FOX Event Replay

Resource Search

A Mid-Year Economic Outlook
Publish Date

Eight years into the economic expansion a new administration is shaking it up in Washington and equities are near their highs. How should we be thinking about our investments? Are both equities and bonds expensive and how should that impact expected returns? Jason Pride, Director of Investment Strategy at Glenmede joined us to share his perspective on the economy, financial markets, and how investors should be positioned in light of the current environment.

The Importance of Strong Partnerships
Publish Date

The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face.

The Evolution of Alternative Investments: Adapting to Survive
Publish Date

In this session, originally presented at the 2017 FOX Spring Global Investment Forum, we will discuss the most important trends affecting the hedge fund and private equity industries, from the investors’ perspective. Goodbye 2 and 20, hello 1 or 30; changing the shape of feesHedge funds deconstructed: asset allocation revisited with low cost, liquid, alternative risk premiaCo-invest with me: the new landscape of customized investmentsNew thinking regarding return drivers in private equity: company selection, management alpha, illiqu

Assessing the Threat: Cyber Incidents and Identity Theft
Publish Date

As more and more of our daily tasks are accomplished in the digital realm, the possibility of a cyber incident and subsequent identity theft continues to increase. Understanding the potential impact such incidents can have on a family office or business is critical when determining how to deter such threats and mitigate identity theft. Watch this session and learn:

A Family Office Case Study: Evolving Servicing and Structure to Meet the Needs of the Family
Publish Date

As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Market Street’s early leadership, governance, and services to its current form as a shared family office and private trust company. Over the course of the webinar, they shared the benefits, roadblocks and considerations involved in the formation of a private trust company as well as the continued progression of client and family office services, both in depth and complexity.

7 Disruptive Trends in Private Wealth Management
Publish Date

Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.

Disruptions for Good
Publish Date

You hear it repeatedly, Millennials and Women are set to inherit $41T in the next 10 years. What does this mean to your practice? What needs to change? What tools do you need and what resources are out there to meet new demands for investment with conscience? How can a thoughtful, perhaps slow, ethical approach align with the super-efficiency of robo-advisors and algorithmic trading platforms? What will it take for you to earn trust?

Discovering How and Why Your Natural Advantage of Persuasion Matters Most During Disruptive Times
Publish Date

What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insights on a new way to measure how people perceive your personal style of communication through the following: