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It’s no secret the investment world has changed, causing many family offices to re-evaluate the way they invest. During this session, FOX members will share the process they went through to reorganize their investment function. They’ll explain how they managed the restructuring of investment governance, outsourced relationships, underlying portfoli...

Welcome to the 2022 FOX Global Investment Forum. Peter Moustakerski, CEO, FOX Jonathan S. Tunner, Director, Private Investment Opportunities

Join FOX for a 2022 global economic update from Charles Schwab’s Chief Global Investment Strategist, Jeffrey Kleintop. Jeffrey will highlight important issues in the current economic cycle such as central bank policies, global interest rates, and inflation. He will provide commentary on the latest trends and events impacting international markets, ...

Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, shared his experiences and approach to adding Bitcoin to his company’s balance sheet. He also shared his insight on Bitcoin energy usage, safety, and the current regulatory framework. Michael Saylor, Chairman and CEO, MicroStrategy Moderated by...

Michael Novogratz shared his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse. Michael Novogratz, Founder and CEO, Galaxy Digital Moderated by Nathan Hamilton, Vice Chair...

This conversation centered around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for. Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle Moderated by Nick Rhoads, FOX Advisory...

This session provided an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry were also shared. Bill Barhydt, CEO, Abra Moderated by Nathan Hamilton, Vice Chair, FOX

Direct investors are forging new paths into frontier investing on a daily basis. As ideas become reality in a constantly evolving realm, investors should seek guidance on seeing around the corners. Join us for a conversation with two experts in the life science and fintech space, where they’ll discuss the trends they’re seeing and share invaluable ...

What’s the first step in investing if you’re given the opportunity? How do you collaborate effectively within a committee of family members tasked with investing a portion of wealth? If you already have an investment committee formed, how do you report back to the family governing body or refine best practices? These questions and more ...

Barry Dorfman, Founder and President, BLD Holdings, Inc.Moderated by Miguel López de Silanes Gómez, International Market Leader, FOX Hear from an active investor in early-stage deals who has invested in over 150 deals since leaving his medical practice. Attendees will hear his lessons learned from the early stages and how he identifies strong ...

Andy Gloor, Chief Executive Officer, Sterling BayChristopher Merrill, Co-Founder, Chairman, and Chief Executive Officer, Harrison StreetRich Ratke, Managing Partner, Walton Street CapitalModerated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOX Panelists will discuss the good, the bad and the ugly when it come...

Brett Wayman, Vice President, Impact Investing, EnvestnetJoel Wittenberg, Former Chief Investment Officer, W.K. Kellogg FoundationModerated by Stephanie Simmons, Senior Relationship Manager, FOXBoth an institutional and a mainstream impact investor will clarify their different definitions of ESG versus impact investing, opportunities they see comin...

Alex Gong, CFA, Fonex GroupJonathan Krane, Chief Executive Officer, KraneSharesModerated by Miguel López de Silanes Gómez, International Market Leader, FOX US-China tension is a key market driver in 2021.This session will focus on the family office investment landscape in Asia with a focus on China.

Phil Durst, Chief Investment Officer, Brush Street, a division of Ford Estates, LLCKathleen Vogelsang, Chief Investment Officer, Van Andel InstituteAnthony Waskiewicz, President and Chief Investment Officer, Investment Office Resources, LLCModerated by David Toth, Managing Director, FOXLearn the best practices of selecting, retaining, and compensat...