Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite these challenges, inflation is subsiding, consumer spending is stable, and the labor market remains strong. In light of the market turbulence, investors are reacting to any news, positive or negative, in search of clarity about the future.
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The closures of Silvergate, Signature, and Silicon Valley Banks may have shaken the private equity marketplace, but that doesn't mean private markets aren't still attractive opportunities for investors who understand the risks involved. Here are a few considerations for family offices and high-net-worth investors to keep in mind as they partner with advisors to access the private equity market.
Why Diversification in Your Portfolio Still Matters
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In this uncertain environment, it is critical for investors to know what they own, have a strategy within their portfolio, and are diversified in their holdings. Most importantly, they should take advantage of the income that is there now.
Investors have long understood the value of seeking geographic diversification but, family offices have probably not fully appreciated what many other institutional investors such as pension funds already understand — the potential of seeking some of that diversification in India. Please join us for a discussion with IIFL Asset Management’s CIO, Anup Maheshwari, to highlight India’s economic track record, potential for growth and low correlation with western economies.
Family Office Direct Investing Report
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While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investment strategies. It also includes key findings around diversification, access to deal flow, and new talent acquisition.
Join a panel of leading lower and middle market M&A professionals as they cover market updates, M&A trends, and insights into the private equity and debt markets. Our panelists will explore how market conditions and global considerations are impacting private equity and what the road ahead might look like for family investors.
Join experienced family office owners and professional real estate investors as they review the state of commercial, industrial, and value add real estate sub-asset classes and the road ahead. Enjoy an open conversation exploring where future opportunities may be and practical advice on which markets, partners and deal profiles could make the most sense for family office investors.
Asset Gatherers vs. Boutiques: It Can Pay to Be Small | 2023 FOX Global Investment Forum
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Join experts from Asset Consulting Group as they share why a small and nimble asset base allows managers to maintain their investment discipline and fully allocate to their highest conviction ideas. This session will help attendees understand how a focus on asset gathering can adversely impact a manager’s ability to add value over time, while capacity-minded firms can protect alpha potential.
Virtual Fireside Chat: The Road Ahead for Global Investing | 2023 FOX Global Investment Forum
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Join an experienced global macro investor for a fireside chat exploring the global macro investing environment at large. Understand which hedge fund strategies performed best in 2022 and further, which strategies are best poised to perform well in a period of high volatility and uncertainty, and how these strategies should be deployed within family portfolios. Joe Dowling, Global Head of Blackstone Alternative Asset Management (BAAM) Moderated by Nate Hamilton, Vice Chair, FOX
We kicked off the 2023 forum with Jeff Kleintop, Charles Schwab's Chief Global Investment Strategist. Jeff lead us through the ever-changing landscape of global economies, economic trends, and a cadre of other influences impacting family office investors. Explore and understand influences from inflation, global recession, and war in Europe to other key components impacting future risks and opportunities.