Patrick Parisi, CIMA®, Director, Investment Advisory Services, BMO Family OfficeUnderstanding the role of liquidity is critical to effective portfolio management. In this session, we will provide guidance on how to build investment portfolios that incorporate liquidity needs and manage through market downturns. Learn how to manage “capital in waiting” as you build out a private markets portfolio, among other considerations for liquidity management.
Investment Management
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Daniel Berkowitz, CFA, Investment Analyst, VanguardThis session will discuss a recently published framework for combining active and passive investments in a portfolio and will highlight the case for indexing and the case for active managers in portfolio construction. We will also discuss common myths and misperceptions around the active versus passive decision and explain factors that can help investors determine an appropriate mix between them.
Libby Cantrill, CFA, Managing Director and Head of Public Policy, PIMCOIn this session, Libby Cantrill, the head of public policy at PIMCO, will discuss global challenges, including the rise of populist movements (i.e. Brexit) and challenges to democratic institutions around the globe. She will address these challenges from both a policy and political lens – and discuss the ensuing potential effects on markets and their investment implications.
Nate Hamilton, CFA, Advisory Board Member, Family Office Exchange
Breakout 2: A Private Investment Action Plan
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Tim Wray, Co-Founder and Principal, V3LimitedTodd Kellerman, Co-Founder and Principal, V3Limited
Paulina Cromwell, CFA, Product Manager, Family Office ExchangeCharles B. Grace, III, Managing Director, Family Office Exchange
Matthew Litwin, Managing Director, Head of Manager Research, Greycourt & Co.
Investing in Opportunity Zones
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Steven M. Kennedy, Director, PwCJeff Schaffart, Shareholder, Koley Jessen
Direct Investments (Part 1): Trends and Motivations
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High-net-worth families are increasingly looking to direct investments, a strategy gaining popularity with institutional investors. Direct investments appeal to wealthy individuals and family offices because they not only eliminate the management fees charged by investment firms, but also because the investments can align more closely with the values and mindset of the investor. In this paper, part one of three, we take a closer look at the trends in direct investing and motivations for private wealth clients.
At the ArcView Cannabis Investment Forum, a panel of leading private fund managers and industry analysts evaluated the booming yet trepidatious cannabis capital markets and predicted the developments that will most significantly affect investors in 2019. While the hype surrounding the cannabis industry is palpable, institutional investors have remained sidelined due to concerns over federal illegality. When it comes to regulatory reform, the panelists believe change could be imminent.