Virtual AgendaTuesday, March 21, 2023All times listed in U.S. Central Time 9:00 amWelcome to the ForumJoin FOX team members for opening Forum remarks, updates on the year to come, and a sneak peek into preliminary Global Investment Survey results.David Toth, President of Membership, FOX 9:30 am2023 Global Macroeconomic Outlook...
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PresentersMatthew AndradeManaging Director, Public Investments, Werklund Family OfficeMatthew is the Managing Director, Public Investments at Werklund Family Office, a single family office based in Calgary, Alberta. Prior to that, he was the Chief Investment Officer at Canadian Family Futures Inc., Director, Investment Analysis at Kinnear Financial...
The Joule1530 Main StreetDallas, TX 75201FOX has reserved a limited number of rooms at The Joule at a rate of $309 per night plus applicable taxes. To obtain this discounted rate, visit THIS LINK or dial 214.748.1300 and reference the FOX Global Investment Forum.Forum attendees are responsible for making their own accommodation arrangemen...
What is your refund policy?To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as we are notified in writing at events@familyoffice.com.Attending the Forum In-Person:We will not require proof of vaccination or a negative test to participate in-person....
Thank you to our 2023 FOX Global Investment Forum Sponsors!Are you interested in sponsoring the 2023 FOX Global Investment Forum? If so, send an email to info@familyoffice.com.
Swissotel Chicago323 East Upper Wacker Drive, Chicago, IL 60601-9722, USAwww.swissotel.com/hotels/chicago/FOX has reserved a limited number of rooms at the Swissotel at a rate of $259 per night plus applicable taxes. To obtain this discounted rate, please contact the Swissotel directly at 1.888.737.9477 and mention the Family Office Exchange. You m...
Tuesday, June 20All times are U.S. Central Time 9:30 amWelcome to the FOX Technology Showcase 9:45 amPresentation: Eton Solutions - Leveraging AI for the Family OfficeAI is revolutionizing family office services by automating administrative tasks, improving decision-making, and enhancing security. Through automation, AI s...
FOX Staff HostKent LawsonChief Technology OfficerKent Lawson is the Chief Technology Officer at Family Office Exchange (FOX). With 25 years of experience as a leader in the wealth management industry, and a deep focus in technology for the family office, Kent’s expertise in consulting, project management, analysis, and...
Premier PartnerEton Solutions is a software and services company founded to handle the complexities of servicing ultra-high-net-worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manag...
FOX Technology Showcase Frequently Asked QuestionsAbout the Showcase Program:How many vendors will I be able to see at the Showcase?Please visit this page to see our participating technology providers. I would like to participate in the Showcase as a vendor, who do I contact?Please email Kent Lawson, Chief Technology Officer at klawson@fa...
Virtual AgendaMonday, July 10, 2023All times listed in U.S. Central Time 1:30 pmWelcome to the ForumScott Muench, Managing Director, Core Membership, FOXDavid Toth, President of Membership, FOX 2:00 pmBuilding a Last 8% Culture: Keep Your Best PeopleWith 40-70% of people contemplating leaving their jobs, the challeng...
In-Person AgendaMonday, July 10, 2023All times listed in U.S. Central Time 10:00 amRegistration Opens 10:30 amOptional Session:Developing the Family Advisor: A Learning Session to Explore FOX's Family Advisor Training ProgramCome to explore the program and engage with advisors who've already attended to hear their perspec...
Thank you to our 2023 FOX Family Office and Wealth Advisor Forum Sponsors! Premier Sponsor Yellowbrick’s mission is to serve as the national leader and resource for the psychiatric treatment of emerging adults. Yellowbrick has created a developmentally specialized, research-based clinical model that integrates cutting-edg...
PresentersBill BenjaminKeynote Speaker and Partner, Institute for Health and Human PotentialBill has a rare perspective – he has advanced degrees in Mathematics and Computer Science and has 25 years of real-world business experience as a senior leader. Bill is very authentic about the fact that he struggled early in his career as a leader when he ...
What is your refund policy?To ensure the most flexibility for our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as we are notified in writing at events@familyoffice.com.Attending the Forum In-Person:We will not require proof of vaccination or a negative test to participate in-person....