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CHICAGO, April 15, 2019 (GLOBE NEWSWIRE) -- Family Office Exchange (FOX), the industry-leading membership organization for families, family offices, and family enterprises, recently brought together sophisticated investors of private capital at the 2019 FOX Global Investment Forum in New York to explore family offices’ distinct approach to investing in the midst of market uncertainty.
A brief survey of participants identified their top three concerns to be: 1) Downside protection in global downturn; 2) Frothy markets/valuations (public markets, venture, and private equity); and 3) Correlations of asset classes in diversified portfolios in next downturn. “Family Offices are struggling with the lack of clear direction in the investment markets," said Kristi Kuechler, Managing Director of the Investor Market for FOX. "But even amid this uncertainty, families are forging ahead, reevaluating their approach to asset allocation, and reassessing their approach to private equity—adding direct investments in real estate and operating companies.”
Participants attended presentations from FOX experts and industry thought leaders, including:
The Forum agenda included a combination of keynote presentations, specific-topic breakout sessions, opportunities to meet informally with other investors over breakfast, lunch, and in moderated peer dialogue discussions, and an exciting new format, Speed Dating for Managers, allowed attendees to learn about several interesting investment strategies. Attendees included senior leadership in family offices, family members responsible for investment decisions, and Chief Investment Officers for Family Offices.
For more information on the 2019 FOX Global Investment Forum, please click here.