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A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent shortages. According to Korn Ferry, it will impact growth for businesses and nations as soon as 2020. By 2030, there will be a...

Gone are the days of meeting a client for lunch, chatting about your offering, and closing the sale over dessert. Clients today look different from those of the past. They make networked purchasing decisions by committee, with diverse roles, interests, and backgrounds. With access to more information and a greater ability to share it, they demand v...

In this highly interactive and engaging professional development session, we will focus on communication and interpersonal skills that can be utilized to raise our self-awareness around behaviors and personality. By exploring these key skills, we will gain an understanding of how to better connect and interact with colleagues and clients.

Identifying the trends and issues with an immediate impact on families of wealth is a large part of our mission at FOX. We’ll explore what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, the shifting talent paradigm, and much more.

Women have become financial powerhouses exercising decision-making control over $11.2 trillion of investible assets. Women investors from inheritors and spouses to wealth creators and wealth owners are taking a more significant role in managing their families' investments in addition to their philanthropic endeavors. We are also in the midst of...

This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to addr...

Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LPInvesting late in the cycle in any asset class is a challenge, but investing in real estate has additional risks. Commercial real estate investors face disruption from e-commerce, work force automation, and co-working trends, among many others. Broader mac...

Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both...

M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, ProskauerCo-Investing can be a great way to maximize investment leverage and return, but it can also exacerbate risk exposures when things do not work out as planned for all co-investors. As family off...

Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how&nbs...