Opportunities in Private Credit Moderator: Tod Trabocco, CFA, Managing Director, Cambridge Associates, LLC Panelists: Daniel Pound, Managing Director, Angelo, Gordon & Co.Michael Smith, Partner, Co-Head of Credit Group, Ares Management, L.P. Session Description: In this session, we discussed where we are in the credit cycle and how to...
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Riding Out the Storm: Tax Loss Harvesting in Volatile Markets Presenter: Paul Bouchey, CFA, Chief Investment Officer, Parametric Portfolio Associates, LLCSession Description: A turbulent market can increase the effectiveness of harvesting tax losses – if you have an active tax-management strategy – and stick to it. This ...
Integrating Direct Investments into Your Overall Portfolio Presenter: Lori D. Mills, CFA, Managing Director, Asset Consulting Group Joseph F. Nugent, Director, Asset Consulting GroupSession Description: As interest in direct investing among ultra-wealthy families continues to grow, so do the challenges. How do investors mainta...
Data Driven Impact: Measuring Social Impact and Investment Returns Presenter: Michele Demers, Founder & CEO, Boundless Impact Investing with Paulina Cromwell, Family Office ExchangeSession Description: Many family members and family offices are attracted to the idea of aligning their values with their investing. Yet many are con...
The Future of Currency: Risks and Opportunities in Cryptocurrency Presenter: Matt Hougan, Global Head of Research, Bitwise Asset ManagementSession Description: Cryptocurrencies like Bitcoin and Ethereum get headlines, but is there really any “there” there? This session took a hype-free look at what cryptocurrencies a...
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OverviewIn periods of rapid change, the risks can sometimes seem overwhelming -- whether geopolitics, industry and market disruption, technological change, or cybersecurity concerns. However, one of the unanticipated benefits of change is the silver lining of new opportunities. The key to success is having the tools to identify innovative possibili...
Growing a Resilient Family and Building a Sustainable EnterprisePresenter: Alexandre Monnier, President, Family Office Exchange Session Description: What makes a resilient family thrive and a sustainable family enterprise strong across the generations? Attendees were offered a deeper look at FOX’s approach to Enterprise Thinking and how ...
Every Generation is a First GenerationPresenter: Chris Stillwell, Chairman, Stillwell Family Enterprise Marianne Stillwell, Chairman, Stillwell Motor Group Session Description: Embracing an enterprise view, the Stillwell Family of Australia has guided their family enterprise through generational shifts spanning 67 years. With intent...
Managing the Unexpected Using an Opportunity and Risk Framework Presenter: Sara Hamilton, Founder and CEO, Family Office ExchangeSession Description: Provided a first look at the new FOX research on managing opportunities and risks in the family enterprise. This research focused on a process for the family to address future uncertainties,...
Global Risks and Your Risk Management Strategy Presenter: John Drzik, President, Global Risk and Digital, MarshSession Description: Each year, the Global Risks Report, published by the World Economic Forum at Davos, in partnership with Marsh & McLennan Companies and Zurich Insurance Group, is a critical guide to explore some of the ma...
Is Data the New Alpha? Presenter: Hardeep Walia, CEO, Motif InvestingSession Description: Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk examined the latest in...