FOX Event Replay

Resource Search

Resilience and Growth in Disruptive Times
Publish Date

How we think and feel impacts our health, decision making and actions. Learn from 30 years of research on how people react during times of adversity, and the most effective ways to cope and grow. You’ll gain insight into your personal resilience profile and discover how you can help others deal with the demands of this challenging time.

The Evolving Role of the Wealth Advisor
Publish Date

Moderated by FOX’s David Toth, we’ll hear from three prominent wealth advisors regarding the advisor role, how they see the role evolving, the technology influencing what they do and how they do it, and the skill sets they seek in the next advisor generation. Presenters: Thomas P. Melcher, Managing Director, Director of Family Wealth, Glenmede Jack Thurman, Managing Partner, BKD Family Office John Zimmerman, President, Ascent Private Capital Management of U.S. Bank

Harnessing the Power of Artificial Intelligence
Publish Date

In less than a decade, artificial intelligence (AI) has gone from a fringe research topic to a reality, revolutionizing industries across the sophistication spectrum. If you haven’t implemented AI yet, you soon will. So it’s essential you understand AI’s transformative nature, its real-world successes and future potential, and what sets companies that use AI apart.

The Dynamic Ecosystem of Blockchain, Bitcoin, and Cryptocurrency
Publish Date

New York Times best-selling author, and technology innovator Thomas J. Anderson will help you connect old currency ideas to new technologies. As billions of dollars pour into blockchain and cryptocurrency - with trillions more depending on the outcome - investors need to form their own conviction hierarchy around this emerging and dynamic ecosystem. We’ll explore the implications of, and use cases for these emerging technologies and currencies, and discuss the potential for a megatrend convergence.

What Now? The Economy, Investing, and Elections
Publish Date

Covid-19 may accelerate the impact of several already evident trends in politics, the economy, and financial markets. Will economic concentration, along with wealth and income disparity, continue to grow? The U.S. and China were already battling over trade, but will how each handled the pandemic lead to a full-blown cold war? Will globalization reverse and what does that mean for public and private investors? How will the pandemic drive November’s U.S. elections? Which industries and companies did the virus and lockdowns forever change?

Highlights from the 2020 FOX Global Investment Survey
Publish Date

Identifying the trends and issues affecting families of wealth is a large part of our mission at FOX. We explored what’s top-of-mind for members through the latest results of our 2020 Global Investment Survey.Insights and Key TakeawaysWe are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into what these family enterprises are doing right now around investments.

Antidote for Expensive Markets
Publish Date

Most analysts agree that the US. equity and fixed income markets are over-priced and many other areas of developed markets are no better. Some advocate moving to cash, but are there more attractive alternatives? In this webinar, we discussed several current investment opportunities and the nature of these cyclical, secular, and technical investment opportunities, including Chinese A-Shares, Greece, and Saudi Arabia.

5 Big Financial Integration Mistakes and How to Avoid Them
Publish Date

Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. This webinar shared the five biggest financial integration mistakes and how to avoid them. For most companies following a best-in-class technology strategy, the finance system is the hub for the other systems they use.

Macroeconomic Update: Navigating the Global Markets
Publish Date

Jean Joseph, Managing Director of Owl Rock Capital Partners, discussed the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr. Joseph delved into the credit markets specifically, identifying some unique characteristics of the rally that support his firm’s more cautious view. He concluded with areas of opportunity in today’s challenging macro environment.