Resource Search

The product director of Bloomberg’s operational risk division, Greg Larkin, shared the inside story on how and why Bloomberg added sustainability data to its terminals in this 2011 FOX Fall Forum session. Martin Whittaker discussed his work in bringing together family offices and some private investors who are interested in sustainable investing but do not want to sacrifice returns.

In this 2011 FOX Fall Forum session, the president and CEO of the Policy and Taxation Group discusses the latest legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealth owners.

While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.

Global investing can be particularly challenging due to issues of access, significant legal hurdles, and lower levels of transparency. The speakers in this 2011 FOX Fall Forum session discuss methods for identifying and evaluating new opportunities in private equity.

Although all investors now have a greater awareness of the need for a stronger due diligence process, it can be difficult to determine the best structure to put in place for thorough risk analysis, as discussed in this 2011 FOX Fall Forum session.

Every family office works with a variety of external advisors. In this 2011 FOX Fall Forum presentation, a multi-family office CEO and a single-family office CEO shared their perspectives on managing a family’s advisor ecosystem.

In this 2011 FOX Fall Forum session, key lobbyists and attorneys shared how the new SEC regulations apply to single family offices and outline options for offices that do not qualify for exemption.

To help families meet their philanthropic goals and make a measurable difference, in this 2011 FOX Fall Forum session the speaker recommends allocating charitable dollars much the way an individual would allocate investment dollars.

The speakers in this 2011 FOX Fall Forum session examine different approaches for compensating key staff members, with an emphasis on long-term, deferred structures.

This 2011 FOX Fall Forum session explored the link between family engagement and emotional stewardship. It also examined the role of education and communication in enhancing emotional ownership.