Thomas C. Rogerson
As a recognized leader and pioneer in family governance throughout the world, Tom uses his “Six Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both financial and human, from one generation to the next. He has run Family Governance/Legacy Meetings for more than 200 families from around the world, over ten of which are “Forbes 400” Families.
Prior to starting his private practice Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client facing teams, helping them integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging called WISE (Wealth Insights Shared Effectively) to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.
Tom is a much sought after international speaker on the topic of family governance for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, Babson College, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Penn State Black School of Business, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.
Keynote Address: The Culture Of Independence Isn’t All It’s Cut Out To Be: The Six-Step Process to Healthy Family Interdependence
Monday, September 23
McKeel Hagerty, CEO of Hagerty, served as International Chairman of the Board for YPO in 2017-18 and has continued on as an ambassador, speaker, moderator and strategic consultant. Most recently, McKeel interviewed Rwandan President Paul Kagame from the stage at YPO Edge in Cape Town about the leadership style that helped him heal a nation devastated by genocide.
During his chairmanship, McKeel traveled the world on YPO’s behalf, speaking to leaders and innovators, including Hillary Clinton, Justin Trudeau, London Mayor Sadiq Khan, author and philosopher Yuval Harari and others, about leadership and success.
This summer, ForbesBooks will publish his first book, “Boundless: A Guide to a Flourishing Life in a Disoriented Age.” Equal parts inspiration and education, Boundless marries philosophical insights with lessons learned from some of the brightest business minds and greatest leaders. Informed by his love of the classics and his personal experiences, McKeel reveals fundamental truths about what it means to be human while giving readers the advice they need to start living a boundless life.
McKeel grew his family’s small insurance agency into an automotive lifestyle brand, international market leader, and one of the nation’s largest automotive media companies.
He has become an in-demand media personality and speaker, most recently discussing Boundless at this spring’s South by Southwest Festival in Austin, Texas, and hosting a roundtable discussion at the recent TED festival in Vancouver.
Before choosing the family business, McKeel studied to be a Russian Orthodox priest (Saint Vladimir’s Orthodox Seminary) and then a philosophy professor (Boston College). He lives with his wife Soon Hagerty near Traverse City, Michigan, the cherry capital of the world, on a narrow peninsula that juts into Lake Michigan. They have three wonderful daughters, Olivia, Sophia and Ava.
Keynote Address: Boundless: Passion-Branding for the Family Office
Tuesday, September 24
Dr. Vonda Wright
Dr. Vonda Wright is an orthopedic surgeon and internationally recognized authority on active aging and mobility. She specializes in sports medicine and currently serves as the inaugural Chief of Sports Medicine and Orthopedics for Northside Health System in Atlanta. An intra-preneur, Dr. Wright was the Inaugural Medical Director of the UPMC Lemieux Sports Complex a 158,000 sqft integrated sports medicine and performance joint venture between UPMC and the 5x Stanley Cup Campion Pittsburg Penguins and the founding director of the Performance and Research Initiative for Masters Athletes (PRIMA). Her pioneering research in mobility and musculoskeletal aging is changing the way we view and treat the aging process.
Dr. Wright cares for athletes and active people of all ages and skill levels from the Division I Georgia State Panthers, Pens Elite developmental hockey teams, University of Pittsburgh Division I athletes, World Rugby 7’s and Olympic track and field athletes and the Atlanta Ballet. She is a pioneering physician and thought leader for the new legion of E-Sports athletes.
In addition to her surgical practice, Dr. Wright is a media content expert and regularly appears on national TV shows including “Dr. Oz,” and “The Doctors.” She is frequently quoted in the Wall Street Journal, New York Times, USA Today and U.S. News & World Report, as well as in magazines such as Maxim, Prevention, Fitness, MORE, Runner’s World, Best Life, and Arthritis Today and numerous online publications. She proudly serves on the Sharecare Medical Advisory Board.
Dr. Wright speaks worldwide and has authored five books; “Fitness After 40: How to Stay Strong at Any Age” and “Guide to THRIVE: 4 steps to Body, Brains & Bliss,” “Younger in 8 weeks,” an “A Parents Playbook for Raising Healthy Athletes,” and “Masterful Care of the Aging Athlete.” Dr. Wright earned her Masters of Science at Rush University, her medical degree from the University of Chicago, completed a residency in orthopedic surgery at the University of Pittsburgh and her fellowship in sports and shoulder surgery at the Hospital for Special Surgery in New York. She currently lives in Atlanta with her husband, 2x Stanley Cup champion, Peter Taglianetti and their blended family of 6 kids.
