Jonathan Tunner, Director, Private Investment Opportunities, FOXModerated by Tim Duffy, Esq., General Counsel, Manager of Strategic Partnerships, FOX
Investment Management
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Lessons Learned from a Successful Serial Investor
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Barry Dorfman, Founder and President, BLD Holdings, Inc.Moderated by Miguel López de Silanes Gómez, International Market Leader, FOX
Andy Gloor, Chief Executive Officer, Sterling BayChristopher Merrill, Co-Founder, Chairman, and Chief Executive Officer, Harrison StreetRich Ratke, Managing Partner, Walton Street CapitalModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
Brett Wayman, Vice President, Impact Investing, EnvestnetJoel Wittenberg, Former Chief Investment Officer, W.K. Kellogg Foundation
While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on hype instead of fundamentals) or older ones like tracking error, there can be plenty of confusion around the language of investing. For both new and experienced investors, knowing the language can make a world of difference to the success of a long-term investment plan.
2021 FOX Global Investment Survey Member Report
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The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report also includes how direct investing families were able to navigate through 2020 and how impact investing is gaining traction among ultra-wealthy families.
AI Automation – Investing in a Post-Pandemic World
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The pandemic has accelerated innovation – we have seen 10 years of digital transformation practically overnight, adding momentum to the AI wave. As companies become more digital, AI becomes indispensable in driving cost efficiency, productivity, security, and superior user experiences at scale. Now more than ever, it is important to understand the transformative nature of AI and automation, their real-world applications, and the competitive advantage they deliver.
As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the implications of business structures, the policies and legal agreements to implement early, and the accounting best practices for both personal and business finances.
Market Insights - Key Themes for 2021 and Beyond
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In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors