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

Capital Allocators – Inside the Institutional Investment Industry

Innehåll tillhandahållet av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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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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628 episoder

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