The next generation of venture capitalists come from more diverse backgrounds, and are known for investing early in founders making waves and disrupting industries. In this session, you’ll meet some of the most sought after VCs in early stage investing and the founders they have funded. We will highlight investors and entrepreneurs in artific...
The panel will explore the latest thoughts on the use of less correlated investments in portfolio construction. As correlations are notoriously unstable, what strategies may be able to provide less correlation to U.S. equity markets, without giving up too much upside in a long-lasting U.S. equity rally?Panelists:Incorporating Options: Robert G...
The increasingly unforgiving nature of public equity markets, coupled with the continued evolution and growth of private investment markets, is making it easier for more companies to stay private. As a result, investors seeking to capture the full range of investment opportunities across the U.S. economy have little choice but to increasingly pursu...
The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.
Investing is often focused on the shorter term. Only a few investors, with long-term capital, longterm incentives, and a long-term perspective can participate in long-term Thematic Investing: investing that is driven by the power of technological, demographic, and social/political change. We will explore some of the metrics that are driving Cyberse...
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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.
In this annual session, we discussed the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks. Furthermore, we explored equity valuations and take a critical look at the underlying assumptions that lead to conclusions of over or under-valuation.
Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunked some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio.Myth...
The most important risk to a family is not meeting your goals, not loss in your portfolio, according to Ashvin Chhabra, author of The Aspirational Investor and the landmark paper Beyond Markowitz: A Comprehensive Wealth Allocation Framework for Individual Investors. Ashvin will offer a practical, innovative framework for making smart...
Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies eff...
Families of exceptional wealth enjoy abundant resources to achieve family goals, but also face peculiar, idiosyncratic risks not easily managed through traditional means. This session explores a framework for managing those risks while taking advantage of the unique edge which families can have over other investors.In this session, an experienced g...
In Skin in the Game, a proposed TV show with a format similar to Shark Tank, the audience effectively runs the game, deciding which businesses get funded. Audience members also have the option to invest their own capital in the Skin in the Game fund. More than fun and games, it was designed with projections for job creation and ...
What do families tend to underestimate or overlook in the due diligence process? A single misstep in understanding the market of the target business, in evaluating the sustainability of product-line and customer-level profitability, or in assessing and motivating the management team, can wipe out a generation of wealth. The discussion will focus on...
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...