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
Networks

 

 

If you are not yet a member of the one of these Networks but would like to join, please contact your FOX Relationship Manager.

Region: 
Americas

Event Details

Agenda
8-8:30 Continental Breakfast
 
8:45-10:00   

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.”
 
Break
 
10:15-11:15

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.  
 
Break
 
11:30-12:30

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
 
Break
 
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
 

Event Registration

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Event Hosts

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