Strategic CIO Council - September 14-15, 2022 - New York City Meeting

Overview

Wednesday, September 14, 2022 - 5:45pm to Thursday, September 15, 2022 - 4:00pm

To register for this council meeting, please contact Ken O'Young at koyoung@familyoffice.com.

Meeting Agenda >

The FOX Strategic CIO Council is a unique, professional network of successful family CIOs who gather to share knowledge, discuss experiences, and gain insights. This is a carefully selected group of family offices that use a best-in-class approach to selecting and managing investments.

The purpose of this council is to elevate the professional and personal performance of investment executives and therefore enhance investment decision-making for the benefit and sustainability of the family.

Recommended for:

Members of the Strategic CIO Council and Invited Guests

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Agenda

AGENDA

Convene New York

All Times Eastern Time

Wednesday, September 14
6:00 PM		Council Dinner

Thursday, September 15
8:00 AM		Breakfast

9:00 AM		Welcome David Toth, Managing Director, and Scott Muench, Family Office Market Leader, FOX

9:15 AM		U.S. Equity Market Review and the Path Forward Jonathan Golub, Managing Director, Chief U.S. Equity Strategist and Head of Quantitative Research, Credit Suisse Jonathan will share his thoughts on the broader economy, what trends are telling us about corporate earnings, the recent “recession” concerns and what role the Fed’s role in taming inflation will be.

10:15 AM		Global Macro Group Discussion Facilitated by David Toth and Scott Muench, FOX

10:30 AM		Morning Break

10:45 AM		Diversification in the Current Environment Sam Hufton, Senior Principal, Portfolio Manager, Partners Capital Sam will explore a selection of investment opportunities and portfolio management considerations within the context of structural and cyclical shifts taking place in the current investment landscape.

11:45 AM		Modern Diversification Group Discussion Facilitated by David Toth and Scott Muench, FOX

12:00 PM		Lunch

1:00 PM		Direct Investing Updates and Roundtable Discussion Jonathan Tunner, Director, Private Investment Opportunities, FOX

2:00 PM		Afternoon Break

2:15 PM		Roundtable Peer Dialogue David Toth and Scott Muench, FOX

3:15 PM		Discuss SCIOC Semi-annual Preliminary Survey Results Facilitated by David Toth and Scott Muench, FOX

3:30 PM		Wrap-up and Preparations for Next Meeting Facilitated by David Toth and Scott Muench, FOX

3:45 PM		Meeting Adjourned