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.

Glenmede
Monday, May 12, 2014

Following an unusually frigid winter, the weather has borne the brunt of blame for weakened economic statistics. While anecdotal evidence is overwhelming, identifying and quantifying the effects of the weather on economic data is difficult.

AQR Capital Management
Monday, May 12, 2014

Four investment “styles” – Value, Momentum, Carry, and Defensive – have emerged as compelling sources of alternative returns, backed by economic theory and decades of data across geographies and asset groups.

Rockefeller & Co
Monday, May 12, 2014

In the second quarter 2014 issue of Rockefeller & Co.’s Global Foresight, entitled “Mapping Out the Future,” David P.

Wilson S. Warren, Partner – Lexington Partners
Wednesday, April 30, 2014

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.  Join the session at a time when many investors are becoming aware of secondaries as a portfolio construction tool.

Carey Group
Friday, April 4, 2014

As the family office sector evolves fund structures are becoming increasingly relevant and beneficial to manage the assets within the family. Many of the usual considerations for fund managers are equally valid for family offices.

Atlantic Trust Private Wealth Management
Thursday, April 3, 2014

In this Investment Strategy Update: A View From the Top Down, Atlantic Trust expands on the following:

Glenmede
Thursday, April 3, 2014

In this edition of Market Insights, Glenmede provides an in-depth look at recent U.S. employment numbers and highlights the following:

GenSpring Family Offices
Thursday, April 3, 2014

The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.

Atlantic Trust Private Wealth Management
Thursday, March 6, 2014

Altantic Trust Private Wealth Management highlights the following in their Economic and Investment Overview for the first quarter of 2014:

Crystal Capital Partners, LLC
Thursday, March 6, 2014

In this quarterly hedge fund review from Crystal Capital Partners, LLC, the author examines the following: