Webinar - 2019 FOX Global Investment Survey Highlights

Overview

Wednesday, Apr 10, 2019 - 10:00am to 11:00am CDT

 

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joins us to provide highlights of what we learned in the 2019 Global Investment Survey. She will guide us through the survey results, including sharing family offices' allocations and 2018 performance, explore some of the newer ways that families are approaching constructing their investment portfolios, discuss more about the trend around values-aligned investing, and dive deeper as to how families are investing directly in operating businesses and real estate.

 

 

***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

  • Speaker(s)

Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange

Kristi is actively involved in development of all investment programming and the FOX Private Investor Council. Kristi is based in San Francisco.

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all membership matters. Kristi also created the Wealth Management program at Stanford University and ran it for three years.