Investment Management

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The Changing Role of the Chief Investment Officer
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As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term success of the investment strategy—and therefore the long-term success of the family office as it continually evolves to meet its mission, goals, and objectives.

Undiscovered Opportunity and Risk: Frontier Investing Opportunities | 2022 FOX Global Investment Forum
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Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation. Dave Mullen, Vice President, Silicon Valley Bank Moderated by Jonathan Tunner, Director, Private Investment Opportunities, FOX

Looking East for Growth: Investing in China | 2022 FOX Global Investment Forum
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Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asset analysis. Andy Rothman, Investment Strategist, Matthews Asia Introduced by Peter Moustakerski, CEO, FOX ,

Case Studies: Navigating the Restructuring Process and Governance | 2022 FOX Global Investment Forum
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It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfolio composition, and more.

The Impact of the Evolving Investment Landscape on Real Estate | 2022 FOX Global Investment Forum
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Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives. Jeff Shulman, Managing Director, CIBC Daryl Shevin, CFO, 13th Floor Investments Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

How-To: Manage Real Estate Investments | 2022 FOX Global Investment Forum
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This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it. Cortney Liddiard, Chief Executive Officer, Ball Ventures Allen Morris, Chairman and CEO, Allen Morris Company Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX

Crypto Considerations
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The polarizing and often misunderstood cryptoasset landscape has grown exponentially in recent years. While there are substantial risks associated with these young assets, they continue to grow in importance along with its blockchain technology. This paper reviews some of the space’s pressing issues, considers cryptoassets in a portfolio setting, and offers some considerations of different implementation options.