Networks - Direct Investing

Risk in Context Podcast: Addressing People Risks Critical for M&A Success

Marsh McLennan Agency Private Client Services
Tuesday, January 10, 2023

Despite a recent decline in M&A activity, deal volume remains higher than before the COVID-19 pandemic. And as buyers and sellers work through various deal stages, they need to retain focus on their employees, who will be instrumental in keeping the new organization operational.

Emerging Markets: A Bright Spot for Investors?

William Blair & Company
Tuesday, January 3, 2023

While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary pressures dissipate, particularly in the United States.

Ten Minute Interview: M&A Challenges and Opportunities

Foley & Lardner
Wednesday, December 7, 2022

The pace of mergers and acquisitions (M&A) has slowed down since 2021 when the market conditions were better.

Overview

October 23: Reserved for Family Members, Single-Family Office Executives, and FOX Thought Leaders Council Members
October 24-25: Open to all FOX Members

 

Generational Transitions | The Future of Family Offices | The ‘Human Side’ of Wealth Management

“The best place to learn about issues facing wealthy families and family offices.” - 2022 Forum Attendee

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Overview

At the heart of every family office is one goal – to sustain wealth for generations to come. Over the course of two days, join fellow family office investment professionals to gather and discuss the latest global investment themes, markets, economies, and more.  

Four Causes of Inflation That Impact Real Estate

Baker Tilly
Monday, November 14, 2022

Inflation has started to take hold in key areas of the market which will have an impact on how real estate investors should view their current and prospective investments.

What Would an Economic Downturn Mean for Technology M&A Activity?

Foley & Lardner
Wednesday, November 9, 2022

No one can predict the lasting effects of an economic downturn for certain and whether tech M&A activity will ebb or flow. However, current economic conditions present the ideal buyer's M&A market.

Investment Governance: Creating a Framework That Works for a Family

Cambridge Associates
Wednesday, October 26, 2022

A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function.

Ten Minute Interview: Investments in the Hospitality Industry

Foley & Lardner
Tuesday, October 11, 2022

In the hospitality space, hotels are a unique asset that can be viewed as an operating business that makes them different and more complex than other real estate assets and holdings.