During and post pandemic affluent consumers of all generations will work remotely more often, enabling them to become more digital, and generating more personal data, than ever before. Milton Pedraza, Luxury Institute CEO, shared insights and recommendations on how human emotional intelligence optimized with innovations in advanced personalization ...
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In this keynote session, a tenured wealth management chief technology officer addressed the widening gap between ultra-wealthy clients’ expectations and the actual value delivered. We discussed how firms successfully innovate and work differently to adapt to evolving client needs and will provide insights from our family office membership. Addition...
Most analysts agree that the US. equity and fixed income markets are over-priced and many other areas of developed markets are no better. Some advocate moving to cash, but are there more attractive alternatives? In this webinar, we discussed several current investment opportunities and the nature of these cyclical, secular, and technical investment...
Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. This webinar shared the...
Jean Joseph, Managing Director of Owl Rock Capital Partners, discussed the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s market. Mr. Joseph delved into the credit markets specifically, identifying some unique characteristics of the rally that support his firm’s more cautious...
The family office of the next decade will have the opportunity to offer a broader array of services for their family clients – from financial health, personal health and security, lifestyle management, property management, business management to risk management across all these dimensions. The talent transformation will be a critical challenge – re...
Understand the good, the bad, and the promise of direct investing. Members of the FOX DIN Network will share their insights and experiences with direct investing and provide valuable lessons and best practices they have learned. This session will involve roundtable discussions of current deal activity.David M. Bauer, Chief Investment Officer, Lubar...
The software selection process can be overwhelming and time-consuming. What are the options, what functionality do they offer, and how much do they cost? This webinar will help you navigate the different stages of software selection, how to take a real and impartial look at your options, and set the right expectations about the future landscap...
How far can markets go from here? In this mid-summer webinar, Deepak Puri, Managing Director and Chief Investment Officer for Deutsche Bank Wealth Management in the Americas, looked at how market gains can coexist with an outlook of slowing economic expansion and easing earnings growth, and whether the promise of continued accommodative monetary po...
There are a myriad of cybersecurity issues facing families and family offices in today’s complex private wealth environment. While some of the challenges may seem unavoidable, families may unintentionally put themselves at risk because the complexity of family office activities and the potential impact of external factors aren’t proacti...
Last year California passed the most sweeping change to US privacy law to date. The California Consumer Privacy Act (CCPA) comes into force on January 1, 2020 and brings with it many new compliance requirements for companies who collect, share and use the personal information of Californians. Companies need to examine their practices with respect t...
There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there. In this session, Bitwise's Global Head of Research, Matt Hougan, explored cry...
This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you. Join us as we shared how the world’s leading families are deploying capital to values-aligned strategies, as well as the challenges and oppor...
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...
Whether you are an experienced investor or just learning to understand a financial statement, these sessions will provide you with information to better grasp your own and your family’s financial picture and give you hands-on strategies to apply your learnings.An introductory session will focus on financial ...