Direct Investors Council - February 2021 Virtual Meeting

Overview

Tuesday, February 2, 2021 - 10:00am to Wednesday, February 3, 2021 - 3:30pm

This Virtual Meeting will be held through the use of appropriate technology. Any meeting links will be sent via an Outlook Meeting Invite.

The FOX Direct Investors Council is composed of family members who directly oversee the operation of their family's financial enterprise, with or without staff, working together to share insights and strategies.

The purpose of this council is to provide a forum for these leaders to test ideas, get peer advice, and learn from appropriate experts to improve their performance in managing the family’s wealth and preparing the family for the future.

Each Council works from a FOX developed curriculum that is tailored to the needs of the Council. Meetings include content from the curriculum as well as specific topics and discussions requested by the Council members. FOX provides the appropriate internal and external resources for lively, fruitful meeting

For information about joining this Council, contact us by email or call 312-327-1247.

Recommended for:

Direct Investors Council Members and Invited Guests

Registration

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Agenda

AGENDA

Virtual meeting

Tuesday, February 2, 2021
10:00 a.m.		Welcome and Housekeeping Facilitated by Jonathan Tunner, Direct Private Investment Opportunities, Tim Duffy, Esq., General Counsel and Manager, and Glen W. Johnson, Chief Operating Officer

10:15 a.m.		Macro Overview of Direct Investing Landscape Joseph Nugent, Direct, ACG \| Asset Consulting Group Joe will be presenting an overview of the direct investing landscape touching on the state of the union, co-investing, capital flows, and the road ahead. Q&A to follow presentation.

11:15 a.m.		Review of Afternoon Agenda Facilitated by Jonathan Tunner and Tim Duffy

11:30 p.m.		Mid-Day Break (2-hours)

1:30 p.m.		Welcome Back Facilitated by Jonathan Tunner and Tim Duffy Session review and looking ahead

2:00 p.m.		Presenter: Top Golf SEA Larry Meyer, Co-Founder and Chairman, JLM Financial Partners, Et al. JLM Financial and partners hold the exclusive rights to Top Gold China and Top Golf Southeast Asia. They will be presenting their journey to obtaining these rights and the investment opportunity. Q&A to follow presentation.

3:30 p.m.		Meeting Adjourned

Wednesday, February 3, 2021
10:00 a.m.		Welcome and Previous Day Review Facilitated by Jonathan Tunner and Tim Duffy

10:15 a.m.		Presenter: Asclepius.VC Ari Schotenstein, Asclepius.VC Asclepius is a group of investors who will be presenting their thesis on sourcing top tier Silicon Valley incubator deals and relocating them to qualified Opportunity Zones. Q&A to follow presentation

11:30 p.m.		*Mid-Day Break (2-hours)*

1:30 p.m.		Welcome Back Facilitated by Jonathan Tunner and Tim Duffy

1:35 p.m.		Peer Dialogue & Review of the Road Ahead Facilitated by Jonathan Tunner, Tim Duffy, and Glen W. Johnson Review and dialogue on state of the union and deal presentations What’s on members minds / member led discussions Direct Investor 2021 themes and formats Review of Purpose of Council and Ground rules

3:30 p.m.		Meeting Adjourned