Since the rise in interest rates in 2022, public and private credit have been some of the most sought-after asset classes by Private Family Capital Investors. Hear from the founder of a rapidly growing credit fund on how he has navigated the 2020 volatility, the parallels he sees to today’s market, and what's different this time around, including what risks remain in the broader market. Scott Goodwin, Founder, Diameter
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As AI continues to transform industries from healthcare and finance to manufacturing and consumer tech, understanding its trajectory is critical for Private Family Capital Investors looking to capitalize on emerging opportunities. Jack will share unique perspectives gained as a family member of a business-owning family and as a technology entrepreneur and visionary disrupting the way AI can innovate across multiple different industries at once. Jack Hidary, Founder & CEO, SandboxAQ Edwin Wang, Senior Advisor, SandboxAQ
Welcome to day 1 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX
The energy and natural resources sector is at a unique inflection point as the demand for power to drive data centers and AI compute increases. Hear from experienced energy investors discuss how they invest Private Family Capital into energy and power as well as the opportunities and risks in today’s political climate. Shameek Konar, Head of Energy, Ara & Former CEO, Pilot Jack Reilley, CIO, Turtle Creek
Multigenerational families have long turned to real estate as a wealth creation and growth vehicle. These Private Family Capital Investors have gone a step further, building and growing investment platforms dedicated to real estate investing in targeted sub-asset classes. Antonio Luis Ferre Rengal, CEO, Kingbird Capital H. Scott Silverman, Founder & CEO, Agman Nate Hamilton, Chairman, FOX
Navigating the Markets and Economic Uncertainty | 2025 FOX Private Family Capital Summit
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Join Kevin Gordon, Director and Senior Investment Strategist at Charles Schwab & Co., as he discusses the latest economic trends, opportunities, risks and market developments most affecting family offices and multi-generational wealth. Kevin will tackle several key topics most top of mind for private family capital including:
Amid an increasingly volatile macroeconomic and geopolitical landscape, the private equity (PE) sector faces mounting challenges across the deal lifecycle—from fundraising to deal execution and exits. In turn, PE sponsors are seeking strategies to extract increased value from portfolio companies beyond the traditional cost cutting exercises. One underutilized and effective strategy is to optimize a portfolio company’s cash flows to enhance overall business performance, create operational value, and unlock substantial returns.
Avoiding Five Key Investment Pitfalls
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Investing is challenging, even for the most seasoned investors, given the underlying emotions and mental biases inherent in human decision making. To help minimize the challenges around investing, successful investors have explicit investment processes and practices that are clearly outlined and consistently implemented. To ensure you are set up for success with your investment process, we provide guidance on how to avoid the five key investment pitfalls—including failing to exercise strong governance—that can steer you off course.
Fundamental equity long/short (ELS) strategies have faced challenges since the Global Financial Crisis in 2008, but the tide may be turning. The recent increase in cash yields and higher equity dispersion create a more favorable environment for the short book and will offer opportunities for managers to distinguish themselves. Moreover, with equity markets having experienced a massive rally over the last decade and trading at elevated valuations, it is prudent for investors to consider adding more defensive strategies like ELS to their portfolios.
Angel Investing: When Hearts and Minds Converge
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Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to use their economic influence to drive meaningful change. As these investors make financial decisions informed by both heart and mind, traditional barriers between making money and making a difference are dissolving. That’s good news for young companies that are seeking "angel investors" for capital.