- 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
Not a FOX Member? Inquire here to request an invitation to this event:
- About this Council
Host: 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
5:00 p.m. Meeting Adjourned
6:00 p.m. Cocktails and Dinner
*** Business casual attire for meeting ***
FOX Contact: Karen Clark
What will this Council accomplish:
Elements of the FOX Private Investor Council