Search Results

Join the Tsotsorkov family’s journey over the decades, from its entrepreneurial roots going back 250 years to its modern-day enterprise. Gen 2 family leader, Dimitar Tsotsorkov, shares the story of, and learnings from, the family’s recent efforts to capture and codify the unique values that have shaped the enterprise family and its ecosystem throug...

Once the family enterprise is clear on which values it aims to preserve, the next step is to integrate and execute those values in an intentional way. Enter: The B Corps. Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. Join this session to learn how one family office achieved B Corp...

Role definition and preparation is a common challenge for families looking to integrate rising family members into the enterprise. Solving this challenge leads to higher rising gen participation and increased in-law engagement within the family. Using competency-based assessments, families can predict the success of family members in specific roles...

Oftentimes, families struggle with a sense of fear and lack the clarity needed to address complexities of navigating change and growth. In this session, participants will learn an easy-to-implement framework on how to develop a greater sense of positive influence within the family system. Through an experiential learning process, you will gain conf...

This session will address how to make family capital and family investment teams competitive with outside investment enterprises. Sean Mooney, Founder and CEO, BluWave Moderated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX

As private equity (PE) fund managers and portfolio companies look ahead in 2024, they anticipate a changing exit landscape, hurdles in meeting their investment theses, and ongoing talent obstacles. To meet the inevitable dealmaking challenges (and opportunities), there are 5 PE trends to keep in mind: (1) the ramifications of the U.S. presiden...

Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But with more than 14,000 family offices across the globe facing new challenges and complexities, raising concerns about whether their operating model is providing the transparency a...

At its core, a mission statement serves as a compass, continually steering an organization or business toward their goals. For the families who undertake the process of creating a mission statement, it provides a similar and essential navigational tool. To be successful, however, the mission statement must resonate and mean something to everyone in...

While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investm...

After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance. We analyze the trends that shaped the past year and look at the top seven bold predictions that will impact the technology industry. Be prepared for new prior...

Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

Amid an increasingly volatile macroeconomic and geopolitical landscape, the private equity (PE) sector faces mounting challenges across the deal lifecycle—from fundraising to deal execution and exits. In turn, PE sponsors are seeking strategies to extract increased value from portfolio companies beyond the traditional cost cutting exercises. One un...

Fundamental equity long/short (ELS) strategies have faced challenges since the Global Financial Crisis in 2008, but the tide may be turning. The recent increase in cash yields and higher equity dispersion create a more favorable environment for the short book and will offer opportunities for managers to distinguish themselves. Moreover, with equity...

2025 stands at a crossroads. In the prior year, nearly half of the world’s population across more than 70 countries participated in national elections, artificial intelligence gained considerable traction in the marketplace, and several banks initiated a synchronized interest rate-cutting cycle. Each of these developments alone creates a complex la...

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...