Attention: You are using an outdated browser, device or you do not have the latest version of JavaScript downloaded and so this website may not work as expected. Please download the latest software or switch device to avoid further issues.

FAMILY OFFICE SUMMIT HUB

Innovating and Navigating the Family Office

May 2026 | David Rubenstein Forum, University of Chicago

Create Online Account
Login To Summit Hub

About the Summit

The Family Office Initiative at Chicago Booth is proud to host the second Family Office Summit, in May 2026, convening 200 attendees from 150 family offices across the U.S., Canada, EMEA, and Latin America.

This one-and-a-half-day program blends Booth’s academic rigor with practitioner insights, creating a solicitation-free environment for confidential peer exchange.

Highlights:

  • Faculty-led research on family office governance, investments, and leadership
  • Practitioner sessions addressing emerging trends and strategic challenges
  • Networking opportunities, including a welcome dinner and breakout sessions
  • Student engagement through meet-and-greets and volunteering

Agenda

Family Office Summit 2026
Wednesday | May 13, 2026
David Rubenstein Forum & Obama Presidential Center
12PM
12:00 – 2:00
Family Office Council Meeting
Rubenstein Forum | 601
2PM
2:15 – 3:15
Student Meet & Greet
Rubenstein Forum | Kapani Family Lounge
Council Only
3PM
3:20 – 3:40
Transportation
Outside Rubenstein → Obama Presidential Center
3:45 – 5:45
Obama Presidential Center Tours
Tour Group 1: 3:45 – 5:15
Tour Group 2: 4:15 – 5:45
5PM
5:30 – 6:30
Summit Welcome Reception
Obama Presidential Center | Home Court | 2nd Floor
6PM
6:30 – 9:00
Summit Opening Dinner
Obama Presidential Center | Home Court | 1st Floor
8PM
8:50 – 9:15
Transportation
Outside Obama Presidential Center → Rubenstein
Thursday | May 14, 2026
David Rubenstein Forum
7AM
7:30 – 8:15
Registration and Breakfast
University AB | 2nd Floor
9AM
9:00 – 10:15
Fireside Chat — Innovating and Navigating the Family Office
Friedman Hall | 3rd Floor
Moderator: Paul Carbone
Panelists: John Benevides, Jennifer Steans
10AM
10:15 – 10:45
Coffee Break and Networking
Friedman Hall Pre-Function | 3rd Floor
10:45 – 11:30
Academic Highlight — AI in Family Offices
Friedman Hall | 3rd Floor
11AM
11:30 – 11:45
Break
Friedman Hall Pre-Function | 3rd Floor
11:45 – 1:00
Lunch & Keynote — Behavioral Economics in the Family Office
University AB | 2nd Floor
1PM
1:00 – 1:30
Coffee Break
University AB Pre-Function | 2nd Floor
1:30 – 2:30
Breakout Session I
Rooms 601, 701, 702, 801
Track A | Room 601
Managing Investment Management
Moderator: John Heaton | Panelists: Tomas Fernandez, Kirk Rose
Track B | Room 801
Best Practices for Selecting and Interacting with Your Board
Moderator: Jill Barber | Panelists: Ashley Duchossois Joyce, Christine Franco
Track C | Room 702
Leadership within a Family Office
Moderator: Quan Mac | Panelists: Rick Roeding, Brandy Wilson
Track D | Room 701
UChicago Insights – Engineering the Future: UChicago as the Center of the Quantum Revolution
Moderator: Steve Kaplan | Panelist: David Awschalom, with demonstration by Nancy Kawalek
2PM
2:30 – 3:00
Coffee Break and Networking
Kapani Family Lounge | 6th Floor
3:00 – 4:00
Breakout Session II
Rooms 601, 701, 702, 801
Track A | Room 601
Managing Investment Management
Moderator: John Heaton | Panelists: Tomas Fernandez, Kirk Rose
Track B | Room 801
Best Practices for Selecting and Interacting with Your Board
Moderator: Jill Barber | Panelists: Ashley Duchossois Joyce, Christine Franco
Track C | Room 702
Leadership within a Family Office
Moderator: Quan Mac | Panelists: Rick Roeding, Brandy Wilson
Track D | Room 701
UChicago Insights – Engineering the Future: UChicago as the Center of the Quantum Revolution
Moderator: Steve Kaplan | Panelist: David Awschalom, with demonstration by Nancy Kawalek
4PM
4:00 – 4:15
Coffee Break
University AB Pre-Function | 2nd Floor
4:15 – 5:15
Presentation — Understanding Generational Differences
University AB | 2nd Floor
Intro of Guest Speaker: Bobby Stover
Guest Speaker: Kim Lear
5PM
5:15 – 5:30
Survey Results
University AB | 2nd Floor
Faculty Speakers: Steve Kaplan and Emanuele Colonnelli
5:30 – 5:40
Closing Remarks
University AB | 2nd Floor
Speakers: John Heaton and Bobby Stover
5:45 – 7:00
Closing Networking Reception
City View Room | 10th Floor

2026 Family Office Summit Speakers

Create an Online Account for Exclusive Access

Create an Online Account on Booth’s Family Office Summit 2026 Hub and extend your experience beyond the event itself. By creating an account, you’ll get access to a full directory of attendees (including family office leaders, faculty, and alumni) as well as Summit resources, photos and other benefits.

Register Now

Why Create An Account

> Networking Access

  • Entry to the Summit Attendee Online Group with participant profiles, pre-event bio book, and direct messaging

> Exclusive Post-Event Content

  • Photos and videos
  • Speaker presentations
  • Comprehensive recap write-up

Help us improve future summits!

Share your thoughts, suggestions, and experience using the form below

Help us improve future summits!

Share your thoughts, suggestions, and experience using the form below

*
Please enter first name
*
Please enter last name
*
Please enter email
*
Please enter message
image

The University of Chicago Booth School of Business

5807 S. Woodlawn Ave.
Chicago, IL 60637 USA

Phone: 773.702.7743

Quick Links

Follow

This website is powered by
ToucanTech