We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

1646 results found
Engaging with Purpose: Health, Wealth, Wellness
Publish Date:
Oct 27 2016

Many of us struggle to identify the ways in which we can affect change in the world. It is obvious and easy to some, yet daunting to others. This panel will explore insights to enlighten, educate, inspire and motivate the audience in the quest for living an engaged and purposeful life by sharing their own experiences philanthropic action prompted b...

Impact Investing Across Asset Classes: From Strategy to Execution
Publish Date:
Oct 27 2016

Impact investing is gaining significant momentum in the family office community, with families investing the majority of the more than $60 billion allocated to impact fund strategies. This three-hour seminar will provide a high-level overview of the key elements of impact investing for family offices across asset classes. Topics discussed will incl...

Private Equity - Is the Fun Over?
Publish Date:
Sep 28 2016

With record levels of dry powder, and a larger number private equity firms competing for deals, private capital markets have become increasingly efficient. In this session, we discussed whether there is still value to be had and if so, where and how families can access it.

Emerging Markets
Publish Date:
Sep 15 2016

The Rohatyn Group is a leading, specialized asset management firm focused exclusively on investing in emerging markets. It is Nick Rohatyn’s belief that successful investment outcomes in emerging markets require experienced, talented individuals utilizing local sources of insight and information. As such, the firm’s global network spans...

Breakout 1C - Water: The Resource Defining the 21st Century
Publish Date:
Sep 15 2016

The water industry is among the world’s largest and most essential, yet water industry economics remain under-appreciated and largely misunderstood by most investors. Water Asset Management's public and private equity water experience provides insights into an industry with exceptional long term growth drivers and pricing power. The discu...

Breakout 1B - Venture Capital: De-Risking Early Stage Investments and Maximizing Returns
Publish Date:
Sep 15 2016

Constance Freedman has invested in more than 40 technology companies and helped bring them to market by partnering with over 300 executives and corporations. Based on her extensive experience, Constance will lead an interactive dialogue highlighting venture strategies of several of the SaaS-based technologies in digital media, fintech, business ser...

The Science of Growth: Understanding & Improving Startups’ Probability of Success
Publish Date:
Sep 14 2016

As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine and evaluate their ventures at each stage. This allows everyone upfront to be aligned about what leade...

Evaluating Private Equity Funds
Publish Date:
Aug 17 2016

In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations. This session on due diligence of private equity funds will deepen participants’ understanding of the complex analysis that is needed to select fund managers with the greatest potential to...

A Mid-Year Investment & Political Outlook
Publish Date:
Jul 27 2016

With the U.S. election just months away, many are curious what the future holds for the economy and how new political leadership will impact their portfolios. Adding to the uncertainty is the fallout from Brexit and the looming changes that are sure to impact the European Union and beyond. In his mid-year economic forecast, FOX member and Atlantic ...

2016 FOX Global Investment Survey Highlights
Publish Date:
May 11 2016

For anyone who’s been asked, “So, how did we do last year?”, this webinar gives you a benchmark unlike any other in the form of peer perspective. FOX investment expert, Charlie Grace joined us and told us what we learned in the 2016 Global Investment Survey of 80 family offices from around the world. From their investment objectives, to their feeli...

Private Equity: Key Considerations and Business Models
Publish Date:
Apr 27 2016

A growing number of enterprising families in the US are showing an increased interest in participating in direct investments of all sizes. A segment of this interest is sparked by entrepreneurial family values, and the disappointing correlations between asset classes that occurred during the 2008-2010 timeframe. Utilizing research conduc...

Targeting Efforts: Making Impact Happen
Publish Date:
Apr 27 2016

Much has been documented about the transformation that is occurring around making money while also making a difference. Impact Investing, which was once was a nice idea is now becoming a mandate as approximately $30 trillion of wealth is projected to be inherited by the Millennial and Gen X Generations. These generations of inheritors expect engage...

Investment Implications of the Next Industrial Revolution
Publish Date:
Apr 06 2016

Architect, designer, thought leader, and author William McDonough practices green architecture on a massive scale. In a 20-year project he is redesigning Ford's city-sized River Rouge truck plant and turning it into the Rust Belt's eco-poster child with the world's largest "living roof" for reclaiming storm runoff. He has created buildings tha...

Closing Luncheon – Impact Investing, an Accelerator for Economic Return
Publish Date:
Oct 23 2015

The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.Charly Kleissner co-founded Toniic and the 100% IMPACT Investi...