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The ten highest rated FOX webinars of 2018 are available to view on demand. Click the links for each webinar below to view the replay: Investment Outlook: Are Markets Set to “Peter” or “Pan” Out?Speaker: Larry Adam, CIO - Americas and Global Chief Investment Strategist – Deutsche Bank Wealth Management2018 FOX Global Investment Surve...
The ten most popular FOX blog posts of 2018 are available below. Click the links for each blog post below to view the content: 10 Reasons to Start a Family OfficeAuthor: Alexandre Monnier, President, Family Office Exchange“Profits Interest” Structure Approved for Family OfficeAuthor: Sean Cook, Partner, Warner Norcross + Ju...
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OverviewThe 2019 FOX Global Investment Forum brought together the most sophisticated investors of private capital across the FOX community, as family offices forge a distinct approach to their investing in the midst of market uncertainty. At our recent sold-out 2019 FOX Global Investment Forum, more than 125 investment leaders came together fr...
Crashed: How a Decade of Financial Crises Changed the WorldPresenter: Adam Tooze, PhD, Author, Professor of History and Director of the European Institute, Columbia UniversitySession Description: The 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 Weste...
Breakout 1: Models for Family Direct Investing and Key Governance ConsiderationsPresenter: Nate Hamilton, CFA, Advisory Board Member, Family Office ExchangeSession Description: Families have a history of building successful operating businesses, and many seek to re-energize the wealth creation engine for later generations through direct invest...
Breakout 2: A Private Investment Action PlanPresenters: Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3LimitedSession Description: Given 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...
Breakout 3: Navigating the Landscape of Investment AdvicePresenter: Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office ExchangeSession Description: This session explored the landscape of strategic investment advisors and explained how families and family offices utilize differe...
Breakout 4: Hiring and Firing Investment Managers: Lessons from the FieldPresenter: Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.Session Description: Selecting good investment managers is challenging but knowing when and why to fire a manager is equally as important. This session explored a disciplined approa...
Investing in Opportunity ZonesPresenters: Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley JessenSession Description: This session explored Opportunity Zones, a tool designed to stimulate economic development and job creation in economically disadvantaged communities throughout the U.S. Taxable investors have shown strong int...
Breakout A: Managing Legal and Structural Issues of Co-InvestingM. Machua MillettPresenters: M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, ProskauerSession Description: Co-Investing can be a great way to maximize investment leverage and return, but it can a...
Breakout B: The Three L’s of Portfolio Construction: Liquidity, Liquidity, Liquidity Presenters: Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeSession Description: Understanding the role of liquidity is critical to effective portfolio management. This session provided guidance on how to build investm...