Private Conversation with FOX Thought Leader Community: 2013 State of Investments and Beyond

Overview

Thursday, May 16, 2013 - 05:00pm CDT

You are cordially invited to participate in a discussion of FOX investment survey results and unparalleled insights into the minds of the ultra wealthy.  FOX will facilitate an online conversation about your feedback on the results of two recent investment surveys conducted to examine both ends of the market - self directed wealth owners with less than $100 M in investable assets and families with family offices and assets in excess of $100 M.  We would like you to provide your comments on how these results line up to your clients' experience.

Join Charlie Grace, Senior Consultant at FOX, for an online learning experience that will speak directly to: 
  • Investment performance, asset allocation, and capital deployment trends 
  • Views on strategic opportunities and risk factors 
  • Investment decision making and use of external advisors

Recommended for: 
Thought Leaders Council

  • Agenda
Why You Should Attend?
During the session, you will have an opportunity to engage in stimulating and insight-filled discussions with your peers and hear immediate feedback, intelligent perspectives, and specific experiences from cohorts you respect in the industry as well as your facilitator. 

 
 
Who Should Attend?
Please send this invitation to your CIO (or firm equivalent), Senior RM’s, or anyone who is interested in learning more about family office buying behavior, attitudes, and risk preferences.