Transitions Fall 2019

November 6th - 8th, 2019

Newport Beach Marriott Hotel & Spa

Newport Beach, CA

TRANSITIONS FALL 2019

Planning for Growth, Success and Unity Connect with other multigenerational family businesses and experts in an intimate, open environment to share real-life problems and real-life solutions. Be a part of the collaborative and guided discussions on issues that all family businesses are facing today.

Our Speakers

Diane Doolin

Senior Vice President

The Doolin Group Morgan Stanley

Jacob Herschend

Stockholder

Herschend Family

Ashleigh Ora

Owners Council Chair

Barron Collier Companies

Laura Gicela

Family Engagement Liaison

Elkay Manufacturing Company

Robert Underbrink

President/CEO

King Ranch, Inc.

Ryan O’Melveny Wilson

Chief Marketing and Strategy Officer

Lawry's Restaurants, Inc.

Peter Begalla

Conference Chair

Family Business Magazine

Travis Klassen

Chairman & Chief Executive Officer

Klassen Business Group

Karen Bichin

Manager, Community Relations

ABC Recycling

Annarie Lyles

President, Lyles Family Council

Lyles Family Enterprise

Bill Yoh

Owner, Day & Zimmermann and Chairman, Yoh

Day & Zimmermann

Carolyn Brown

Chair, Campbell Family Council

Mannington Mills

Jeremy Sakioka

Manager

Sakioka Farms

Janice DiPietro

CEO

Exceptional Leaders International

Elvira Orza

Head of the Americas

Trusted Family

Jeff Strese

Chief Talent & Learning Officer

Tolleson Wealth Management

Roger Bulloch

Partner

Brightstar Capital Partners

Stephanie Duignan

Senior Director, Institute for Family Culture

Abbot Downing

Peter Mondavi Jr.

Co-Proprietor

C. Mondavi & Family

Bryant Seaman III

Managing Director, Head of Family Company Advisory

Bessemer Trust

Charles Carr

Managing Director, Family Enterprise Advisory Services

PwC

Shiv Patel

Client Advisory Team Manager

Tolleson Wealth Management

Rhona Vogel

CEO and Founder

Vogel Consulting

Frieda Rakhman

Managing Director

SunTrust

Frank Tobé

Head of Marketing

Trusted Family

Benjamin Persofsky

Senior Vice President

Brown Brothers Harriman

Marc Wittwer

CEO of Boulevard Home and Chairman of the Board of Directors for Wittwer Hospitality

Boulevard Home

Richard R. Frank

Chief Executive Officer and Chairman

Lawry’s Restaurants, Inc.

Jonathan Flack

US Family Enterprises and Business Leader

PWC

Stephen Bender

Chief Executive Officer

Bender Insurance Solutions

Dana Telford

Principal Consultant

Family Business Consulting Group

Jonathan Quigley

Managing Director

Brightstar Capital Partners

Letitia Hussey Beauregard

Chair of the Board

Hussey Seating Company

We Are Live In

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Hours

Minutes

Seconds

Venue Location

Newport Beach Marriott Hotel & Spa,

900 Newport Center Dr, Newport Beach, CA 92660, USA

Transitions Fall 2019