After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash management alternatives.
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Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets and discuss the key issues surrounding central bank policy, inflation, and labor markets. Phillip Nelson, CFA, Partner, Head of Asset Allocation David Toth , President of Membership, FOX
The Energy Sector is Not What it Used to Be
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As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.
2023 Investment Manager Research Roundtable
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In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon.
A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function. This article can help families in the development of their own decision-making framework and focuses on three core building blocks of investment governance: (1) people, (2) authority, and (3) process. It also takes a close look at the potential benefits of the investment committee model and presents a set of best practices for families to consider.
Ray Dalio, founder of Bridgewater Associates, will sit down for a conversation with FOX CEO, Peter Moustakerski. A global macro investor for more than 50 years, Ray Dalio founded Bridgewater Associates out of his two-bedroom apartment in NYC and ran it for most of its 47 years, building it into the largest and most successful hedge fund in the world and the fifth most important private company in the U.S. according to Fortune Magazine.
Harnessing Opportunity in the Exponential Age: Perspectives from Raoul Pal | 2022 FOX Family Forum
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Real Vision Group CEO, Raoul Pal, will examine how the last 100 years have brought the world to one of the most unique and unpredictable investment landscapes of the last 4 decades. The discussion will cover the global macro investing realm with an emphasis on what multi-generational families should consider given the current tension in the US between the fed, inflation, a looming recession, and the labor market. Raoul will also share his thoughts on the impact of the war in Europe, and the convergence and adoption of technology, including Blockchain and the tokenization of assets.
Join FOX for an insightful discussion with SEC Commissioner Hester Peirce. The Commissioner will share her thoughts on regulation impacting family offices, family businesses, and investments. Hester M. Peirce, SEC Commissioner Peter Moustakerski, CEO, FOX
The Value of Personalized Advice
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Advisors and investors have long struggled with demonstrating the value of their advice recommendations. By putting a number on the value of their advice, financial advisors can surface the highest-value advice interventions and demonstrate their value to clients to retain and attract more business. The value of this personalized advice—which can strengthen your wealth advisor relationships—is illustrated through a four-part framework, methodology model, and four hypothetical case studies.
Navigating the Complexities of Newfound Fortunes
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Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common needs. In this piece, we look at what those needs are and how they might be addressed when creating a comprehensive financial plan.