Regional Member Briefing - San Francisco - February 15, 2017


Wednesday, February 15, 2017 - 11:30am to 1:30pm

We are very excited to have our first investor event in FOX's new office in San Francisco! The FOX Regional Member Briefing will be held on February 15 at our West Coast office in the San Francisco financial district.

We hope you can join us and connect with fellow and prospective members to exchange ideas over lunch.

At this investor event, former finance professor and CIO of CTC | myCFO, Yung-Yu Ma, PhD, will lead a conversation around The U.S. and Global Economy: Directions, Opportunities and Risks Ahead, covering:

  • Outlook for U.S. growth, inflation, and interest rates
  • Positioning in the business cycle
  • Attractive asset classes and sectors
  • The investment thesis behind Non-U.S. Developed and Emerging Markets
  • Managing risks in the face of current uncertainty

Attendance is included for FOX members, but advance reservations are required, so please be sure to register if you will be able to make it.



The New FOX West Coast Office
100 Pine Street
27th Floor
San Francisco  California  94111
United States
  • Agenda
  • Speakers
  • FOX Facilitators
11:30 am Network/Welcome
12:00 pm Lunch and Presentation/Q&A
1:00 pm Peer Dialogue
1:30 pm Adjourn




Yung-Yu Ma, PhD, Former Finance Professor and CIO of CTC | myCFO

As Chief Investment Strategist, Yung is responsible for analyzing macroeconomic trends and performing valuation modeling across asset classes to guide strategic and tactical asset allocation for client portfolios.  Prior to joining CTC | myCFO, Yung was a finance professor at Lehigh University where he was an award-winning teacher focusing on courses in fixed income, equities, and derivatives.   His academic studies have been cited in the Wall Street Journal, in leading finance journals, top law journals the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. 

Prior to his academic career, Yung worked for the consulting firm Accenture, performing financial and market analysis for global companies with operations in Hong Kong, Taiwan, and China. Later, he oversaw the operations at a Fortune 500 subsidiary in Taipei and Mainland China.  Yung earned his Ph.D. in Finance at the University of Utah and a B.A. in Economics and Political Science, magna cum laude, at Williams College.

Kristi Kuechler, President, FOX Private Investor Center™

Kristi Kuechler is the President of the FOX Private Investor Center™ and the moderator of the FOX Private Investor Council™ and FOX Direct Investing Network. Kristi has opened the West Coast office for FOX and is based in San Francisco.
Kristi joins FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.
Kristi has a bachelor’s degree from University of California-Davis, and a masters in educational policy from Stanford University.

Heather Asher Abramson, Senior Relationship Manager

Heather Asher Abramson is a senior relationship manager for Family Office Exchange (FOX). Part of the FOX family office team, she provides a variety of member services and supports the specific needs for family business-owning members. Heather is also a member of the FOX member development team and accesses the needs of prospective FOX members by helping them achieve their goals.
Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation for seven years. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.
Heather has a bachelor’s degree in journalism, public relations/advertising and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with a master’s degree in organizational and multi-cultural communications.