Tom Weary of Lau Associates LLC Headlines Ivy Family Office Philadelphia Forum
PR Web |
The Ivy Family Office Network hosted its
Weary commented, "Today we see the possible recurrence of volatility in the market. As an asset allocator we are able to navigate a potentially increasingly volatile environment to meet our clients' needs. Some aspects of the classical asset allocation model need refinement in this environment. We supplement that traditional model of stocks and bonds with allocations into alternative strategies.
"However, the absolute return environment needs careful navigation. For instance MLPs have outperformed over the years, but today we think they are fully valued. Likewise, in the hedged equity space, we prefer '40 Act funds to opaque funds because of the liquidity and control they provide. Also, questions of cash management inside the allocated manager group need to be addressed from a total portfolio allocation perspective. As a full service family office company, we're able to provide that level of oversight and risk management for our clients."
Other speakers on the panel included
Prior to joining
Tom graduated cum laude in Philosophy from
About
IvyFON, is a leading peer to peer global family office network with several hundred family offices attending events around the
Forum sessions are multi-format and cross-disciplinary covering a range of family office centric topics.
IvyFON originates from one of
For more information on
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