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Session F

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:

Michael King
V.P., Charitable Wealth Strategist
National Christian Foundation

Michael King, J.D., Charitable Wealth Strategist

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.

Prior to joining NCF in 2006, Michael spent over ten years with an international tax and accounting firm, and a multi-family office. In these roles, he counseled affluent families on a broad range of wealth management issues including both financial and non-financial aspects of wealth.

Michael received his undergraduate degree in finance from Penn State University, and his law degree from the U.C.L.A. School of Law. Michael and his wife, Tammy, were high school sweethearts and have been abundantly blessed with five children and a precious granddaughter.

Behzad Mansouri
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:

Matthew Berry
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.

 

Barton Garvin
President
Garvin Industries

Barton is a fourth-generation owner of Garvin Industries. Founded in 1892, Garvin Industries manufactures electrical, low voltage and lighting products for the construction industry. During his twenty-five-year tenure at Garvin Industries the company became known for it's unique "labor saving" product solutions that have transformed the way contractors operate on job sites. Mr. Garvin also established Garvin Hangzhou Hardware, an International Manufacturing Operation with offices in Shanghai, Ningbo, & Hangzshou China. In 2018, Garvin Industries was acquired by Southwire Inc, the largest manufacturer of copper wire and cable in the United States.

Mr. Garvin currently serves as President of MCC Holdings, a real estate investment company. He and his wife Lisa actively partner and serve on the Boards of twenty Non-Profits Organizations serving the needs of children in the United States.

 

Conference Location

180 Central Park South
New York, NY 10019
Tel: (212) 767-7000