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10351 results found
Breakout B: The Three L’s of Portfolio Construction: Liquidity, Liquidity, Liquidity
Publish Date:
Mar 14 2019

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...

Investing in Opportunity Zones
Publish Date:
Mar 13 2019

Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley JessenThis session will discuss Opportunity Zones, an economic development tool designed to stimulate economic development and job creation in economically disadvantaged communities throughout the U.S. Taxable investors have shown strong interest in the potential for ...

Breakout 3: Navigating the Landscape of Investment Advice
Publish Date:
Mar 13 2019

Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office ExchangeThis session will explore the landscape of strategic investment advisors and explain how families and family offices utilize different advisory models. We will compare business models (levels of...

Crashed: How a Decade of Financial Crises Changed the World
Publish Date:
Mar 13 2019

Adam Tooze, PhD, Author, Professor of History and Director of the European Institute, Columbia UniversityThe financial crisis of 2007-2008 was perhaps the most dangerous moment, not just in the history of the U.S. economy, but in the history of the Western world. Ten years later we can still feel its reverberations. Historian Ad...

Breakout 1: Models for Family Direct Investing and Key Governance Considerations
Publish Date:
Mar 13 2019

Nate Hamilton, CFA, Advisory Board Member, Family Office ExchangeFamilies have a history of building successful operating businesses, and many seek to reenergize the wealth creation engine for later generations through direct investments in operating businesses. In recent years, there has been increasing interest among fami...

Breakout 2: A Private Investment Action Plan
Publish Date:
Mar 13 2019

Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3LimitedGiven where we are in the private equity cycle, family office investors need to take a hard look at their private equity portfolios, both funds and direct investments. With the illiquid nature of this high risk and high return as...

Breakout 4: Hiring and Firing Investment Managers: Lessons from the Field
Publish Date:
Mar 13 2019

Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.Selecting good investment managers is challenging but knowing when and why to fire a manager is equally as important. In this session, we will discuss a disciplined approach to ongoing manager evaluation that can be used to increase the odd...

2019 Cybersecurity Outlook
Publish Date:
Mar 06 2019

Almost every day there are stories in the news about another security breach, another fraud warning, or another regulatory fine for lack of security. Join us as we highlighted the top 10 IT security gaps and what you can do about them. In this session, we discussed the real cybersecurity threats today, explained in plain English how they work and w...

Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through
Publish Date:
Feb 27 2019

This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we walked through the private investment management factors and decisions which, based on economic and PE industry history, ...

2019 Estate Planning Update
Publish Date:
Feb 06 2019

It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients....

2019 Economic Outlook
Publish Date:
Jan 09 2019

With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede shared his 2019 themes alongside perspec...

Fine Art Collection Care: Risk Management, Insurance and Claims
Publish Date:
Dec 12 2018

Many people collect artwork for the joy it brings them, while others also focus on the investment angle of their collection. In both cases, collectors should ensure their insurance program and risk management advice aligns with their collecting goals, as well as their estate plans. In this session, we explored how to ensure your insurance policy mi...

FOX Hot Topic Webinar: Opportunity Zones
Publish Date:
Nov 28 2018

Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds. In this ...