Networks - SCIOC

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.

Jeff Mortimer, CFA
Friday, February 12, 2016

During uncertain times, it is easy to get caught up in the latest headlines proclaiming a possible U.S. recession.

Harold F. "Rick" Pitcairn, II
Wednesday, February 10, 2016

Making decisions that will affect future wealth is daunting under the best of circumstances. And these days can hardly be described as the best of times.

Harold F. "Rick" Pitcairn, II
Wednesday, February 10, 2016

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.

Overview

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.
PwC Private Company Services
Friday, February 5, 2016

Global growth is shifting East.

Marsh USA Inc.
Wednesday, February 3, 2016

Over the years passion investments—high-end collectibles and other luxury possessions that hold both emotional and financial value for their owners—have become a viable investment vehicle.

Vogel Consulting, LLC
Wednesday, February 3, 2016

Global equity markets rebounded sharply in October 2015 after the third quarter sell-off due to accommodative monetary policies and some better economic and earnings news.

Altair Advisers LLC
Tuesday, February 2, 2016

Looking back on 2015, it was a disappointing year for investors with returns that were flat to negative, reflecting global market pressures that demand attention in 2016. The new year begins with a tricky liftoff around lowered market expectations and slightly more conservative positioning.

James Alpha Management, LLC
Monday, February 1, 2016

Important insights lie in the trends hidden under asset class classification of the hedge fund industry, which is expected to grow 25% annually in the next five years from $0.5 to $1.4 trillion dollars.