Alex Gong, CFA, Fonex GroupJonathan Krane, Chief Executive Officer, KraneSharesModerated by Miguel López de Silanes Gómez, International Market Leader, FOX US-China tension is a key market driver in 2021.This session will focus on the family office investment landscape in Asia with a focus on China.
Phil Durst, Chief Investment Officer, Brush Street, a division of Ford Estates, LLCKathleen Vogelsang, Chief Investment Officer, Van Andel InstituteAnthony Waskiewicz, President and Chief Investment Officer, Investment Office Resources, LLCModerated by David Toth, Managing Director, FOXLearn the best practices of selecting, retaining, and compensat...
Jonathan Tunner, Director, Private Investment Opportunities, FOXModerated by Tim Duffy, Esq., General Counsel, Manager of Strategic Partnerships, FOXFOX’s Director of Private Investment Opportunities will explain the family office direct investing deal ecosystem. This session is introductory and will cover 12 critical direct investing function...
Valerie Mosley, Founder of BrightUP and Chief Executive Officer, Valmo Ventures Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOXValerie Mosley, a Founder and Chief Executive Officer with over 30 years of investing experience, will kick off the forum with an eye-opening presentation that examines factors pe...
Ben Buettell, Director, Fusion Acquisition Corp. and Co-Founder/Former Partner of R7 PartnersBrent Hill, Managing Partner, Origin VenturesKristen Jones, Partner, Private Equity and Private Credit Research Analyst, Albourne PartnersDr. Wolf von Laer, CEO, Students For LibertyModerated by Matthew Murphy, Director, Business Development,...
The rising generation is curious, intelligent, and preparing to step into family governance and business roles. They are your family’s future leaders. Rising Gen Network leaders Heather Asher Abramson and Mindy Kalinowski Earley will share key takeaways from FOX’s 2020 Rising Gen Forum, including the dominant questions on rising gens’ minds. Learn ...
Greater levels of uncertainty are facing families around the world. Which makes the topic of leadership success more critical to thoughtfully plan and execute against. We’ll discuss five critical themes related to succession with author Ivan Lansberg, who will share how important transitions can be smoothly managed. Don’t leave your important famil...
Want to know the secret to maintaining family togetherness over generations? A joint FOX and Vrije Universiteit Amsterdam research project has identified five attributes behind family sustainability. We’ll share how more than 350 enterprise families across cultures and generations have developed the necessary principles to have lasting family impac...
Do you have a Family Council in place but it isn’t functioning as planned? Is there a lack of family engagement? Do you just want your Council to operate more effectively? This panel discussion will cover how you can make your Family Council a positive force for good. Learn from families who were able to change the course of their Councils for the ...
The pandemic has thrust our perceptions of the workplace into an entirely new paradigm. If they don’t already, your strategic plans for family office talent and technology will look unexpectedly different from just six months ago. We’ll discuss the options you need to consider when reshaping who and what will drive the next decade. Insights and Ke...
When families with a multi-generational mindset undertake strategic planning, it’s with a view that is longer than the typical three- to five-year time horizon of ordinary businesses. For some families, a 25- to 50-, or even a 100-year time horizon is where they’re looking. We’ll discuss how this helps family offices develop a resilient enterprise ...
Looking for direct investment opportunities in the new economy? Here’s a hint – invest with an eye toward the year 2050. Our panel will look beyond the short-term effects of Covid-19, and instead discuss potential future top drivers of wealth creation – primarily sustainability and impact. Hear our thoughts on water, food, and “clean tech” and whet...
When designing investment strategy, most academics and some investment advisors consider taxes an afterthought. Author Stuart Lucas will show you how to extract value at the intersections of investing, estate planning, and tax – a skill set that may grow considerably more valuable after the November election. Stuart will demonstrate an approach to ...
Philanthropy and social impact commitments don’t just benefit the intended parties. Uncovering hidden talents and resources while building collaborative, creative learning communities committed to change pays dividends to your family or organization as well. It doesn’t matter if you build a framework of individuals creating “an unstoppable force fo...
What will it take to rebuild our global economies? And how will we generate the stimulus needed for growth? We’ll discuss the macro-economic factors shaping the challenges ahead – including the current geopolitical environment and major disruptions changing industry opportunities. And with the U.S. presidential election a week away, we’ll engage in...