BEGIN:VCALENDAR VERSION:2.0 PRODID:-//The Family Wealth Alliance//Silkstart Technology Inc.// BEGIN:VEVENT SUMMARY:Alliance Connects: Family Office Investment Strategy DTSTART;VALUE=DATE:20231205 DTEND;VALUE=DATE:20231205 DTSTAMP;VALUE=DATE-TIME:20231013T153625 UID:652963f957912605a5c2bf5b DESCRIPTION: You're invited to join us for a one-day roundtable for Chief Investment Officers or Senior Investment Leaders at FWA Member Firms to share best practices\, honest opinions\, relevant experiences\, and trusted advice. Topics discussed will include private asset platforms\, investment technology stack\, macro insight sources\, cross-functional communication\, team/compensation structures\, goals-based investing\, and so much more! Limited seats are available and tickets are first-come\, first-served. FWA members firms may only send one representative to this event. All attendees are subject to approval by FWA staff. Agenda 10:00am: Welcome Remarks &\; Introductions 11:00am: FWA Family Office Investment Strategy Survey Results 12:00pm: Lunch &\; Discussion: Business Challenges How are you organized? Overall review of structure &ndash\; how is asset allocation\, strategy\, tactical moves\, portfolio implementation etc. done? How has it changed? Do firms use in-house\, trusted external sources or both? What is your organizational structure/roles on in-house research teams and compensation structure? How do you tackle relationship management with advisors? How do you build inclusivity in team\, access\, opportunity\, and clients? Top challenges (and strategies for) interfacing with the client services teams in your organization What does your investment-related technology stack consist of (E.G.\, rebalancing software\, performance reporting) and what are its pros and cons? What impact is AI having on your strategy? How have others constructed their private asset platforms? Do you have in-house pooled vehicles? If so\, what is their purpose\; what are the pros/cons\; what providers do you use\; how much do they cost to start-up and maintain? 2:30pm: Break 3:15pm: Discussion: Investment Challenges How has your allocation strategy changed in 2023 and how are you seeing it change in 2024? What in the geopolitical/financial landscape concerns you the most? On the flip side is creating some unforeseen benefits? Top 3 investment risks or opportunities over the next 12-24 months and how you&rsquo\;re mitigating the former or leaning into the latter? What are your top 3 most insightful\, off-the-run sources for capital markets\, macroeconomic and/or geopolitical insights? Exploring the investment opportunities and risks of current geopolitical risks (Russia&rsquo\;s invasion of Ukraine) and trends (China coalescing power and influence around an axis of bad actor nations) 4:45pm: Next Steps Feedback on the meeting Additional topic ideas Frequency of meetings 5:00pm: Break 6:15pm: Reception &\; Dinner Please join us for a reception\, followed by dinner at 7:15pm\, at The Palm (250 West 50th Street\, New York\, NY 10019) LOCATION:BMO - 151 W 42nd St 31st Floor\, New York\, NY 10036 PRIORITY:5 URL:https://www.familywealthalliance.com:443/events/alliance-connects- family-office-investment-strategy END:VEVENT END:VCALENDAR