2017 FOX Spring Global Investment Forum


Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials

This event is open to FOX members. To learn more about FOX membership and
how you can attend this event, click here.


The FOX Spring Global Investment Forum brings together the most sophisticated investors of private capital across the FOX community to address the pivotal investment issues of today.

While recognizing the important distinctions between institutional and private wealth, the Forum will highlight the most forward-looking thinking by leading institutional and private investors on asset allocation and examine more deeply the role of hedge funds and private equity in a portfolio. We will discuss the significant shifts in long-only investing as we explore recent developments in active and passive investment strategies and structures. We will address the complex macroeconomic landscape from the perspective of a significant institutional real estate investor, and hear one family office CIO's observations in Chasing Yale with a Vengeance.

There will be ample opportunity for FOX investors to meet and share their thinking across topics of common interest with peer exchange sessions for the FOX Direct Investing Network (DIN), the FOX Investment Strategy Network (ISN), and the FOX Strategic CIO Council (SCIOC).


Registrations are subject to approval by FOX. Registration for this event is for family office and investor members of Family Office Exchange who have an interest in investment decisions for the family or family office. FOX Advisor members may send an appropriate senior-level investment person.
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 6 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 be able to have a better understanding of asset allocation and what market opportunities currently exist, particularly in real estate and alternative investments.
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.


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