Breakout C: The Blurred Lines Between Active and Passive Presenters: Daniel Berkowitz, CFA, Investment Analyst, VanguardSession Description: Building on a recently published framework for combining active and passive investments in a portfolio, this session highlighted the case for indexing and utilization of active managers in portfolio ...
We have the answers
Search Results
Impact of Policy and Politics on Global Investment Markets Presenter: Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOSession Description: In this session, Libby Cantrill, the head of public policy at PIMCO, discussed global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democra...
Real Estate Investing Late in the Cycle: Opportunities, Risks, and Threats Presenter: Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LPSession Description: Investing late in the cycle in any asset class is a challenge but investing in real estate has additional risks. Commercial real estate investors face disrupti...
Family Office Panel: Forging a New PathPresenters: Ashvin Chhabra, President, Euclidian CapitalPeter Pauley, CFA, Founder and Chief Executive Officer, (qp) global family officesJuan Fernando Valdivieso, Managing Director, OLS CapitaModerator: Kristi Kuechler, Managing Director, Investor Market, Family Office ExchangeSession Description: A pane...
The Direct Investing Divide: How Family Offices and Institutional Investors Approach Direct Investing Presenters: Andrew Eberhart, Former Chief Investment Officer, Single Family Office Kristi Hanson, CFA, Partner, NEPC, LLCSession Description: As family offices move aggressively into the realm of direct investing, they are diverging ...
Enterprise Vision<script src="https://player.vimeo.com/api/player.js"></script>Best Practices for an Enduring Family EnterpriseRick Roeding, President of Summer Hill, Inc.How one family built an enterprise for future generations by being transparent, having patience, and focusing on values. This video covers six key Family Enterprise be...
OverviewThis 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. On May 1-2 in Dallas, nearly...
On the Minds of FOX MembersPresenter: Alexandre Monnier, President, Family Office ExchangeSession Description: This session explored 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, and the shifting talent paradigm. "We see fam...
The Growing Power of Women OwnersPresenters: Deborah Jackson, Founder and Chief Executive Officer, Plum Alley InvestmentsAndrea Turner Moffitt, Author, Harness the Power of the Purse: Winning Women Investors and Co-Founder, Plum Alley InvestmentAvril Westerman, Director of Investments, Westerman Interests, Inc. | Westerman Family OfficeSession Desc...
Team-based Selling: How to Win More Business by Selling Together Effectively Presenter: Michael Dalis, Author, Sell Like a Team, Managing Partner, DRIVE Sales Consulting, LLCSession Description: Gone are the days of meeting a client for lunch, chatting about the firm’s offering, and closing the sale over dessert. Clients today look ...
Sparking Effective Communication and Interpersonal Skills Presenter: Rebecca Bales, Global Partner, Lumina Learning USASession Description: In this highly interactive and engaging professional development session, participants focused on communication and interpersonal skills that can be utilized to raise self-awareness around behav...
Helping Families Navigate Opportunities and Risks in Uncertain TimesPresenter: Sara Hamilton, Founder and Chief Executive Officer, Family Office ExchangeVincent Hayes, Director of Membership Development, Family Office ExchangeSession Description: Major disruptions to the normal course of business are heading our way, and enterprise families wi...
Preparing for the Global Talent Crunch Presenter: David Satler, Senior Client Partner, Korn Ferry Session Description: 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 sho...
Trends in Integrated Wealth Advisor SelectionPresenters: Wally Head, Vice Chairman, Gresham Partners, LLCDrew McMorrow, President & Chief Executive Officer, Ballentine PartnersModerator: Charles B. Grace, III, Managing Director, Family Office ExchangeSession Description: This session looked at the wealth advisor selection process from the ...
Thematic Investing: Harnessing Artificial Intelligence and Data Science to Build the Portfolio of the FuturePresenter: Hardeep Walia, Founder and Chief Executive Officer, Motif Session Description: The premise of thematic investing is seductively simple. Markets over the long-term are driven by earnings growth and thematic investing looks...