Institutional Investment Members
The Family Home Office Executive Forum provides the ability to benchmark, network, and share strategies with peers in a highly time sensitive manner. While the majority of most executives’ time is spent on job specific tasks, they must also be informed of the latest investment strategies, technologies, regulations, market trends and future developments impacting their portfolios. Traditionally, sources used to gather information includes continuing education courses, industry research reports, attending conferences and trade shows, retaining consultants and meeting with potential asset managers. The problem with these approaches is that they tend to produce mixed results in terms of the quality, objectivity and general usefulness and applicability of the collected information. In addition, as the investment field has become increasingly complex on a much more global scale, the traditional approaches are proving to be insufficient in terms of providing specific objective feedback and information in a truly time and cost efficient manner. The Family Home Office Executive Forum addresses these problems by acting as a powerful and incredibly time efficient search engine that provides leading Investment Executives with relevant, practical, cutting edge strategies for existing, new and planned portfolio initiatives.
The key difference of Connex's approach to leadership and content, is best highlighted by the fact that every single forum session, think-tank and panel discussion session is conducted by leading investment practitioners who are true peers with practical knowledge and candid insights born from their own experiences. This environment has been uniquely designed to facilitate direct and interactive discussions about genuine issues and current initiatives that are both succeeding and failing in the market. By openly discussing real experiences and practical strategies, executives obtain relevant information and ideas that they can actually implement and benefit from within their own organizations. This stands in sharp contrast to the more traditional event format, which consists of passively listening to various asset managers outline their theories, or proxies, subtly selling their own products and services. Even necessary product information is transferred more expediently during the Forum by providing participants with the opportunity to request and select targeted preliminary meetings with CEO's and VP’s from relevant solution providers. These are meetings that, in the normal course of a year, would occur after spending months screening and selecting companies before eventually meeting sales executives to begin the initial evaluation process. The advantage here is that not only are these more strategic in nature but meeting the leaders of these firms in a more organized and controlled fashion clearly saves time.
The value of Forum participation is further enhanced by the fact that since the entire event lasts less than two days, which includes starting on a Sunday afternoon, Connex ensures that every Forum itinerary is individually tailored and designed around each executive’s specific and imminent needs and initiatives. As a result, the executives’ time is not wasted attending irrelevant sessions.
When an executive attends a Connex Executive Forum, they become members of an exclusive club. Every participant is invited based on criteria, established by the Steering Committee, which includes caliber of organization, seniority of the executive and the fact that they do have responsibility for the performance of their portfolios meaning, uniquely, you won't find mid-level attendees at a Connex Executive Forum. They are specifically designed for senior level Investment Executives that view networking and the ability to continue communicating and benchmarking progress with their true contemporaries as an integral element of the whole experience.
The Family Home Office Executive Forum will save you and your company time and resources by providing an incredibly focused and tailored two-day program with highly targeted information relevant to your portfolio’s unique set of circumstances, which will assist your decision making and help move your current or planned strategic investment initiatives forward.
Members Call for White Papers
As a member of Connex’s Public-Private Wealth Group you will have access to all of our intellectual content. This obviously includes content from presentations from our five investment programs. In addition, you will be given the opportunity to access our White Papers published annually by both Rutgers University and the Journal of Indexes. The annual call for papers is open to all members who wish to submit one. The papers are reviewed by our advisory board and indeed often form the basis of key topic areas to be covered and discussed at the following year’s Executive Forum.
Members attending should expect the following:
Meet with true peers only! The Executive Forum format is designed for very senior executives and all attendees must meet very specific criteria. As such it is by invitation only.
Think-tanks, workshops, panel discussions and other parts of the program will only be taken by industry recognized leaders and innovators whose knowledge is widely sought after and appreciated by all attendees. This will never include consultants, vendors or celebrities.
A unique model designed by senior executives for senior executives. Empowers each member to build a completely custom itinerary that ensures that even though only 30%-50% of any program is directly relevant to you that 80%-90% of your time while at the Forum is spent focusing on those relevant areas with the rest of the time being available for breaks, networking and ad hoc meetings. This ensures that you maximize your time out of the office to build maximum value for you and your organization.
A highly interactive format that encourages meaningful knowledge transfer and exchange for every participant. That focuses on actionable strategies and practices that you can actually implement, encouraging each member to cross leverage the knowledge of the group as whole in a way that benefits both them and their organization individually.
Meet with decision makers from the companies providing the most innovative products, solutions and services that are sourced especially to meet your needs.
We are aware that your time is extremely valuable. We therefore go to extraordinary lengths to build and customize a personal itinerary that meets your specific needs and goals. You will select which sessions make the most sense for you to attend and which solution providers you would like to meet. You will never be asked to take a meeting or attend a session that you have no interest in.
If you would like more information on the program topics, speakers or format and have an interest in becoming a member of Connex International or the Public Private Wealth Group please contact:
Michael Pupil - 646.502.8869 - mpupil@theconnexgroup.com