FOX Webcast: FOX 2021 Global Investment Survey Highlights - April 30, 2021

Overview

Friday, Apr 30, 2021 - 10:00am to 11:00am CDT

 

Please join us on Friday, April 30, from 10:00am to 11:00am CT, for for a live webcast on FOX 2021 Global Investment Survey Highlights with FOX members and subject matter experts. 

One of FOX’s invaluable member benefits is the peer perspective gleaned from participating in FOX surveys. Gaby Griffin, the Market Leader for Business Owners and Family Office Executives at FOX, and Jonathan Tunner, the Director of Private Investment Opportunities at FOX, will share the key themes that emerged from this year’s annual Global Investment Survey.

Discover how members are pivoting their investments post-COVID, and which industries they feel will be the biggest winners and losers following the pandemic. Speakers will reveal where members are placing bets in private investing and how it compares to their public allocations.
 

By the end of this webcast, attendees will be able to:

• Discover how other family offices are changing their investments post-pandemic

• Learn where other family offices are placing bets in private investing and how it compares to their public allocations

 

Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins
   
 

Presentation: FOX 2021 Global Investment Survey Highlights
   
11:00 am CT Webcast Adjourns

 

  

FOX Presenters

Gaby Griffin
Market Leader, Business Owners and Family Office Executives

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at FOX. In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.    

Ms. Griffin brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing.  Gaby has been involved with the FOX community for over 20 years.   

Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. Ms. Griffin is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI). Gaby served on the Board of Trustees for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector. 

 

Jonathan Tunner
Director, Private Investment Opportunities

Jonathan Tunner is the director of private investment opportunities at FOX. Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council.

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for of Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards.

Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses.

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond. 

Areas of Expertise:  Direct Investing, Business Owners and Business Strategy