Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledge for any size office investment professional looking for realistic advice from experienced practitioners.
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Family Office Chief Investment Officer Perspectives: Investing in Privates | 2023 FOX Global Investment Forum
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Join a panel of family office Chief Investment Officers as they recap their direct investing journey over the last twelve months of having to navigate uncertain times. Explore with them as they discuss adjusting their profiles, lessons learned, and where they see opportunities in 2023 and beyond. John Martin, Chief Investment Officer, LDI, Ltd. Mauricio Zachrisson, Director, Losa Group Briton Burge, Principal, Rosewood Private Investments Moderated by Nate Hamilton, Vice Chair, FOX
Join FOX team members for opening Forum remarks, updates on the year to come, and a sneak peek into preliminary Global Investment Survey results. David Toth, President of Membership, FOX
After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash management alternatives.
Ten Minute Interview: Trends in Direct Investing
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As a general counsel in the Family Office space, Nate Christensen speaks on the growth of direct investing by family offices, the competitive advantages and challenges for them, and advice for family office offices and those working with them. Nate also shares thoughts on how family offices are leveraging their own edge in direct investing. Hear more from Nate in this interview with Brian Lucareli, Director of Foley Private Client Services. Download the video transcript for a summary of the conversation.
For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link between a client’s investment objective and how an advisor will manage the client’s portfolio on a day-to-day basis. Given the growing investable wealth of many families and depending on the complexity of each family's situation, most IPS range from 5-10 pages. From experience, a sound IPS framework will exhibit and address five key areas.
Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets and discuss the key issues surrounding central bank policy, inflation, and labor markets. Phillip Nelson, CFA, Partner, Head of Asset Allocation David Toth , President of Membership, FOX
The Energy Sector is Not What it Used to Be
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As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.
Private Investment Diligence and Fraud Prevention: Will New Regulations Change the Game?
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Given the high-profile nature of some startups raising money through misrepresentation and in certain cases fraud—resulting in significant losses for their investors—there has been a call for increased scrutiny and new regulations. What are the implications of such proposals and how may they affect investment firms’ obligations to their investors, as well as the overall startup investment landscape?
2023 Investment Manager Research Roundtable
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In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon.