FOX Webcast: Global Economic Update: Emerging Trends Challenging Investors - February 22, 2023


Wednesday, Feb 22, 2023 - 10:00am to 11:00am CST

Please join us on Wednesday, February 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

Join FOX for a 2023 global economic update from NEPC’s Head of Asset Allocation, Phillip Nelson. Phillip will highlight the key investment themes of 2023 and the new trends challenging the behavioral biases investors have been conditioned to expect over the last decade. He will provide commentary on the market outlook for public and private markets and discuss the key issues surrounding central bank policy, inflation, and labor markets.

By the end of this webcast, attendees will be able to:

  • Describe the key investment themes of 2023
  • Understand timely issues surrounding inflation, labor markets, and the central bank policy

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing. 

You may contact the Events Team with any questions at

Field of Study: Finance - Up to 1 CPE credit 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.

Program Level: Overview | No prerequisites are required for this session. | 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:

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at For more information regarding administrative policies please contact FOX office

  • Agenda
  • Speaker(s)

10:00 am CT

Webcast Begins


Presentation: Global Economic Update: Emerging Trends Challenging Investors


11:00 am CT

Webcast Adjourns




Phillip Nelson, CFA
Partner, Head of Asset Allocation

Phillip leads NEPC’s asset allocation research and is responsible for the firm’s macroeconomic outlook, dynamic asset class views, and capital market assumptions. Phillip joined NEPC in 2011 having been in the investment industry since 2002. Prior to joining NEPC, Phillip was responsible for overseeing the investments of Pinnacle West Capital Corporation. Phillip received his B.A. in Political Science from the University of California, Irvine. He also holds the Chartered Financial Analyst designation. 


FOX Moderator

David Toth
President of Membership

David Toth is the President of Membership Family Office Exchange (FOX) and is market leader for FOX’s Wealth Advisor members. In his role, he serves as Co-Chair for Multi-Family Office and Integrated Wealth Advisor Councils. He also Co-Chairs the Strategic Chief Investment Officer Council, a peer group for family office CIOs. 

David serves as relationship manager for select wealth advisors and families providing strategic guidance, access to essential research and offers key insights on issues of importance to them. He has authored, presented, and consulted on topics ranging from client experience and pricing strategies to talent management. 

He is as a member of the FOX leadership team, helping to develop and execute strategies designed to better meet member’s evolving needs. David also participates in the development of new research and thought leadership for FOX members.  

David brings over thirty years of wealth and investment management, marketing, and strategic consulting experience to FOX and its members. He held key leadership positions in the Asset Management Division at PNC Financial formulating and implementing growth strategies that helped to more than double the size of their wealth and ultra-high net worth businesses. 

David earned a B.B.A. majoring in Marketing and an M.B.A. majoring in Finance & Economics from University of Michigan and the University of Detroit/Mercy, respectively. In addition, David has completed Leadership and Executive Development programs at the University of Pennsylvania’s Wharton School.