2018 FOX Spring Global Investment Forum

Agenda | Exhibitors | Presenters | Venue & Accommodations | Materials


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

Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:

  • A discussion of the potential implications of U.S. interest rate tightening on fixed income and equity markets, particularly given current high equity valuations. (Jeff Sherman, CFA, Deputy Chief Investment Officer of DoubleLine).
  • Research presented by McKinsey Global Institute on how accelerating automation is likely to impact the global labor force—and discuss the extraordinary societal ramifications that may result.
  • Addressing the opportunities that disruption brings, a panel of venture capital managers, each highlighting a portfolio company and its founder, will discuss The Next Wave of Innovation. (Moderated by Silicon Valley Bank).
  • A panel of direct investors will share how they find interesting companies to invest in, successes and challenges of co-investing with other families, and other lessons learned, moderated by the Director of the FOX Direct Investing Network.
  • Breakout sessions at the Forum will discuss finding less correlated investments "beyond hedge funds," investing under the new tax legislation, the shift from public equity to private equity, and opportunities to invest thematically to benefit from disruptive technologies.

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.

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. *Qualified prospective members may attend one FOX Global Investment Forum before joining FOX. For information on membership, please contact info@familyoffice.com or call 312-327-1247.
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 4.5 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 of the fixed income and equity markets, the impact of automation on the global labor force, the current state of venture capital and direct investing, the impact of tax legislation on investing, and opportunities to invest thematically to benefit from disruptive technologies.
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.