SEPTEMBER 7, 2023 AT THE WILLOWS LODGE

Event Host

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 his 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.

As a leader in the community, Terry 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.

Terry will be hosting this year’s Signature Event.

Keynote Speaker

Brigadier General R. Patrick Huston

General Patrick Huston is an experienced lawyer, advisor, and board member.
He’s a renowned expert on artificial intelligence (AI) and cybersecurity. He helps companies, founders, and family offices accomplish their goals, mitigate risks, and generate profit.

He’s on the Board of Directors of QuantumShield, a cybersecurity and cryptography company focused on post-quantum encryption and security.

He is a member of the American Bar Association’s (ABA’s) AI Task Force, the FBI’s Scientific Working Group on AI, and the Association of Corporate Counsel’s (ACC’s) Cybersecurity Board. He’s also a Certified Director with the National Association of Corporate Directors (NACD.DC).

General Huston’s service includes the following experience: Army Ranger; helicopter pilot; prosecutor; five combat tours in Iraq and Afghanistan; General Counsel of the 101^st Airborne Division, Joint Special Operations Command, and U.S. Central Command; and Commanding General.

He was the Army’s primary spokesperson for AI and Cybersecurity legal matters, and an oversight board member for the Pentagon’s “Responsible AI” strategy.

Capital Markets and Global Economics

Ryan Caldwell

Ryan Caldwell is Managing Director at FS Investments where he also serves as Chief Investment Officer of the firm’s Chiron funds. He joined FS in 2020 when the firm acquired Chiron Investment Management, the company which he co-founded in 2015. Prior to founding Chiron, Mr. Caldwell spent 14 years at Waddell & Reed, where he helped lead portfolio management decision-making for a suite of funds totaling $40 billion in assets under management, including Ivy Asset Strategy, W&R Asset Strategy and Ivy Funds/VIP Asset Strategy.

Mr. Caldwell has over 20 years of portfolio management experience. In 2009 he was named one of Institutional Investor magazine’s “Rising Stars of Mutual Funds,” and in 2007 he was a finalist for Morningstar’s Manager of the Year.

Mr. Caldwell serves as board advisor to Premier Boxing Champions and has previously served as a Director to Delta Topco Group and a board advisor to Legendary Entertainment. He holds a BBA from Texas State University.

Investment Panel

Anu Gaggar, CFA®, FRM, CFP®

Anu Gaggar is a vice president, Capital Markets Strategy in FundsNetwork and FI Product at Fidelity Institutional®. Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Ms. Gaggar is responsible for formulating and sharing Fidelity’s capital market views with Fidelity Institutional’s clients in the intermediary channel.

Prior to assuming her current position, Ms. Gaggar was a global investment strategist with Commonwealth Financial Network, where she provided strategic and tactical views of economic and market analysis. She also has experience with manager due diligence, having led the selection, analysis, and monitoring of developed international and emerging market equity managers. Prior to Commonwealth, Ms. Gaggar has worked in equity research, mergers & acquisitions, and government bonds trading.

Ms. Gaggar earned her master of science degree in finance from Boston College. She is also a Certified Financial Analyst (CFA®), Certified Financial Risk Manager (FRM), and Certified Financial Planner (CFP®) and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.

Investment Panel

Kathy Kriskey

Kathy Kriskey is a Senior Product Strategist of Commodities and Alternatives for Invesco’s family of exchange-traded funds (ETFs). In this role, she provides industry color and thought leadership around the commodity and alternatives industry, helps launch new products, and builds out the coverage of this asset class.

Ms. Kriskey joined Invesco in 2021. Prior to joining the firm, she initiated the commodity investor businesses at UBS, CIBC, and RBC. She also managed commodity sales at Bankers Trust in London, New York, Houston, and JP Morgan in New York. Ms. Kriskey has been quoted in The Wall Street Journal, Financial Times, Bloomberg, ETF.com and other financial news publications. She has also appeared on Bloomberg, TD Ameritrade, Nasdaq TradeTalks
and other podcasts. Ms. Kriskey has been in the financial industry since 1987.

