FOX Series

SEI - Relentless Development: What Comes Next for SEI’s Archway Platform

14 August, 2020
SEI Family Office Services is an award winning, integrated back-office platform delivering a wide range of technology solutions for family offices. With 18 years of experience in serving family offices, SEI has over 220 clients and $365 billion in assets on the SEI platform. They serve eight of the ...

Preparing to Embrace New Technologies in the Modern World

14 August, 2020
New technologies abound in our modern world. Here Dr. Peter Boumgarden, Professor of Practice Strategy & Organization at Washington University in St. Louis, shares insights around innovation and technology as relevant to the family office.Boumgarden believes that we cannot separate technology an...

Masttro – Leading Technology Trends in Family Enterprise Transformation

14 August, 2020
Founded in 2010, Masttro is a privately held wealth management technology company providing an integrated platform for family office enterprises. Masttro serves both single and multi-family offices and financial services institutions across 24 countries.Padman Perumal, CEO of Masttro Americas, asser...

Session Recap: Vertical Approach to Venture Investing

7 August, 2020
There is often confusion over what exactly is the vertical approach to venture investing. Constance Freedman, Founder and Managing Partner of Moderne Ventures, explains that vertical investing is simply another way to look at venture investing, by approaching it with a sector focus, or a vertical fo...

Session Recap: The Dynamic Ecosystem of Blockchain, Bitcoin, and Cryptocurrency

7 August, 2020
The future of money is a timely yet complicated topic, especially with cryptocurrency in the mix. Thomas Anderson, Author of Money without Boundaries, shares foundational facts about money, and answers questions around the cryptocurrency ecosystem.The U.S. debt has quintupled in the last 20 years, w...

Session Recap: Digital Rubicon, Proximity and the Future of All Business

6 August, 2020
Innovation often comes out of conflict or hardship that forces us to develop new ideas and a new mindset to solve and overcome the conflict. Robert Wolcott, Co-Founder and Chairman of TWIN Global, asserts that the Covid-19 pandemic is such a time, when so much around us is changing, innovation is bo...

Session Recap: The Emerging Influence of Social Impact Investing

6 August, 2020
What is social impact investing? Is it reliable? Should you use it? Basically social impact investing is an investment strategy and a tactic to address pressing social and environmental challenges.Impact investing uses a range of approaches that vary based by personal goals. Some investors look at t...

Session Recap: What Now? The Economy, Investing, and Elections

5 August, 2020
While Coronavirus looms large in the second half of 2020, it can feel like anyone’s guess as to the future of our economy. This pandemic crisis is like no other, so it seems like a losers game to make predictions. However, Jeff Brown, Founder and Managing Partner at Political Economy, LLC, believes ...

Session Recap: Uncorrelated Strategies: Preparing for the Ride Ahead

5 August, 2020
We all know the fundamental rule of investing is diversification. The more money that goes into any one area of a portfolio, generally the lower the returns. Diversification is especially critical in this Covid-19 era. Now more than ever families are looking for investments that can help them achiev...

Session Recap: Harnessing the Power of Artificial Intelligence

5 August, 2020
First we had computers, then we had mobile phones, and then the cloud. Now we have AI. Artificial Intelligence. AI has been around for 30 years, but is currently growing rapid fire. Rudina Seseri, Founder and Managing Partner for Glasswing Ventures, explains the power of this booming technology.By d...