At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join fellow family office investment professionals to gather and discuss the latest global investment themes, markets, economies, and more.
Private investing areas such as real estate and hedge funds will be explored. The forum will provide an opportunity to develop meaningful investing relationships with peers from FOX families through an exchange of ideas and discussions.
“The FOX Global Investment Forum addresses risks and opportunities in the current investment environment - and goes beyond this to focus on issues of interest to families with generational wealth including the role of values-based investing.” – 2022 Forum Attendee
Program Dates
March 21-22, 2023 Dallas, TX and Virtual
Who Should Attend
In-person registration for this event is for family office members of FOX. Family members from all investment skill levels are encouraged to attend. FOX advisor members may send an appropriate senior-level investment person.
All FOX Members, and qualified non-members, may attend the program virtually.
For questions regarding eligibility please contact your relationship manager or reach out to us at events@familyoffice.com.
We kicked off the 2023 forum with Jeff Kleintop, Charles Schwab's Chief Global Investment Strategist. Jeff lead us through the ever-changing landscape of global economies, economic trends, and a cadre of other influences impacting family office investors. Explore and understand influences from inflation, global recession, and war in Europe to other key components impacting future risks and opportunities.
Panelists discussed two highly relevant post-pandemic investment themes, Supply Chain and Energy. Join industry experts as they walk through the current state of these highly disrupted industries, key drivers and pitfalls impacting potential investment opportunities, and where families could find long term potential and harness these disrupted and dynamic industries.
Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledge for any size office investment professional looking for realistic advice from experienced practitioners.
Join a panel of family office Chief Investment Officers as they recap their direct investing journey over the last twelve months of having to navigate uncertain times. Explore with them as they discuss adjusting their profiles, lessons learned, and where they see opportunities in 2023 and beyond.John Martin, Chief Investment Officer, LDI, Ltd.Mauricio Zachrisson, Director, Losa GroupBriton Burge, Principal, Rosewood Private InvestmentsModerated by Nate Hamilton, Vice Chair, FOX
Join Miguel López de Silanes Gómez as he explores how dynamic global markets and geo-politics have impacted global family office CIO’s from around the world. Learn how panelists navigated 2022 through both their local and regional investing lens as well as beyond their respective borders. Learn what is shaping their thinking and better understand where they see risk and opportunity.
Join a panel of leading lower and middle market M&A professionals as they cover market updates, M&A trends, and insights into the private equity and debt markets. Our panelists will explore how market conditions and global considerations are impacting private equity and what the road ahead might look like for family investors.
Join experienced family office owners and professional real estate investors as they review the state of commercial, industrial, and value add real estate sub-asset classes and the road ahead. Enjoy an open conversation exploring where future opportunities may be and practical advice on which markets, partners and deal profiles could make the most sense for family office investors.
Join experts from Asset Consulting Group as they share why a small and nimble asset base allows managers to maintain their investment discipline and fully allocate to their highest conviction ideas. This session will help attendees understand how a focus on asset gathering can adversely impact a manager’s ability to add value over time, while capacity-minded firms can protect alpha potential.
Join an experienced global macro investor for a fireside chat exploring the global macro investing environment at large. Understand which hedge fund strategies performed best in 2022 and further, which strategies are best poised to perform well in a period of high volatility and uncertainty, and how these strategies should be deployed within family portfolios.Joe Dowling, Global Head of Blackstone Alternative Asset Management (BAAM)Moderated by Nate Hamilton, Vice Chair, FOX