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2020 VIRTUAL THOUGHT
LEADER SUMMIT
FORBES SCHOOL OF BUSINESS
& TECHNOLOGY
October 20, 2020
Presentsthe
Entrepreneurship and Wealth
Management
1:30PM – 2:20 PM (PDT)
Moderator: Bob Daugherty
Panel Members: Michael Moe
Russ Prince
Carl Schramm
John Tamny
https://www.thoughtleadersummit.org/
Moderator: Bob Daugherty
Panel Members: Michael Moe, Russ Prince, Carl Schramm, John Tamny
The year 2020 has ushered in unexpected and unprecedented challenges across a myriad of
dimensions, from health to wealth to family and philanthropy. The financial health impact to
several small businesses tell the story of major challenges and victories in redefining business
services/products. As sources of finance dry up, more than 40% of new ventures will fall into
the so-called “red zone” with only enough cash for three months or less of normal operations.
The way entrepreneurial business models and approaches are affected by the pandemic will
have an impact on how entrepreneurship is perceived as a career option in the future.
Entrepreneurs are innovative and always look for new ways to meet new goals. While many
start-ups and small businesses have suffered, the COVID-19 challenge has also led to an increase
in entrepreneurial activity. People and companies have devised new ideas to respond to existing
or emerging needs. Agility is crucial! Encouraging economically impacted individuals to take on
the risks associated with entrepreneurialism when they think they have identified or discovered
an opportunity is key. This panel will enlighten innovative instincts in discussing the new wave of
entrepreneurship and wealth management.
Entrepreneurship and Wealth
Management
Entrepreneurship and Wealth
Management
Bob previously served
as the CEO of the Jack
Welch Management
Institute.
He served a five-year
term as a Fulbright
Scholar Specialist, a
program funded by the
U.S. State Department
with a focus on Africa
and the Middle East.
Mr. Daugherty also
writes a regular column
for Forbes China on
investing, education and
leadership.
Moderator
Bob Daugherty
Dean
Forbes School of
Business &
Technology
Michael has invested
privately in game-
changing businesses
such as Facebook,
Twitter, Coursera, Snap,
Lyft, Chegg, and
Spotify.
He co-founded
numerous successful
enterprises including
ThinkEquity,
GSV Labs and the ASU
GSV Summit, which
convenes over 5000
leaders from around the
world focusing on
accelerating innovation
Michael Moe
Business
Co-Founder,
Investor,
Entrepreneur
and Author
Entrepreneurship and Wealth
Management
Russ Alan Prince is
one of the foremost
authorities in the
private wealth industry.
He authored or co-
authored more than 60
books, including “The
High-Functioning Single-
Family Office and
Maximizing Your
Single-Family Office”,
“Everyone Wins! How
You Can Enhance”, and
“Optimize Business
Relationships Just Like
Ultra-Wealthy
Entrepreneurs”.
Russ Alan Prince
Executive Director
of the Family
Office Association
Research Institute
Entrepreneurship and Wealth
Management
Dr. Schramm is
previous president of
the Ewing Marion
Kauffman Foundation.
An entrepreneur
himself, as well as
economist and
lawyer, Schramm
founded and co-
founded several
successful companies
in the health care,
finance and
information
technology industries,
including HCIA, Inc.,
Patient Choice Health
Care and
Greenspring Advisors
Carl Schramm
University
Professor
Syracuse University
Entrepreneurship and Wealth
Management
John Tamny is editor
of RealClearMarkets,
Vice President at
FreedomWorks, and a
senior economic
adviser to Toreador
Research and Trading
(www.trtadvisors.com).
He is the author of
“Who Needs the
Fed?” (Encounter
Books, 2016) and
Popular Economics
(Regnery, 2015). His
next book is titled
“The End of Work”,
which is about the
evolution of work.
Entrepreneurship and Wealth
Management
John Tamny
Vice President
FreedomWorks,
Editor, Senior
Economic
Advisor
Entrepreneurship and Wealth
Management
Full Panel Member biographies
Are located in the 2020 Thought
Leader Summit Program on the
Website:
Moderator: Bob Daugherty
Panel Members: Michael Moe
Russ Prince
Carl Schramm
John Tamny
https://www.thoughtleadersummit.org/
2020 VIRTUAL THOUGHT
LEADER SUMMIT
FORBES SCHOOL OF BUSINESS
& TECHNOLOGY
October 20, 2020
Register by clicking the "Register Here"
button below or visit the website at:
https://www.thoughtleadersummit.org/
Presentsthe
Forbes School of Business & Technology Virtual Thought Leader Summit 2020 Session - Entrepreneurship and Wealth Management

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Forbes School of Business & Technology Virtual Thought Leader Summit 2020 Session - Entrepreneurship and Wealth Management

  • 1. 2020 VIRTUAL THOUGHT LEADER SUMMIT FORBES SCHOOL OF BUSINESS & TECHNOLOGY October 20, 2020 Presentsthe
  • 2. Entrepreneurship and Wealth Management 1:30PM – 2:20 PM (PDT) Moderator: Bob Daugherty Panel Members: Michael Moe Russ Prince Carl Schramm John Tamny https://www.thoughtleadersummit.org/
  • 3. Moderator: Bob Daugherty Panel Members: Michael Moe, Russ Prince, Carl Schramm, John Tamny The year 2020 has ushered in unexpected and unprecedented challenges across a myriad of dimensions, from health to wealth to family and philanthropy. The financial health impact to several small businesses tell the story of major challenges and victories in redefining business services/products. As sources of finance dry up, more than 40% of new ventures will fall into the so-called “red zone” with only enough cash for three months or less of normal operations. The way entrepreneurial business models and approaches are affected by the pandemic will have an impact on how entrepreneurship is perceived as a career option in the future. Entrepreneurs are innovative and always look for new ways to meet new goals. While many start-ups and small businesses have suffered, the COVID-19 challenge has also led to an increase in entrepreneurial activity. People and companies have devised new ideas to respond to existing or emerging needs. Agility is crucial! Encouraging economically impacted individuals to take on the risks associated with entrepreneurialism when they think they have identified or discovered an opportunity is key. This panel will enlighten innovative instincts in discussing the new wave of entrepreneurship and wealth management. Entrepreneurship and Wealth Management
  • 4. Entrepreneurship and Wealth Management Bob previously served as the CEO of the Jack Welch Management Institute. He served a five-year term as a Fulbright Scholar Specialist, a program funded by the U.S. State Department with a focus on Africa and the Middle East. Mr. Daugherty also writes a regular column for Forbes China on investing, education and leadership. Moderator Bob Daugherty Dean Forbes School of Business & Technology
  • 5. Michael has invested privately in game- changing businesses such as Facebook, Twitter, Coursera, Snap, Lyft, Chegg, and Spotify. He co-founded numerous successful enterprises including ThinkEquity, GSV Labs and the ASU GSV Summit, which convenes over 5000 leaders from around the world focusing on accelerating innovation Michael Moe Business Co-Founder, Investor, Entrepreneur and Author Entrepreneurship and Wealth Management
  • 6. Russ Alan Prince is one of the foremost authorities in the private wealth industry. He authored or co- authored more than 60 books, including “The High-Functioning Single- Family Office and Maximizing Your Single-Family Office”, “Everyone Wins! How You Can Enhance”, and “Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs”. Russ Alan Prince Executive Director of the Family Office Association Research Institute Entrepreneurship and Wealth Management
  • 7. Dr. Schramm is previous president of the Ewing Marion Kauffman Foundation. An entrepreneur himself, as well as economist and lawyer, Schramm founded and co- founded several successful companies in the health care, finance and information technology industries, including HCIA, Inc., Patient Choice Health Care and Greenspring Advisors Carl Schramm University Professor Syracuse University Entrepreneurship and Wealth Management
  • 8. John Tamny is editor of RealClearMarkets, Vice President at FreedomWorks, and a senior economic adviser to Toreador Research and Trading (www.trtadvisors.com). He is the author of “Who Needs the Fed?” (Encounter Books, 2016) and Popular Economics (Regnery, 2015). His next book is titled “The End of Work”, which is about the evolution of work. Entrepreneurship and Wealth Management John Tamny Vice President FreedomWorks, Editor, Senior Economic Advisor
  • 9. Entrepreneurship and Wealth Management Full Panel Member biographies Are located in the 2020 Thought Leader Summit Program on the Website: Moderator: Bob Daugherty Panel Members: Michael Moe Russ Prince Carl Schramm John Tamny https://www.thoughtleadersummit.org/
  • 10. 2020 VIRTUAL THOUGHT LEADER SUMMIT FORBES SCHOOL OF BUSINESS & TECHNOLOGY October 20, 2020 Register by clicking the "Register Here" button below or visit the website at: https://www.thoughtleadersummit.org/ Presentsthe