Networks - Investment Strategy

FOXCast: The Art of Investing for Families

Jun 10 2019 - kforsythe@familyoffice.com

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BMO Family Office
Friday, June 7, 2019

There has been much discussion regarding the Qualified Opportunity Zone program established via the Tax Cuts and Jobs Act in 2017 because of potential tax advantages.

Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Jun 07 2019 - lgochanour@familyoffice.com

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Thomas Bohjalian and Jon Cheigh, Cohen & Steers
Wednesday, June 5, 2019

Contrary to the benefit that investors have historically achieved with corporate private equity investments, private real estate funds have generally not succeeded in delivering a return premium.

Matt Hougan, Global Head of Research – Bitwise Asset Management
Wednesday, June 5, 2019

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there.

BDO
Wednesday, June 5, 2019

The IRS released its second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones.

Rockefeller Philanthropy Advisors
Monday, June 3, 2019

The Global Impact Investing Network’s Annual Impact Investor Survey 2018 reports that zero percent of the respondents’ $228 billion of assets under management were invested in Arts & Culture.

Neal Rosenberg, Baron Capital
Thursday, May 30, 2019

Companies are starting to take notice of the increasing numbers of pet owners prepared to invest in their pets' health. Driving much of this growth is a secular shift referred to as the "humanization of pets," where pets are viewed as members of their pet owners' families.

Family Office Exchange
Thursday, May 30, 2019

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

Asset Consulting Group
Tuesday, May 28, 2019

The rhyming market maxim “Sell in May and Go Away” describes the phenomenon that stocks have historically underperformed between May and October, and that investors are better off being out of the stock market and in bonds or cash during the summer months, only to return to risk-seeking assets fo