From Success to Significance: Inflection Points in Legacy and Impact
Presented By: Charles Schwab / National Christian Foundation
What happens after you've built a successful business? For leaders like Matthew Berry, the “Godfather of Fantasy Sports”—a successful serial entrepreneur who is a 5x founder with 3 exits and 2 current start-ups—and Barton Garvin, who transformed a fourth-generation manufacturing firm, the answer lies in legacy. This session explores how they are building companies and turning business successes into lasting significance. Learn from them—and two veteran M&A advisors—how business owners can navigate critical inflection points and create impact that endures well beyond the business.
Moderator:
V.P., Charitable Wealth Strategist
National Christian Foundation
As a charitable wealth strategist and attorney at NCF, Michael works with generous families and their professional advisors, sharing concepts and strategies that allow them to leverage the impact of their giving by minimizing their income and estate tax liabilities.
In his role with NCF, Michael’s primary focus and expertise is facilitating charitable gifts of complex assets including closely held businesses, real estate, and intellectual property assets. He also helps families to plan their estates in a manner that dramatically increases their charitable giving, and in most cases avoids estate tax completely—regardless of the size of their estates.
Division Executive
Charles Schwab & Co.
Behzad Mansouri is a Division Executive at Charles Schwab where he helps lead the growth of the firm's UHNW and Institutional client business, across all asset classes. He serves on the Board of a VC Fund and clean energy company, complimenting his background in capital markets and investment management. An alumni of Columbia University and Harvard Business School, he has previously worked for both US and International firms including Merrill Lynch, Barclays Captial, BNY Mellon and Credit Agricole.
Panelists:
Founder, Fantasy Life
Sr. Fantasy Sports & Sports Betting Analyst, NBC Sports
Matthew Berry is a renowned fantasy sports expert known for his work as a writer, columnist, and TV personality. He appears on NBC and Peacock platforms, including Football Night in America and Fantasy Football Happy Hour. A Fantasy Sports Gaming Association Hall-of-Famer, Berry was named Marketer of the Year in 2013 and authored the best-selling book Fantasy Life. His “Love/Hate” column is widely read, and he won a Sports Emmy for his work at ESPN. Berry also founded Fantasy Life to provide top-notch fantasy football advice.
Former President & Owner
Garvin Industries Inc.
Former Owner & President of Garvin Industries, a manufacturer of electrical, low voltage and lighting product for the construction industry. During his twenty-five-year tenure at Garvin Industries revenue increased over 30% per year driven by strong demand from major technology companies such as Facebook, Tesla, Google, Netflix, & Amazon. In 2005, Mr. Garvin established Garvin Hangzhou Hardware, an International Manufacturing Operation with offices in Shanghai, Ningbo, & Xaioshan China. After 23 years of consecutive growth, Garvin Industries was acquired by Southwire Inc of Carrolton, Georgia in 2018.
Mr. Garvin currently serves as President of MCC Holdings, a real estate investment company specializing in residential and industrial property renovation. He and his wife Lisa actively partner with over twenty Non-Profits Organizations primarily serving children and teenagers throughout the United States.