At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join the FOX community’s most sophisticated private capital investors as they explore and share best practices, market insights and private investment opportunities.
This forum provides an opportunity to connect with likeminded peers for a meaningful exchange of ideas and discussions about how to navigate the constantly evolving world of investing.
“This is a great opportunity to learn what other investors are thinking about the current investment environment. Well worth the time to learn from individuals and companies that have the experience to take your investments to the level you aspire to” – 2021 Forum Attendee
What to Expect
Attendees will...
Hear opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure
Listen to stories of recent portfolio reconstruction including renegotiating debt to managing the expectations of future generations
Learn how to make practical decisions in relation to evaluating, hiring, and monitoring investment managers
Discover which cutting edge, ‘frontier’ industries they should consider to ensure next-gen wealth creation
Understand how to protect a real estate portfolio, increase real estate exposure, and identify which sub-asset classes can meet objectives
Discover private investment deal opportunities relating to real estate and ‘frontier’ industries
Learn how to compete for deals with funds from outside investment enterprises
Hear how to develop a framework for investing in ESG
Understand the risk of investing in China long-term, including what is and isn’t avoidable
Who Should Attend
Registration for this event is for family office members of FOX. FOX advisor members may send an appropriate senior-level investment person.
Please note that forum credits or a registration fee will be required to attend in-person. Additional discounts are available for multiple members of your family or firm to attend in-person. Please contact your relationship manager or events@familyoffice.com for more information.
For questions regarding in-person attendance eligibility please contact your relationship manager.
All FOX members may attend virtually, with unlimited attendees from your family or firm.
Please note qualified non-member family prospects may attend this event. Please contact FOX for more information.
In-Person Pricing - Online registration to attend In-Person is now closed. If you would like to attend In-Person, please contact us at events@familyoffice.com.
Member
Individual Attendees
Forum Credit or $2,500
Multiple Attendees
from the same family
Forum Credit or $2,250
Virtual Registration
Members opting to attend virtually may do so by clicking the Credit Card option below. You will not be asked for a credit card at the end of registration, the system only needs a payment option selected in order to proceed.
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
This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it.Cortney Liddiard, Chief Executive Officer, Ball VenturesAllen Morris, Chairman and CEOModerated 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,