In this 2012 Financial Executive Forum panel discussion, Bonnie Gauger of Johnson Keland Management and Shannon Zur from Vogel Consulting provided the contrasting human resources perspectives of a single family office and of a department in a multi-family office.
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In the wake of the financial crisis and an uncertain economic outlook, it is timely to think afresh and evaluate new approaches to investing. Dr. Sam Thomas, professor of banking and finance at the Weatherhead School of Management, Case Western Reserve University, discusses what the changing ‘architecture of global commerce’ means for asset allocation and how families need to be thinking about portfolio risk at the 2012 Global Investment Forum.
In spite of government intervention, economic recovery in most developed economies remains anaemic and equity markets volatile. At the same time, the emerging markets continue to surge. This keynote address given at the 2012 Global Investment Forum by a respected investment strategist examined the structural forces that are reshaping the investment landscape and addressed the optimal investment strategy for families in the short and long-term. Key areas of focus:
The emerging markets have increasingly become a motor of global economic growth as western economies languish. This 2012 Global Investment Forum session examined several key questions. How should families evaluate the relative attractiveness of the emerging markets (BRICs, Next-11)? What portion – or a lower and upper range - of an overall portfolio may families wish to allocate to the emerging markets? Which asset classes afford the best risk-adjusted returns (public vs. private equity funds, direct, fixed income, distressed assets, commodities, etc.)?
At the 2012 Global Investment Forum, this expert panel examined opportunities linked to increased interest in asset classes – direct investing, distressed assets and global fixed income – resulting from disjuncture in the world economy, the current financial crisis and its longer-term aftermath.
All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparalleled client experience. The steps themselves are straightforward but their execution is not. The timing, combination and sequence of their implementation are what elevates a company from another competitor to a market leader.
Many clients and their advisors are holding their breath waiting to see whether the November elections will provide greater clarity as to the future legislative environment for wealth-owning families. This 2012 Wealth Advisor Forum session examined the interrelationship of politics and economics, particularly effects on individual investors. By outlining and exploring different potential scenarios, you can better prepare yourself and your clients for managing the uncertainties that lie ahead.
What does the global family wealth market look like? Where is it expanding or contracting, and where are the greatest areas of concentration and, thus, the greatest opportunities for UHNW service growth? From this 2012 Wealth Advisor Forum presentation, gain an understanding of global family wealth demographics as well as insights into how three paradigm shifts are driving significant change in this market. In addition, learn how to leverage and apply this market sizing knowledge to better refine business development and marketing strategies.
We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture every opportunity to form powerful partnerships that have lasting business and personal benefits. Using examples filled with inside tips and techniques, Ms.
Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their operational complexity and deliver topflight service without sacrificing margins.