Investors have been moving significant capital out of active long-only strategies due to the relatively small number of active managers that outperform the passive benchmark over time, especially relative to their fees.
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It’s a big wide world, full of perils for investors and, for that very reason, replete with opportunities, especially for those who have carefully pondered whether and to what extent the past is a reliable prologue to the future. This session will outline a framework for assessing boundary conditions confronting long-term investors circa 2017, and suggest specific strategies and tactics for preserving and enhancing real wealth in coming years.
Transitions in the Family
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Originally presented at the August, 2017 FOX Regional Member Briefing in Chicago, IL.Presenter:Rhona E. Vogel, CPA, CEO and Founder of Vogel Consulting
Companies devote significant time and attention to managing underperforming employees. This often leaves top performers feeling neglected and unappreciated. In these situations, appropriate talent strategies must be utilized in order to prevent unnecessary turnover. In this webinar, we will explore best-practices involving: Motivating Top PerformersStrategic RetentionStay Interviews
Navigating the Healthcare Marketplace
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Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer
Venture Capital: Frothy Markets?
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With the impact of emerging technologies such as artificial intelligence and blockchain imminent, and innovations in healthcare and energy continuing to reshape our lives, many view these trends as promising opportunities to invest through venture capital. At the same time that there is great interest in venture-backed innovation, valuations are very high and there are few exits. In this session, David York of Top Tier Capital Partners provided an update on the state of the venture capital market and covered performance, fundraising, v
FOX 2017 Financial Executives Forum Digital Binder
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Tax and Estate Update
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In what is frequently our most popular Forum session, experts will share the latest income tax and transfer tax developments that family office executives need to watch for in 2017 and beyond. Our speakers will comment on the possible significant tax law changes on the horizon, including any specific tax bills that are proposed by the time of the session. Recent judicial decisions and regulatory developments also will be discussed.
The Journey of the Family Office: A Formulated Approach to Modernizing Business Processes
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Briar Hall, a longtime FOX single family office member, has embarked on a journey to review business processes for all critical functions within the office. All Briar Hall offices start with a carefully formulated approach to each function, but things change - employees change, family member needs change, and soon the process either doesn't look like it did originally or the process itself has changed or needs to change.