Family Office Insights on Alternative Investing | SALT iConnections Asia

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.

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

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.

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.