FOX Spring Global Investment Forum 2018 | Family Office Exchange | 13 March 2018 | The Ritz-Carlton San Francisco, 600 Stockton St, San Francisco, CA 94108, USA

Investing in a Time of Disruption

The FOX Spring Global Investment Forum™ brings together the most sophisticated investors of private capital across the FOX community.

Private investors face increasing challenges investing long-term capital in this time of significant disruption. This Forum will explore many of these important disruptions:

• A discussion of the potential implications of U.S. interest rate tightening on fixed income and equity markets, particularly given current high equity valuations. (Jeff Sherman, CFA, Deputy Chief Investment Officer of DoubleLine).
• Research presented by McKinsey Global Institute on how accelerating automation is likely to impact the global labor force—and discuss the extraordinary societal ramifications that may result.
• Addressing the opportunities that disruption brings, a panel of venture capital managers, each highlighting a portfolio company and its founder, will discuss The Next Wave of Innovation. (Moderated by Silicon Valley Bank).
• A panel of direct investors will share how they find interesting companies to invest in, successes and challenges of co-investing with other families, and other lessons learned, moderated by the Director of the FOX Direct Investing Network.
• Breakout sessions at the Forum will discuss finding less correlated investments "beyond hedge funds," investing under the new tax legislation, the shift from public equity to private equity, and opportunities to invest thematically to benefit from disruptive technologies.

2018 Speakers

Randy D. Abeles
Partner, National Business Director Private Client Services, RSM US LLP

Andrea Auerbach
Managing Director and Head of Global Private Investment Research, Cambridge Associates, LLC

Kevin Craney
Director of Asset Management, R.J. OASIS

Robert N. Gordon
President, Twenty-First Securities Corporation

Deepa Mahajan
Associate Partner, McKinsey & Company

Jim Marshall
Head of Emerging Manager Practice, Silicon Valley Bank

Raymond Mok, CFA, CPA
Portfolio Manager, Motif Capital Management

Kurt Phares
Vice President - Financial Institutions Group, Macquarie Investment Funds

Daniel J. Rauchle
Chief Investment Officer, Ascent Private Capital Management of U.S. Bank

John Shearman
Partner, Albourne Partners

Jeff Sherman, CFA
Deputy Chief Investment Officer, DoubleLine

Kristi Kuechler
President, FOX Private Investor Center™, Family Office Exchange

Irene Mello
Director, Direct Investing Network, Family Office Exchange