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.
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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.
A significant portion of the population does not have children, and careful financial and wealth planning for these individuals and couples requires a clear understanding of their goals, ambitions, and intentions. The conventional priorities that often revolve around funding a child’s education or safeguarding dependents will hold less relevance for them.
Structured as a budget reconciliation package to circumvent traditional filibuster requirements, the One Big Beautiful Bill Act (the BBB) has passed. The extraordinary breadth and ambition of this package make it one of the most consequential pieces of legislation in recent U.S. congressional history. With its expansive scope spanning 870 pages, this landmark legislation will impact virtually every industry and household in the U.S. through significant policy shifts, funding reallocations, and regulatory changes.
In most states when a child turns 18, he or she is legally recognized as an adult. And without having certain legal documents in place such as a durable power of attorney for healthcare, parents may lose their ability to fully support and care for their college-age children in the event of a medical emergency or other circumstances. By knowing which documents should be executed, parents and their adult children can avoid the restrictions of various privacy laws that can prevent timely care.
The Great Wealth Transfer: Five Actionable Steps
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Through 2048, an estimated $124 trillion in wealth is expected to pass from older to younger generations in the U.S. Additionally, $50 trillion will pass laterally to surviving spouses, the large majority of whom will be women, before making its way down to children. Known as the Great Wealth Transfer, it comes with responsibility for both the owners and inheritors of wealth. Here, five steps are outlined to help you and your family prepare for the change that also represents a shift in power with younger generations stepping into their financial strength.
Inheriting Family Wealth: How to Prepare
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For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is where things can get difficult. If you’re the parent, you want to prepare your children for what’s to come. If you’re the one inheriting your parents’ wealth, and if you feel overwhelmed, you’re going to want to create your own game plan.
Welcome to day 2 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX
Building an Investment Thesis Around the Future | 2025 FOX Private Family Capital Summit
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Join us to hear from the leadership of a firm that has played a unique role investing in disruptive innovation, technology and consumer businesses. Juan will share the firm’s longstanding macroeconomic thesis and what its implications are for Private Family Capital Investors seeking to best position their family and their investments for the future. Juan Sabater, Co-President, Valor
Investing in Today’s Global Macroeconomic Environment | 2025 FOX Private Family Capital Summit
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In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.