2014 FOX Fall Forum Materials

Highlights, Session Materials, and Videos:

Date and Time of Presentation Presentation
Tuesday, October 28, 2014 - 9:00am Event Recap - Fall Forum 2014
Tuesday, October 28, 2014 - 10:30am Fall Forum 2014 - Advisor Member Binder
Tuesday, October 28, 2014 - 10:30am Fall Forum 2014 - Family Office Member Binder
Tuesday, October 28, 2014 - 2:00pm Family Governance: How Leading Families Manage the Challenges of Wealth
Tuesday, October 28, 2014 - 2:00pm FOX Direct Investing Network – Where Are Families Investing their Capital for 2015?
Tuesday, October 28, 2014 - 2:00pm Developing Authentic Family Leaders
Tuesday, October 28, 2014 - 2:00pm Results from the 2014 FOX SFO Benchmarking Study
Tuesday, October 28, 2014 - 3:45pm Structuring Family Wealth: Performance Reporting for Meaningful Interpretation
Tuesday, October 28, 2014 - 3:45pm How To Make Governance Meaningful to Family Members
Wednesday, October 29, 2014 - 8:45am Working Toward Collaboration and Collective Impact Video Available
Wednesday, October 29, 2014 - 10:00am A History Based on Guiding Principles: The Bemberg Family Enterprise
Wednesday, October 29, 2014 - 11:00am Peer Dialogue for Family Members and Family Office Executives
Wednesday, October 29, 2014 - 12:30pm Luncheon - Speaker Adam Braun - The Promise of a Pencil Video Available
Wednesday, October 29, 2014 - 2:15pm Ten Recommendations for Preparing Next Generation Wealth Owners Video Available
Wednesday, October 29, 2014 - 2:15pm The Impact of Economic Disparity on the Future of Tax Policy
Wednesday, October 29, 2014 - 2:15pm Risky Business: Is Your Trustee Role a Mission Impossible?
Wednesday, October 29, 2014 - 2:15pm Case Study: Metrics for Measuring Value in the Family Office
Wednesday, October 29, 2014 - 2:15pm Case Study: The Journey of One Family Office
Wednesday, October 29, 2014 - 3:45pm Building a Comprehensive Family Office Communication Plan Video Available
Wednesday, October 29, 2014 - 3:45pm Liquid Alternatives and the Investment Spectrum
Wednesday, October 29, 2014 - 3:45pm Who are the FINANCIAL CREATIVES in your Family System?
Wednesday, October 29, 2014 - 3:45pm Data Security and Privacy Issues – Staying on Top of the Game
Wednesday, October 29, 2014 - 3:45pm Expert Panel: Sports Team Ownership- Balancing the Rewards with the Responsibilities
Thursday, October 30, 2014 - 9:00am Opening Remarks - Alexandre Monnier
Thursday, October 30, 2014 - 9:30am A View From the Bridge Video Available
Thursday, October 30, 2014 - 11:15am The Client of the Future: Experience, Expectations and Engagement Video Available
Thursday, October 30, 2014 - 12:30pm Families Making an Impact

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