I often speak to a fellow family office colleague, and they
will ask me, “what conferences do you suggest I attend?” I then proceed to ask them “what exactly are
you looking for from a conference? Is it
deal flow? Meeting other families? Education on best practices? “ Being able to answer that question as a
family office will dictate which conferences you should attend. The best educational conference for family
offices that I have been to is the Family Office Association, which is led by
Angelo Robles. What I do go onto say is “the
information that he provides for families on the back of his website is
unmatched” This is really where the
education lies and is worth the price of admission. Knowing what you want from a conference is
probably the most important thing you need to know before signing up. The best way to find this out??? Ask another family office.
Harvard's Endowment commits to a target investment range into real estate between 10% to 17% for 2016
Years ago, before the downturn I was paying very close attention to the investing allocation of my Alma Maters Endowments Investing Strategy HMC (Harvard Management Company), especially in the area of real estate. I believe that not only was Harvard a great place to understand the importance of investment allocation strategies before the downturn but even more so since the downturn. In fact, investors who are looking to enhance the performance of their investment portfolios probably won’t find a better investment model than the one used by the $37.6 billion endowment for Harvard University. The entity in charge of managing the endowment, Harvard Management Company (HMC), has accrued an impressive investment track record across its 41-year history. As of fiscal year 2015, the endowment had produced an average annual return of 12.2% – 290 basis points higher than the average 9.3% return of a typical U.S. 60/40 stock and bond portfolio. The methodology behind HMC’s success i...
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