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Outside of the core operating business, real estate remains the largest holding of family offices and continues to be the sector in which they remain the most comfortable investing and structuring deal-flow. The 2020s have already brought significant challenges from the prior decade, and individual real estate sectors seem poised to change alongsid...

We will close the day with a forward-looking session featuring three young CIOs shaping the investment strategy of their respective family offices. We’ll address alignment of the family’s objectives with investment strategies to properly account for the liquidity, total return, and risk goals. Guests will share where they see the most attractive in...

Founder and Managing Partner of Exponential Ventures, David Blundin is a 23-time serial entrepreneur and 15-year VC who founded MIT’s first Neural Network AI company and who teaches “AI for Impact” at MIT. Dave will bring together his years of personal experience and knowledge along with timely information, to discuss the AI revolution and what our...

Scott Peppet, the President of a single family office and private trust company, will explore the importance of aligning a family’s learning capacity with the complexity of its environment to ensure long-term flourishing for the family and family enterprise. Scott emphasizes that rather than always striving to increase knowledge to match complex de...

For many investors, fund-of-funds (FOFs) are the only way to replicate a large, diversified private equity (PE) program and is preferable to constructing a PE program oneself. Another important benefit of a FOF is the ability to aggregate hundreds of potential underlying portfolio capital calls into just a few. On the operational side, FOFs can red...

While “investing success” can mean different things to different investors, determining its meaning is essential to understanding what path to follow. Toward that end, there are four principles that provide a solid framework for improving the chances of investment success: goals, balance, cost, and discipline. By incorporating these guiding princip...

For business and wealth creators, preserving the family in the midst of wealth is far more difficult than creating the wealth. Integrating second and third generations into ownership and decision-making is something business builders haven’t yet experienced. We focus on 14 strategies families can use to integrate rising generations and pass down re...

Generating positive impact has emerged as a key trend within the Family and Wealth Management space. Investors, families, and society show growing interest in measuring the effects of their actions—and non-actions— with an emphasis on the impact of their investments. We explore current views and provide practical ways families can move forward to b...

Amid evolving global dynamics, emerging market corporate debt offers ample and compelling investable opportunities. The diversity of the asset class gives investors a wide spectrum on which to effectuate their views and investment strategies. But investors should navigate with caution and take note of the five themes that will have a notable impact...

The year 2024 is now in the history books, marking three notable market highlights: a very good year for U.S., the AI gold rush broadening to other industries and sectors, and a surprisingly tough year for U.S. bonds. Looking ahead to what’s next in 2025, Chief Investment Officer Pete Chiappinelli of Ballentine Partners sees thirteen areas for inve...

It’s no secret that artificial intelligence (AI) is a pivotal force in the current technological transformation. But as Vanguard Global Chief Economist Joe Davis explains and as their research on AI, demographics, and the U.S. economy suggests, it may not be wise to focus solely on tech stocks for investment outperformance. In this discussion ...

In today’s rapidly evolving landscape, multigenerational families face unique challenges and opportunities that demand thoughtful strategy, robust governance, and the effective utilization of private family capital. This webcast will delve into the essential pillars that enable families to thrive over the long term: mastering complexity, building r...

Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...