Webinar - 2019 FOX Global Investment Survey Highlights
Overview
One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019 Global Investment Survey. She will guide us through the survey results, including sharing family offices' allocations and 2018 performance, explore some of the newer ways that families are approaching constructing their investment portfolios, discuss more about the trend around values-aligned investing, and dive deeper as to how families are investing directly in operating businesses and real estate.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.
Speaker(s)
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Kristi is actively involved in development of all investment programming and the FOX Private Investor Council. Kristi 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 membership matters. Kristi also created the Wealth Management program at Stanford University and ran it for three years.
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Paulina Cromwell is a product manager at Family Office Exchange (FOX). She is responsible for client education, advisory, and research related to Impact Investing & Philanthropy. Paulina cares deeply about helping families align their activities with their values. She works with families to achieve their goals across the family enterprise, including charitable giving, impact investing, and business initiatives.
Prior to joining FOX, Paulina was a portfolio manager in the Family Office Investment Advisory Practice at Northern Trust. She worked with family offices and their foundations on investment strategy, asset allocation, portfolio construction, and manager selection. She also led the team that conceived Northern Trust’s Family Office Consulting business. Paulina began her career in Corporate Strategy, focused on the company’s M&A activities and the annual strategic plan with the Board of Directors.
Paulina received a B.S. Degree in Finance from Florida State University, with a Minor in History. She is a Chartered Financial Analyst® (C.F.A.) charterholder and a member of the C.F.A. Society Chicago. Paulina is also involved with several mentorship and financial coaching organizations throughout the Chicago area.