Economic and Political Trends

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Q1'24 Member Town Hall
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Join FOX for our first quarterly town hall of 2024, hear the latest news about FOX membership, new and helpful services and benefits for members, and FOX leadership observations on our community and our industry. Most importantly, please join us to ask any questions or share any thoughts and feedback pertaining to FOX membership, services, benefits, and activities. This is a great opportunity to create a regular and open channel for communication with the FOX team and your fellow FOX members.

Public Webcast: The Future of Family Wealth
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The future is now and with it we are seeing many changes – for family members, for the family enterprise and family office, and for the external wealth advisors the family relies on. The transformation will be predominantly philosophical and cultural, resulting in a sweeping paradigm shift that will deliver better balance between managing the family’s financial capital and nurturing the family’s other capitals – especially its human capital and the well-being of all its members.

Industry Founders Panel: The Evolution of Family Wealth, Part 1 | 2023 FOX Family Forum
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For nearly 40 years, the pioneers of the family wealth profession have been working with family leaders and family office executives to help their families manage and grow their enterprises, strengthen their family systems and well-being, and deliver a positive impact on their communities and the world. For the first time ever, FOX will gather on the same stage the five most prominent and iconic founders of the family wealth field.

Virtual Fireside Chat: The Road Ahead for Global Investing | 2023 FOX Global Investment Forum
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Join an experienced global macro investor for a fireside chat exploring the global macro investing environment at large. Understand which hedge fund strategies performed best in 2022 and further, which strategies are best poised to perform well in a period of high volatility and uncertainty, and how these strategies should be deployed within family portfolios. Joe Dowling, Global Head of Blackstone Alternative Asset Management (BAAM) Moderated by Nate Hamilton, Vice Chair, FOX

2023 Global Macroeconomic Outlook | 2023 FOX Global Investment Forum
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We kicked off the 2023 forum with Jeff Kleintop, Charles Schwab's Chief Global Investment Strategist. Jeff lead us through the ever-changing landscape of global economies, economic trends, and a cadre of other influences impacting family office investors. Explore and understand influences from inflation, global recession, and war in Europe to other key components impacting future risks and opportunities.

Examining the Impact of Fundamental Global Investment Themes | 2023 FOX Global Investment Forum
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Panelists discussed two highly relevant post-pandemic investment themes, Supply Chain and Energy. Join industry experts as they walk through the current state of these highly disrupted industries, key drivers and pitfalls impacting potential investment opportunities, and where families could find long term potential and harness these disrupted and dynamic industries.

Family Office Chief Investment Officer Perspectives: Investing Globally | 2023 FOX Global Investment Forum
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Join Miguel López de Silanes Gómez as he explores how dynamic global markets and geo-politics have impacted global family office CIO’s from around the world. Learn how panelists navigated 2022 through both their local and regional investing lens as well as beyond their respective borders. Learn what is shaping their thinking and better understand where they see risk and opportunity.

2023 FOX Foresight - Fireside Chat with Ray Dalio
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FOX CEO Peter Moustakerski sat down for a video interview with long-time FOX member Ray Dalio. He is the founder of Bridgewater Associates, the world’s largest and most successful hedge fund. Ray is a legendary investor, global macro innovator, thought leader, and best-selling author of several books. During the fireside chat, Peter and Ray talk about the current financial and geopolitical cycles, and the various ways families and their enterprises can navigate the uncertainties and seize the opportunities of the current macroeconomic conditions and trends.