What Now? The Economy, Investing, and Elections
 

Jeff Brown, Managing Partner, Political Economy, LLC, Board Chair, CFM Partners, Inc.
 

Covid-19 may accelerate the impact of several already evident trends in politics, the economy, and financial markets. Will economic concentration, along with wealth and income disparity, continue to grow? The U.S. and China were already battling over trade, but will how each handled the pandemic lead to a full-blown cold war? Will globalization reverse and what does that mean for public and private investors? How will the pandemic drive November’s U.S. elections?  Which industries and companies did the virus and lockdowns forever change? We will explore these questions and more during our virtual session.

Uncorrelated Strategies: Preparing for the Ride Ahead
 
Andrew Eberhart, Managing Partner, Wingspan Capital
Hans Vaule, CFA, CAIA, Managing Director, Cambridge Associates
Moderator: Charles B. Grace III, Managing Director, Family Office Exchange

 

During up markets, like those of the last 10 years, good returns can lull investors into a sense of complacency. But what are their exposures and strategies if markets head down or go sideways? What are the perceived marketplace risks and what questions should they be asking? Which lessons from the past are relevant and which aren’t? We'll dive into the value of uncorrelated strategies, with a look at alternative investments, including private equity funds and hedge funds. 

Stephen Martiros, Founder and CEO, Financial Building Blocks
Rudina Seseri, Founder and Managing Partner, Glasswing Ventures
 

In less than a decade, artificial intelligence (AI) has gone from a fringe research topic to a reality, revolutionizing industries across the sophistication spectrum. If you haven’t implemented AI yet, you soon will. So it’s essential you understand AI’s transformative nature, its real-world successes and future potential, and what sets companies that use AI apart. Rudina Seseri of Glasswing Ventures and Stephen Martiros of Financial Building Blocks will share perspectives on AI’s current trends, applications, and opportunities to drive productivity and reshape the world.

The Dynamic Ecosystem of Blockchain, Bitcoin, and Cryptocurrency
 

Thomas J. Anderson, Author, Money without Boundaries
 

New York Times best-selling author, and technology innovator Thomas J. Anderson will help you connect old currency ideas to new technologies. As billions of dollars pour into blockchain and cryptocurrency - with trillions more depending on the outcome - investors need to form their own conviction hierarchy around this emerging and dynamic ecosystem. We’ll explore the implications of, and use cases for these emerging technologies and currencies, and discuss the potential for a megatrend convergence. You’ll gain a greater understanding of the foundational concepts, as well as how future trends may affect industries, markets, government, and policy.

Vertical Approach to Venture Investing
 

Constance Freedman, Founder and Managing Partner, Moderne Ventures
 

Technology trends like AI, robotics, blockchain, and cybersecurity are poised to seismically change global industry, what is their true potential for investment impact? Constance Freedman will talk about assessing general investment strategies against large vertical opportunities, how you should think about true market sizes, which firms are most likely to succeed, and how an investor can add value and get involved. You’ll hear real-world examples of successful partnerships between family offices, corporations, and industry executives who have found unique investment opportunities and created meaningful value by applying a vertical approach to a general venture strategy.

Introduction to Day 4
 

Bill Sullivan, President, Family Office Exchange

The Emerging Influence of Social Impact Investing
 

Catherine Berman, CEO, CNote
Kristin Hull, Ph.D., Founder and CEO, Nia Impact Capital
Scott Saslow, Founder and CEO, ONE WORLD
  
As more investors align their investment strategies with their social values, considerable debates have grown too. Can impact investing deliver market-rate returns? What opportunities exist for investing in areas such as gender equality, climate, or a particular community? What practical steps have other family offices taken to realize competitive rates and achieve measurable social impact? Learn about the opportunities and challenges, as well as what’s happening across the social impact industry, during a “fireside chat” with two active social impact investors.