The Family Office Investment Process

Overview

Join a panel of experienced family office investing professionals exploring and explaining the use of different holistic investment processes that family offices can use to drive and achieve success across a broad range of portfolios. From managers to individual securities to direct investments, this session will provide practical "how-to" knowledge for any size office investment professional looking for realistic advice from experienced practitioners.

John Martin, Chief Investment Officer, LDI, Ltd.
Jonathan Lach, Private Investor
Luciana Salazar, CIO, MyA Capital FO, Panama
Moderated by David Toth, President of Membership, FOX

Presentations