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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...

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...

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...

As more investors align their investment strategies with their social values, considerable debates have grown too. Can impact investing deliver market-rate returns? What opportunities exist for investing in areas such as gender equality, climate, or a particular community? What practical steps have other family offices taken to realize competitive ...

Technology trends like AI, robotics, blockchain, and cybersecurity are poised to seismically change global industry, what is their true potential for investment impact? Constance Freedman talked about assessing general investment strategies against large vertical opportunities, how you should think about true market sizes, which firms are mos...