European Single Family Office Investor Mandate - Focus on Alternative Investments

TL;DR

An investor from Prague discusses their investment preferences, including alternative investments, tech, and infrastructure.

Transcript

well this is richard wilson a family office club and today we have an investor mandate interviewed they were interviewing an investor out of Eastern Europe I believe that based out of Prague and we're gonna be looking at what they're investing in getting a quick perspective on their insights day to day and what their mandate is overall so welcome t... Read More

Key Insights

• 🧑‍💼 The interviewed investor is part of a single-family office based in Prague with a background in the industrial conglomerate.
• 🧑‍💼 The family office values diversification and invests in various geographies, including the Americas, Europe, and Asia.
• 🇺🇸 Alternative investments, tech, private equity, and infrastructure are of interest, especially in the United States.
• 🧑‍💼 Long-term investments in infrastructure and biotech are a priority for the family office.

Questions & Answers

Q: Can you introduce yourself and the type of family office you represent?

My name is Fadi, and I represent a single-family office based in Prague. Our office has a background in industrial conglomerates and producing tires. We value diversity and are interested in being suppliers to well-known companies.

Q: What type of investments and locations does your family office prefer?

We try to diversify our investments across the Americas, Europe, and Asia. While direct investments are mainly in Central Europe, we are open to any market for capital market investments. Our focus is to find attractive opportunities across the globe.

Q: What type of company or real estate asset is appealing to your family office in the United States?

Alternative investments, club deals, private equity, and real estate assets dedicated to themes like cybersecurity are appealing to us. We are interested in investing in areas where the US excels, such as technology.

Q: What is the primary type of investment your family office is looking to source currently?

Infrastructure investments, including water utilities and biotech, are our primary focus for long-term investments. We believe in the potential of these sectors and are actively seeking opportunities.

Q: What is your number one piece of advice for other family offices in your region or any investor in general?

Be flexible and adaptable in your investments, especially in uncertain times like the current pandemic situation. It is crucial to have a good counterparty, a solid platform, and the ability to pledge investments if needed. Flexibility and liquidity are key differentiators.

Summary & Key Takeaways

• The investor is part of a single-family office based in Prague with a background in UBS Wealth Management.

• The family office prefers to diversify investments across the Americas, Europe, and Asia, with a focus on Central Europe for direct investments.

• Alternative investments, tech, private equity, and infrastructure are appealing to the family office, particularly in the United States.