How do we advance the family mission while solving for the unique needs of each generation? This session presents a framework for designing cohesive financial strategies that embody a family’s mission and address objectives spanning multiple generations. Jeff Coyle, Founder and CEO, Libretto Kent Lawson, Chief Technology Officer, FOX
Investment Strategies
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Gender equity investing seeks to invest for financial return while promoting gender diversity throughout the workplace. Though most public market strategies have remained focused on “women in leadership” metrics at the senior management and board of directors’ levels, the field of gender equity investing has expanded to encompass broader outcomes for employees, including resources, policies, and programs that support gender diversity at all levels in the workplace. As gender equity investing evolves, investors can look to three key areas to see what’s next.
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.
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
Family Office Chief Investment Officer Perspectives: Investing in Privates | 2023 FOX Global Investment Forum
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Join a panel of family office Chief Investment Officers as they recap their direct investing journey over the last twelve months of having to navigate uncertain times. Explore with them as they discuss adjusting their profiles, lessons learned, and where they see opportunities in 2023 and beyond. John Martin, Chief Investment Officer, LDI, Ltd. Mauricio Zachrisson, Director, Losa Group Briton Burge, Principal, Rosewood Private Investments Moderated by Nate Hamilton, Vice Chair, FOX
Family Office Chief Investment Officer Perspectives: Investing Globally | 2023 FOX Global Investment Forum
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Join Miguel López de Silanes Gómez as he explores how dynamic global markets and geo-politics have impacted global family office CIO’s from around the world. Learn how panelists navigated 2022 through both their local and regional investing lens as well as beyond their respective borders. Learn what is shaping their thinking and better understand where they see risk and opportunity.
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.