2021 FOX Virtual Global Investment Forum

Video Replays and Materials | Agenda | Presenters | FAQs


Over the course of three days, the FOX community’s most sophisticated private capital investors will explore what’s on the investing universe horizon, direct investing trends, impact investing, the future of public equities, what’s new in alternative investments, and more. The forum will provide an opportunity to connect with peers from FOX families for a meaningful exchange of ideas and discussions about what the future of investing holds.

By attending this forum, participants will be able to:

  • Learn how to leverage capital to create equal opportunity
  • Understand the direct investing deal ecosystem
  • Explain what's new in alternative investments
  • Understand the family office investment landscape in Asia with a focus on China
  • Define best practices of selecting, retaining, and compensating portfolio managers
  • Speed network with other FOX family members and single family office executives to discuss deal making
  • Learn from a successful serial investor who has invested in over 150 deals
  • Discover where investing opportunity lies within the real estate market
  • Describe how to build a holistic impact and ESG portfolio

Who Should Attend

There is no cost for FOX members to attend the FOX Global Investment Forum. There is no limit on attendance per member firm. If you are not a member of Family Office Exchange, please contact info@familyoffice.com for membership information.

“What differentiates this forum from other investment-related conferences is the focus on Family Office needs and their unique challenges.” – 2020 Virtual Forum Attendee

Accessing the Event: This FOX Virtual Forum will be delivered via an external conference platform. Some employers prevent access to external conference platforms from corporate VPN accounts. You may find it easiest to use a personal device to access this event. Please note that video content will be provided via Zoom.

Registrations are subject to approval by FOX.

Cancellation Details: All cancellations must be made in writing to Family Office Exchange at events@familyoffice.comFor more information regarding administrative policies please contact FOX office at: 312.327.1200.

Field of Study: Finance and Specilaized Knowledge - 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 better understand trends and concepts related to public equities, alternative investments, real estate investing, impact investing and direct investing. Participants will also get practical strategies for managing investment managers and building a holistic portfolio.

Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Internet Based

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.