Ray Dalio, founder of Bridgewater Associates, will sit down for a conversation with FOX CEO, Peter Moustakerski. A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine.
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Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments.Hester M. Peirce, SEC CommissionerPeter Moustakerski, CEO, FOX
Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US between the fed, inflation, a looming recession, and the labor market. Raoul will also share his thoughts on the impact of the war in Europe, and the convergence and adoption of technology, including Blockchain and the tokenization of assets.
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.
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 BankModerated by Jonathan Tunner, Director, Private Investment Opportunities, FOX
Panelists will discuss common transitions impacting ultra-high net worth families and their family offices that often trigger portfolio changes. The discussion will center around the why, the how, and the final results. Everything from changing priorities to renegotiating debt to managing the expectations of future generations, will be discussed.
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
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
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