Asset allocation is integral to the success of any investment portfolio, and it is among the most important decisions an investor will make. In this discussion, NEPC Asset Allocation Team pulls back the curtain to offer behind-the-scenes glimpse of the issues and themes at the forefront of their investment meetings.
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2025 FOX Private Family Capital Investment Public Research Brief: Building Value Amid Uncertainty
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The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking performance and inform decision making. It goes beyond traditional family office investment strategies by introducing the Enterprise Capital approach, capturing how family offices actually approach wealth creation and preservation.
Owning the AI Future: Capital Allocation & Cultural Reinvention | 2025 FOX Family Forum
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AI is obviously a massive secular trend. Perhaps the greatest innovation in the history of humanity. How can family office investors cut through the clutter, deconstruct what’s actually going on, and find outsized opportunities on the public and private side? Further, how can families and family office leaders create their own AI-native organization and culture, embrace practical applications to maximize efficiency, and stay abreast of this dynamic space and separate signal from noise?
Founder and CIO of Morgan Creek Capital returns to FOX for a presentation and fireside chat to discuss the macro-economic landscape and investing environment and the latest developments across Blockchain Technology. Mark brings decades of experience investing capital across asset classes and for endowments and institutions, and this session will reflect back on the how the investing landscape has changed for family offices in each of the last several decades.
Chairman Nathan Hamilton and Board Advisor Nick Rhoads will review their findings in the recently released Private Family Capital Blueprint and talk about the recent trends of the PFC Investment Survey. They will aim to draw actionable conclusions and takeaways that challenge some of the conventional thinking of traditional investment frameworks and highlight the unique role of Private Family Capital (PFC) in the marketplace and the power of a generational mindset in an investment strategy.
The FOX Private Family Capital Investment Survey (PFCIS) brings together the perspectives of over 150 family offices worldwide, sharing thoughts of family office investment teams across the globe, including sentiments about the market, direct investing, impact investing strategies and the family operating businesses, to aid with benchmarking performance and inform decision making. This survey goes beyond traditional family office investment strategies by introducing the Enterprise Capital approach, capturing how family offices actually approach wealth creation and preservation.
Private Family Capital (“PFC”) represents one of the most formidable forces shaping the global economic, social, and intellectual landscape. As PFC continues to be recognized as a distinct form of Capital—separate from its institutional counterparts—its influence and impact appear poised to grow. This executive summary outlines how PFC Investors can better position themselves to generate enhanced outcomes.
Thematic Funds Are Back. But Our Investment Theme Remains: Be Wary of Investment Themes.
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After a brief hiatus, thematic ETFs—Exchange Traded Funds, or baskets of stocks and companies focused on a narrow theme, trend, or concept—are being aggressively marketed by the investment management industry again.
Ten Minute Interview: Program-Related Investments
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For the family foundations and investors interested in exploring the option of program-related investments (PRI), this interview with Brian Lucareli, Michael Calabrese, and Emmaline Jurgena at Foley & Lardner provides an overview on the investment option that allows a private foundation to invest for charitable purposes rather than making a typical charitable grant. They also discuss the PRI’s purpose for charitable organizations, the necessary IRS documentation, and how PRI compares to traditional investments.
At a time when optimism for growth has been on the rise, artificial intelligence (AI) and emerging technologies are high on the private investment priorities. Taking a closer look, this KPMG report explores the evolving landscape of private company investments, highlighting drivers such as financial performance, technological advancements, and rigorous governance practices.