This session will focus on public (liquid) and private (illiquid) approaches to infrastructure investing. It will highlight risk factors as well as investment considerations and review deployment opportunities including fund-of-funds, direct private equity infrastructure funds and syndicated coinvestments in the infrastructure sector.
Risk Management
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One of the best ways to help ensure the safety of your family and friends while aboard your boat is to identify common maintenance items before they become a problem. And if your boat is hauled out for winter storage, there are important recommendations to follow to help ensure that your boat will be ready for safe and reliable cruising again next year. It is also essential to consider a marine survey. Having a periodic inspection by a qualified, independent marine surveyor is a critical part of all boat ownership, and is particularly crucial for aging, gasoline-powered boats.
The internet and connected devices are transforming the world, mostly for the better. But for all the advantages cyberspace brings, there are also growing risks for businesses and families, all of which are relevant for family offices. We’re all vulnerable, but wealthy families are particularly attractive targets in the eyes of cybercriminals. Learn how it's possible to manage cyber risks, while taking full advantage of digital technology.
Navigating the Healthcare Marketplace
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Originally presented at the July, 2017 FOX Regional Member Briefing in Philadelphia, PA.Presenter:Meg Bricker, Principal, Mercer
BREAKOUT A: State of the Art for D&O and E&O Insurance: Protecting the Family Office from Itself
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Management liability insurance such as Errors and Omissions Insurance (E&O) and Directors and Officers Liability Insurance (D&O) can help family owned businesses and senior leaders deflect many of the risks to which managers and fiduciaries are exposed. The risk scenarios are wide-ranging and in this session we’ll explore:
BREAKOUT D: Matters of Security: A Family Case Study
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In today’s ever-connected world, security threats continue to evolve while the sources of threats remain elusive and sophisticated. In this session, our security expert, John Lugiano, will share designs on systems and processes he has successfully implemented to analyze and mitigate personal, physical, and cyber-related security threats.
Don't Get Swiped: How to Minimize the Risk, Monitor and Manage the Damage to Protect Your Identity and Finances
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In this session, join best-selling author and identity theft expert, Adam Levin, as he provides you with the blueprint to navigate a dangerous digital world. Adam offers essential tools to minimize your exposure to fraud, strategies to monitor your sensitive personal and financial accounts, and solutions to manage the damage if you become the victim of an identity theft incident.
Originally presented at the June, 2017 FOX Regional Member Briefing in Boston, MA.Presenters:Mike Taylor, Deputy Chief Claims Officer, PURE InsuranceMatt Conway, Managing Principal, Conway Stoughton
Senior leaders increasingly take opportunities to sit on boards or serve as executives of outside entities. But while serving in that capacity, is an individual director or officer covered under his/her organization’s directors and officers (D&O) liability insurance policy? Although such opportunities may benefit all companies involved, it also raises significant liability issues. As a result, it is critical to understand how D&O insurance protects executives that serve on other companies’ boards.
Why Your Board Should Refocus on Key Risks
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Companies manage many risks, and it’s easy for boards to get bogged down discussing financial and compliance risks. But that can mean they’re not paying enough attention to risks that are truly critical, including cybersecurity that is continually evolving or threatening. Directors need to make sure they have an effective risk management (ERM) program and are focusing on the right key risks—the ones that could spell success or failure for the company.