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The increasingly unforgiving nature of public equity markets, coupled with the continued evolution and growth of private investment markets, is making it easier for more companies to stay private. As a result, investors seeking to capture the full range of investment opportunities across the U.S. economy have little choice but to increasingly pursu...

The panel will explore the latest thoughts on the use of less correlated investments in portfolio construction. As correlations are notoriously unstable, what strategies may be able to provide less correlation to U.S. equity markets, without giving up too much upside in a long-lasting U.S. equity rally?Panelists:Incorporating Options: Robert G...

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The next generation of venture capitalists come from more diverse backgrounds, and are known for investing early in founders making waves and disrupting industries. In this session, you’ll meet some of the most sought after VCs in early stage investing and the founders they have funded. We will highlight investors and entrepreneurs in artific...

Automation is not a new phenomenon, and fears about its disruption of the workplace and effects on employment date back centuries. But rapid recent advances in automation technologies, including artificial intelligence, autonomous systems, and robotics are now raising these fears anew. We will discuss some of the questions most often raised in the ...

In 2017, three central banks within the G-7 tightened monetary policy through the traditional method of interest rate hikes. The U.S. Federal Reserve, hiking three times, began “quantitative tightening” through the reduction of its balance sheet. Other G-7 central banks expanded their balance sheets through asset purchases. Will 2018 se...

The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

The most important risk to a family is not meeting your goals, not loss in your portfolio, according to Ashvin Chhabra, author of The Aspirational Investor and the landmark paper Beyond Markowitz: A Comprehensive Wealth Allocation Framework for Individual Investors. Ashvin will offer a practical, innovative framework for making smart...

Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...

Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies eff...

In Skin in the Game, a proposed TV show with a format similar to Shark Tank, the audience effectively runs the game, deciding which businesses get funded. Audience members also have the option to invest their own capital in the Skin in the Game fund. More than fun and games, it was designed with projections for job creation and ...

It’s a big wide world, full of perils for investors and, for that very reason, replete with opportunities, especially for those who have carefully pondered whether and to what extent the past is a reliable prologue to the future. This session will outline a framework for assessing boundary conditions confronting long-term investors circa 2017...

Investors have been moving significant capital out of active long-only strategies due to the relatively small number of active managers that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to accept the perceived inefficiencies...