Networks - Direct Investing

Charles B. Grace III, Managing Director and Amy Hart Clyne, Executive Director – Family Office Exchange
Wednesday, April 8, 2015

Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders.



Family Office Exchange
Friday, March 27, 2015

This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Asset Allocation and Performance, Use of Investment Professionals and Committees, Reliance on Alternati

Cambridge Associates
Friday, February 20, 2015

This report provides a historical review of past economic conditions for 2013 and 2014, and illustrates what might be in store for investors in 2015 by asking five key questions. Those questions include:  Will US equities continue to outperform? Is the macro environment in Europe getting worse?

Thursday, February 5, 2015

The desire to integrate values and investment decisions has long been important to investors and is a movement that has gained permanency.

Morgan Stanley Private Wealth Management
Friday, January 23, 2015

Farmland is increasingly gaining traction as an attractive long-term investment option for sophisticated and capital rich investors.

Friday, December 5, 2014

The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB)  investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S.


Seeking ways to keep all family members interested and involved in family matters is a key objective of most family offices. This year’s FOX Fall Forum provides a broad array of new ideas and skills to enrich the delivery of service and strengthen the family client experience.

Global Impact Investing Network
Friday, December 5, 2014

In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of society’s most pressing issues.