The Rohatyn Group is a leading, specialized asset management firm focused exclusively on investing in emerging markets. It is Nick Rohatyn’s belief that successful investment outcomes in emerging markets require experienced, talented individuals utilizing local sources of insight and information. As such, the firm’s global network spans...
As family members, office executives and advisors work to instill an entrepreneurial mindset in their family's ventures, it's critical for them to understand the phases startups go through. They also need to understand the best practices to refine and evaluate their ventures at each stage. This allows everyone upfront to be aligned about what leade...
In light of volatility and low returns in the public equity markets, private equity remains a strategic and tactical part of most family office asset allocations. This session on due diligence of private equity funds will deepen participants’ understanding of the complex analysis that is needed to select fund managers with the greatest potential to...
With the U.S. election just months away, many are curious what the future holds for the economy and how new political leadership will impact their portfolios. Adding to the uncertainty is the fallout from Brexit and the looming changes that are sure to impact the European Union and beyond. In his mid-year economic forecast, FOX member and Atlantic ...
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...
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...
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...
Architect, designer, thought leader, and author William McDonough practices green architecture on a massive scale. In a 20-year project he is redesigning Ford's city-sized River Rouge truck plant and turning it into the Rust Belt's eco-poster child with the world's largest "living roof" for reclaiming storm runoff. He has created buildings tha...
The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.Charly Kleissner co-founded Toniic and the 100% IMPACT Investi...
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...
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...
Family member and private investor Oakleigh Thorne will be part of an interactive discussion through the use of a moderator regarding his investment approach since the sale of his family’s business, Commerce Clearing House, 20 years ago. He will share the lessons he has learned in the process and also talk about his experiences as a diversifi...
Stuart Porter will discuss investment opportunities in energy such as oil and gas as well as renewables. Mr. Porter will talk about energy pricing and US shale production, the energy renaissance in North America versus conditions in the rest of the world, and the role of technology in the energy sector. In addition to more traditional energy source...