Please join Truist Wealth’s Bill Lyons, Director, Center for Family Legacy; Oscarlyn Elder, Co-Chief Investment Officer; and Truist Securities’ Kristin Watkins, Director, ESG Advisory and Intra-industry Coverage; along with David Shaw, Publishing Director, Family Business Magazine, to learn how businesses are capitalizing on the strategic opportunities in ESG/ sustainability to reduce risk and increase return, how families are finding common ground across generations to align their values with all of their shared assets and more about the many opportunities to amplify your impact.
Today’s business and family leaders are facing unprecedented pressures to proactively address social and environmental issues. In recent years we’ve seen a global pandemic; new public awareness about race and gender; gun violence; a mental health crisis; and floods, drought, wildfires and global food scarcity. Family enterprises are, not surprisingly, leading the way in finding solutions and turning challenges into opportunities. The changing landscape is creating new prospects in both business and family life to create social impact and find purpose.
Speakers
Bill Lyons
Director, Center for Family Legacy, Truist Wealth
Bill Lyons is a Director of Governance within Truist Wealth's Center for Family Legacy. In this role he focuses on helping families develop their human and intellectual capital. He has extensive experience in family meeting facilitation, family communication, family policy creation, next generation education and social impact. Lyons is also co-leading the Truist initiative on Purpose and Social Impact.
Before joining Truist, Lyons was a Senior Director with Abbot Downing's Institute for Family Culture. He has served in senior leadership roles with a single family office, the philanthropic advisory firm Arabella Philanthropic Investment Advisors and as a trustee and advisor to several foundations, trusts, and donor collaboratives. Lyons began his career with the multi-family office Asset Management Advisors, which then became GenSpring Family Offices.
Lyons is a graduate of Boston College, Georgetown University Law Center, and has a master degree in Family Studies from Loyola University of Chicago. He brings an interdisciplinary perspective as well as experience working with diverse leaders from deeply held identity- and faith-based communities to help individuals and families leverage their unique perspectives when working on generational succession, leadership development, and high impact systems change. Lyons is co-chair of the Nexus Working Group on Family Prosperity and has been a speaker at the Transitions Family Business Magazine, Family Office Exchange, Council on Foundations, Attorneys for Family Business, Family Firm Institute, Creating Change Through Family Philanthropy, and the FRA Family Office Symposium. Lyons taught a course on family philanthropy as an adjunct professor at New York University and he provided editorial assistance to James E. Hughes, Jr. for the second edition of his classic book, Family Wealth.
Oscarlyn Elder
Co-Chief Investment Officer, Truist Wealth
As Truist Advisory Services, Inc.'s co-chief investment officer, Oscarlyn Elder co-leads the Investment Advisory Group responsible for allocating investment capital to help meet clients' financial goals, as well as addressing how emerging investment innovations should be reflected for clients. Her team sources investment managers and solutions for the benefit of Truist clients, enables diverse asset manager solutions, and drives communication with advisors and clients.
Prior to her current role, Oscarlyn was the wealth investment platform executive responsible for leading the evolution of the investment experience of Truist's high net worth and ultra high net worth client segments. She also previously led a team of investment professionals in the Mid-Atlantic and Northeast working to expand Truist predecessor SunTrust's presence in the Northeast. She also worked directly with clients constructing and implementing portfolios designed to achieve their financial goals.
Oscarlyn has been in the finance industry since 1993, in various leadership roles in mortgage and retail banking, investment banking, equity research, investment strategy development, and portfolio management.
Kristin Watkins
Director, ESG Advisory and Intra-industry Coverage, Truist Securities
Kristin Watkins is a Director on Truist's ESG Advisory and Intra-industry coverage team. Kristin works with companies to evaluate, develop and structure strategic alternatives and financing solutions aligned with sustainability objectives and investor expectations. Prior to joining the team, Kristin spent nine years working with clients on the capital markets desk for Truist Securities. She holds a Bachelor's of Science in Business from Georgia Tech and currently lives in Atlanta.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
Truist Wealth