Monday, October 22

Monday, October 22

11:00 a.m. 
Maximizing Your Member Experience
Meet the FOX team and learn how to get maximum value from the educational and networking opportunities available to you during the next two days at the Forum and throughout your membership.
  
12:00 p.m.Family Office and Thought Leaders Coucil Welcome Lunch 
  
1:00 p.m.Opening General Session - Investing in Water for Global Protection 
  
2:00 p.m.Special Interest Session
At each Fall Forum, FOX provides an opportunity for deep focus on a few key topics by offering a choice of three-hour sessions. 
Please select one of the following sessions. All sessions run from 2:00pm – 5:00pm with a 30 minute break at 3:00pm
Private Family-to-Family Investment Opportunities:
In response to the uncertainty and volatility that have characterized the wealth owner’s investment experience in recent years, families are increasingly taking matters into their own hands. Families looking for ways to invest for themselves directly and with like-minded families are a prime example of this trend.
 
FOX Investment Deal Exchange Network
Linda Shepro, FOX Deal Exchange Network
For three years and counting, FOX has been providing a platform for families to learn about direct deals that their family office peers are sourcing and examine ways to actively collaborate on them. Find out what other families are working on and gain insight into their due diligence. Actual deals will be presented as live examples. 
 
Last Call at the Oasis- Movie
Facilitated discussion following movie
 
Communicating with the Next Generation
Greg McCann, Jill Shipley, and next generation panel 
 
  
5:00 p.m.Adjournment
  
5:00 p.m. NextGen Cocktail Hour
Global Cocktail Hour 
  
6:00 p.m.  FO/TLCs Dinner and Reception