FOX Member Reception sponsored by FDX Capital and Eagle River Advisors - Beverly Hills

Overview

Wednesday, March 20, 2013 - 10:00pm to Thursday, March 21, 2013 - 1:00am

Family Office Exchange (FOX), its affiliate FDX Capital (FDX), and Eagle River Advisors (ERA) invite you to attend a Family Office Wine and Cheese Reception and informal discussion on family office investing. The reception is intended for local family office principals, wealth owners and family office CEOs and CIOs. The focus of this and future receptions is to provide a platform in which families can learn and share insights regarding investment strategies, themes and direct investing opportunities. The wine and cheese reception is a networking event, as well as a venue to facilitate community building and further the sponsors’ business efforts among families in the Los Angeles area. Please join us and contribute your experiences and insights about current investment strategies being deployed, and hear about investment trends amongst other family offices.

To RSVP, either click "Register" on the right side of this page or email events@familyoffice.com.

We invite you to suggest other qualified families who would be interested in attending this group discussion.

Recommended for:

Family office principals, wealth owners and family office CEOs and CIOs

Location

Beverly Hills, CA

The Peninsula Beverly Hills

9882 S Santa Monica Blvd

Beverly Hills California 90212

United States

Registration

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Not a FOX Member? Inquire here to request an invitation to this event:

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Agenda
Speakers

Agenda for Reception and Discussion   

5:00 p.m. Wine and Cheese Reception 

5:30 p.m. Welcome by Shaun Skeris of Eagle River Advisors, FOX, and FDX

6:00 p.m. Group Discussion and Networking

Reception Discussion for Participants — We invite attendees to share their insights on the types of investments that are of particular interest to them, and to what changes they envision on the horizon for wealth creators.

Shaun Skeris of ERA will provide an overview and description of the format for this and future receptions. Attendees will then have the opportunity to introduce themselves to the group.

FOX Business Development Manager Heather Asher will introduce FOX and its initiatives to support family offices and their advisors and share FOX’s recent member benchmarking study on investment trends within the family office.

Grant Heller of ERA will provide an introduction to Eagle River Advisors and describe some post-election trends in estate and tax planning related to investments.

FDX Capital Managing Partner Linda Shepro will provide an introduction to FDX Capital and its mission to the create an efficient marketplace for direct investing and collaboration among family offices.