2015 FOX Investment Networks Meeting and Peer Exchange

2015 FOX Investment Networks Meeting and Peer Exchange

Thursday, June 4, 2015 - 8:00am to 4:30pm

Members of the FOX Direct Investing Network and the Strategic CIO Network (SCION) are invited to learn how industry leaders and family CIOs are meeting the challenges and finding opportunities in today’s investment environment. This meeting of CIO, CEOs and wealth owners with investment leadership responsibilities is an opportunity to network on key investment interests, including investment strategy and potential co-investment opportunities on direct deals. The FOX team will moderate small group peer exchanges and facilitate introductions among like-minded families. Reception to follow.

FOX Investment



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Event Details

8-8:30 Continental Breakfast

Trends in the Investment Management Business

Donald H. Putnam / Managing Partner, Grail Partners
“The session will explore three major factors that are expected to have an impact on how investment products are designed and delivered to investors in the next few years:  
(1) Investors are in the process of coming out of the 2008-9 financial crisis and the subsequent bull market and it is likely that there will be fewer opportunities for easy returns.  How can investors effectively address this lower return challenge?  
(2) New paradigms for product design and increasing emphasis on risk management will be part of the investment landscape in the future.  How will new products and considerations around risk impact provider and investor behavior?  
(3) Geo-political risk is changing the landscape dramatically, emphasizing some areas like China and eliminating others like Russia.  What are effective ways to effectively incorporate geo-political risks in investor portfolios?  These three factors will push investors to use active asset allocation to keep up with the times.  A question and answer will follow formal remarks by Donald Putnam.”

An Entrepreneur’s Vision for Innovation and Giving Back

Demian Costa, CIO
Thomas Geddes, Managing Director
KDP Investments LLC
KDP is the family office of Kevin Plank, Founder and CEO or Under Armour. Demian and Tom will share the incredible vision of this young entrepreneur, creating a huge impact on his origins and the recognition that doing good for Baltimore and bringing innovation to Maryland will be good for the operating company as well as create long term investment return.
The mixed use project underway includes the socially responsible repurposing of an extremely blighted area of Baltimore where KDP plans to attract and incubate new companies, add retail, restaurants, hotels, housing, and build the new UA headquarters.  

Risk Management Challenges; Competitive Advantages for the Family Offices Dislocations Leading to Opportunity

Jonny Lach and David Tatkow, Partners 
Albourne America
Johnny and David will discuss risk management challenges faced by investors and an analytical framework for measuring, monitoring and managing those risks, both at the fund and portfolio level. They will also discuss some significant competitive advantages they perceive for today’s family office investor.  Finally, they will talk about current investment opportunities that their research reveals such as those due to dislocations in energy and litigation financing
12:30-1:30 Lunch
1:30-2:45   DIN Speed networking   3 prepared introductory questions
1:30-2:45   Albourne and SCION Risk Assessment questions/answers
3:00-4:30   Breakout/ Networking with Peers; Moderated in groups of 10-12  for DIN ; all SCION attendees in one session
4:30 Cocktail Hour

Demian Costa, Partner, Plank Industries

Demian Costa is a Partner of Plank Industries, a privately-held company with diversified holdings in commercial real estate, hospitality, food and beverage and thoroughbred horseracing, all under the Sagamore group of brands. The company is based in Baltimore, MD, USA and serves as the family investment arm of Kevin A. Plank, founder, Chairman and CEO of Under Armour, Inc. (NYSE:UA).
Demian is a military veteran having served 12 years as a US Navy SEAL.  Following his military career, Demian Co-Founded FX Studios, focused on building virtual and on premise employee wellness programs globally. He is currently focused on Venture, Private Equity, Entrepreneurship, and Innovation growth in Baltimore and beyond.  Demian holds an undergraduate degree in finance and an MBA from the University Of Maryland Robert H. Smith School Of Business.

Tom Geddes, Managing Partner, Plank Industries

Tom Geddes is the Managing Partner of Plank Industries, a privately-held company with diversified holdings in commercial real estate, hospitality, food and beverage and thoroughbred horseracing, all under the Sagamore group of brands. The company is based in Baltimore, MD, USA and serves as the family investment arm of Kevin A. Plank, founder, Chairman and CEO of Under Armour, Inc. (NYSE:UA). 
Tom has enjoyed a varied career in management and finance, including work in wealth management and the nonprofit and foundation sector. In his current role he also oversees Mr. Plank’s private family foundation, which focuses on entrepreneurship, access to sport for underserved communities, and public education. Tom was a Morehead Scholar at the University of North Carolina, Chapel Hill, and went on to earn graduate degrees at the University of Cambridge, England, and Johns Hopkins University. His outside interests and board memberships focus on healthcare and education.

