Overview
Wednesday, May 1, 2013 - 10:00pm to Thursday, May 2, 2013 - 1:00am
FOX is co-hosting a dinner discussion for members with our affiliate FDX Capital to share our insights about the growing interest in direct investing among FOX members. Please join us and contribute your experiences and insights about current investment strategies being deployed, and learn what the recent member benchmarking study has shown us about investment trends.
Heather Asher from FOX will identify current investment trends identified in the recent FOX Benchmarking Survey involving over 100 family offices.
FDX Capital partner Linda Shepro will provide an update on FDX Capital and the types of deals that have attracted interest from members for direct investing.
Dinner Discussion for Participants - We will focus our dinner discussion on understanding what types of investments are of interest to the attendees at the dinner, and what changes in asset allocation are on the horizon for wealth creators. We should also have preliminary feedback from the FOX 2013 Investment Survey being conducted in February, which identifies 2012 year end performance results.
We also invite you to suggest other qualified families who would be interested in attending this group discussion.
To RSVP, either click "Register" on the right side of this page or email events@familyoffice.com.
Recommended for:
Family office principals, wealth owners and family office CEOs and CIOs
Location
Eddie V's Prime Seafood4023 Oak Lawn Avenue
Dallas Texas 75219
United StatesRegistration
FOX Members: Log in to register for this event.
Not a FOX Member? Inquire here to request an invitation to this event:
- Agenda
Agenda for Member Dinner and Discussion
5:00 Cocktail Reception
5:45 Family Office Benchmarking Update – Heather Asher
6:00 FDX Capital Update – Linda Shepro
6:15 Dinner and Group Discussion