Last updated: 13:50 / Thursday, 30 June 2016
Family Office Exchange

New FOX Private Investor Council for Sophisticated Investors

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New FOX Private Investor Council for Sophisticated Investors
  • Specifically for sophisticated investors who make their own investment decisions and consider different risk and reward dynamics than most other investors
  • To collaborate with other independent investors to share ideas and take advantage of the latest thinking brought to the table by selected industry experts
  • The Council will meet twice a year. An April in San Francisco and a September meeting in New York City

Family Office Exchange (FOX), a global membership organization of enterprise families and their key advisors, recently announced the formation of the FOX Private Investor Council, a new Council-level membership specifically for sophisticated investors who make their own investment decisions and consider different risk and reward dynamics than most other investors. This membership allows them to collaborate with other independent investors to share ideas and take advantage of the latest thinking brought to the table by selected industry experts.

“The members of this Council are primarily focused on their investing activity, and they are the ultimate decision makers,” said Alexandre Monnier, president of FOX. “They operate with great independence but know that they would benefit from having a working group of other top-notch practitioners to test their ideas, stimulate their thinking, and benchmark their results. That is the need this Council serves.”

“The advantage of belonging to the FOX Private Investor Council is that there is a constant stream of new ideas flowing into the discussion,” added Karen Clark, managing director at the organization and leader of this Council. “The quality of the group is not limited to the experience of those in the room which is considerable in the first place. Cutting edge ideas are brought into the discussion by experts to elevate the discussion.”

The Council will meet twice a year. An April meeting will coincide with the FOX Spring Global Investor Forum in San Francisco and a September meeting with the FOX Autumn Global Investor Forum in New York City.

Councils are the highest level of engagement at FOX and approximately 30% of members belong to one of the 12 different Councils, which provide heightened interaction among closely matched peers who are working through a relevant curriculum designed by FOX to foster their personal and professional skills.

 

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