2018 FOX Autumn Global Investment Forum

Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials


The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets.

We will address the following topics:

  • The macro outlook for investment markets appears to be at a critical point. The historically long expansion in U.S. equities continues, driving global equity growth. As the Federal Reserve increases interest rates, many central banks are also reversing their expansionary policies, all within the context of significant public indebtedness, and in the midst of a potential trade war. Mark W. Yusko, Founder, CEO, and CIO of Morgan Creek Capital Management, LLC, will discuss the risks and opportunities of investing in the current environment.
  • A panel of single-family office Chief Investment Officers will discuss how they are positioning the family portfolios. This session will share actionable investment suggestions as the CIOs prepare for the potential return of volatility and will explore how they are assessing risks and opportunities in an uncertain investment environment.
  • Matt Hougan of Bitwise Asset Management will take a hype-free look at what cryptocurrencies are, how they work, and why some people are so bullish about their long-term potential. He will also discuss the significant risks of the cryptocurrency experiment, including regulation, fraud, market fragmentation, and market manipulation, in The Future of Currency.
  • FOX father-and-son members will share their views on The Evolution of Asset Allocation. This session will share the perspective of a significant private equity entrepreneur and institutional investor as he and his son develop their own family’s portfolio strategy.

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, networking breaks throughout the day, and a reception following the event.

Registrations are subject to approval by FOX. Registration for this event is for family office and investor members of Family Office Exchange and qualified prospective members 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 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 gain an understanding of the macroeconomic outlook for investment markets, the opportunities and risks in a
volatile investment environment, an examination of cryptocurrencies, and unique perspectives on asset allocation and portfolio strategy from both a private equity entrepreneur and an institutional investor.
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.