Family Office Insights on Alternative Investing | SALT iConnections Asia | Summary and Q&A

TL;DR

Family offices discuss their investment allocations to alternative assets, such as hedge funds and private equity, and share their perspectives on evaluating and selecting fund managers.

Key Insights

• 🔒 Family offices have varying allocations to alternative assets, such as hedge funds, private credit, and private equity.
• 😤 Fund manager evaluation involves considering performance, team consistency, strategy compliance, and relationship-building.
• 🧑‍💼 Family offices value references and referrals from trusted sources when considering fund managers.
• 💪 Consistency, strong initial relationships, and relevant investment opportunities can help fund managers catch the attention of family offices.
• 🧑‍💼 Each family office has unique investment strategies and approaches to allocating their portfolios.
• 😤 Evaluating fund managers in private markets involves assessing their track records, compliance with strategies, and team dynamics.
• 🏢 Building relationships with analysts and associates can increase the chances of getting noticed by family offices.

Transcript

it's always an honor to be on the final panel last year we did the same and I think it really attests to I'll say on behalf of everyone saving the best for last yeah and also the people that are stopping you from going out for lunches and your next meetings as well but I truly truly believe that there will be a very very insightful conversation rea... Read More

Questions & Answers

Q: How does each family office allocate its portfolio to alternative assets?

Each family office has its own allocation strategy, with some having a 50% allocation to alternatives. Allocations may be made to hedge funds, private credit, private equity, real estate, and venture capital.

Q: What are some key considerations when evaluating fund managers?

Performance is crucial, but the consistency and tenure of the team are also important factors. Strategy compliance and references help build trust. Building strong relationships, especially with analysts and associates, can also help catch the attention of family offices.

Q: How do family offices approach fund manager selection in private markets?

Some family offices prefer to invest directly in private deals, while others allocate to private equity and venture capital funds. The focus is on identifying managers who can deliver strong performance and comply with their stated strategies.

Q: How can fund managers stand out to family offices?

Consistency, building a strong initial relationship, and presenting relevant investment opportunities are key. It is also important to conduct research on the family office's mandate and preferences to align with their investment goals.

Summary & Key Takeaways

• Family offices allocate a significant portion of their portfolios to alternative assets, with allocations to hedge funds, private credit, private equity, real estate, and venture capital.

• Each family office has a unique approach to investments, with varying strategies and allocations. Some focus on private markets, while others prioritize specific asset classes within alternatives.

• Evaluating fund managers involves considering performance, team consistency, strategy compliance, and building strong relationships. References and referrals from trusted sources can also help catch the attention of family offices.