Daniel G. Van Der Vliet, John and Dyan Smith Executive Director of Family Business
2:00 pm – 3:00 pm
Opening discussion – Kevin ’70 and Jarett ’04 Mcgovern
Kevin McGovern ’70 is the Chairman and CEO of McGovern Capital, a single-family office. McGovern Capital serves as an investment, strategy, and licensing participant and advisor to global businesses. Through McGovern Capital and its affiliates, McGovern has co-founded over twenty-five (25) companies, six of which have become world/category leaders, and he has been lead negotiator/principal in over fifteen (15) global joint ventures. It was for these reasons, and many more, that Mr. McGovern was chosen as the 2007 Cornell Entrepreneur of the Year. Kevin will share his perspectives on innovation, working with family, and the role of his family office as an instrument for impact investment, family engagement, and value generation. His son, Jarett McGovern ’04, will be joining this session to talk about family innovation and his experience starting Rise, and the role of family in his entrepreneurial efforts.
3:00 pm – 4:00 pm
Panel II – Current Research in Family Business
• Wes Sine Ph.D. ’01, John and Dyan Smith Professor of Management and Family Business, Samuel Curtis Johnson Graduate School of Management
• Pat Soldano, President, Family Enterprise USA
• Daniel G. Van Der Vliet, Smith Family Business Initiative, John and Dyan Smith Executive Director of Family Business
The Smith Family Business Initiative is dedicated to expanding the knowledge base in family business. Through direct research by our academic director and faculty fellows, as well as s well as other partnered research and surveys, we will examine the latest knowledge generated for families in business.
Smith Family Business Initiative – An Impact Statement
The Smith Family Business Initiative was founded to support the students and alumni who work in, for, or with a family business. As the SFBI enters its tenth year, we reflect back on the many students, now alumni, who have helped to define our success.
Facilitator: Matthew Unger MBA ’23, Founder – Focus Asset Management
Carolina Hernandez, MBA ’20, Founder – Colorchain
Marisa Sergi-Schumann, ’15, CEO & Co-Owner, L’uva Bella Winery
Sofia Tryfonopoulou, MMH ’23, Principal – Tryfon Leisure SA
Parth Vedawala MBA ’19, Vice President – Kush Gold & Jewel
Friday, October 27
8:00 am – 9:00 am
Networking and breakfast
9:00 am – 10:00 am
Friday kick-off: “The Family Business Caucus and Amplifying the Voice of Family Enterprise”
Facilitator: Pat Soldano, President – Family Enterprise USA
John Smith MBA ‘74, Chairman, Hillcrest Holdings
10:15 am – 11:15 am
Panel III – Ownership – A Cautionary Tale
For any business owner, exit the business is inevitable. There are many pathways to ownership succession, both within the family and from outside. This panel discussion will explore various exit avenues, including partnering, private equity, and sale.
Moderator: Laurie Barkman ’93, SmallDotBig – “The Business Transition Handbook”
Jennifer Wilson-Buttigieg, Head of Policy, Chase Travel, formerly Co-President, Valerie Wilson Travel
Kevin Juin MBA ’23, Principal – JC Capital Partners
John Zaruka , ’73, Founder & Director – Wedgewood Weddings
11:30 am – 12:30 pm
Panel IV –
People, Profit, Purpose: Family Offices and Foundations in Pursuit of the Greater Good.
Facilitator: Angela Mwanza MBA ’00, Rockefeller Capital
Zach Bubolo, MBA’ 20, Director of Operations, Watson Foundation
Renee Li, MBA ’24, CEO, Alpha Square Group
Emma Gergin, Principal, Carlson Private Capital Partners
12:30 pm – 1:30 pm
Lunch and networking
1:30 pm – 2:30 pm
A Lesson from “Succession”: Resiliency in Estate Planning for Your Family Business
Only a small fraction of family businesses survive past two generations. In this session, experts in business and estate planning will discuss some of the best practices for family businesses, by reviewing estate and business planning, communicating and planning among generations, and building flexibility into these plans for now and in the future. Whether preparing the next generation for leadership, weighing options for maintaining the lifestyle of those in, and outside, the business, or sustaining a legacy through trust and charitable planning, resiliency can add value to your business.
Facilitator: Brian Balduzzi MBA ’18, Private Client Services Attorney, Faegre Drinker