Robert Doll, Managing Director and Chief Equity Strategist, Nuveen
Summit topic: Economic & investment outlook beyond COVID-19

Bob is a managing director, senior portfolio manager and chief equity strategist at Nuveen. Bob manages seven portfolios, including large caps and alternatives. He is a highly respected authority on the equities markets among investors, advisors and the media. As the author of widely followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives. Prior to joining the firm, Bob held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc. Bob graduated with a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the CFA designation from the CFA Institute.

Dr. Allie Taylor, Founder, Orange Kiwi
Summit topic: Making Lemonade - Embracing the New Normal

You’ve been dealt the harshest market conditions the modern world has experienced. This Black Swan event known as COVID-19 is testing even the most resilient owners and their businesses. Drawing on her research and unique experience, Allie has been exploring disease, economic, and consumer behavior models since the crisis began. Combining these insights with her deep understanding of business, psychology, and family systems, Allie brings a thoughtful and practical approach to helping family business owners and their management teams turn lemons into lemonade. 

Peter Mondavi Jr., Co-Owner, Charles Krug
Summit topic: Crushing It During COVID-19

Peter Mondavi Jr. is the second son of Peter and Blanche Mondavi and grandson of Cesare and Rosa Mondavi, the Napa Valley pioneers who purchased the historic Charles Krug Winery in 1943.

Peter, born in 1958, grew up on the winery property. At a very young age, he and Marc sanded fermenting tanks, unpacked glasses, worked in the winery’s laboratory and cellar, and drove tractors through the vineyards. Following in his father's footsteps, he attended Stanford University, earning a BS & MS in the engineering field and an MBA a decade later. He keeps his academic ties alive as a guest lecturer at Stanford’s Graduate School of Business, Law School and School of Engineering as well as the UC Davis School of Law.

Donna Brighton, Founder, Brighton Leadership Group
Summit topic: Change is Happening - Crisis, Culture and the Virtual Workforce

Donna Brighton is a culture change strategist, masterful facilitator and leadership coach. Drawing from 25+ years of experience as a consultant, Donna combines her expertise in change management with a deep understanding of organizational culture to help leaders solidify change more rapidly and successfully through the power of Culturally Intelligent Change. She is a skilled listener who sees possibilities, understands complexities and partners with leaders to create solutions. Donna helps organizations get clear on the culture they need in order to achieve their objectives, then works with them to move confidently towards that ideal.

Judd Wallenbrock, CEO, C. Mondavi & Family
Summit topic: Crushing It During COVID-19

Judd is a seasoned veteran of the wine industry with over 40 years of experience and has the scars to prove it.  His excitement & passion for wine, food & the arts has never been stronger. 

Judd has a BS in Agri-Business, an MBA in International Marketing and has served as an executive for Robert Mondavi, De Loach Vineyards, Michel-Schlumberger Estate & The Good Life Wine Collective of Jessup Cellars and Handwritten Wines.  He has experienced the thrill of starting his own winery, Humanitas, and is now President& CEO of C. Mondavi & Family, home to Charles Krug, Flat Top Hills, and CK Mondavi.

Trevor Flint, President, Capstone Associates, an Orange Kiwi Strategic Partnership
Summit topic: Carpe Diem - Pivoting Goals and Strategy

COVID-19 has changed the global landscape.  Family Business leaders know that pivoting strategy and goals is an essential response to conquer the challenges we are facing.  As a consultant and trainer, Trevor inspires clients with his engaging style while finding targeted solutions that drive results.  During the Lemonade Summit Trevor will provide practical insights Family Business Leaders can put into action. 

Trevor is the Founder and Director of Capstone Associates, currently headquartered in Perth, Australia and serving family businesses across the globe.   An MBA-qualified senior leader with over 20 years of international experience in the resources sector, Trevor knows the importance of leveraging stakeholder relationships to mitigate challenges and maximize opportunities faced by business leaders. 

Jenny Dinnen, President & Co-Owner, MacKenzie Corporation
Summit topic: Being Relevant, Staying Relevant - Consumer Behavior Beyond COVID-19

A born leader and 2nd generation family business owner, Jenny is responsible for directing the company’s overall sales and marketing efforts, guiding the technology team through new product innovations, and developing forward-thinking market research strategies.

Having worked at companies big and small, Jenny understands the unique demands each presents. She has a strong background in marketing having honed her skills with companies such as HSBC and HD Supply for more than 20 years. While offering a keen eye for the creative side of marketing, Jenny has an appreciation and talent for analyzing data to uncover actionable business solutions. Based on her vast experience, Jenny is uniquely positioned to help family business owners discover data driven insights to help them prepare for changes to consumer behavior beyond COVID-19.

Tam Nguyen, President, Advance Beauty College
A Family Business Case Study: Nailing it for America
Tam Nguyen is the President and 2nd generation owner of Advance Beauty College with campuses in Garden Grove and Laguna Hills, California. He prioritizes building company culture and community relations through developing authentic relationships. Over the 33 year company history they have graduated tens of thousands who are working domestically and internationally. Tam serves on various non-profit executive boards (OC United Way, CSUF Philanthropic Foundation, Garden Grove Community Foundation, Project Vietnam Foundation), a family foundation (Steven and Lois Mihaylo Foundation), several advisory boards (US Bank Orange County, Professional Nail Association, CSUF Center for Family Business) and teaches "Family Business Dynamics" at CSUF's Mihaylo College of Business and Economics Management Department. He holds a MD and MBA. His family of five resides in Fountain Valley, California.

Christie Nguyen, Managing Director, Studio 18 Nail Bar
A Family Business Case Study: Nailing it for America

In 2017 Christie and her parents co-founded Studio 18 Nail Bar. They wanted to open the doors to an exquisite nail bar that catered to individuals who wanted to escape from the reality of life, where clients could indulge in homemade, organic, luscious and top notch services. Her  parents work as the Co-Director of Operations, and Christie is the Managing Director of the business. She is living the dream of working closely with her parents, whom she respects & loves the most, all while being a part of growing an amazing community, in Orange County, CA. Working so closely with her parents in the family business has given her insight to explore the core of who they are and to see all the struggles her parents ever endured from childhood to the Fall of Saigon to the present. Her parents' happiness brings Christie the greatest joy life can offer. They are beyond blessed to be able to give back to their community through the Nailing It for America initiative alongside some of the most respected & philanthropic members of Orange County.

Dan Whittaker, CPA, Managing Partner, Whittaker & Company CPAs
Government Funding During COVID-19 & Minimizing Taxes in Turbulent Times

Dan Whittaker, CPA, is the managing partner of Whittaker & Company CPAs. He is educated and trained professionally as a CPA, but his professional passion is running and growing businesses. He founded Whittaker & Company in 1999 to do for clients what is important to him as a business owner: to increase business value, gain clarity on goals, and understand financially where they stand.

Before founding Whittaker & Company, Dan was a manager in the tax and consulting departments at KPMG LLP and also for a large local public accountancy firm in Southern California.

Mayumi Allison, CEO & Owner, Hosa Technology
A Family Business Case Study

The second generation owner of Hosa Technology, Mayumi is proud to continue her father’s legacy.  Sho Sato was an immigrant from Japan who started Hosa with an idea and an entrepreneurial drive.  After 25 years he passed the torch to Mayumi who has been CEO for the last 10 years.  She is passionate about her father’s legacy, ensuring her employees are well cared for, and customers are served with excellence through service, quality, and value.