Lori D. Mills, CFA, Managing Director and Daniel C. Tarlas, CFA, Senior Managing Director – Asset Consulting Group LLC
Wednesday, February 17, 2016
Aligning the advisory relationship with the family’s objectives is as much an art as a science. Many families don’t realize that a wide spectrum of advisory relationship structures exist, and that they have the ability to design and customize a relationship that best suits them.
As December’s difficult market conditions spilled over into 2016, the new year was greeted with worries about China’s economic slowdown, the US dollar, the Federal Reserve’s intentions for future interest rate increases, falling oil prices, and dampening global economic activity.
The FOX SPRING Global Investment Forum™ is a different kind of investment conference — it is for owners of investment capital and CIOs working for owners of investment capital. Designed to engage the unique interests of family investment decision-makers and asset allocators, the topics are determined objectively and non-commercially to provide what the families want and need to hear. The conference is also intended to build a strong community among the investment oriented peers in attendance.