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The Future of Currency: Risks and Opportunities in Cryptocurrency Presenter: Matt Hougan, Global Head of Research, Bitwise Asset ManagementSession Description: Cryptocurrencies like Bitcoin and Ethereum get headlines, but is there really any “there” there? This session took a hype-free look at what cryptocurrencies a...
Data Driven Impact: Measuring Social Impact and Investment Returns Presenter: Michele Demers, Founder & CEO, Boundless Impact Investing with Paulina Cromwell, Family Office ExchangeSession Description: Many family members and family offices are attracted to the idea of aligning their values with their investing. Yet many are con...
Integrating Direct Investments into Your Overall Portfolio Presenter: Lori D. Mills, CFA, Managing Director, Asset Consulting Group Joseph F. Nugent, Director, Asset Consulting GroupSession Description: As interest in direct investing among ultra-wealthy families continues to grow, so do the challenges. How do investors mainta...
Riding Out the Storm: Tax Loss Harvesting in Volatile Markets Presenter: Paul Bouchey, CFA, Chief Investment Officer, Parametric Portfolio Associates, LLCSession Description: A turbulent market can increase the effectiveness of harvesting tax losses – if you have an active tax-management strategy – and stick to it. This ...
Opportunities in Private Credit Moderator: Tod Trabocco, CFA, Managing Director, Cambridge Associates, LLC Panelists: Daniel Pound, Managing Director, Angelo, Gordon & Co.Michael Smith, Partner, Co-Head of Credit Group, Ares Management, L.P. Session Description: In this session, we discussed where we are in the credit cycle and how to...
CIO Panel: Preparing for Uncertainty Moderator: David Toth, Managing Director, Family Office Exchange (pictured)Panelists: Lesley-Jane Dixon, SVP/CIO, Clark Enterprises, Inc. Joel Bosch, Controller, 42 North Partners LLCBradley Berger, President, Kompass Kapital Management LLCSession Description: In this session, a panel ...
OverviewAt our recent 2018 FOX Global Investment Forum, more than 100 investment leaders came together representing senior leadership in family offices, family members responsible for investment decisions, and Chief Investment Officers for family offices.A brief survey of attendees identified their top three concerns to be:uncertainty in the m...
The Evolution of Asset Allocation: One Family's Story Presenter: Mac Van Wielingen, Founder and Director, ARC Financial Corp. Rob Van Wielingen, President, Viewpoint Investment Partners CorporationSession Description: This session shared the perspective of a private equity entrepreneur and a significant institutional investor who wor...
The Great Separation: What the Return of Volatility Means for Your PortfolioPresenter: Mark W. Yusko, Founder, CEO and Chief Investment Officer, Morgan Creek Capital Management, LLC Session Description: Since the end of the Global Financial Crisis, abundant Central Bank liquidity has created a global rising tide for financial assets. Sto...
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