Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX
From potential family office regulations to the Corporate Transparency Act, it seems new proposed legislation impacting family offices will continue to emerge. This panel examines the legislative shift that is placing the burden on family offices as well as what the implications are to existing and future family office structures, compliance, priva...
Blockchain and digital assets are not going away and continue to intrigue. FOX’s Nate Hamilton shares what you should know about this rapidly expanding landscape. Nate Hamilton, Vice Chair, FOX
Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair...
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX
Welcome to the FOX Member Summit: Blockchain and Digital Assets Peter Moustakerski, CEO, FOX Nathan Hamilton, Vice Chair, FOX
The Corporate Transparency Act (CTA), designed to combat the use of shell companies for illicit purposes and increase ownership transparency in corporate structures, took effect on January 1, 2024. This update addresses how these CTA regulations will apply to corporate structures used in the mergers and acquisitions (M&A) transactions. In ...
The Senate Bill 54 (the “SB 54”) was signed into law in California and will take effect March 1, 2025 for all investments made during calendar year 2024. The law will require “covered entities” to report the demographic information of “founding team members” of all companies in which the covered entity has invested. The law is meant to address the ...
There’s a strong investor appetite for companies operating in the Education Technology (“EdTech”) industry, a diverse and fragmented sector standing at the intersection of education and information technology. This report explores some of the key themes in the EdTech sector and takes a closer look at the growth drivers, M&A activity and valuati...
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...
Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day. Join Pat Soldano, Family Enterprise...
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, ve...
Many institutional investors have shed their skepticism and are dipping their toes into the crypto market, adding exposure through crypto funds, futures, and other emerging investment options. However, the world of crypto investing is still relatively uncharted territory. It is important to understand what cryptocurrencies are before investing or a...
Single family offices should understand Lender Bagel structures and consider using them if they are not already. Knowledge of this structure has spread like wildfire since the landmark case, Lender Management LLC v. Comm’s. This article equips the reader with an understanding of the core principles of what Lender Bagel structures and how to investi...
In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.