SEPTEMBER 12, 2024 AT THE BELLEVUE CLUB

Keynote Speaker - Innovation, Entrepreneurship, and Philanthropy

Scott Oki

Scott Oki is the Founder and Chairman of o-kaisha Investments, LLC. and is a serial entrepreneur, venture capitalist, philanthropist, author, and community activist. His personal mission statement is “to marry my passion for things entrepreneurial with things philanthropic in ways that encourage others to do the same.”

o-kaisha Investments, LLC is an investment company with diverse interests in real estate, restaurants, and early to development stage information technology companies.

Prior to founding o-kaisha Investments, LLC, Mr. Oki retired in 1992 after 10 years with Microsoft Corporation. He founded the International Division and later served as Senior Vice President, Sales, Marketing and Service. Mr. Oki earned an M.B.A. and a B.Sc. in accounting and computer science, graduating with honors from the University of Colorado.

Mr. Oki has served on over 100 advisory boards and boards of directors for both for-profit and not-for-profit companies. He has founded or co-founded twenty-one non-profit organizations. In addition to his philanthropic activities through The Oki Foundation, he has taken leadership roles in many other organizations. He has served as Co-Chair of the United Way of King County Campaign Board and Co-Chair of the Million Dollar Roundtable, Founder/Chairman of the Japanese American Chamber of Commerce, Founder/past-Chairman of the Chief Seattle Council Boy Scout Scoutreach Foundation, Founder/Chairman of the Outrageous Learning Foundation, Founder/Past Chairman of Densho, Founder/Chairman of TheParentsUnion.org and most recently, Founder and Chairman of the Breaking Boundaries Foundation. He is a Co-Founder of SeeYourImpact.org, Sounders for Kids, Seattle Parks Foundation, Executive Development Institute, America’s Foundation for Chess, First Tee of Greater Seattle, Microsoft Alumni Foundation, Social Venture Partners, and Seattle Police Foundation. He is a past-President of the University of Washington Board of Regents and a past-Chair of the Children’s Hospital Foundation. Mr. Oki has served on the national boards for United Way of America, Boys & Girls Clubs of America, Japanese American National Museum, U.S. Ski and Snowboard Team Foundation, Boy Scouts of America, National Science Center, and the Microsoft Alumni Foundation.

Mr. Oki is married to Laurie and they have three children.

Challenges and Opportunities in Long-Term Care For An Aging Population

Anne Tumlinson

Anne Tumlinson is Founder and CEO of ATI Advisory (ATI), a rapidly growing national research and consulting firm dedicated to making healthcare work better for everyone. ATI guides public and private healthcare leaders in solving the most complex problems in healthcare through objective research, deep expertise and bringing new ideas into action. The firm’s clients include healthcare providers and systems, insurers, foundations, and investors.

Anne is also the Founder and Board Chair for Daughterhood, a non-profit nationwide community that unites caregivers with experts and each other at the grassroots level to provide emotional support and guidance for people caring for friends and family members.

Anne started her career working for Congressman John Lewis (D-GA) and for President Clinton at the Office of Management and Budget. She’s a nationally recognized expert on healthcare and aging; writing and speaking regularly about innovation in healthcare and aging, contributing to Health Affairs, The Hill, Huffington Post, Aspen Ideas Festival, Maria Shriver’s Maria Live!  

Inflation, Elections, and Geopolitics

Lara Rhame

Lara Rhame is a Managing Director in the Investment Research group and serves as Chief U.S. Economist at FS Investments, where she focuses on macroeconomic financial market analysis to inform and develop the company’s long-term views on the economy, investment trends and issues facing investors.

Prior to joining the firm, Ms. Rhame served as a Senior Economist at Credit Suisse, where she met with institutional and private clients around the globe to discuss market events and the global economy. She began her career at the Federal Reserve Bank of New York and has since worked at other Wall Street institutions, including Brown Brothers Harriman and Lehman Brothers. Her analysis has garnered attention across financial and economic news outlets, including Bloomberg News, The Wall Street Journal, CNBC and CNN.

Ms. Rhame holds a BA in Economics from Bates College and performed post-graduate macroeconomic studies at New York University. She has guest lectured at Columbia University, New York University and Long Island University.

