How we think and feel impacts our health, decision making and actions. Learn from 30 years of research on how people react during times of adversity, and the most effective ways to cope and grow. You’ll gain insight into your personal resilience profile and discover how you can help others deal with the demands of this challenging time.
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Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation.Presenters:Thomas P. Melcher, Managing Director, Director of Family Wealth, GlenmedeJack Thurman, Managing Partner, BKD Family OfficeJohn Zimmerman, President, Ascent Private Capital Management of U.S. Bank
With almost all meetings now happening virtually, how are firms establishing and growing client relationships? Demonstrating your firm’s capabilities, better understanding client needs, maximizing touchpoints, and building deeper client relationships are all important client engagement goals. In this session, leading family learning and events professionals will share their successful strategies and activities to reinvent engagement activities, as well as tips and best practices to help you reinvigorate your own client engagement strategy.Presenters:
Technology trends like AI, robotics, blockchain, and cybersecurity are poised to seismically change global industry, what is their true potential for investment impact? Constance Freedman talked about assessing general investment strategies against large vertical opportunities, how you should think about true market sizes, which firms are most likely to succeed, and how an investor can add value and get involved.
In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Additionally, we explored the complex wealth advisor ecosystem and why finding the right partnership can be a game changer.
In less than a decade, artificial intelligence (AI) has gone from a fringe research topic to a reality, revolutionizing industries across the sophistication spectrum. If you haven’t implemented AI yet, you soon will. So it’s essential you understand AI’s transformative nature, its real-world successes and future potential, and what sets companies that use AI apart.
New York Times best-selling author, and technology innovator Thomas J. Anderson will help you connect old currency ideas to new technologies. As billions of dollars pour into blockchain and cryptocurrency - with trillions more depending on the outcome - investors need to form their own conviction hierarchy around this emerging and dynamic ecosystem. We’ll explore the implications of, and use cases for these emerging technologies and currencies, and discuss the potential for a megatrend convergence.
Covid-19 may accelerate the impact of several already evident trends in politics, the economy, and financial markets. Will economic concentration, along with wealth and income disparity, continue to grow? The U.S. and China were already battling over trade, but will how each handled the pandemic lead to a full-blown cold war? Will globalization reverse and what does that mean for public and private investors? How will the pandemic drive November’s U.S. elections? Which industries and companies did the virus and lockdowns forever change?
Identifying the trends and issues affecting families of wealth is a large part of our mission at FOX. We explored what’s top-of-mind for members through the latest results of our 2020 Global Investment Survey.Insights and Key TakeawaysWe are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into what these family enterprises are doing right now around investments.
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum was held in a virtual setting.