Networks - Investment Strategy

Deepak Puri, CFA, Chief Investment Officer, Americas – Deutsche Bank Wealth Management
Wednesday, July 31, 2019

How far can markets go from here?

Key Insights and Opportunities from the Values-Aligned Investing Survey

Jun 28 2019 - lgochanour@familyoffice.com

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An Uptick in IPOs and Private Equity Exits

Jun 20 2019 - lgochanour@familyoffice.com

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FOXCast: The Art of Investing for Families

Jun 10 2019 - kforsythe@familyoffice.com

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Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Jun 07 2019 - lgochanour@familyoffice.com

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Matt Hougan, Global Head of Research – Bitwise Asset Management
Wednesday, June 5, 2019

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there.

Family Office Exchange
Thursday, May 30, 2019

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year.

Paulina Cromwell, CFA, Product Manager – Family Office Exchange
Wednesday, May 22, 2019

This year, FOX included a values-aligned investing chapter in our Global Investment Survey for the first time. We gathered deep, meaningful data on responding families and look forward to sharing it with you.

Tim Wray, Co-Founder, Principal and Todd Kellerman, Co-Founder, Principal – V3 Limited LLC
Wednesday, February 27, 2019

This session focused on family office investors invested in private equity (PE) funds and/or direct investments and discussed where we are in the PE cycle.

Growing Interest in Forging a Direct Investment Path

Feb 13 2019 - lgochanour@familyoffice.com

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