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

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

May 15th-16th 2024
May 14th - Pre-Forum activities and Welcome Reception from 3pm-7:30pm ET at The Henry Ford Museum of Innovation
May 16th - Post-Forum activity at Newlab Innovation from 3pm-5pm ET

See the agenda.

Pre-Forum Activity: The Henry Ford Museum of Innovation May 14th from 3-7:30 pm ET

Step into a world where past innovations fuel the imagination of generations to come. A vibrant exploration of genius in all its forms, Henry Ford Museum of American Innovation allows you to experience the strides of America’s greatest minds while fully immersing yourself in their stories. Step inside the bus where Rosa Parks took a stand by taking a seat. Play pilot as you explore flight innovations, starting with the Wright brothers’ achievements, or make yourself at home inside Buckminster Fuller’s circular Dymaxion House. Put yourself in the place of the movers and shakers who blazed the trail to where we stand today. And in doing so, discover your own path.

Post-Forum Activity at Newlab Innovation Tour May 16 from 3-5 pm ET at 2050 15th Street, Detroit, MI 48216

Join us for an afternoon immersed in technology and innovation at Newlab. Newlab Detroit is located in the historic Book Depository building on the Michigan Central Campus. The building is now home to entrepreneurs and inventors from a multitude of companies, creating next-generation mobility solutions to advance areas like electrification and aerial technology and contains purpose-built workspaces and prototyping labs to accelerate R&D and collaboration.

Campden Wealth's Family Legacy, Impact & Innovation Forum May 15th and May 16th

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.

Campden Wealth invites you to Detroit for its Forum in partnership with the iconic Ford family, dedicated to empowering families to proactively shape their legacies through innovative and impactful approaches in both operations and investments. 

Featured Speakers:

Succession & More with Daniel Gilbert and Son Grant Gilbert 
Dan Gilbert is an American billionaire, businessman, and philanthropist. He is the co-founder and majority owner of Rocket Mortgage, founder of Rock Ventures, and owner of the National Basketball Association's Cleveland Cavaliers. Gilbert owns several sports franchises, including the American Hockey League's Cleveland Monsters, and the NBA G League's Cleveland Charge. He operates the Rocket Mortgage FieldHouse in Cleveland, Ohio, home to the Cavaliers and Monsters. As of January 2023, Forbes estimated his net worth at US$18.3 billion. Read more about Dan's succession here in The Athletic.

Philanthropic Innovation Fireside Chat with Phillip Wm. Fisher, Chairman, Max M. and Marjorie S. Fisher Foundation & Alissandra Aronow, Secretary, Foundation 
Phillip Wm. Fisher, Gen2 of the Fisher family, Founder of Mission Throttle, and Chair Emeritus of the Max M. & Marjorie S. Fisher Foundation, leads culture change to accelerate the evolution of philanthropy. As a capitalist and philanthropist, he is leading sustainable strategies to connect, collaborate and deploy effective market-driven solutions to accelerate community capital, human resources, and impact. As a leader of Gen3 in the Fisher family, Alissandra Aronow is Secretary of the Foundation, serves as the chair of the impact investing committee, and is founding Co-Chair of Figure Skating in Detroit. During this fireside chat, the pair will share their shared journeys with family legacy, governance, impact investing, and philanthropy with humor, honesty, and love. 

Hundred-Year Legacy, Innovation & Succession with Mark Schostak, Executive Chairman, Schostak Brother & Co.
When the Schostak brothers’ grandfather, Louis, started the company as a residential brokerage with his own two brothers in 1920, he certainly didn’t envision that it would evolve into a diverse, prosperous business focused on real estate development, restaurant operations, and venture capital a century later that employs 7,000 people.

Family Office Operational Excellence Research Report Launch with Erik Christoffersen, Managing Director, AlTi Tiedemann Global 
With family offices rapidly increasing in number and level of sophistication, our latest research study on excellence in family office operations aims to uncover the best models for family needs, efficient wealth management strategies, and the most promising technological developments for transparent and flexible operations.

Future of Food with Julia Paino, Partner, Desert Bloom Foods Founding Partner, NextGen Venture Partners 
Julia Paino is an investor and entrepreneur focused on supporting solutions that promote a more sustainable and equitable food system. Julia is currently a partner at Desert Bloom Foods and a Co-Founder at Trofi Holdings. Julia also co founded Branch Venture Group, a Boston-based syndicate that provides capital to early-stage companies in the food, beverage, and agtech space

Sustainable Fashion with Julia Marsh, Co-Founder and CEO, Sway 
Julia is the CEO and co-founder of a venture-backed materials company which produces compostable packaging made from seaweed. Julia's work is inspired by a lifelong affection for the ocean, and the belief that designers must take part in solving the planet's greatest challenges.

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.

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.

Intimate Roundtable Discussions on a Range of Topics

•    Co-investing With Other Family Offices with Kevin Coughlin, Coughlin Capital, IPI Member
•    Engaging With Next-Generation Family Members: What Do We All Want? with Jamie Cornell, Cornell Enterprise and Fiduciary Wealth Partners, IPI Member
•    Governance 4.0 - with Doug Stewart, Fisher Family Office
•    Shining The Apple: Legacy Is Continuity with Andrew Echt, Applebaum Ventures and Applebaum Family Philanthropy, IPI Member
•    Using Documentaries for Impact – the Power of Film with Julie Morris, Morris Family Office, IPI Member
•    Food as Medicine with Stephen Shaya, J&B Healthcare
•    Investing in AI – Best Practices with Matt Garver, Liberty Street Capital, IPI Member
•    Real Estate

Forum Venue:

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

The group rate at the Westin Book Cadillac is sold out.

We recommend the following hotels in the area:

Hotel Indigo – across the street from the Westin:
https://www.ihg.com/hotelindigo/hotels/us/en/detroit/dttwb/hoteldetail?cm_mmc=GoogleMaps-_-IN-_-US-_-DTTWB

HOTEL DAVID WHITNEY, AUTOGRAPH COLLECTION - .02 from the Westin
https://www.marriott.com/en-us/hotels/dtwkd-hotel-david-whitney-autograph-collection/overview/ 

Fort Pontchartrain A Wyndham Hotel - .04 miles from the Westin 
https://fpwyndham.com/

CPE

Continuing education credits are available for CPE (Continuing Professional Education) in Specialized Knowledge & Applications.

Campden Wealth’s Family Legacy, Impact & Innovation Forum