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50 results found
Impact Families: Making a Difference in Business, Philanthropy, and Society
Publish Date:
May 16 2018

In this session we will explore how families make a difference on issues that are important to them through their businesses, their investing and their giving. Increasingly, we observe how families, wishing to make an impact with their wealth in their lifetime, have found creative ways to integrate both business concerns with philanthropic goals. B...

Insights and Takeaways - 2018 FOX Spring Global Investment Forum
Publish Date:
Apr 13 2018

The FOX Spring Global Investment ForumTM was held in San Francisco on March 13th. The Forum brought together many of the most sophisticated investors of private capital across the FOX community. The Forum addressed many of the increasing challenges that investors have when investing long-term capital in this time of significant disruption.

BREAKOUT 3: Long Only Equity: Active, Passive and The Space Between
Publish Date:
Sep 13 2017

Investors have been moving significant capital out of active long-only strategies due to the relatively small number of active managers that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to accept the perceived inefficiencies...

Breakout #3: Long Only Equity: Active, Passive, and The Space Between
Publish Date:
Apr 04 2017

Investors have been moving significant capital out of active long-only strategies, driven by the relatively low number that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to own the perceived inefficiencies of a cap-weighted s...

FOX Public Webinar - Investors Chasing Yale and the Future of Alpha
Publish Date:
Feb 07 2017

This webinar gave an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We shared asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors. We discussed trends across the investment industry and how they may impact...

Investment Policy Statements
Publish Date:
Dec 07 2016

Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS? What does a traditional IPS look like versus a modern iteration? &...

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
Publish Date:
Nov 30 2016

A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate...

2016 FOX Global Investment Survey Highlights
Publish Date:
May 11 2016

For anyone who’s been asked, “So, how did we do last year?”, this webinar gives you a benchmark unlike any other in the form of peer perspective. FOX investment expert, Charlie Grace joined us and told us what we learned in the 2016 Global Investment Survey of 80 family offices from around the world. From their investment objectives, to their feeli...

Targeting Efforts: Making Impact Happen
Publish Date:
Apr 27 2016

Much has been documented about the transformation that is occurring around making money while also making a difference. Impact Investing, which was once was a nice idea is now becoming a mandate as approximately $30 trillion of wealth is projected to be inherited by the Millennial and Gen X Generations. These generations of inheritors expect engage...

Private Equity: Key Considerations and Business Models
Publish Date:
Apr 27 2016

A growing number of enterprising families in the US are showing an increased interest in participating in direct investments of all sizes. A segment of this interest is sparked by entrepreneurial family values, and the disappointing correlations between asset classes that occurred during the 2008-2010 timeframe. Utilizing research conduc...

Track 3 - INVESTING DIRECTLY - Direct Investing: Industry Sector Dynamics
Publish Date:
Oct 22 2015

This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.Part 2: Unlocking o...

Workshop 2: Engaging in Solution-Building: The Impact Investing Game
Publish Date:
Oct 21 2015

Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactio...