Despite the geopolitical risk, China’s economic influence is unavoidable. This session will help family offices understand the risk of investing in China long-term, including what is and isn’t avoidable. It will dig into the “how” so that attendees can map out their own approach to investing in China, including how to perform a proper risk and asse...
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This session will address how to make family capital and family investment teams competitive with outside investment enterprises.Sean Mooney, Founder and CEO, BluWaveModerated by Tim Duffy, General Counsel and Manager of Strategic Partnerships, FOX
Direct investors forging new paths into frontier investing will reveal the industries you should pay attention to and why. Join us for a conversation with expert panelists who will share the trends they’re seeing and provide invaluable insight into fast-moving and exciting spaces of next-generation wealth creation.Dave Mullen, Vice President, Silic...
This discussion-based breakout will dive deep into the topic of real estate and the process of how to effectively manage it.Cortney Liddiard, Chief Executive Officer, Ball VenturesAllen Morris, Chairman and CEOModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX
Join a panel of experts as they discuss increasing inflation and its impact on the investment landscape. Speakers will discuss how to protect your portfolio, increase real estate exposure, their suggestions on how to best access real estate, and which sub-asset classes can meet investing objectives.Jeff Shulman, Managing Director, CIBCDaryl Shevin,...
It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...
Panelists will discuss common transitions impacting ultra-high net worth families and their family offices that often trigger portfolio changes. The discussion will center around the why, the how, and the final results. Everything from changing priorities to renegotiating debt to managing the expectations of future generations, will be discussed.Er...
Welcome to the 2022 FOX Global Investment Forum.Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities
Join FOX as we kick off the forum by identifying what to pay attention to in the global markets, including the impact of the ongoing Russia-Ukraine conflict and other geopolitical events. Opportunities and key components to watch out for in relation to privates, publics, and broad asset class exposure will be shared.Timothy F. McCusker, FSA, CFA, C...
Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...
Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse.Michael Novogratz, Founder and CEO, Galaxy DigitalModerated by Nathan Hamilton, Vice Chair, FOX
Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework.Michael Saylor, Chairman and CEO, MicroStrategyModerated by Natha...
This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for.Patrick Corker, Vice President Finance, Treasury and Corporate Development, CircleModerated by Nick Rhoads, FOX Advisory Board...
Welcome to the FOX Member Summit: Blockchain and Digital AssetsPeter Moustakerski, CEO, FOXNathan Hamilton, Vice Chair, FOX
This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared.Bill Barhydt, CEO, AbraModerated by Nathan Hamilton, Vice Chair, FOX