RECAP: 2019 FOX Spring Rising Gen Forum

Three Degrees of Engagement in Personal Investing 

Presenter:
Paulina Cromwell, CFA, Product Manager, Family Office Exchange
Jeffrey Dunn, CFP, Director, Client Advisory Team, Tolleson Wealth Management 
Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange 

Session Description: 

Participants had the opportunity to choose the session that best fit their level of knowledge to help them better grasp their individual and family financial picture and gave them hands-on strategies to apply their learnings. 

  • An introductory session focused on financial literacy, including: budgeting, banking and credit, taxes, and financial institutions.  
  • An intermediate session focused on investment strategy, including: establishing objectives, return and risk measures, defining asset classes, and setting asset allocation. 
  • An advanced session dove deeper into investment portfolio mechanics, with topics including: investment vehicles and management styles, factor construction, and liquidity management. 

 

“Found this to be a most beneficial topic."
- Session attendee
“I plan to distribute this to other members of my generation!"
- Session attendee
Key Takeaways:  
  • Skill levels and expertise were diverse across attendees with some focused only on their personal finances, others part of investment committees, and some as the primary investment decision-maker for the family.  
  • The prevalent theme that emerged was that attendees, regardless of role or expertise, felt they needed a minimum level of knowledge to be good stewards of wealth.  

  • Each session covered a wide range of investing-related information, too numerous to summarize here. Please explore the materials for the Introductory, Intermediate and Advanced session for additional details. 
     

VIEW THE PRESENTATION SLIDES >
(FOX Members only)