Ms. Kriskey earned a BS degree in economics, with a concentration in finance, from the Wharton School of the University of Pennsylvania. She holds the Series 7 and 63 registrations.

Health, Longevity, and Life

Dr. Jeffery Bland, PHD, FACN, FACB, CNS

Dr. Jeffrey Bland is the President of Big Bold Health and Founder & President of the Personalized Lifestyle Medicine Institute.

Dr. Bland is a personable and highly respected thought leader who has spent more than five decades focused on the improvement of human health. He is known worldwide as the founder of the Functional Medicine movement, which represents his vision for a care model that is grounded in systems biology and informed by research that he has a unique ability to synthesize. His pioneering work has created the Personalized Lifestyle Medicine Institute, as well as the Institute for Functional Medicine, the global leader in Functional Medicine education. Since 1991, hundreds of thousands of healthcare practitioners have participated in PLMI and IFM programs, and this collective knowledge has positively impacted the lives of patients all over the world.

Dr. Bland began his career as a Professor of Biochemistry at the University of Puget Sound. He is a natural educator and became involved with numerous academic institutions during the years he spent teaching. This includes the significant contributions he made to the founding of Bastyr University, the first federally accredited university offering undergraduate and graduate degrees in natural medicine in the US. In the early 1980s, Dr. Bland was hand-selected by two-time Nobel Laureate Dr. Linus Pauling to serve as Director of Nutritional Research at the Linus Pauling Institute of Science and Medicine.

Dr. Bland is the author of best-selling books and over 120 peer-reviewed research publications. He speaks extensively, and his engaging style makes him popular with both professional and consumer audiences. Dr. Bland’s latest project is Big Bold Health, where he’s on a mission to transform the way people think about one of nature’s greatest innovations—the immune system. Through Big Bold Health, Dr. Bland is advocating for the power of immuno-rejuvenation to enhance immunity at a global level. It’s an ambitious and purpose-driven effort that encompasses his active stance on regenerative agriculture, environmental stewardship, and planetary health.

Expanding the Generational Conversation

Tobias Donath

Tobias Donath leads the Fidelity Center for Family Engagement (FCFE) at Fidelity Investments in its mission to transform the generational wealth experience. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. Donath leads the FCFE team in the strategic development and delivery of content, programs, and resources that create value for families and advisors connected to Fidelity. As a thought leader in financial services, his passion is sharing new thinking and inspiring new actions for how families and their advisors engage in wealth management conversations and decisions. Mr. Donath focuses much of his time on developing curriculum and resources, designing and building training and tools, and writing articles. He also provides coaching and delivers content to advisors, clients, and families in the form of workshops, speaking events, and family meetings.

Mr. Donath earned his bachelor of science degree with a concentration in entrepreneurship from Babson College and his master of business administration degree in leadership and family business from IMD in Lausanne, Switzerland. Having started his career in his own family’s business, he has a unique perspective on the process of building wealth-intimacy in families.

Expanding the Generational Conversation

Micheal McGrann

Michael McGrann is a thought leader, coach, and consultant at the Fidelity Center for Family Engagement (FCFE). Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.

In this role, Mr. McGrann is a lead consultant and coach in family engagements, working directly with end clients and their advisors. As a subject matter expert on families of wealth and family-owned firms, he also leads the development, design and delivery of content and programs for advisors within Fidelity and for Fidelity Institutional partners. In addition, he helps define and implement FCFE’s go-to-market strategy for key customer segments and leads content and business development in areas related to family enterprise success.

Prior to arriving at Fidelity, Mr. McGrann spent 25 years working closely with families, family offices, and their advisors around the world. He has taught and coached in the areas of entrepreneurship, strategic planning, and family enterprising. Serving on the boards of several growing companies and as an advisor to large family firms, his work has focused on the challenges of growth and succession, communication, and the strategies and structures required for multi-generational success.

Mr. McGrann has led family business programs at two different universities and has conducted seminars for family businesses, executive education programs, and accreditation programs for family advisors. He holds an undergraduate degree in economics from Cornell University, an MBA from the Wharton School of Business, and an MA in International Studies, also from the University of Pennsylvania.