Growth is at the top of the menu for finance leaders as Grant Thornton’s CFO survey shows that the uncertainty associated with the U.S. election in 2024 has given way to unrestrained optimism about the U.S. economy and meeting business goals. Other results from the survey were broadly aligned with high growth expectations—and with the transformation to an increasingly digital landscape that has been a focus for CFOs for the past few years. As CFOs look ahead, the environment appears to favor investment in growth.
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The expectations of an economic soft landing and favorable equity market in both 2023 and 2024 were possible due to the positive underpinnings of a healthy labor market, falling inflation, and a Fed pivot to rate cutting. In 2025, however, expectations are higher, policy shifts are underway, and several new factors that include tariffs, trade wars, budget deficits, long-term interest rates, and stock market valuation are primed to collide.
FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX Global Investment Survey Uncover upcoming trends for the market in 2025 Examine case study examples to further uncover opportunities for 2025 Nick Rhoads Board Chair, FOX
Large transactions have increased as real estate megafunds place bets across real estate sectors and investors bet their capital on the operational knowledge of seasoned fund managers. But it’s not all about megafunds—middle market funds will also be taking advantages of opportunities in the marketplace where rates are normalizing and repricing is becoming clearer. For families seeking new investment strategies to increase their cash flow and achieve long-term appreciation, more investments in real estate makes sense.
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies to adapt to these changes.
The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies to adapt to these changes.
This session will begin with an introduction to the investment migration industry and current wealth migration trends. Henley & Partners, the global leader in residence and citizenship by investment, will then outline the key differences, primary drivers, and benefits of alternative residencies and citizenships, explaining how wealthy American and international families are turning to these programs to hedge against geopolitical risk and create a plan for future generations.
Byron Trott, Chairman and Co-CEO of BDT & MSD Partners and long-time advisor to business owners and private families, will join Nate Hamilton in a discussion on the landscape of private family capital in 2024 and the trends shaping the distinct needs of business-owning families and long-term investors.
As an asset class, the frontier markets present unique opportunities and a diversification that is not very correlated with other risk asset classes such as equity. In this video, learn from William Blair & Company on why there is potential value in investing in frontier markets, both on a standalone basis or as part of a more diverse portfolio.
For leaders of founder-owned businesses, raising significant capital without relinquishing control can seem challenging. But investors focused on non-control transactions are becoming more common. Non-control-oriented funds have boomed, fueling demand for minority recapitalizations and enabling business owners to maximize the valuation of their company without selling control. As owners begin to approach this market as part of their business strategy, they should think about what makes an optimal partner for their businesses as there are many to choose from.