Economic and Political Trends

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Street Smarts: The China Edition
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President Joe Biden’s executive order targeting U.S. investments in certain industries in China has raised questions about its impact on global markets and investment portfolios. In examining its potential effects, NEPC’s Senior Investment Director, Jennifer Appel, shares her insights on what the executive order means for investors. She also provides perspectives on Chinese private markets, China’s debt levels, the high unemployment rate and uncertain economy, and the long-term views on investing in China.

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

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 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.

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.

Is It That Time Already!? Reflections on Year-end Tax Planning: US and Canada
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Year-end provides a chance to review your tax situation to mitigate liabilities and leverage opportunities. Join FOX for a panel discussion on important items that US and Canadian taxpayers and their advisors should consider. This year, potential changes in tax laws, rising interest rates, and a challenging financial environment are all creating considerations to keep in mind. Don’t miss this timely discussion.