Keynote Address: VITALITY: Re-thinking what it means to live long and prosper
Tuesday, September 24
Dan T. Cathy
Dan T. Cathy is Chairman and Chief Executive Officer of Chick-fil-A, Inc, one of the nation's largest family owned businesses, and is a member of the company's Board of Directors and Executive Committee. Since taking over the business from his father and founder, S. Truett Cathy, Dan represents the next generation of leadership for the Atlanta-based fast-food chicken restaurant chain. Under his tenure, Chick-fil-A has continued its growth as a market leader in customer service ranking 4th on the 2018 Harris Poll Reputation Quotient (RO®), receiving the 2018 Glassdoor® Employees' Choice Award, and being honored with the Technomic Consumers' Choice Award® for "providing value through service".
Dan's career began at age nine when he sang songs for customers and performed radio commercials for the chain's original Dwarf House restaurant in Hapeville, Ga. Named as Chairman and CEO in 2013, Dan served as the president and chief operating officer since 2001. Previous roles include senior director of operations, vice president of operations and executive vice president.
He holds a Bachelor of Science degree in Business Administration from Georgia Southern University.
Dan serves on the board of directors for The Georgia Aquarium, the Metro Atlanta Chamber of Commerce, the Atlanta Committee for Progress, Eagle Ranch, Global Teen Challenge, and Heritage Preparatory School. Additionally, he is a member of the board of councilors for The Carter Center.
A musician known to pull out his trumpet inside and out of the office, Cathy also enjoys the quieter hobby of gardening and landscaping. He's a former high school competitive wrestler and lifelong athlete who's completed multiple marathons. A member of the "Moo Cow Bikers," he hits the open roads on his motorcycle with friends, and he is also known to take to the skies piloting small jets. Most recently Dan has become a road cyclist on his Chick-fil-A branded bike.
Dan and his wife, Rhonda have two sons, Andrew, senior vice president of people at Chick-fil-A, and Ross, Operator of Midland FSR and four grandchildren.
Wednesday, September 25
Andrew Cathy is executive vice president of operations for Chick-fil-A, Inc., and a member of the company’s Executive Committee. In his current role, Andrew oversees the selection, cultivation and development of Chick-fil-A's franchised restaurant owners and is responsible for all business operations of Chick-fil-A restaurants nationwide.
Prior to his work at Chick-fil-A, Andrew taught business courses and coached football and track at Landmark Christian High School.
The eldest grandchild of Chick-fil-A founder, S. Truett Cathy, and son of CEO, Dan Cathy, Andrew joined the family business as a franchised restaurant operator. After 18 months of operating his own Chick-fil-A restaurant, he joined Chick-fil-A, Inc. in its West Coast office as a franchisee consultant. Since moving to the Atlanta headquarters, he has held jobs of increasing responsibility, most recently as the senior vice president of people.
After receiving his bachelor’s in business education from the University of Georgia, Andrew successfully completed the Stanford University Executive Program and the Harvard Business School Families in Business Program.
In addition to his role at Chick-fil-A, Andrew is the owner of Four Stones Group and serves on the board of directors for Pinewood Atlanta Studios and the Atlanta Community Food Bank. He also serves on the board of trustees for Point University.
He and his wife, Mandy, have four children.
Wednesday, September 25
A legend and leader in the hotel world, Horst Schulze's teachings and vision have reshaped the concepts of service and hospitality across industries.
Mr. Schulze's professional life began more than 65 years ago as a server's assistant in a German resort town. Throughout the years he worked for both Hilton Hotels and Hyatt Hotels Corporation before becoming one of the founding members of The Ritz Carlton Hotel Company in 1983. There Mr. Schulze created the operating and service standards that have become world famous.
During his tenure at The Ritz Carlton, Mr. Schulze served as President and COO responsible for the $2 billion operations worldwide. It was under his leadership that The Ritz Carlton Hotel Company was awarded the prestigious Malcolm Baldrige National Quality Award- twice- making it the first and only hotel company to ever win even one.
In 1991, Mr. Schulze was recognized as "corporate hotelier of the world" by HOTELS Magazine. In 1995, he was awarded the Ishikawa Medal for his personal contributions to the quality movement. In 1999, Johnson & Wales University gave him an honorary Doctor of Business Administration degree in Hospitality Management. Most recently, Mr. Schulze has been honored as a “Leader in Luxury” by Travel Agent Magazine and its sister publicationLuxury Travel Advisor.
After leaving The Ritz Carlton Hotel Company, Mr. Schulze went onto found The Capella Hotel Group. This luxury hotel company managed some of the most elite properties worldwide, and gave Mr. Schulze the opportunity to further define the luxury hotel industry, receiving countless awards and recognitions.
Today, Mr. Schulze serves on various boards and acts as a consultant across industries. He is currently completing his seminal book on creating excellence.
Wednesday, September 25