Regional Member Briefing - New York - March 9, 2016


Wednesday, March 9, 2016 - 11:30am to 1:30pm
Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.
Attendance is included with membership, but advance registration is required.


Rockefeller & Co. Offices
10 Rockefeller Plaza, 3rd Floor
New York  New York  10020
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am     Network/Welcome
12:00 pm     Lunch and Presentation/Q&A


Not-So-Great Expectations
Speaker: Jimmy C. Chang, CFA, Chief Equity Strategist, Senior Portfolio Manager and Managing Director, Rockefeller & Co. 
It’s been eight years since the onset of the Great Financial Crisis. While policymakers sought to save the world from the abyss via a series of unconventional policies, the prospect of normalization remains elusive. The Fed’s rate hike in December 2015 is already viewed by some as a policy error, and there is the fear that markets may be losing confidence in central banks’ ability to prop up asset prices and rekindle economic growth. We will take a look at the main issues that have led to the recent market correction, and what may transpire down the road. The world is desperately searching for a sustainable growth catalyst, without which we would have to settle for an era of subdued growth and investment returns. 
1:00 pm       Peer dialogue
1:30 pm         Adjourn

Jimmy C. Chang, CFA, Chief Equity Strategist, Senior Portfolio Manager and Managing Director of Rockefeller & Co. 

Prior to joining Rockefeller & Co. in 2004, Jimmy served as a Senior Vice President, Chief Technology Strategist and Senior Technology Analyst at the U.S. Trust Company of New York, where he led technology equity research and co-managed a technology fund. He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume and profit attainments at major international financial services and banking accounts. 
Jimmy is a Chartered Financial Analyst charter holder. He received an M.B.A. in Finance/International Business from New York University and a B.S. (summa cum laude) in Electrical Engineering from The Cooper Union. He is a member of the Tau Beta Pi National Engineering Honor Society. Jimmy serves on the Investment Committee of the Foundation for Contemporary Arts.

Alexandre Monnier, President, Family Office Exchange

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. FOX’s support includes networking opportunities, knowledge, advice and education on key topics such as managing wealth, family governance, legacy, succession and best practices for running family offices. 
Alexandre oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in the wealth management, private aviation and healthcare industries—both in the US and internationally. 
He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace’s private jet charter business, transforming the business from an emerging player to a leading private jet travel provider. Previously, he spent 10 years as a management consultant serving some of the most widely recognized firms in the U.S. and Europe on issues ranging from strategy to operational and organizational effectiveness. He started his career in finance with Societe Generale.

Karen Rush, Director of Membership, Family Office Exchange

Karen Rush is Director of Membership for Family Office Exchange (FOX). She is part of the advisor team that works to increase membership and provide member services. Formerly events manager, she was responsible for planning all external FOX events, including forums, workshops and regional events.
Prior to joining FOX in 2005, Ms. Rush spent 10 years at a large, multi-generational family office as the communications coordinator. She worked directly with the family office and family members to develop a family meeting process and younger generation education program.