The next generation of venture capitalists come from more diverse backgrounds, and are known for investing early in founders making waves and disrupting industries. In this session, you’ll meet some of the most sought after VCs in early stage investing and the founders they have funded. We will highlight investors and entrepreneurs in artificial intelligence, health science and other areas.Panelists:Sara Deshpande, Partner, Maven VenturesTammy Sun, CEO, CARROT
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The panel will explore the latest thoughts on the use of less correlated investments in portfolio construction. As correlations are notoriously unstable, what strategies may be able to provide less correlation to U.S. equity markets, without giving up too much upside in a long-lasting U.S. equity rally?Panelists:Incorporating Options: Robert Gordon, President, Twenty-First Securities Corporation
The increasingly unforgiving nature of public equity markets, coupled with the continued evolution and growth of private investment markets, is making it easier for more companies to stay private. As a result, investors seeking to capture the full range of investment opportunities across the U.S. economy have little choice but to increasingly pursue private investments. This session delves further into this trend and discusses how investors with the ability to accept illiquidity may reap the benefits for their portfolios.
The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.
Investing is often focused on the shorter term. Only a few investors, with long-term capital, longterm incentives, and a long-term perspective can participate in long-term Thematic Investing: investing that is driven by the power of technological, demographic, and social/political change. We will explore some of the metrics that are driving Cybersecurity, Robotics, and the Internet of Things as long-term investment themes.
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In this annual session, we discussed the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks. Furthermore, we explored equity valuations and take a critical look at the underlying assumptions that lead to conclusions of over or under-valuation.
As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC led participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heckerling Institute on Estate Planning.
2017 FOX Family Office Design WorkshopNovember 14-15, 2017The Gleacher Center | Chicago, ILVideo #1: Welcome / Overview
2017 FOX Family Office Design WorkshopNovember 14-15, 2017The Gleacher Center | Chicago, ILVideo #2: Governance & Oversight