Regional Member Briefing - Seattle - September 26, 2017

Overview

Tuesday, September 26, 2017 - 11:30am to 1:30pm

Join us for a lively exchange of information and ideas with your peers over lunch at this FOX Regional Member Briefing.

Attendance is included with membership, but advance registration is required.

Recommended for:

FOX Family Office Members and Qualified Family Office Prospects

Location

The Rainier Club

820 4th Avenue

Seattle Washington 98104

United States

Registration

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Agenda
Speakers

11:30 a.m.	Network/Welcome

12:00 p.m.	Lunch and Presentations/Q&A

	Investors Chasing Yale and the Future of Alpha Kristi Kuechler, President of the FOX Private Investor Center, will present an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. Kristi will share asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors. We will then discuss trends across the investment industry and how they may impact investors and family offices as they continue to seek outsize returns for their families, and will incorporate survey results from the 2017 FOX Global Investment Survey of 118 family offices: • Rethinking asset class allocation and the decline of active management amidst the rise of passive and factor-based investment strategies • Reassessment of hedge funds, in the face of industry-wide weak returns, and the reconsideration of private equity as investors seek the coveted illiquidity premium • The accelerating pursuit of direct investments in real estate and operating businesses by investors and family offices. We will discuss many of the reasons - both investment and non-investment related - behind this trend

1:00 p.m.	Peer Dialogue

1:30 p.m.	Adjourn

Kristi Kuechler, President, FOX Private Investor Center

Kristi Kuechler is the President of the FOX Private Investor Center and the moderator of the FOX Private Investor Council. Kristi has opened the West Coast office for FOX and is based in San Francisco.

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.

Kristi has a bachelor’s degree from University of California-Davis, and a masters in educational policy from Stanford University.