2015 FOX Global Investment Forum Agenda

Accommodations | Speakers | Sponsors | Brochure Download

Thursday, September 10, 2015

8:00 am – Registration and Breakfast

8:45 am – Welcome and Introductory Remarks

9:00 am – Creating Greater Client Engagement in the Investment Conversation*

Speakers: Michael A. Cole, President, and Daniel J. Rauchle, CIO, Ascent Private Capital Management of U.S. Bank

Macroeconomic trends can shape the future for clients and their families and influence investment decision-making. Michael Cole and Dan Rauchle will examine the use of a framework—including five themes (political, demographic, social, environmental, and technological)—to establish an investment program and engage investment discussion with multi-generational families. These five components of a thematic investing approach and the rationale behind them will be explored and tied to “purpose” based investing and long-term investment plans of families. The session will focus on how to better engage clients in the investment conversation and the approach used by one advisor. Session includes Q&A with the audience.

10:00 am – Morning Break / Refreshments

10:15 am – One Family’s Perspective: Building a Vision for an Investment Program*

Speaker: Oakleigh Thorne, CEO of Thorndale Farm, LLC and Co-President of Blumenstein / Thorne Information Partners, LLC

Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversified investor in both public and private markets. Mr. Thorne will discuss building his vision for a substantial direct investing program, sourcing unique and interesting deals (such as Gogo Inflight Internet) and incorporating such a program into a family’s overall portfolio. Session includes Q&A with the audience.

11:15 am– Energy Opportunities: How to Make Money in Oil, Gas and Power Sectors*

Speaker: Stuart Porter, Founder and CEO of Denham Capital

Stuart Porter will discuss investment opportunities in energy such as oil and gas as well as renewables. Mr. Porter will talk about energy pricing and US shale production, the energy renaissance in North America versus conditions in the rest of the world, and the role of technology in the energy sector. In addition to more traditional energy sources, Mr. Porter will also address the opportunity around renewables. Bottom line, the session will focus on one question: How do you make money in energy? Session includes Q&A with the audience.

12:30 pm – Lunch

1:30 pm – Breakout Sessions / Interactive Peer Exchange – A Breakout 1-A Peer Dialogue: Strategic CIO Network (SCION) – families employing an internal CIO in their family office (Open to SCION network members only) Facilitators: Karen Clark, Managing Director of Councils, and Linda Shepro, Managing Director, FOX Breakout 2-A Peer Dialogue: External Investment Strategies Network (EISN) – families employing an external CIO or investment strategist (Open to all Family Office Professionals) Facilitator: Charlie Grace, Managing Director, FOX Breakout 3-A Impact Investing in the Family Office: Translating a Compelling Concept into a Sound Strategy * Speaker: Abigail Noble, CEO, The ImPact Breakout 4-A Key to Accessing Top Quartile Hedge Funds and Alternative Investments / Requisite Due Diligence * Speaker: B. Scott Reid, Senior Advisor, Thayer Street Partners

2:45 pm – Afternoon Break / Refreshments

3:15 pm – Second Breakout Sessions / Interactive Peer Exchange – B

Breakout 1-B

Peer Dialogue: Direct Investing Network (DIN) – families interested in non-fund private equity opportunities (Open to FOX Members)

Facilitators: Karen Clark, Managing Director of Councils, and Linda Shepro, Managing Director, FOX

Breakout 2-B

CIO Compensation Structures in Family Offices*

Speaker: Bruce Benesh, Partner-in-Charge, Compensation and Benefits Consulting; Global Mobility Services, Grant Thornton

Breakout 3-B

Hedging Private Investor Portfolios During Major Currency Swings*

Speaker: Mark Astley, CEO, Millennium Global Investments and Family Client Case Study

Breakout 4-B

Taking a 25 Year Time Horizon (Perpetual Capital) in Private Equity*

Speaker: George Loening, CEO of Select Equity Group and Praveen Jeyarajah, President, Astor Place Holdings

4:30 pm – Contrarian, Value Oriented Private Equity Investments*

Speaker: Wilbur L. Ross Jr., Chairman and Chief Strategy Officer, and Stephen J. Toy, Managing Director and Co-Head, Chairman of Investment Committee of WL Ross & Co.

Wilbur Ross and Stephen Toy will discuss the current investment climate and strategies for uncovering contrarian, value-oriented investments. This moderated “fireside chat” will focus on global macro themes as well as specific opportunistic investment trends. Session includes Q&A with the audience.

5:30 pm – Wrap Up and Key Takeaways

5:45 pm to 7:00 pm – Closing Networking Reception