Investment Management

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CIO Insights: Markets on the Move
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The world economy is evolving and investors will need to adapt. We look at how the investment landscape is likely to evolve, against a background of continued economic growth but sustained uncertainty around China, Europe, and elsewhere. It makes sense to stay invested, but hedge, with market volatility creating opportunities as well as risks. Over the long term, we consider what a new structural cycle—the “new techonomy”—will mean for the next phase of global economic management.

FOX Hot Topic Webinar: Opportunity Zones
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Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds.

Qualified Opportunity Fund Guidance
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The Department of Treasury and Internal Revenue Service has issued initial proposed regulations and instructions for investments in qualified opportunity funds (“QOF”), a program designed to incentive the reallocation of capital to designated low-income census tracts. This long-anticipated guidance is expected to allow investors, business owners, real estate developers, and fund managers to be able to confidently seize the powerful tax deferral, reduction, and exclusion benefits provided by the QOF program.

Qualified Opportunity Zones: An Introduction to New Opportunities under the 2017 Tax Cuts and Jobs Act
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The Tax Cuts and Jobs Act of 2017 created new incentives for investment into certain communities throughout the United States that have been designated as Qualified Opportunity Zones (QOZs) by the U.S. Treasury Department. Investors can take advantage of the statute’s unique opportunity for deferral and exclusion of capital gains taxes by investing in designated distressed communities or QOZs. In doing so, it is important to know the mechanics of investing in QOZs via Qualified Opportunity Funds, along with the risks that come with the opportunity.

Hedging with Put Options: A Costly Endeavor
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After a decade-long economic expansion and bull market in US stocks, investors are understandably nervous about downside risk. Global economic policy uncertainty rose sharply in 2018, fueled by the threat of a trade war among the world’s largest economies. With the stock market crash of 2008-’09 a distant but still painful memory, many investors are asking about efficient ways to protect their hard-won gains of the last decade. One of the primary tools that investors consider is the purchase of put options to protect their equity portfolios.

Global Family Voices: Perspectives on Future Opportunities and Challenges
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There is often a silver-lining in the dark clouds of uncertainty and change. Families who are able to effectively navigate turmoil in a market disruption to find opportunity will thrive. We will hear from several families who are thoughtfully embracing risk, investing in industry disruption, and finding significant growth.Miguel Lopez de Silanes, Managing Director, International Market, Family Office ExchangeMaarten de Groot, Chief Executive Officer, Eligius BVJeff Steiner, Head of Family Office, Mutual Trust

Breakout 1 - Is Data the New Alpha?
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Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk will examine the latest in AI and data science and showcase where the future of alpha might come from. The asset manager of the future will need to evolve tools, processes, and personnel to exploit this alternative data advantage. The session will also demonstrate how data-driven products get developed and implemented in a portfolio.

Breakout 4 - Lessons Learned from Seasoned Direct Investors
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Direct Investing is a key investment focus for a growing number of families as they seek greater control of investments and wish to encourage entrepreneurship within the family. A panel of experienced direct investors will share real-life examples of how they source and vet opportunities. They will share lessons learned and best practices to help attendees develop their own family’s private equity strategy.

Seminar 4 - Investment Fundamentals
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This interactive session will simulate real-world situations where investors of all ages navigate investing a new pool of capital. The speakers will help attendees define an investment philosophy by exploring: Return vs. Risk, Concentration vs. Diversification, Strategic vs. Tactical Allocation, and Passive vs. Active Management. Working in small groups, each team will define their investment philosophy around the above topics, state their general investment outlook, and report their portfolio allocation to the larger group.

The Message from the Bond Market
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The bond market often provides important clues about investor expectations that are harder to discern from the daily vacillations of stock prices. Today the jump in 10-year yields has widened the spread between 2’s and 10’s to 34 basis points, moving further away from the feared inverted yield curve condition. And based upon little change in the outlook for inflation, the bond market is now anticipating stronger, more sustainable growth in the economy than it had a month ago. If the economy is generating strong non-inflationary growth, why are stock investors flipping out?