This session will focus on public (liquid) and private (illiquid) approaches to infrastructure investing. It will highlight risk factors as well as investment considerations and review deployment opportunities including fund-of-funds, direct private equity infrastructure funds and syndicated coinvestments in the infrastructure sector.
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BREAKOUT 2: Family Offices and Direct Investments: Due Diligence Best Practices and Costly Mistakes to Avoid
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What do families tend to underestimate or overlook in the due diligence process? A single misstep in understanding the market of the target business, in evaluating the sustainability of product-line and customer-level profitability, or in assessing and motivating the management team, can wipe out a generation of wealth.
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.
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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