One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruption in 2017 and beyond with a spotlight on:
FOX Event Replay
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New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare forthe many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredictable global environment in the groundbreaking “Strengthening the Partnership” research focusing on:
Voice of the Wealth Owner: Brains and Family Business - Active Research in Disruptive Times
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How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical supplies and solutions.
2017 FOX Global Investment Survey Highlights
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One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX Private Investor Center™ President, Kristi Kuechler joined us as she provided highlights of what we learned in the 2017 Global Investment survey of family offices around the world. She explored information on asset allocation and performance, an economic outlook and investment opportunities for 2017, active versus passive investing in long-only equity, data on benchmarking a global, multi-asset portfolio, and much more.
Elements of Sound Performance Management: Goal Setting, Performance Improvement and Performance Reward Systems
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Succession planning, development of the next generation, finding and keeping key staff members… all seem to be constant quests in the Family Office. In this session, we explored how to incorporate helpful goal setting principles in creating expectations for your staff and apply practical tips for providing effective performance feedback within your organization.
Family businesses thrive when collaborative learning and stakeholder engagement remain high. In this environment, resilience increases enabling all levels of the organization to assess threats and respond effectively to crises. Effective decision-making (growing assets, good outcomes) also develops in this setting, facilitating the development of a new generation of leaders ready for the demands of an ever changing business environment. Flourishing businesses, of course are challenged by changes in the external marketplace and competitive challenges.
It is widely accepted that asset allocation is the most important investment decision for a portfolio yet, in recent years, many Chief Investment Officers at large institutions are questioning the mainstream asset allocation frameworks. These CIOs recognize that investment portfolios today face an elevated risk of bad investment outcomes, but existing frameworks may not be helpful to avoid big losses without lowering expected portfolio returns.
Known Knowns, Known Unknowns, Unknown Unknowns: Real Estate Investing in a Time of Uncertainty
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Real estate investing always involves the underwriting, pricing, and management of a number of risks. Many of these are local and asset-specific. But understanding the impact of macroeconomic, capital market, and demographic risks are also critical to successful property investment. There are times when economic and capital market trends seem relatively benign if not predictable. This is not one of those times.
Chasing Yale with a Vengeance
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This session will discuss one family office executive's experience running a significant trading portfolio targeting a double-digit return with minimal drawdown. The speaker will share some surprising observations as to what market opportunities family offices should be pursuing, and how they can best exploit their distinct “edge” in the pursuit of returns.
Breakout #2: What Would Yale Do if it Were Taxable?
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The session will present the investment and allocation practices from institutional investors but incorporate the critical element of tax management in seeking an optimal after-tax asset allocation. The session will analyze the approach used by the Yale Endowment through the lens of a taxable investor.