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The private equity market is navigating through a period of volatility, driven by inflationary pressures, rising interest rates, and geopolitical uncertainties. While some regions, such as North America and Asia-Pacific, remain confident in the face of these challenges, others, particularly in Europe, are more cautious. Despite these regional diffe...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

FOX will review takeaways from the annual investment survey and expectations for risks and opportunities in 2024 & 2025. As a case study, we will also briefly review similar data from family offices in China and assess member sentiment as we close out 2024. Attendees will: Understand and walk away with key findings from the FOX&nbs...

Join 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

The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positiv...

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report...

This breakout session will expand on the methods introduced earlier, sharing specific tools and techniques that can help families get ‘unstuck’ and move their enterprises forward. The authors of Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations will highlight milestones that have helped families explain co...

FOX founder Sara Hamilton, together with Margaret Vaughan Cox, will describe what a complex enterprise family looks like and share a new framework, detailed in their recently published book, Build an Enterprise Family to Last: Proven Strategies to Thrive Across Generations, that distinguishes the Family Journey, the Enterprise Journey, an...

The good fortune of high productivity growth and a surge in available labor has propelled the U.S. economy, while other economies have been less lucky. A key risk to the U.S. outlook is the potential waning of the positive supply-side factors, though expansionary fiscal policy may cushion any negative impact on growth as the era of sound money...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...

In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.

Given the impact of the back-and-forth tariffs and the U.S. Department of Government Efficiency (DOGE), the risks of creating a bout of inflation or a bout of economic slowdown (or both) are very real. The uncertainty, market gyrations, and indications of a double-digit market correction at some point during 2025 are also creating tremendous angst....

Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets...

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Jonathan Tunner, Director of Private Investment Opportunities at FOX, and Scott Muench, the market leader for Financial Families at FOX will share the key themes that emerged from this year’s annual Global Investment Survey.