Private Investor Council - New York


Wednesday, September 14, 2016 - 9:00am to 5:00pm
Cocktails and Dinner at 6 pm will follow the meeting.
The FOX Private Investor Council is for...
Individuals and families with substantial assets that want to:
  • Gain greater insight and resources for evaluating investment opportunities
  • Meet regularly with an exclusive group of accomplished investment peers
  • Discuss and debate in a private and confi dential setting
  • Become part of FOX’s global community of enterprise-minded families
FOX’s Private Investor Council is designed to meet the needs of individuals and families that may or may not have a formal family office.

  • Agenda
  • About this Council


Host: Deutsche Bank
Deutsche Bank
345 Park Avenue | New York, NY 
Meeting Room:  24th Floor
Wednesday, September 14, 2016
9:00 a.m.  Continental Breakfast
Welcome and Introduction to the Private Investor Council 
Sara Hamilton, Founder and CEO
Participant Introductions and Peer Discussion  
Peer Discussion - Facilitation by Karen Clark and Charlie Grace,  Family Office Exchange 
One of the primary goals of this group is to provide you with an opportunity to meet and learn from your peers. In this session, we will ask you to introduce yourself and share a bit about your approach to investing. We will use this time to discuss the issues that are top of mind for the group.
Investing in a Post-BREXIT Environment:   
Investment Implications for the US, Europe, and Global Markets
Gregory D. Curtis, Chairman and Managing Director, Greycourt & Co., Inc.
What does BREXIT mean for you? Gregory D. Curtis, founder of the independent wealth advisory firm, Greycourt & Co. and author of The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, will share his perspectives on BREXIT, the trend of isolationism and the way forward for global investors.
12:30 p.m.  Lunch  
1:30 p.m.  The Future of Financial Services 
and How to Exploit the Opportunities Created by this Wave of Change
R. Jesse McWaters Project Lead – Disruptive Innovation in Financial Services World Economic Forum
Disruptive innovations are reshaping the way financial services are structured, provisioned and consumed.  Jesse McWaters of the World of Economic Forum will share his observations on Fintech today, the five possible outcomes of Fintech tomorrow and the implications for investors.  
What is Smart Money Doing?  
Peer Discussion Facilitated by Karen Clark, Charlie Grace and David Toth, Family Office Exchange 
  • Members will share the changes they have made or are contemplating for their investment strategy in 2016, the rationale behind the decision and their changes planned for 2017.
  • Members will be able to share an investment opportunity they wish to discuss with the group.
5:00 p.m.  Meeting Adjourned
6:00 p.m.  Cocktails and Dinner
  • Venue tbd 

*** Business casual attire for meeting ***

FOX Contact: Karen Clark
What will this Council accomplish:
  • Help leading investors meet true peers from whom they can learn and with whom they can share expertise, experiences, and opportunities
  • Provide a way to understand how other successful investors make their decisions and source their opportunities
  • Hear from key experts from around the world to stimulate their thinking in an objective noncommercial setting
  • Keep abreast of developments in the capital markets, the global macro environment, tactical opportunities, as well as regional and sector opportunities
  • Learn about preparing families, especially the rising generation, for living productively with wealth
Elements of the FOX Private Investor Council
  • Attend the two annual, full-day FOX Global Investor Forums in the spring and autumn, alternating between SF and NYC. These meetings combine leading-edge speakers with the opportunity for attendees to meet highly qualifi ed peers and share ideas in a relaxed, investor only setting  
  • Join other Council members for a full day member-only Council meeting before each Forum
  • Participate in the confidential online discussion groups for the FOX Private Investor Council members and the FOX Direct Investing Network  
  • Optional membership in the FOX Direct Investing Network  
  • Attend the annual FOX Global Owners Forum to meet with the most fi nancially successful families from around the world and learn about matters of great personal importance to your familiy and the welfare of your family enterprise.  
  • Consult the investment content in the FOX Knowledge Center including the annual FOX Investment Survey and other top industry articles on investing  
  • Choose from 24 live educational webinar programs produced by FOX each year, including 6 programmed specifi cally for advanced investors
  • Utilize the Council leaders as sounding boards, connectors, and sources of information drawing on their experience working with successful entrepreneurs and established investors