Breakout 2 - Integrating Direct Investments Into Your Overall Portfolio
Overview
As interest in direct investing among ultra-wealthy families continues to grow, so do the challenges. How do investors maintain the discipline and risk controls of their overall investment program while allowing for the greater flexibility needed to take advantage of the opportunities in this space - while managing the many risks specific to direct investments. In this session, we will explore different structures and approaches used by families to meet these challenges.
Presenters: Lori D. Mills, CFA, Managing Director, Asset Consulting Group
Joseph F. Nugent, Director, Asset Consulting Group