Do You Try to Learn One Thing a Day?

No matter who you are or what your title is, learning one new thing a day can be an enlightening goal to give yourself. We can make it easy for you! On Mondays, you can learn much more than one thing with our FOA Live Show! Learn more about it below and start your new daily goal!

Upcoming Events!

FOA NYC Family Office and Dealmaker Happy Hour

February 1st, 5:30pm EST ? Rockefeller Plaza, New York, NY

Join us for the first Family Office Association NYC Happy Hour of 2024! We will share news about upcoming events, new FOA offerings, and more! Catch up with existing friends and have the chance to make new ones! As FOA continues to expand rapidly and upgrade our offerings, we know this is entirely due to the amazing Family Offices, Resource Council members, and special guests who take the time to join us.

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Join Us for FOA Live!

Our weekly FOA Live! Webcasts have been getting lots of attention lately! Have you been joining us? Be sure to tune in at 2:00 pm EST on Mondays (except for holiday weeks, when we will air on Tuesdays)!

Check out some of the topics we will be covering in upcoming episodes!

1. Emerging Trends in Sustainable Investments:Sustainable investments are no longer a niche; they're a necessity for the forward-thinking family office. The surge in green bonds and impact investing underscores a significant shift. These aren't just ethically appealing; they're economically viable. Green bonds, for instance, offer competitive returns while funding environmentally beneficial projects. Similarly, impact investing allows investors to support causes they care about, from renewable energy to social enterprises, without compromising on returns. For ultra-high-net-worth individuals, this isn't just about wealth generation—it's about legacy building. These sustainable investments align closely with Environmental, Social, and Governance (ESG) principles, offering a way to make a positive impact while maintaining financial growth.
2. Technological Innovations in Wealth Management:The digital age has transformed wealth management. AI-driven financial advisory services are now providing personalized investment insights, previously the domain of human advisors. Blockchain technology ensures secure, transparent transactions and introduces family offices to digital assets like cryptocurrencies. These technologies are not just tools; they represent a paradigm shift in how wealth is managed, protected, and grown. By embracing these innovations, family offices can leverage data-driven insights, enhance security, and diversify into emerging asset classes, positioning themselves advantageously in a rapidly evolving financial landscape.
3. Global Economic Outlook and Its Impact on Asset Allocation:Today's global economy presents a complex canvas for family offices. Inflation rates, fluctuating interest rates, and geopolitical tensions are influencing investment strategies. For ultra-high-net-worth families, understanding these dynamics is crucial for effective asset allocation. Inflation, for instance, necessitates investments that can outpace rising costs, while interest rate changes impact bond yields and stock valuations. Geopolitical events add another layer, affecting market stability and currency values. In response, family offices are increasingly turning to diversified portfolios, blending traditional assets with alternative investments to manage risk. This approach isn't just about safeguarding wealth; it's about strategically positioning it to capitalize on global economic shifts.

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Speaker Highlight – Gene Reilly

This week, we will be giving a special highlight to Gene Reilly! Reilly has over 30 years of experience trading, investing, and managing risk across multiple products and geographies, with 19 of those years of growing experience in Asian Financial Markets. Currently, Reilly is the Founder and Chief Investment Officer of Greenwich Quantitative Research L.P. Within his career, Reilly was Partner and Head of Pan-Asian Equity Trading at Goldman Sachs and developed a very successful Quantitative Trading business for GS. Additionally, he was the Global Head of Quantitative Trading at Bank of America Merrill Lynch. Reilly has been and continues to be at the forefront of the industry in quantitative trading, automated trading, and algorithmic trading.

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