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Like the Fink Family, a growing number of families are investing directly into impact companies and for good reason. There are great investment opportunities and investors can pick the specific type of positive impact they would like to see (sustainable fishery, renewable energy, financial inclusion, etc.). But investing directly into companies eff...

In Skin in the Game, a proposed TV show with a format similar to Shark Tank, the audience effectively runs the game, deciding which businesses get funded. Audience members also have the option to invest their own capital in the Skin in the Game fund. More than fun and games, it was designed with projections for job creation and ...

It’s a big wide world, full of perils for investors and, for that very reason, replete with opportunities, especially for those who have carefully pondered whether and to what extent the past is a reliable prologue to the future. This session will outline a framework for assessing boundary conditions confronting long-term investors circa 2017...

Investors have been moving significant capital out of active long-only strategies due to the relatively small number of active managers that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to accept the perceived inefficiencies...

What do families tend to underestimate or overlook in the due diligence process? A single misstep in understanding the market of the target business, in evaluating the sustainability of product-line and customer-level profitability, or in assessing and motivating the management team, can wipe out a generation of wealth. The discussion will focus on...

This session will discuss how traditional asset allocation has been impacted by the phenomenal growth of indexed products and share Mr. Bregman’s view that investors who believe they are appropriately diversified—by traditional standards—may be exposed to systemic and valuation risk.

Investors have been moving significant capital out of active long-only strategies, driven by the relatively low number that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to own the perceived inefficiencies of a cap-weighted s...

The session will present the investment and allocation practices from institutional investors but incorporate the critical element of tax management in seeking an optimal after-tax asset allocation. The session will analyze the approach used by the Yale Endowment through the lens of a taxable investor.

This session will discuss one family office executive's experience running a significant trading portfolio targeting a double-digit return with minimal drawdown. The speaker will share some surprising observations as to what market opportunities family offices should be pursuing, and how they can best exploit their distinct “edge” i...

Real estate investing always involves the underwriting, pricing, and management of a number of risks. Many of these are local and asset-specific. But understanding the impact of macroeconomic, capital market, and demographic risks are also critical to successful property investment. There are times when economic and capital market trends seem relat...

It is widely accepted that asset allocation is the most important investment decision for a portfolio yet, in recent years, many Chief Investment Officers at large institutions are questioning the mainstream asset allocation frameworks. These CIOs recognize that investment portfolios today face an elevated risk of bad investment outcomes, but exist...