Private Conversation with FOX Thought Leader Community: 2013 State of Investments and Beyond
Overview
Thursday, May 16, 2013 - 12:00pm
Thursday, May 16, 2013 - 12:00pm
You are cordially invited to participate in a discussion of FOX investment survey results and unparalleled insights into the minds of the ultra wealthy. FOX will facilitate an online conversation about your feedback on the results of two recent investment surveys conducted to examine both ends of the market - self directed wealth owners with less than $100 M in investable assets and families with family offices and assets in excess of $100 M. We would like you to provide your comments on how these results line up to your clients' experience.
Join Charlie Grace, Senior Consultant at FOX, for an online learning experience that will speak directly to:
- Investment performance, asset allocation, and capital deployment trends
- Views on strategic opportunities and risk factors
- Investment decision making and use of external advisors
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Thought Leaders Council