On the Minds of FOX MembersPresenter: Alexandre Monnier, President, Family Office ExchangeSession Description: This session explored what’s on the minds of members, including the changing needs and demographics of owners, trends regarding asset allocation, the family office of the future, and the shifting talent paradigm. "We see fam...
We have the answers
Search Results
OverviewThis year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. On May 1-2 in Dallas, nearly...
Enterprise Vision<script src="https://player.vimeo.com/api/player.js"></script>Best Practices for an Enduring Family EnterpriseRick Roeding, President of Summer Hill, Inc.How one family built an enterprise for future generations by being transparent, having patience, and focusing on values. This video covers six key Family Enterprise be...
The Direct Investing Divide: How Family Offices and Institutional Investors Approach Direct Investing Presenters: Andrew Eberhart, Former Chief Investment Officer, Single Family Office Kristi Hanson, CFA, Partner, NEPC, LLCSession Description: As family offices move aggressively into the realm of direct investing, they are diverging ...
Family Office Panel: Forging a New PathPresenters: Ashvin Chhabra, President, Euclidian CapitalPeter Pauley, CFA, Founder and Chief Executive Officer, (qp) global family officesJuan Fernando Valdivieso, Managing Director, OLS CapitaModerator: Kristi Kuechler, Managing Director, Investor Market, Family Office ExchangeSession Description: A pane...
Real Estate Investing Late in the Cycle: Opportunities, Risks, and Threats Presenter: Douglas Poutasse, Head of Strategy and Research, Bentall Kennedy (U.S.) LPSession Description: Investing late in the cycle in any asset class is a challenge but investing in real estate has additional risks. Commercial real estate investors face disrupti...
Impact of Policy and Politics on Global Investment Markets Presenter: Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOSession Description: In this session, Libby Cantrill, the head of public policy at PIMCO, discussed global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democra...
Breakout C: The Blurred Lines Between Active and Passive Presenters: Daniel Berkowitz, CFA, Investment Analyst, VanguardSession Description: Building on a recently published framework for combining active and passive investments in a portfolio, this session highlighted the case for indexing and utilization of active managers in portfolio ...
Breakout B: The Three L’s of Portfolio Construction: Liquidity, Liquidity, Liquidity Presenters: Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeSession Description: Understanding the role of liquidity is critical to effective portfolio management. This session provided guidance on how to build investm...
Breakout A: Managing Legal and Structural Issues of Co-InvestingM. Machua MillettPresenters: M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.Marc Persily, Partner, ProskauerSession Description: Co-Investing can be a great way to maximize investment leverage and return, but it can a...
Investing in Opportunity ZonesPresenters: Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley JessenSession Description: This session explored Opportunity Zones, a tool designed to stimulate economic development and job creation in economically disadvantaged communities throughout the U.S. Taxable investors have shown strong int...
Breakout 4: Hiring and Firing Investment Managers: Lessons from the FieldPresenter: Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.Session Description: Selecting good investment managers is challenging but knowing when and why to fire a manager is equally as important. This session explored a disciplined approa...
Breakout 3: Navigating the Landscape of Investment AdvicePresenter: Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office ExchangeSession Description: This session explored the landscape of strategic investment advisors and explained how families and family offices utilize differe...
Breakout 2: A Private Investment Action PlanPresenters: Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3LimitedSession Description: Given where we are in the private equity cycle, family office investors need to take a hard look at their private equity portfolios, both funds and direct investments. With...
Breakout 1: Models for Family Direct Investing and Key Governance ConsiderationsPresenter: Nate Hamilton, CFA, Advisory Board Member, Family Office ExchangeSession Description: Families have a history of building successful operating businesses, and many seek to re-energize the wealth creation engine for later generations through direct invest...