Ms. Rhame serves on the boards of the Economy League of Greater Philadelphia, Hyperion Bank and Starr Garden Park, and is a former President of the Forecasters Club of New York. She is a member of the Forum of Executive Women and in 2018 received the Philadelphia Business Journal’s Women of Distinction Award and Money Management Executive’s Top Women in Asset Management Award.

Investment Panelist

Danielle Poli, CAIA

Ms. Poli is a portfolio manager within Oaktree’s Global Credit strategy, which is the firm’s flagship multi-asset credit offering. She is a founding member of its Investment Committee. Ms. Poli is also a regular commentator for mainstream and financial media and has been named to Barron’s list of 100 Most Influential Women in U.S. Finance. Ms. Poli joined Oaktree in 2014 following graduation from the UCLA Anderson School of Management, where she received an M.B.A. and the Laurence and Lori Fink Investment Management Fellowship. Prior thereto, she worked at PAAMCO KKR Prisma (formerly PAAMCO) where she helped manage hedge fund portfolios for institutional clients. Ms. Poli holds a B.S. degree in business administration from the University of Southern California and is a CAIA charterholder.

Investment Panelist

Piera Elisa Grassi

Piera Elisa Grassi is a managing director and portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. She is the lead of the Global Research Enhanced Index (REI) Portfolio Management Team. An employee since 2004, Piera Elisa was previously a quantitative analyst and portfolio manager for global strategies. Prior to joining, Piera Elisa was a quantitative analyst and risk analyst at Foreign and Colonial Asset Management. Before this, she worked for BARRA in London, focusing on equity risk management and portfolio construction. Piera Elisa obtained a MA (equivalent) in Economics from Bocconi University in Milan.

Conversations That Matter: Enterprising Families and Generational Wealth

Tim Habbershon

Dr. Timothy Habbershon has spent most of his life exploring how families talk to each other. He first pursued a deeper understanding of family relationships and communication during his academic study of psychology, religion, and business. From his time as a minister to his work as a family business consultant and now in his role as a thought leader and coach for families of wealth, he continues to formalize a simple idea: We can be better. We can learn the skills of communication that foster better relationships.

To further his focus on helping families, Dr. Habbershon founded the Fidelity Center for Family Engagement (FCFE). FCFE offers wealth advisors and families thought leadership, learning experiences, and coaching on how to communicate in a deeper, more intimate way in their money, wealth, and estate planning conversations. Dr. Habbershon’s current thought leadership work blends his personal and professional passions for healthy generational relationships. As one of 70 million baby boomers, he is researching how baby boomer families like his engage in multigenerational conversations around the later-in-life topics important to their family and wealth transition. Dr. Habbershon’s wife Allison and his four adult children, in-laws, and 11 grandchildren are all part of his transition journey. He too believes he can be better.

Event Host - Parcion CEO and Managing Principal

Terry Cook, CFP®, CIMA®

Terry Cook is the managing principal of Parcion Private Wealth; an independent multi-family office that partners with business owners, entrepreneurs, and their families to optimize wealth events and beyond through smart planning, strong advocacy, and prudent investment management. With nearly 30 years of experience, Terry has designed Parcion Private Wealth as the next step in helping clients preserve the legacy they’ve built to support their families and communities.

Prior to founding Parcion, Terry was a managing director and founder of the Cascade Group of UBS Private Wealth Management. Throughout his career, Terry has focused on providing advanced planning around cash flow modeling, wealth transfer goals, customized investment policies, and guidance through major liquidity events.

Terry is a nationally recognized advisor, consistently named to Forbes America’s Top Wealth Advisors and Forbes Best-In-State lists since their inception in 2016, ranking #1 in Washington State for several years. He has also been featured on Top Advisors lists by Barron’s and the Financial Times.

In addition to his professional achievements, Terry is deeply committed to community work. He serves on the national board for the Institute for Functional Medicine and is a board member and past board chair for Big Brothers Big Sisters of Puget Sound and the Ducks Unlimited Seattle Chapter. He also supports Seattle Children Hospital, Hopelink, and lectures regularly for the Lundquist College of Business at the University of Oregon.

A father of four, Terry and his wife live in Yarrow Point, Washington. He is committed to fitness and nutrition and enjoys golfing as well as most outdoor pursuits.

Terry will be hosting this year’s Signature Event.