Private Investors

FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.



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The FOX Guide to the Professional Family Office is an update of our classic Family Office Primer. The Guide documents the challenges faced by families who want to manage their wealth collectively for the long-term and opens the door to the inner workings of today’s family office. Using concrete examples and FOX Family Office Benchmarking™ data, it is an invaluable tool for families seeking to build a best practice family office or evaluate their current office operations.

The Guide includes:


The Evolution of Alternative Investments: Adapting to Survive

John Shearman, Partner/Portfolio Analyst – Albourne Group
Wednesday, June 21, 2017
In this session, originally presented at the 2017 FOX Spring Global Investment Forum, we will discuss the most important trends affecting the hedge fund and private equity industries, from the investors’ perspective.
 

    Due Diligence: Minimize Mistakes, Maximize Value

    FTI Consulting
    Monday, June 5, 2017

    To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process.

    Portfolio Optimization Theory Versus Practice

    Ballentine Partners
    Friday, May 12, 2017

    Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors.

    What’s in a Phrase: Slogans Show Us How Human Behavior Influences Investment Decisions

    Ballentine Partners
    Friday, May 12, 2017

    The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-painful past market episodes and the unending challenge of getting the future right.

    The Future of Healthcare

    David K. Song and Rolando Morillo, Rockefeller & Co.
    Monday, April 24, 2017

    In the healthcare industry, a multitude of factors have driven a transition from a fee-for-service model toward a fee-for-value approach, which emphasizes the quality and outcome of care delivered.

    Global Foresight 2017 Q2: Character Limits

    Rockefeller & Co.
    Friday, April 21, 2017

    With President Trump often communicating policy via Twitter, investors are once again finding messaging can be costly—one mere tweet from Trump blasting the pricing of an F-35 fighter jet caused Lockheed Martin to shed $2 billion of market value within minutes.

    Investment Insights Quarterly Strategy Letter 2017 Q1

    Bank of the West
    Thursday, April 13, 2017

    The optimism and market strength seen in 2016 continued into the first quarter of this year with equity markets showing notable advances.

    Behavioral Finance: Overcoming Your Natural Instincts to Outsmart Your Lizard Brain

    Carol M. Schleif, Abbot Downing
    Wednesday, April 12, 2017

    Traditional economic theory teaches that humans will make rational decisions when presented with all the facts and appropriate alternatives.

    Crude Oil Comeback

    Doug Eiden and Thomas Raymond, Abbot Downing
    Wednesday, April 12, 2017

    After falling from over $100 a barrel to its low point of $26 in February 2016, prices for crude oil have now risen to about $50 a barrel. While that’s nearly a 100 percent increase, oil is still comparatively cheap.