A frank conversation with family office principals & CIOs

The next crisis is not going to be like the last one. Diversification is about being humble – one cannot prepare for everything without diversification. In constructing portfolios, public markets are still the cornerstone, while private markets are a key part of the arsenal. To take the endowment investment route, the key to all this is financial literacy. There’s a real need to learn from the markets and offerings and importantly from the people, including those in the ecosystem. Legacy encompasses how an individual and a family will be remembered and the lasting impact your choices have on those who remain....