Note: This event has passed. Please check back soon for information on our Fall 2023 Meeting.
On Friday, April 21st, 2023 we welcomed back our family business partners for the Spring as we continue to explore the numerous sources of family capital.
If you have not yet signed up as a Consortium partner, please click the link below. Keep up to date on all of our latest events and enjoy other benefits.
Session 1 - Financial Capital:
Navigating Uncertainty and Preserving Family Wealth
Chris Lagan, CFA
President, Congress Asset Management
Chris joined Congress Asset Management in 1993, and serves as the firm’s President. Since 2002, he has been a member of the firm’s Management Committee, which is responsible for strategic planning to advance the company’s mission and objectives. He is also chair of the Private Equity Committee, which oversees sourcing, due diligence, and commitments to nearly $400 million in private equity allocations. Additionally, he serves as an advisory board member for several private equity funds.
An avid cyclist and runner, he also maintains a small apiary at his home in Medway, Massachusetts. Chris is a CFA charter holder, and member of the CFA Society Boston and the CFA Institute.
Session 2 - Social Capital:
Family Governance 101
John Mino
Family Business Fellow and Lecturer,
The Busch School of Business
John Mino joined the Busch School of Business in 2021 as a Fellow with the school’s Family Business Initiative and a lecturer in the school’s Strategy, Management and Operations area. John’s involvement in the Busch School includes curricular development for the school’s family business co-specialization, and leadership in developing the school’s new Family Business Consortium.
John is an attorney with over thirty years of experience counseling private equity funds on formation and investor matters, and closely held clients on mergers, acquisitions and capital raising. He also provides counsel to venture capital and buyout funds, e-commerce start-up companies, and investors in such funds and companies. John’s experience also includes business financing, private placements, general real estate matters and advising domestic and international companies on corporate structuring. John is a retired partner at Calfee, where he established the firm’s Washington, DC office. John holds a bachelor's degree in Foreign Service and a juris doctorate from Georgetown University.
Session 3 - Human Capital:
Navigating Emerging Issues with Human Resources
Tracy Phillips
Consultant and Owner, TMP Solutions LLC
Tracy Phillips has over twenty years as a consultant specializing in human resources, training & development, management & leadership development and organization development. As a consultant and owner of TMP Solutions, LLC, she has experience in many industries - small, medium and large, yet her sweet spot is small, entrepreneurial companies. Recently she served as HR Director, building the HR function from the ground up, for an entrepreneurial market research company positioning itself for an equity transaction. In addition to TMP, Tracy recently accepted a role as Leadership Consultant with the Catholic Leadership Institute. Tracy holds a master’s degree in Training and Organization Development from Saint Joseph’s
University and an undergraduate degree in Psychology (I/O) from The Pennsylvania State University. Aside from her responsibilities at CLI and consulting, she serves on her local school board and as Adjunct Faculty at the Busch School of Business at The Catholic University of America in Washington, DC.
Tracy resides in Glenmoore, Pa with her husband, Steve, and four children where they worship at Saint Peter Parish in West Brandywine.
Session 4 - Spiritual Capital:
The Importance of Family Mission
Gates Garcia
President & CEO, Pinehill Capital
Mr. Garcia manages the overall operations of the family-office with a primary focus on the family’s investments. In addition, he serves as a Director for The Garcia Family Foundation. He is often asked to present and participate in panels on topics related to managing a family-office.
Prior to joining his family in business, he spent his career at Raymond James Financial where he served as a Vice President.
Mr. Garcia sits on a number of boards and occupies leadership positions for organizations involved in private equity, philanthropy, education, and public policy. He earned his Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association at the Wharton School of Business, the University of Pennsylvania. Mr. Garcia also earned his Certified Private Wealth Advisor (CPWA) designation from the Investments and Wealth Institute at the Booth School of Business, the University of Chicago. He is a member of the Investments & Wealth Institute.
He graduated from The Catholic University of America in Washington, D.C. where he captained the football team, and he holds an MBA degree from the University of Florida. Mr. Garcia is happily married to his college sweetheart and they have three young children. He and his wife strive to lead a life guided by their Catholic faith and they are actively involved in their church. When he is not consumed by his favorite activity—time with his family—he enjoys reading and exercising.
Agenda
8:00 AM - 8:30 AM
Mass (St. Michael the Archangel Chapel)
All registrants that are available Friday morning are cordially invited to join us in the St. Michael the Archangel Chapel in Maloney Hall for Holy Mass.
8:30 AM - 9:00 AM
Arrival and Registration (Maloney Hall Pavilion)
Coffee and refreshments will be available. Registrants may also use this time to explore Maloney Hall and Catholic University’s campus.
9:00 AM - 10:20 AM
Session 1: Financial Capital (Maloney 204)
- Navigating Uncertainty and Preserving Family Wealth
- Christopher Lagan - President, Congress Asset Management
10:20 AM - 10:30 AM
Break
Coffee, cookies, and conversation
10:30 AM - 11:50 PM
Session 2: Social Capital (Maloney 204)
- Family Governance 101
- John Mino J.D. - Family Business Fellow and Lecturer, Retired Partner, Calfee
11:50 AM - 12:00 AM
Break
12:00 PM - 1:30 PM
Lunch (Maloney Pavilion)
Family business partners, speakers, and other guests will continue the discussion over lunch.
Brief remarks from Dr. Anthony Cannizzaro - Director of the Family Business Consortium
1:30 PM - 2:50 PM
Session 3: Human Capital (Maloney 204)
- Navigating Emerging Issues with Human Resources
- Tracy Phillips - Consultant and Owner, TMP Solutions LLC
2:50 PM - 3:00 PM Break
Coffee, cookies, and conversation
3:00 PM - 4:00 PM
Session 4: Spiritual Capital (Maloney 204)
- The Importance of Family Mission
- Gates Garcia - Chairman, Pinehill Capital Partners
4:00 PM - 5:00 PM
Networking Reception (Dean’s Suite - Maloney Hall 4th Floor)
All are encouraged to conclude our event with a networking reception in the Dean’s Suite.