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Buy-Side Tactics—and Mistakes to Avoid
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For business owners and their advisors, it’s probably not surprising that buying another company or other assets requires moving with speed and diligence. But gaining an edge—and winning—on the buy side is a bit more complicated. Effective companies tend to deploy a series of purposeful tactics and avoid common mistakes when pursuing acquisitions. This article outlines five tactics to implement and five mistakes to avoid for any company considering an acquisition.

The Divestment Question: Focus on Governance
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Divestment is a complex decision, especially when passionate voices are actively seeking to influence change, take an ethical investing stance, and/or ensure that the capital of the institution they care about does not fund or profit from a cause or actions they oppose. This paper by Cambridge Associates offers considerations for how to manage calls for divestment and raises questions that need to be answered to respond clearly and effectively to divestment requests.

Private Credit Primer
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The private credit asset class has developed and evolved significantly since the Global Financial Crisis. Accounting for $1.6 trillion across a wide range of risk and return profiles, it is cementing its importance and value in investor portfolios. This paper by Cambridge Associates describes why private credit can be attractive in any market, outlines the various sub-asset classes, and discusses the construction of a private credit portfolio and its implementation into a portfolio.

Ten Minute Interview: SEC Enforcement for Family Offices
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In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.

Investing Globally Across Asset Classes: Trends, Challenges, and Opportunities | 2024 FOX Global Investment Forum
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Rick Rieder, CIO of the largest asset manager in the world joins us to share his perspectives across asset classes and global markets. We will cover key topics such as the US & global economic outlook and opportunities across public and private investment strategies, including sectors expected to outperform and an overview of the key macro and geopolitical risks we should be monitoring. We will leave time for questions so please come prepared to engage. Rick Rieder, CIO, BlackRock

Portfolio Management in an Age of Change | 2024 FOX Global Investment Forum
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Real Vision Group CEO, Raoul Pal, will examine how the last 100 years of fiscal and monetary policy are converging with exponential technologies to create one of the most unique and unpredictable investment landscapes since WWII. The discussion will cover the global macro investing backdrop and the outlook on growth vs. value, as well as the investment themes within frontier technology and how to express those in a portfolio. Raoul Pal, Co-Founder & CEO, Global Macro Investor & Real Vision

Reflections on the Real Estate Market: Evaluating trends and the Role of RE in a FO Portfolio | 2024 FOX Global Investment Forum
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Outside of the core operating business, real estate remains the largest holding of family offices and continues to be the sector in which they remain the most comfortable investing and structuring deal-flow. The 2020s have already brought significant challenges from the prior decade, and individual real estate sectors seem poised to change alongside every other industry.

Family Office CIO Panel: Preparing for an Age of Change | 2024 FOX Global Investment Forum
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We will close the day with a forward-looking session featuring three young CIOs shaping the investment strategy of their respective family offices. We’ll address alignment of the family’s objectives with investment strategies to properly account for the liquidity, total return, and risk goals. Guests will share where they see the most attractive investment opportunities and why, managing family stakeholders and internal decision-making frameworks, succession planning, and perspectives on technology integration, deal sourcing and risk.

Investing in AI-What to Expect | 2024 FOX Global Investment Forum
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Founder and Managing Partner of Exponential Ventures, David Blundin is a 23-time serial entrepreneur and 15-year VC who founded MIT’s first Neural Network AI company and who teaches “AI for Impact” at MIT. Dave will bring together his years of personal experience and knowledge along with timely information, to discuss the AI revolution and what our family office community can be doing to prepare.