Networks - Investment Strategy | Page 12

What’s Obvious is Obviously Priced In

Mar 01 2018 - lgochanour@familyoffice.com

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The Impact of Automation on the Labor Force, the Economy, and Society

Feb 22 2018 - lgochanour@familyoffice.com

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FOX Foresight – Disruptions in the Investment Industry

Family Office Exchange

Wednesday, January 31, 2018

FOX Foresight – Disruptions in the Investment Industry discusses how families are materially modifying their investment strategies and portfolios amidst the current uncertainty across the investment landscape.

Overview

The FOX Autumn Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community, as they consider the challenges involved in investing as volatility returns to the markets.

We will address the following topics:

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The State of Private Credit

Josh Baumgarten, Deputy Chief Investment Officer, Grant Haggard, Managing Director, Middle Market Direct Lending and Garrett Ryan, Head of Capital Markets – Angelo, Gordon & Co.

Wednesday, December 6, 2017

In this session, we'll discuss the overall landscape of where we are in the credit cycle (public and private), areas of dislocation across the credit markets, and where opportunities may exist in private credit in the relatively more liquid side of private credit.

Overview

The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.

Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:

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Four Myths of Tax Loss Harvesting

Paul Bouchey, CFA, Chief Investment Officer, Parametric

Wednesday, November 8, 2017

Wealth management advisors have long recognized the value of tax loss harvesting.

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Networks - Investment Strategy

What’s Obvious is Obviously Priced In

The Impact of Automation on the Labor Force, the Economy, and Society

FOX Foresight – Disruptions in the Investment Industry

Overview

The State of Private Credit

Overview

Four Myths of Tax Loss Harvesting

2017 FOX Autumn Global Investment Forum Materials Page

No More Champagne

Infographic: 2017 FOX Global Investment Survey Indicates a Growing Interest in Direct Investing