Jonny Lach, Partner and Portfolio Analyst, Albourne America

Jonny Lach is a Partner and Portfolio Analyst of Albourne America, based in Connecticut.  Jonny was previously Chief Investment Officer and CEO at BlueStar Capital Management, a healthcare fund of funds firm which he founded.  Before that, he was a Partner and Managing Director at Mezzacappa Management.  He has also served as Chief Investment Officer of Winter Capital International, a wealth management firm,
and as Senior Consultant and head of alternative manager research at CTC Consulting, an investment consulting firm. Jonny received an MBA and law degree from the University of Chicago and a BS in Commerce from the University of Virginia.

Donald Putnam, Founder & Managing Director, Grail Partners LLC

Donald Putnam is founder and managing director of Grail Partners LLC. Prior to founding Grail in 2005, he led Putnam Lovell Securities, which he founded in 1987. At Putnam Lovell, he served as CEO, chairman of the board and managing director in the firm's investment banking group. Putnam Lovell was sold to National Bank Financial in 2002, and Mr. Putnam stayed on as CEO and vice chairman of Putnam Lovell NBF until 2005.
Earlier, Mr. Putnam held senior positions at SEI Investments. He was an executive vice president and division president of SEI, founder and president of SEI Financial Services Company, and founder and president of its various mutual funds. Mr. Putnam also has worked at Catallactics Corporation and Bankers Trust Company.

David Tatkow, Hedge Fund Associate Analyst, Albourne America

David joined Albourne from Core Capital Management in Chicago, an investment management firm specializing in alternative investment services and finance research.  In his role there as a Hedge Fund Associate Analyst, David conducted due diligence on prospective and recently initiated hedge fund investments, drafted detailed investment due diligence reports, helped maintain an in-house proprietary research database, and pitched investment recommendations for portfolio inclusion.  Prior to Core, David was at Cantor Fitzgerald, where he worked briefly in Debt Capital Markets.  Prior to this,  David was with HVB Group, New York, the second largest private commercial German bank, where he worked in Credit Portfolio management, establishing a risk management infrastructure to measure credit risk and loan loss reserve balances. David has an MBA from the University of Chicago, Booth School of Business and an AB from Dartmouth College, Hanover, New Hampshire.
Family Office Exchange Speakers

Charlie Grace, Managing Director

Charles B. Grace, III is Managing Director at FOX. Charlie works on strategic planning projects for families and family offices as well as wealth management advisor clients. He has more than 20 years experience in the family office community advising high-net-worth families and has been quoted in various publications on the subject of private wealth management, including The Wall Street Journal, Financial Times, and Worth Magazine. In addition to his responsibilities at FOX, Charlie has been active on the Board of the single family office Ashbridge, LLC since 1992 and in 2010 was named President. He is a Trustee and member of the Investment Committee of the non-profit Tuttle Fund, Inc. in New York City.

Linda Shepro, Managing Director, Investment Initiatives, Networks

Linda leads the education and community building endeavors among CIOs, CEOs and wealth owners focused on investments. She oversees the FOX Networks team that has created robust peer exchanges addressing issues and challenges faced by members.  Previously she was CFO of a large Midwestern family office, creating groundbreaking tools for back office and reporting during its start-up phase. She served on the direct investment screening committee, working closely with the portfolio’s management teams and outside family co-investors. Linda was cofounder of Shepro Braun Systems whose flagship product, Total Return, provided comprehensive back office solutions for family offices and hedge funds. 
Accommodation Information: 


THE LONDON NYC - 5 Star hotel

With its timeless sense of luxury accommodations marked by sophisticated ease and intuitive yet discreet service, The London NYC is designed to engage both the discriminating business and leisure travelers in a personal suite experience entirely of their own making. Our hotel in Midtown Manhattan places you in the center of New York's cosmopolitan hub. Fifth Avenue shopping, Broadway theatres, Carnegie Hall, andCentral Park are mere steps away
FOX special rate: $429 
Call 1-888-566-3692 for reservations. Mention Family Office Exchange to receive this great rate!

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Event Hosts

Convene Conference Center – Times Square
810 7th Avenue
New York,  New York  10019
United States