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Impact and Innovation are two words that capture all family offices and community members. To help families stay ahead, Campden Wealth will be spending two days discussing how we should interpret the new world with maximum impact. Family office principals and investors will be discussing their strategies and aims for this new period. In addition to the mix of thought leaders, case studies and connectivity, we will be undertaking a deep dive on the world of innovation and technology to help our community stay ahead of the curve.

Venue:
Four Season Minneapolis 
245 Hennepin Ave
Minneapolis, MN 55401

Cut off date: May 26, 2023

After the cut-off date we recommend the hotels below.

Renaissance Minneapolis Hotel, The Depot

https://www.marriott.com/en-us/hotels/mspdd-renaissance-minneapolis-hotel-the-depot/overview/

.04 miles from the Four Seasons

Minneapolis Marriott City Center

https://www.marriott.com/en-us/hotels/mspcc-minneapolis-marriott-city-center/overview/

.04 miles from the Four Seasons

EMERY, AUTOGRAPH COLLECTION

https://www.marriott.com/en-us/hotels/mspak-emery-autograph-collection/overview/

.04 miles from the Four Seasons

FEATURED SPEAKERS

James H. Field Chairman Jim is the President and CEO of Okabena Company and has over 20 years of wealth management experience. He is responsible for the management oversight and growth of the business and guiding the strategic direction of Okabena Company and its subsidiaries. Prior to joining Okabena, Jim was President/CEO–Minnesota for The Northern Trust Company and led all aspects of the company’s wealth management business in the region. 

From Private Investment to Private Philanthropy with Bill Campbell 

After a successful career in finance and private investment working for Citigroup, Visa International, and JPMorgan Chase, Bill Campbell and his family embarked on a philanthropic journey that took them to Africa. They learned that private investment principles could be applied to philanthropy to create meaningful and sustainable impact that would positively affect individuals, communities, and the economic trajectory of entire nations. He is a founding board member and Chairman of the END Fund, an organization that has brought treatment and preventative medicine for Neglected Tropical Diseases (NTDs) to a billion people, largely in Africa. 

In Conversation with Toby Dayton

A fifth-generation family member of the Dayton family which founded U.S. retailer Target, Toby oversees Okabena Company, a multi-generational office founded in 1967. Hear his family’s story, their strategy of governance to address challenges facing family offices today, and his plans to ensure another successful 50+ years. 
         
Crawl, Walk, Run: Evolution of a Family Office with Michael Elliott

CIO of Olympus Ventures, the family office of Best Buy founder Richard Schulze, Michael offers a rare glimpse “under the hood” of the family office to share how investments are structured.

The Importance of Lifestyle to Health with Donald D. Hensrud

Dr. Hensrud M.D, M.P.H., is an Associate Professor of Preventive Medicine and Nutrition at Mayo Clinic, one of the world’s leading medical centers. He is the author of more than 60 academic articles and over 20 book chapters and books, including the #1 New York Times bestseller The Mayo Clinic Diet. He has appeared on The Today Show, The CBS Early Show, Good Morning America, The Martha Stewart Show, and Dr. Oz, and will share his takeaways for a healthy lifestyle.

Direct Outcome Funding: An Innovation in Philanthropy with Nathan Otto

Learn how a member of the Gore-Tex family has innovated a new funding approach to work alongside traditional giving and help update philanthropy.

Using Tech to Preserve Biodiversity with Cédric Köhler

A Kauffman Fellow, Cédric has been voted several times as a top digital shaper of Switzerland. He has led dozens of tech startup investments and exits as a second-gen family business member and Managing Partner of Creathor Ventures, a European venture fund with $280M+ AUM. Find out how Cédric is using tech to preserve biodiversity—an $880B market.

Putting Your Wealth to Work with Liesel Pritzker Simmons

One of the nation’s leading impact investors and a member of Hyatt’s Pritzker family, she has recast the portfolio she inherited to generate greater returns and align with her and her husband’s values, such as civic engagement and climate solutions.

Roundtables include:
•    Private credit/structured capital credit
•    Real estate investing
•    Investing in the climate thematic
•    Healthcare and life sciences investing
•    Impact investing
•    Inter-generational philanthropic values and alignment
 

NETWORKING & CONNECTION OPPORTUNITIES

In addition, the Forum will include a range of networking and connection opportunities:

• Needs & Leads: A session designed to tap into the insight and connections of fellow peers in a confidential settings. Members may share business and investment "needs" followed by clarifying Q&A, and receive "leads" from participating IPI members in return - all in 2.5 minutes!
• Ice-breaker Networking: Start your networking and community experience from the first morning of the event. During this short networking session, you will go around the table, introduce yourself, and share your meeting goals with surrounding peers.
• Thematic Networking: Tailor your meeting experience by attending a thematic roundtable on topics ranging from impact investing, climate investing, healthcare and life science investing, inter-generational philanthropic values alignment and more. Each provides the opportunity to choose a micro subject to share your knowledge and experiences, and gain insight and seek guidance from your fellow community members. If you have a particular theme you would like to see covered during these sessions, please contact Susan Kemp at susankemp@campdenwealth.com.
• Serendipitous Networking: The last year has shown the importance of serendipitous connectivity. You will be given a table number at the beginning of the day and for an hour, you will have the opportunity to make 7-8 new friends, contacts and potential business and investment partners.