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Investment Update, September 2016
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Now that school is back in session, it’s important for students to take stock of what they know as they embrace a new year of learning. It’s also a good time for investors to assess the events of the summer and make sure they are well-positioned for the future. In Jeff Mortimer’s latest Investment Update he reviews the events of the summer and discusses uncertainties related to Brexit, central bank policy actions and the upcoming U.S. presidential election in order to better prepare investors for what may lie ahead.

Breakout 1B - Venture Capital: De-Risking Early Stage Investments and Maximizing Returns
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Constance Freedman has invested in more than 40 technology companies and helped bring them to market by partnering with over 300 executives and corporations. Based on her extensive experience, Constance will lead an interactive dialogue highlighting venture strategies of several of the SaaS-based technologies in digital media, fintech, business services, big data and B2B investment in which she engages.

Breakout 1C - Water: The Resource Defining the 21st Century
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The water industry is among the world’s largest and most essential, yet water industry economics remain under-appreciated and largely misunderstood by most investors. Water Asset Management's public and private equity water experience provides insights into an industry with exceptional long term growth drivers and pricing power. The discussion will focus on public and private equity investment opportunities in water companies and assets that provide returns, solutions and impact.

Emerging Markets
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The Rohatyn Group is a leading, specialized asset management firm focused exclusively on investing in emerging markets. It is Nick Rohatyn’s belief that successful investment outcomes in emerging markets require experienced, talented individuals utilizing local sources of insight and information.

The Science of Growth: Understanding & Improving Startups’ Probability of Success
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As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine and evaluate their ventures at each stage. This allows everyone upfront to be aligned about what leaders in the startup should be focused on and how to quantifiably measure their success. Sean's case based research resulting in his recently published first book, The Science of Growth, provides just such a framework for families.

The State of Social Finance in Family Offices
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Millennials and ultra-high net worth individuals are increasingly seeking to connect with and positively change their communities through investing, and the way capital is currently deployed can no longer support this need. Impact investing, a subset of social finance, represents a paradigm shift, allocating capital for measurable social and environmental impact while still seeking financial returns. It focuses on maximizing stakeholder value rather than concentrating exclusively on shareholder value—in essence, to “do well by doing good.”

Evaluating Private Equity Funds
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In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations. This session on due diligence of private equity funds will deepen participants’ understanding of the complex analysis that is needed to select fund managers with the greatest potential to effectively manage the capital entrusted to them.

Does Diversification Still Matter? As Much As Ever.
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Two harsh realities threaten to compromise most investment objectives: first, markets are unpredictable and, second, investors can sometimes be their own worst enemies. A well-diversified portfolio seeks the highest potential return while striving to manage a given level of volatility. Goals, markets, and circumstances are all fluid; even a well-diversified portfolio is only as good as it is current, so be sure to periodically rebalance your portfolio. As with any endeavor, the prospects for success improve with a plan.

Investment Update, August 2016
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Investors were recently challenged after the U.K. referendum on membership in the European Union (the Brexit vote). Although the polls predicted a tight race, the markets were signaling that a vote to remain would prevail. As the facts of the market changed, it was critical that opinions adapted to evaluate whether an investor was on track to reach his or her investment goals or if a change in route was in order. Without denying the longer-term ramifications of Brexit, there are strong supporting indicators that give confidence in the overall health of the global economy.

U.S. Equities Midyear Update 2016
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Equities ended the first half of the year wildly positive and remarkably resilient, with the S&P 500 having endured an approximate 10 percent decline in January and February to end the first half up 2.7 percent. The S&P 500 Index then reached a new all-time high on July 11. To a large degree, equities have begun the second half of the year priced to perfection. While the near-term risk profile of equities is elevated, the fundamental and macro backdrops appear supportive of equity prices.