Sharing, documenting, and preserving family narratives are an important part of wealth planning and governance. This session explores how family histories can set a foundation for connection and continuity.Karen McNeill, PhD, Managing Director, Family History, Ascent Private Capital Management of U.S. BankModerated by Scott Winget, Enterprise Market Leader, FOX
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Many family businesses are undergoing or anticipating transitions, prompting the need for trusted advisors more than ever. This session features experts who have deep breadth of experience in helping families manage business transitions and the complexity that comes with them, including new liquidity, helping founders find their next purpose, and more.John Brown, Founder, Business Enterprise Institute Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation.Dave Mullen, Vice President, Silicon Valley BankModerated by Jonathan Tunner, Director, Private Investment Opportunities, FOX
This session will address how to make family capital and family investment teams competitive with outside investment enterprises.Sean Mooney, Founder and CEO, BluWaveModerated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX
Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asset analysis.Andy Rothman, Investment Strategist, Matthews AsiaIntroduced by Peter Moustakerski, CEO, FOX,
Welcome to the 2022 FOX Global Investment Forum.Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities
Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared.Timothy F. McCusker, FSA, CFA, CAIAPartner, Chief Investment Officer, NEPC LLCIntroduced by Miguel López de Silanes Gómez, Market Leader International, FOX
Panelists will discuss common transitions impacting ultra-high net worth families and their family offices that often trigger portfolio changes. The discussion will center around the why, the how, and the final results. Everything from changing priorities to renegotiating debt to managing the expectations of future generations, will be discussed.
It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfolio composition, and more.
Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives.Jeff Shulman, Managing Director, CIBCDaryl Shevin, CFO, 13th Floor InvestmentsModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX