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The Art and Science of Effective Talent Selection & Promotion
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People make the difference and getting the right talent in place is crucial for any organization. Indeed, in a family office, there is no place to hide. In this session, we focused on both the art and science of effective selection and promotion decision-making. We considered the role, related culture, and family expectations to develop a success profile. Guidelines for behavioral interviewing will be provided, along with common traps to avoid. The value of utilizing an external firm to support assessment, and the tools they draw on, will be considered as well.

Breakout B: The Three L’s of Portfolio Construction: Liquidity, Liquidity, Liquidity
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Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how to manage “capital in waiting” as you build out a private markets portfolio, among other considerations for liquidity management.

Breakout C: The Blurred Lines Between Active and Passive
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Daniel Berkowitz, CFA, Investment Analyst, VanguardThis session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperceptions around the active versus passive decision and explain factors that can help investors determine an appropriate mix between them.

Impact of Policy and Politics on Global Investment Markets
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Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both a policy and political lens – and discuss the ensuing potential effects on markets and their investment implications.

Crashed: How a Decade of Financial Crises Changed the World
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Adam Tooze, PhD, Author, Professor of History and Director of the European Institute, Columbia UniversityThe financial crisis of 2007-2008 was perhaps the most dangerous moment, not just in the history of the U.S. economy, but in the history of the Western world. Ten years later we can still feel its reverberations. Historian Adam Tooze will discuss the causes of the crisis and the political, economic, and financial implications for the present and the future of the U.S. and world economy.