencer by Family Capital and is a regular instructor and speaker at seminars throughout the US, Latin America and Canada. He is a contributor to an array of business and family business-oriented publications such as The New York Times, Crain Currency, Business Insider, Family Business Magazine, Family Office Magazine, Financial Advisor and Family Wealth Report.

Venue:

The Westin Book Cadillac Detroit
1114 Washington Boulevard
Detroit, Michigan 48226

Room Rate: $269 per night plus applicable taxes - Please click here - Click here to book your room

Cut-off date: Monday, April 15, 2024

CPE and CFP Accreditation
Continuing education credits are available for CPE (Continuing Professional Education) and CFP (Certified Financial Planners) in Specialized Knowledge & Applications.

Campden Wealth’s Family Legacy, Impact & Innovation Forum