Spring Global Investment Forum 2016 - Agenda


Wednesday, April 6, 2016

7:15 am

Breakfast and Registration

8:15 am


8:30 am
Macro Trends: The Stories Moving the Markets...How Technology is Transforming the Economy
Speaker: Erik Schatzker, Anchor and Editor-at-Large, Bloomberg Television, Host of "Market Makers” 
With nearly two decades of experience as a financial journalist in the U.S., Canada, Europe, South America and the Middle East, Erik Schatzker regularly speaks with Wall Street's most powerful executives and the top money managers from around the world. From interviews he has conducted with Lloyd Blankfein, CEO, Goldman Sachs; James Gorman, CEO, Morgan Stanley; Vikram Pandit, CEO, Citigroup; Larry Fink, BlackRock; private equity magnates Steve Schwarzman and David Rubenstein as well as fund managers Jim Chanos and George Soros and from his live reports from the World Economic Forum in Davos, Switzerland, Erik has gained unprecedented insight into the companies and stories moving the markets. Erik will share these insights while framing the key issues for discussion during the Spring Global Investment Forum.
9:30 am


10:00 am
FOX Voice of the Wealth Owner™ Panel Discussion – Finding Alpha
Moderator: Charles B. Grace, III , Managing Director, Leader of FOX External Investment Strategies Network, Family Office Exchange
Speakers: Matthew Fleissig, President, Pathstone Federal Street , Curt Fintel, Chief Investment Strategist, CTCmyCFO, Svetlana Loshakov, CFA, Managng Director, Moreland Management Company,  Peter Pauley, COO, CIO, Seven Valleys LLC
Prevailing market conditions notwithstanding, this is a pivotal time for family office investors. A panel of Family Office and Advisory Firm CIO’s will share the wealth owner’s perspective in an interactive discussion geared toward articulating their current investment dilemmas…what they are doing to mitigate these challenges…and compelling insights about what lies ahead in the search for alpha.
11:30 am
Lucheon: The Impact of Energy on Today’s Markets
Speaker: Darren Schuringa, Founder and Chief Investment Officer, Yorkville Capital Management, LLC
As FOX family members consider targeted exposure in specific industry sectors, one sector that members have urged us to explore at this forum is in the production or management of energy resources and the companies that service these industries. 
Darren Schuringa is a globally recognized authority on investing in U.S. energy infrastructure through Master Limited Partnership (MLP) structures. Darren has a front row seat on innovative and first-to-market MLP investment solutions and the impact of energy on today’s markets. He will address the supply and demand drivers for oil and gas as well as the impact of pricing on the U.S. and global economies while sharing insight into how to best invest in the energy sector.
1:00 pm
Peer Dialogue Break-Outs
Among the many benefits of attending a Family Office Exchange Forum is the opportunity for small-group, high-level dialogue on key global investment topics with industry decision-makers. Every participant will be invited to attend a specific topic appropriate session or affinity community. To maintain the intimate nature of these conversations, the number of sessions offered and topics shared will be determined the day of the Forum. Sessions will include, among others, the Direct Investing Network (DIN); Strategic CIO Network (SCION) and the External Investment Strategies Network (EISN).
Please note that some discussion groups will be limited to network members only.
3:00 pm


3:15 pm
Investment Implications of the Next Industrial Revolution
Speaker: William McDonough, Chief Executive, McDonough Innovation
Architect, designer, thought leader, and author William McDonough practices green architecture on a massive scale. In a 20-year project he is redesigning Ford's city-sized River Rouge truck plant and turning it into the Rust Belt's eco-poster child with the world's largest "living roof" for reclaiming storm runoff. He has created buildings that produce more energy and clean water than they use and as such is building the next generation of design on the site of the future of exploration: the NASA Sustainability Base. Currently, he is designing seven entirely new and entirely green cities in China. It is projects like these that earn him the distinction of being one of the 100 global disruptive innovators as designated by “The Purpose Economy” Imperative.
As chair of the Meta-Council on the Circular Economy, with his involvement in The World Economic Forum and through his Cradle to Cradle® design framework, William McDonough is pivotal in defining new opportunities to grow businesses amidst rising environmental concerns and volatility in natural resource supplies. Mr. McDonough will share insight into business models that allow business professionals to do “more with less” and the impact this philosophy has on bottom line profits and the investment implications of the next industrial revolution.
4:15 pm

Program Wrap-up

4:30 pm - 6:00 pm Cocktail Reception


Registrations are subject to approval by FOX. Registration for this event is limited to sophisticated investment decision-makers, including active investors, chief investment officers and asset allocators in single-family and multi-family offices. This event is open to members of the FOX SCION Council, Direct Investing Network, and External Investment Strategy Network, in addition to qualified FOX Members and non-members. All registrations subject to approval by FOX.
Refund Policy: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five or more business days prior to the start of the event.