Family Office CIO Panel: Preparing for an Age of Change | 2024 FOX Global Investment Forum

We will close the day with a forward-looking session featuring three young CIOs shaping the investment strategy of their respective family offices. We’ll address alignment of the family’s objectives with investment strategies to properly account for the liquidity, total return, and risk goals. Guests will share where they see the most attractive investment opportunities and why, managing family stakeholders and internal decision-making frameworks, succession planning, and perspectives on technology integration, deal sourcing and risk.

Rostam Zafri, CIO, Sage Hill Investors 
Dave Furneaux, Founder, BlueIO
Rosemary Sagar, Chief Investment Officer, Sagar Family Office