Family Office Investment Roundtable on: Stocks, ETFs and Single Family Office Portfolios


The Family Office Council will be holding an Investment Roundtable on:  Stocks, ETFs and Single Family Office Portfolios on 28 September.  Please contact CEO and organiser Keith Johnston on to request attendance.  The event is only for genuine SFOs.

The event will be an opportunity to hear from experts and single family offices about the increasing trend to passive over active investments.  The event is designed for families who have direct holdings in stocks, bonds and ETFs or have a serious interest in these holdings.

We will discuss:

The ETF Market

How ETFs can provide control, visibility and transparency for family offices

Tracking methodology and tax treatment

How easy is investing in ETFs?  Who is doing it and When should you not do it?

Where ETF providers are positioning themselves

The hidden value of securities lending

Making wealth work harder in an era of low yields

The pure alpha opportunity in lending stocks and ETFs

The growing adoption of fintech solutions by family offices

Our speakers include representatives from Sharegain and Invesco.  Speakers who will make brief presentations and the roundtable will provide opportunities for participants to share intelligence.

You may find this recent article in Bloomberg helpful as background

The event is scheduled to end at approximately 10.30am with networking before and after. A continental breakfast will be provided and the Lansdowne club has a dress code of business smart.

Please let me know if you can attend and if so lets meet up first before attending,