With 2018 coming to a close, investors are setting their sights on the year ahead. Will the record long bull market in the U.S. weather the storm of recent volatility? How will government actions affect the state of this late-stage expansion? Jason Pride, Chief Investment Officer – Private Client at Glenmede shared his 2019 themes alongside perspec...
Opportunity Zones are an economic development tool designed to stimulate economic development and job creation in distressed neighborhoods and communities that are starved for growth. The 2017 Tax Cuts and Jobs Act, Code section 1400Z-2 provides for preferential treatment of capital gains that are reinvested in qualified opportunity funds. In this ...
There is often a silver-lining in the dark clouds of uncertainty and change. Families who are able to effectively navigate turmoil in a market disruption to find opportunity will thrive. We will hear from several families who are thoughtfully embracing risk, investing in industry disruption, and finding significant growth.Miguel Lopez de Silanes, M...
Direct Investing is a key investment focus for a growing number of families as they seek greater control of investments and wish to encourage entrepreneurship within the family. A panel of experienced direct investors will share real-life examples of how they source and vet opportunities. They will share lessons learned and best practices to help a...
Alternative data is no longer an alternative. The digitization of our world has created an unprecedented data revolution that creates alpha opportunities for family offices in otherwise efficient markets. This cutting-edge talk will examine the latest in AI and data science and showcase where the future of alpha might come from. The asset manager o...
This interactive session will simulate real-world situations where investors of all ages navigate investing a new pool of capital. The speakers will help attendees define an investment philosophy by exploring: Return vs. Risk, Concentration vs. Diversification, Strategic vs. Tactical Allocation, and Passive vs. Active Management. Working in small g...
Cryptocurrencies like Bitcoin and Ethereum get headlines, but is there really any “there” there? This session will take a hype-free look at what cryptocurrencies are, how they work, and why some people are so bullish about their longtermpotential. We'll also consider the biggest risks to the cryptocurrency experiment, including regu...
A turbulent market can increase the effectiveness of harvesting tax losses – if you have an active tax-managementstrategy – and stick to it. This session will discuss the market’s uptick in volatility in Q1, why there are loss-harvesting opportunities even in bull markets, and the compounding benefits of tax alpha over time. The s...
Many family members and family offices are attracted to the idea of aligning their values with their investing. Yet many are confused or frustrated by the lack of straightforward methods and metrics to define an “impact investment,” particularly how to contrast these to more traditional investments. This session will discuss the signifi...
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...
In this session, we will discuss where we are in the credit cycle and how to consider opportunities in private credit, focusing on direct lending and distressed debt. Cambridge's Head of Private Credit Research will moderate the discussion and portfolio managers from Angelo, Gordon & Co. and Ares Management will discuss credit strategies br...
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 syst...
Since the end of the Global Financial Crisis, abundant Central Bank liquidity has created a global rising tide for financial assets. Stocks, bonds, and real estate have been locked into a relentless, low volatility “melt-up” in valuation over the past nine years, culminating in the extraordinarily low volatility of 2017. This year has u...
In this mid-summer session, Deutsche Bank’s Larry Adam shared his perspective and investment outlook for the remainder of the year. Given the prolonged strength of the U.S. economy and near record long financial market rallies, Larry reminded us of the lesson from Peter Pan that “Time is Chasing After All of Us” and analyzes whether or not these tr...
Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies. In this program we explored how trusts and private trust companies can be designed in tandem to enable an afflue...