Webinar Replay:
Forging a Direct Investment Path

Originally broadcast February 19, 2019

During this webinar, Kristi Kuechler discussed how family offices are forging ahead despite volatility and uncertainty in the markets– increasing their appetite for direct investments in real estate and operating businesses - as they continue to reassess the more traditional approaches to building investment portfolios.

This webinar is not eligible for CPE credit.
Kristi Kuechler
Managing Director, Investor Market
Family Office Exchange

Kristi Kuechler is the managing director of the Investor Market for Family Office Exchange (FOX). In her role, Kristi develops content and programming for FOX learning events, including the Global Investment Forum. Kristi also moderates both the FOX Direct Investing Network and the Investment Network. Kristi opened the West Coast office for FOX and is based in San Francisco.

Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.

View the Recording:

© 2019 Family Office Exchange