Family Office Leadership Forum (By Invitation Only)

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ACG Boston Family Office Leadership Forum

Event Details

When:

March 21, 2019 8 AM - 10 AM EDT

Where:
Location Name
Nixon Peabody, Exchange Place
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Overview

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ACG Boston invites family office investors and middle-market company CEOs to a Family Office Leadership Forum on March 21, 2019, from 8:00am - 10:00am at the offices of Nixon Peabody at Exchange Place, featuring speakers Amy Brodsky, Founder & CEO, Sky Partners, and Renee Neri, Partner & Head of the North American Asset Management at Heidrick & Struggles.

Please note this event is by invitation only for family office investors and middle-market company founders/operating CEOs.

The growing global industry of family office investment professionals has led to ACG Boston introducing programming for the unique professional interests of family office investors active in founding, investing in, acquiring and selling middle-market businesses. In 2014, the NYC chapter founded a Family Office Committee, and in 2018, the ACG Boston’s Family Office Committee was founded.

Speakers

Amy Brodsky

Amy Brodsky

Sky Partners
Founder & CEO

Amy is Founder and CEO of Sky Partners, a Performance Coaching, Facilitation, and Advisory Firm. Amy has spent her career helping Families, CEOs and high-profile individuals navigate their most confidential and complex matters, including conflict within partnerships and family dynamics.

Amy has worked with a myriad of notable families and high-profile individuals struggling with their dynamic and unable to have effective and difficult conversation, and who are looking to resolve conflict, create purpose and live happy and successful lives. We help facilitate difficult conversations and allow space to talk through issues such as; wealth and control and provide solutions that are mutually beneficial. 

Amy has 30 years of experience in leadership, transformational change, negotiation and executive coaching across sectors. She has led client engagements ranging from large-scale mergers and acquisitions, organizational change, and cultural integrations.

Amy holds a J.D. from New York Law School, Executive Coaching Certification from Columbia University and B.A. from University of New Hampshire.  Her past employers include: J.P. Morgan, Union Bank of Switzerland, and U.S. Trust.

Amy has been a guest on CNN to discuss the topic of harassment in the workplace.  She is a well-known speaker on the topic of Family Dynamics, Performance Coaching and Acquisitions. She has volunteered extensively with children with disabilities and disease, is an avid sailor, hiker and marathon runner. She was also a short-term Fisherman and Ice Road Trucker.

Renee Neri

Renee Neri

Heidrick & Struggles
Partner & Head of the North American Asset Management

Renee is a Partner and Head of the North American Asset Management practice of Heidrick & Struggles. Renee brings over 20 years of experience in senior executive search with a focus on financial services leadership challenges. She has conducted hundreds of searches over the course of her career, including presidents, chief investment officers, senior portfolio managers, risk managers, as well as senior sales, marketing and distribution professionals. Her clients span a diverse client base of endowments, foundations, family offices, insurance companies, investment management firms, pension funds and sovereign wealth funds. 

Renee joined Heidrick & Struggles in 2004 from a boutique search firm, where she was a vice president and member of the Wealth Management Practice. Previously, she was the senior recruiter for Banc of America Capital Management, a Division of Bank of America, where she specialized in the recruitment of executives in the investment management industry (Retail and Institutional) and asset management marketing. Renee began her career at another global executive search firm where she focused on executing a broad range of asset management, investment banking and capital markets searches. 

Renee graduated from Fordham University with a bachelor’s degree in history and philosophy. She currently serves as an Advisory Board member for the Gabelli School of Business at Fordham University, on the Advisory Board for Girls Who Invest and as a Board member for Gateway to Leadership, the impact arm of the Money Management Institute. Additionally, she is an active participant on the Retirement Plan Investment Committee for Heidrick & Struggles. Renee contributes professionally to 100 Women in Finance, Ellevate, The Family Office Exchange and the New York State Society of CPAs Family Office Group. 

Renee has been recognized by CIO Magazine as ‘One of Executive Recruiting’s Elite.’

Hosted by: ACG
Chapter
Boston
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Event Materials

Event Materials

Family Office Committee

John Dvor (Chair), 3BL Holdings
Mike Anthony, Santander Bank, N.A.
Gerard DeBiasi, Kidd & Company, LLC
Alice Sloan, Wolf & Company