Private Investor Council - San Francisco


Wednesday, April 5, 2017 - 8:30am to 5:00pm
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

Host: Family Office Exchange

Family Office Exchange / West Coast
100 Pine Street | 27th Floor
San Francisco, CA




Wednesday, April 5, 2017

8:30 a.m.


Continental Breakfast

9:00 a.m.


Welcome, Participant Introductions and Peer Discussion

Discussion of how PIC members are considering their investment strategy, what changes they are making in the face of current uncertainty, and what investment challenges are top of mind.

10:00 a.m.


Reviewing the Smart Beta/Factor-Based Universe
of Long-only Equity

A PIC member will discuss her reasoning behind her family office’s comprehensive review of active long-only equity and passive strategies and their interest in seeking new strategies in “the space between” passive and active investing.  Our speaker will give a presentation on the proliferation of investment strategies pursuing active bets within a systematic approach, followed by a group discussion on long-only equity challenges and opportunities.

11:45 a.m.



  • PABU
    101 California Street, San Francisco

1:15 p.m.


One Family’s Journey to Impact Investing.

A PIC member will share how he came to the realization that we can no longer maintain our philanthropic lives and our business lives as separate.  He believes that our investments can align with our values and we can use our capital to address the world’s biggest problems while achieving attractive returns.  This PIC member has joined with other significant family investors to pursue his goals and he will share his story

2:45 p.m.



3:00 pm


Investment Trends for Private Investors and Family Offices

This session will share many of the investment trends that FOX has been following for almost three decades.   With a special focus on asset allocation, returns, risk, decision-making processes, reporting, cost, impact investing, passive vs active, direct private equity, among other topics, this peer-exchange driven session will strive to synthesize current trends to make them actionable for Council members.  One of our speakers is a consultant to institutions and family offices on hedge funds and private equity and will serve as a resource for the conversation.

4:30 pm


Next Steps

  • Suggestions for future topics of interest

5:00 pm


Meeting Adjourned

    *** Business casual attire for meeting ***