The Evolution of Asset Allocation: One Family’s Story

This session will share the perspective of a private equity entrepreneur and a significant institutional investor as he works with his son to develop their family’s long-term investment approach. The family will share how their investment program has evolved from concentrated private equity holdings within their single-family office to a systematic, global, factor-based multi-asset approach for themselves and other families. They will outline a long-term stewardship approach that encompasses private, alternative and public investment strategies, and which challenges a conventional asset allocation approach.

Presenters: Mac Van Wielingen, Founder and Director, ARC Financial Corp.
Rob Van Wielingen, CFA, President, Viewpoint Investment Partners Corporation