Webinar - 2018 FOX Global Investment Survey Highlights

Overview

Wednesday, Apr 11, 2018 - 05:00am
Wednesday, Apr 11, 2018 - 06:00am

 

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler will join us as she provides highlights of what we learned in the 2018 Global Investment Survey.  She will share information on family offices' allocations and 2017 performance, take a deep dive as to how families are reconsidering traditional approaches to portfolio construction, discuss active versus passive investing for long-only strategies, and give information as to how families are investing directly in operating businesses.

 

 

 

 

 

 

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

 

Recommended For
This Webinar is programmed for the FOX Direct Investing and FOX Investment Networks but is open to all FOX Members.
[[{"fid":"32451","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false}},"attributes":{"style":"margin-right: 5px; margin-left: 5px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Kristi Kuechler, Managing Director, Investor Market

Kristi Kuechler is the President of the FOX Private Investor CenterTM and the moderator of the FOX Private Investor Council. Kristi has opened the West Coast office for FOX and is based in San Francisco.

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.

Kristi has a bachelor’s degree from University of California-Davis, and a masters in educational policy from Stanford University.