FOX Public Webinar: Family Offices Reassess Their Investing Approach in the Midst of Disruption
Overview
In this webinar, Kristi Kuechler of Family Office Exchange (FOX) explored many of the changes that family offices are experiencing and highlights recent FOX survey data as we discussed the potential implications of family offices, wealth advisors, and the investment management industry.
Family offices—tasked with the challenge of investing private capital for multiple generations—are reassessing many traditional approaches to building portfolios:
- Loss of faith in quantitative models
- The upending of conventional asset allocation approaches
- Continuing commoditization of long-only equity
- Looking "beyond" hedge funds for less correlated investments
- Rethinking private equity investing: returning to a wealth creation focus by building operating businesses