Capital Allocators Roundtable, July 1st


Where are Family Offices finding Opportunity Today?

Family Offices & Investment Mangers are welcome to receive a free Executive Briefing highlighting the potential impact. Proudly prepared by America’s leading accounting firm Grassi and their senior partners and executives.

Complimentary link below is available to all of IronHold Capital Audience members.

Today we were joined by a distinguished panel of prominent Investors with Global Experience in Asset Management and Capital Allocation. Represented among our panel were some of the leading Family Offices across the United States, Europe, and Asia.

Our guests included:

• James Leach of National Trust
• Clark Cheng, CFA, FRM, CAIA of Merrimac Corp
• Vitaly Veksler, CFA of Beyond Borders Investment Strategies, LLC
• Carrie DiLauro of Hamilton Robinson Capital Partners

During this panel, we discussed topics ranging from:

• Expectations for Future Market Performance
• Where potential Investment Opportunities may lie
• Where Capital is currently being Allocated
• Current Expectations for future Asset Class performance

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