Chicago Program | 50 Businesses in 50 Years: Building Companies through Professional Ownership

    June 21, 2017
    5:00 PM - 7:30 PM
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    Bank of America N.A.
    135 S. LaSalle Street
    Chicago, IL 60603


    Please join the Private Directors Association in Chicago on June 21st for a panelist discussion on 50 Businesses in 50 Years: Building Companies through Professional Ownership. 

    Lubar & Co. is a private investment firm based in Milwaukee, WI, and has been successfully investing in operating companies for over 50 years. We describe our investment philosophy and operating style as Professional Ownership ® which includes:

    • Acquire companies jointly with operating managers who are dedicated to building their business and rewarded for doing so with equity ownership opportunities that align their interests with ours.
    • Operate each company on a world-class basis by providing management with the operational, financial and human resources necessary to develop the business.
    • Operate in an atmosphere of mutual trust, respect and the highest standards of integrity in all relationships.
    • Use common sense and sound judgment to guide our actions.
    • Build companies that produce reliable, growing earnings and reinvest the cash flow to fund future growth. This is a long-term investment strategy aimed at appreciation and compounding equity values.

    Lubar’s investments are geographically focused in Wisconsin, Illinois, Minnesota and the surrounding states and encompass a broad range of industries such as manufacturing, healthcare, food, financial services, transportation and energy. We invest our own capital and have no pre-determined exit strategy. We serve on the board, and maintain very close and regular communication with the leadership teams of our Companies.  It is not uncommon for us to hold our investments for ten or even twenty years.  Governance is tailored to each company situation, but the basic precepts and practices have not changed significantly in all these years and with all of the companies we have owned.  Additional information about our firm and our investment philosophies, guidelines and criteria can be found on our web site:  


      David J. Lubar
    President & CEO
    Lubar & Co.

    David Lubar joined Lubar & Co. in 1983 and currently serves as President and CEO. Lubar & Co. is a private investment firm founded in 1977 that invests in middle market operating companies with a focus on long term growth. Prior to joining Lubar & Co., David was with Wells Fargo Bank (f/k/a Norwest Bank N.A.) in Minneapolis for five years serving in the Commercial Banking Department. David is a member of the Board of Directors of Northwestern Mutual Life Insurance Company, BMO Harris Bank, Milwaukee Brewers Baseball Club as well as many private companies. He is or has served on the Board of several not-for-profit organizations, including Froedtert Health System (past chairman), Greater Milwaukee Committee (chair-elect), Greater Milwaukee Foundation (past vice-chair), Metropolitan Milwaukee Association of Commerce, Milwaukee Jewish Federation (past chairman), United Way of Greater Milwaukee & Waukesha County (past chairman), University of Wisconsin-Milwaukee Business Advisory Council (chairman) and University of Wisconsin-Milwaukee Foundation and others. Mr. Lubar received a Bachelor of Arts degree from Bowdoin College and an MBA from the University of Minnesota. He has two adult children and resides in Milwaukee, WI with his wife, Madeleine.

      David M. Bauer
    Chief Investment Officer
    Lubar & Co.

    Dave Bauer is a partner and Chief Investment Officer with Lubar & Co, a Milwaukee based single family office, since 2005. He is involved in the private equity activities of the firm and is on the board or working closely with the portfolio of companies including American Pasteurization, Chem Design, Shared Imaging, Lake Express, Erdman, Drilltec, Rockland Industrial Products, Wrightwood Financial, Zero Zone as well as the firms real-estate investment holdings. Prior to this, he was the Chief Financial Officer for Facilitator Capital Fund, a Wisconsin-based Small Business Investment Company. He started his career with Arthur Andersen where he led the Wisconsin transaction advisory services practice. Mr. Bauer received a Master of Business Administration degree from Marquette University in 2005 and a Bachelor of Science degree in Accounting in 1991. He is a Certified Public Accountant and a member of the Wisconsin Institute of CPA's and the American Institute of CPA's. In addition, Mr. Bauer is actively involved with several local charitable organizations including the Milwaukee Art Museum and is an adjunct professor of corporate finance at Marquette University in their Executive MBA program. He has two children and resides in Waukesha, WI with his wife, Heidi.


      Sara Hamilton
    Founder and CEO
    Family Office Exchange (FOX)

    Sara Hamilton is the Founder and CEO of Family Office Exchange (FOX), the definitive source of information and best practices associated with the business of managing family wealth across generations. The strength of the FOX network is derived from the collective knowledge and experience of over 340 globally-minded family enterprises based in 20 countries. Since 1989, FOX has made solutions accessible to financial families by fostering dialogue among wealth owners, family office executives and wealth advisors. In 2014, FOX celebrated its 25th anniversary of service, and remains true to its founding mission of objectivity in wealth management, member education and shared knowledge across a sophisticated, global network of families and leading wealth advisors. Ms. Hamilton is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times, © 2010, Wiley & Sons. She serves on the Executive Education faculty of the University of Chicago Booth School of Business for the course on Private Wealth Management offered twice a year in Chicago. For three years running, Ms. Hamilton was named as one of the “Top 50 Women in Wealth Management” by Wealth Manager. She serves on the editorial boards of the Journal of Wealth Management and Trusts and Estates as well as a Founding Board Member of the Chicago Global Donors Network. Prior to founding FOX, Sara worked in marketing and strategy at Harris Bank and AT&T Information Systems. She holds a B.A. from Vanderbilt University and an MBA from the University of North Florida.

    Thank you to our host, Bank of America N.A.! 


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