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, CIBCDaryl Shevin, CFO, 13th Floor InvestmentsModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
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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 VenturesAllen Morris, Chairman and CEOModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
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.
As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits.
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared.Bill Barhydt, CEO, AbraModerated by Nathan Hamilton, Vice Chair, FOX
This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for.Patrick Corker, Vice President Finance, Treasury and Corporate Development, CircleModerated by Nick Rhoads, FOX Advisory Board Member
Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework.Michael Saylor, Chairman and CEO, MicroStrategyModerated by Nathan Hamilton, Vice Chair, FOX
Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse.Michael Novogratz, Founder and CEO, Galaxy DigitalModerated by Nathan Hamilton, Vice Chair, FOX
Sometimes, portfolios are so focused on returns that tax efficiency gets pushed to the back burner. But proposed changes to tax law under the Biden administration—and the related debates—have brought renewed focus to the tax impact of portfolio decisions. That makes now a good time to review some of key techniques to help manage your investment taxes.
Investment broker and manager fees are not always aligned with the value they provide. Given low prospective returns, fee awareness is more important than ever if investors are going to meet their investment objectives. Investors can use a simple, objective framework to determine if a manager’s fee is worth the value they add.