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.

Larry Holzenthaler, Investment Strategist
Monday, October 20, 2014

We believe recent volatility in high yield bonds is largely the result of fund flows – not fundamentals or widespread credit concerns. It is an example of inefficiency in the high yield market, as technicals are important for the short-term but fundamentals matter in the end. 

Cambridge Associates, LLC
Monday, October 20, 2014

The big difference between 1999, 2007, and today is the lack of a fundamental trigger to upset the apple cart. The current environment is potentially more dangerous and more durable than the prior two periods.

Atlantic Trust Private Wealth Management
Monday, October 20, 2014

This white paper reviews how the new landscape of energy in the U.S. is changing the national discourse on energy independence, influencing our economic recovery and offering opportunities for discriminating investors.

Atlantic Trust Private Wealth Management
Monday, October 20, 2014

Chief Investment Officer David Donabedian recaps the first half of 2014 and provides an outlook for economic activity and financial markets in the third quarter of the year.

Abbot Downing
Wednesday, October 1, 2014

Our Convergence thought leadership focuses on transformative technologies in the early 21st century.  Insights and data shared demonstrate the significant impact these integrated technologies will have on virtually all industries and people worldwide for years to come.

Jason W. Best – Crowdfund Capital AdvisorsDouglas S. Ellenoff – Ellenoff Grossman & Schole LLP
Wednesday, October 1, 2014
With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class.   Attendees will learn:
  • The status of the US and global crowdfunding market
Deborah Christie, Sean McLaughlin, Chris Parker, Kyle Anderson
Monday, September 22, 2014
Many families have significant wealth tied up in the publicly traded shares of a single firm.
Patrick Geddes, Lisa Goldberg, Stephen Bianchi
Tuesday, September 9, 2014

The phenomenal success of Yale's endowment has been an inspiration to many investors. However, if Yale’s endowment had to pay the same taxes as individual investors, its portfolio would be constructed very differently.

Patrick Geddes, Lisa Goldberg, Stephen Bianchi
Tuesday, September 9, 2014

The phenomenal success of Yale's endowment has been an inspiration to many investors. However, if Yale’s endowment had to pay the same taxes as individual investors, its portfolio would be constructed very differently.

Glenmede Market Insights
Tuesday, September 9, 2014

Periods of economic boom and bust have been a fixture in academia. Many credit Arthur Burns and Wesley Mitchell for formulizing our present day construct of the business cycle in their 1946 book, Measuring Business Cycles.