Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)

Capital Allocators – Inside the Institutional Investment Industry

Inhoud geleverd door Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

3M ago 47:49

MP3•Thuis aflevering

Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service, many of whom he has served for decades.

Our conversation covers Jeff’s path to investment allocation through Oppenheimer, Bear Stearns, and eventually ICG. We discuss defining client objectives, selecting managers, building low-volatility portfolios, assessing re-ups in private equity, and serving as a good partner to managers and clients.

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