2017 FOX Autumn Global Investment Forum


Agenda | Exhibitors | Presenters | Venue & Accommodation | Download Brochure Materials


The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.

The Forum will address investors’ uncertainty resulting from today’s shifting interest rate environment and the systemic risks to the equity markets that may be a consequence of the extraordinary growth of indexing. As family offices continue to make direct investments in operating businesses, we will discuss the less obvious but very important legal and regulatory risks inherent in direct deals and also highlight best practices when performing due diligence on target businesses.

The Forum will present actionable solutions for investors navigating the present uncertainty. A panel of CIOs of sophisticated family offices, endowments, and foundations will address The Way Forward, and an experienced institutional investor will share strategies for preserving and enhancing real wealth in the coming years.

There will be ample opportunity for FOX investors to meet and share their thinking across topics of common interest with peer exchange sessions at the Forum.

This event has reached capacity.  Please call FOX at 312.327.1221, or email events@familyoffice.com if you have any questions.

Registrations are subject to approval by FOX. Registration for this event is limited to executive level family investment decision-makers, including executive level active investors, chief investment officers and asset allocators in single-family and multi-family offices. This event is open to members of the FOX Strategic CIO Council™, FOX Direct Investing Network™, and the FOX External Investment Strategy Network™, in addition to qualified FOX Members.
REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at events@familyoffice.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to 5.5 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will have a better understanding regarding how to manage risks involved with direct investments, asset allocation, ETFs, as well as the overall economic and political climate.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.