In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of s
The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.
The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB) investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S. healthcare.
Deutsche Bank's Year-end Outlook provides an interview with Larry Adam, CIO and Chief Investment Strategist - Americas. Topics include the state of the U.S. economy and the major drivers of economic growth, the outlook for interest rates and its effect on stock, bond and emerging markets.
One Thousand & One Voices™ is a movement of influential families investing Relational Capital, Intellectual Capital and Patient Financial Capital — or Three-Dimensional Capital™ — to profitably accelerate prosperity in rising markets.
Creating a well-diversified portfolio of stocks or bonds (or whatever financial assets or vehicles seem appealing and fit a client’s profile) is certainly a viable option and one that may dampen volatility and could prevent any one bad idea from having an outsized impact on a portfolio. Alas, this decision is not without tradeoffs. Diversified portfolios, especially ones that effectively act as expensive closet indexes, doom an investor to pedestrian outcomes/returns.
FOX and FDX Capital are pleased to profile current investment strategies of importance to our members, and will ask some investors to provide updates on their activities over the past year. We will also present new sources of deal flow for your consideration, as the dynamics of the private equity industry are changing rapidly. On the research side, a panel of technical experts from GE Capital will identify industries where demographics and disruptive technologies are changing opportunities for investors.
Families continue to seek a better way of communicating performance results so that end users can gain a thorough understanding of the impact of strategic asset allocation, rebalancing, tactical shifts, and individual manager results and other performance measures. Critical to the success of such reporting is starting the performance discussion at the overall relationship level, and as such, Tania and Doug will share the seven essential elements or questions the investor needs to ask and have answered.
Liquid Alternatives have risen in popularity for family offices and families as they increasingly bring these vehicles to supplement their alternative allocations. Packaging and delivery of these return streams have been brought to market in the form of Alternative '40 Act Funds or Alternative Private Investment Partnerships. Do these innovative liquid vehicles deliver on their return expectations and alpha generation? How can they work in tandem with other more traditional investment vehicles?