Macro Trends

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The Next Wave of Change
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It has been said that that business leaders frequently overestimate the impact of change in the short term and underestimate the impact of change in the long term. Many advisors are aware of the shifts in servicing required by the millennial next generation of wealth owners. This session challenges attendees to think about the 10-year impact of these changes and how servicing in the future will look for your firm. What specific changes can we expect to see moving forward, not least in regard to buying behavior? What do firms need to do now to ensure that they are not left behind?

Root Family Enterprise in the 21st Century
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What are the leadership attributes and behaviors that wealth owners need to embody in order to promote long-term wealth sustainability and family continuity in 21st century? How do they differ, if at all, from the past? Karen Neal, FOX Managing Director of Consulting, will facilitate a dialogue, drawing on a family example presented by 4th gen family member, Preston Root. Preston is the President of his family’s board of directors after assuming leadership responsibilities from his mother.

Understanding the Importance of Private Capital in Global Economies
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David Friedman, President of WealthX, will share his firm's research on the private business marketplace, identifying its size and ownership by industry type. David will compare US ownership trends with patterns found in other parts of the world and how transfer taxes impact business structures. He will help us evaluate the importance of private capital, the implications of worldwide shifts in private capital, and what these shift may mean for the global economy.

Private Business Owners Facing Strategic Issues
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Sara Hamilton, CEO and Founder of FOX, will share the FOX research on some of the key trends and issues that will change the landscape for business owning families over the next decade. Sara will outline key questions that advisors need to pose to their business owner clients who are facing critical transitions, and the panel participants and the attendees will address these issues.

From Headlines to Trendlines
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The author discusses long-term investing for the wealth expansion portfolio – assets available after shorter-term needs are met – to capitalize on medium-term market dislocations and opportunities as well as longer-term economic, social and geopolitical trends and themes. Trends from the past 25 years are discussed as well as five investment themes for the decade ahead.

The Great Rotation
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Certain signals suggest that individuals are prepared to return to higher risk, higher reward markets. The combination of conditions in bond markets and the long-term outlook for the global economy have some analysts calling for what has been coined ‘The Great Rotation’ – a transformational shift of capital from bond funds to equity funds.

Emerging Trends in Real Estate: 2013 Europe
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This study finds optimism returning to Europe’s real estate industry. Sentiment among industry leaders about the prospects for their businesses is more positive than at any time since 2008, despite the uncertain macroeconomic outlook. Equity for investment in prime commercial real estate is expected to increase, but bank debt is predicted to contract further.

Health Care Reform’s Impact on Employers With Over 50 Employees
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This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.

2013 Outlook: A Show About Nothing?
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News purveyors provide a valuable service, balancing a need to report on noteworthy occurrences while appealing to multiple audiences. Unfortunately, there is often a material difference between what is newsworthy to an investor vs. a broader audience looking to be infotained. With entertainment a necessary ingredient, more titillating stories are often prioritized ahead of those of greater substance.

The Affordable Care Act: It is Here to Stay
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While several key provisions of the ACA take effect in 2013, the broader market impact is likely muted in the near term. Markets are forward-looking, and stocks have had ample time to digest the legislation since it was passed in 2010. Equities showed little movement when the Supreme Court upheld its constitutionality in June, and though the recent election inspired much chatter, it was likely never a game-changer.