The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.
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2018 FOX Global Investment Survey Highlights
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One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler joined us as she provides highlights of what we learned in the 2018 Global Investment Survey. She shared information on family offices' allocations and 2017 performance, took a deep dive as to how families are reconsidering traditional approaches to portfolio construction, discuss active versus passive investing for long-only strategies, and gave information as to how families are investing directly in operating businesses.
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #1: The Highest and Best Use of the Private Trust CompanyPresenter:Sara Hamilton, Founder and CEO, Family Office Exchange
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #2:Transformative PFTC Governance StructuresPresenters:Sara Hamilton, Founder and CEO, Family Office ExchangeRyan M. Harding, President, Garden Trust Company
2018 PFTC Workshop Video #3: PFTCs in Action - Panel
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2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #3:PFTCs in Action - PanelPanelists:Bruce Betters, CEO and Chief Investment Officer, Marshall Street CapitalRyan M. Harding, President, Garden Trust CompanyKim Kusilek, Chief Operating Officer, HRK Group, Inc. Moderator:Mariann Mihailidis, Managing Director, Councils, Family Office Exchange
2018 FOX Private Family Trust Company WorkshopFebruary 21-22, 2018Fort Lauderdale, FLVideo #4:Making it Work: The Distribution ProcessModerator:Ruth Easterling, Managing Director, Member Services, Family Office Exchange
Considerations for Structuring Family Office Investment Companies and Operating Companies
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This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs Act, lowering the federal corporate tax rate to 21%. In this session, we explored:
10 Common Mistakes Managers Make
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Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where managers can err as well as strategies to help stay compliant in potentially hazardous areas such as company communications, talent recruitment and management, and performance management.
2018 Cybersecurity Outlook
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In this session, FOX member and guest security expert, Jordan Arnold of K2, explored the cybersecurity trends and threats families and family offices need to be aware of in 2018, including:Personal cybersecurity trends for 2018The difference between identity theft and privacy theftWhy cybersecurity is also a physical security topicIn addition, Jordan shared the best practices that should be adopted to avert and mitigate cyber threats.
In 2017, three central banks within the G-7 tightened monetary policy through the traditional method of interest rate hikes. The U.S. Federal Reserve, hiking three times, began “quantitative tightening” through the reduction of its balance sheet. Other G-7 central banks expanded their balance sheets through asset purchases. Will 2018 see convergence in G-7 policies? Further, what does this hold for the path of U.S. interest rates and more importantly its impact on the global macroeconomic environment? Mr.