Search Results

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...

Jonathan Tunner, Director, Private Investment Opportunities, FOXModerated by Tim Duffy, Esq., General Counsel, Manager of Strategic Partnerships, FOXFOX’s Director of Private Investment Opportunities will explain the family office direct investing deal ecosystem. This session is introductory and will cover 12 critical direct investing function...

Valerie Mosley, Founder of BrightUP and Chief Executive Officer, Valmo Ventures Moderated by Gaby Griffin, Market Leader, Business Owners and Family Office Executives, FOXValerie Mosley, a Founder and Chief Executive Officer with over 30 years of investing experience, will kick off the forum with an eye-opening presentation that examines factors pe...

Ben Buettell, Director, Fusion Acquisition Corp. and Co-Founder/Former Partner of R7 PartnersBrent Hill, Managing Partner, Origin VenturesKristen Jones, Partner, Private Equity and Private Credit Research Analyst, Albourne PartnersDr. Wolf von Laer, CEO, Students For LibertyModerated by Matthew Murphy, Director, Business Development,...

At the 2020 FOX Family Forum, family members, office executives, and their trusted advisors heard how other families have built plans to achieve positive change and successfully transition to future generations. Attendees came away with ideas, tools, and frameworks to help them map out next steps on the road to being a positive and productive enter...

Whether in the form of investment themes like cannabis, cryptocurrency and artificial intelligence - or a values-based ESG approach, investors today have more opportunities than ever before. Two industry leaders led an interactive discussion about how to effectively integrate your personal values, beliefs and interests into your investment portfoli...

Family offices are increasingly leveraging tools to drive efficiency in the office, such as call scheduling, business intelligence, and client relationship management systems.Kent Lawson, Director, Technology Integration Services, Family Office Exchange Scott Winget, Market Leader, Enterprise Families, Family Office ExchangeInsights and Key Takeawa...

The evolution of family priorities and the acceleration of technological advances are reshaping the future of the Family Office. We shared insights into the Future of the Family office across four pillars of change: Shifts in Family Priorities, Proliferation of Technology, Evolution of Talent Profile, and Rising Importance of Partnerships.Insights ...

FOX’s Kent Lawson moderated a discussion on how family offices are incorporating automation to free resources for higher value add activities, leveraging data to make more informed decisions, partnering with third-parties to fill non-core capabilities, and ensuring it is all done with proper cybersecurity protocols to protect family data.Moderator:...

Originally designed to address the pervasive accounting and reporting issues faced by family partnerships and funds, the Archway Platform has seen its share of evolution. Two decades later and powered by a Relentless Development Philosophy (RDP), the platform forged the path for today’s landscape of family office accounting and investment reporting...