Had the pleasure of moderating a thoughtful and dynamic panel on “The Art and Science of Manager Selection” earlier this week at #FutureProof Citywide in Miami. On behalf of Crain Currency, I joined Brian Andrew of Merit Financial Advisors and Donald Calcagni of Mercer Advisors on the Lummus Park Stage to explore how allocators can effectively evaluate managers, balance qualitative and quantitative strategies, and navigate the evolving investment landscape. Crain Currency is all about helping family offices and the professionals who serve them make informed decisions and build powerful peer networks. Future Proof provided an ideal platform to do just that. Grateful to the organizers for bringing such a smart and energetic crowd together—and a big thanks to Brian and Don for sharing their insights and perspectives. More than anything, it was great reconnecting with some of my old peeps from the financial advice world. Thank you Jimmy Moock #FutureProofFestival #CrainCurrency #FamilyOffices #WealthManagement #ManagerSelection #InvestingInsights #FinancialAdvisors
关于我们
Crain Currency was launched by Crain Communications Inc. in 2022 to help family offices and ultra-high-net-worth families preserve wealth and their families' values. We provide industry news and peer-to-peer insights in our newsletters and website to help family offices think through their unique challenges. By joining us you will get news you can trust and ideas you will not find anywhere else. You will also connect with individuals who understand your unique perspective.
- 网站
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https://www.craincurrency.com
Crain Currency的外部链接
- 所属行业
- 信息服务
- 规模
- 201-500 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2022
地点
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主要
获取路线
685 3rd Avenue
US，NY，New York，10017
Crain Currency员工
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Kristin Hull, PhD
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Bob Allen
Editor | Writer | Boss of Me at Oughta Correct LLC
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Frederick P. Gabriel Jr. (He-Him)
Publisher/Executive Editor at Crain's New York Business
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Rodney Sullivan, CFA, CAIA
Executive Director | Journal Editor | Wealth Advisor | Advisory Board Member | Financial Litigation Consultant
动态
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Jody K. Thelander?founded the compensation data and consulting firm J. Thelander Consulting about 30 years ago, providing comprehensive data on private capital markets. She talked with Crain Currency about compensation trends at family offices and how they’re competing for top talent. Subscribe to Crain Currency today to learn more: https://lnkd.in/gyXQjdiA #familyoffice #hiringtrends #talentacquisition #leadership #futureofwork #investing
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Women are poised to take control of an unprecedented share of wealth, setting the stage for a seismic shift in financial decision-making. By 2030, they are expected to manage?$30 trillion in assets, according to a report from McKinsey & Company Register today to learn more: https://lnkd.in/gUevzhh8 #familyoffice #women #leadership #business Carrie Pallardy | Rose V. | DRA Family Office | Female Founders Institute | Vertical Harvest Farms | Sharon Olson, CFP?, CEPA | Forbes | Crain Currency
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Where Industry Leaders Come Together 2,500+ attendees. 1,300+ asset owners. Future Proof Citywide is where the entire ecosystem—advisors, allocators, GPs, fintech leaders, and more—comes together. It’s not just a conference; it’s where the industry’s biggest moves are planned. Don’t miss your chance to be part of it on March 16-19 in Miami Beach. Register today!??https://lnkd.in/drzQVBt9
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Mark Somers is the co-founder of the Somers Partnership, an executive recruitment firm specializing in family offices and wealth management. With over 25 years in executive search, he works with global clients to attract and retain top talent. Learn more by subscribing to Crain Currency today: https://lnkd.in/drh6QXmv #familyoffice #leadership #wealthmanagement #talent
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More Than an Event, It’s a Movement 150+ sponsor activations. 175+ speakers. 50+ co-located Breakthru Experiences. From iconic venues like the Versace Mansion to cutting-edge content on the beach, Future Proof Citywide delivers what other events can’t: bold ideas, new opportunities, and connections that last. Be part of the industry’s most transformative gathering on March 16-19 in Miami Beach. . Register today!?https://lnkd.in/drzQVBt9
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A growing number of family offices are shifting away from traditional charity and embracing strategic philanthropy — an approach designed to create long-term, systemic change. To learn more, subscribe to Crain Currency today: https://lnkd.in/ge4iJgef #familyoffice #pilanthropy #strategy #wealthmanagement Katherine Lorenz | The Cynthia and George Mitchell Foundation | Tom Hall | UBS | Michael Moody | Indiana University Bloomington | Indiana University Lilly Family School of Philanthropy | Brett Bernstein, CFP? | XML Financial Group | Betty Pettine, CAP? | Callan Family Office | National Center for Family Philanthropy (NCFP) | Miki Akimoto | Marcus Baram
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Philip Richter is the president and a partner at Hollow Brook Wealth Management LLC in Katonah, New York, where he oversees client relations, marketing and business development and sits on the investment committee. Richter sits down with Crain Currency to discuss why it’s important for financial advisers to integrate emotional intelligence into strategic planning for family office clients. Subscribe today to read more: https://lnkd.in/dUG4JH66 #familyoffice #investments #finance #wealthmanagement
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The PVBLIC Foundation proudly hosted the Family Office Impact Soirée & Painting Bridges Art Auction in New Orleans during Super Bowl Week, uniting global leaders, sports icons, and local community leaders for a powerful evening of impact. The event celebrated the transformative power of art, education, and technology in driving sustainable change and fostering economic development, all while shining a spotlight on critical causes. With the partnership of organizations such as Big Brothers Big Sisters of America, Our Rescue, and the Order of St. Lazarus, the evening underscored the importance of strategic partnerships in creating lasting social impact. This unique gathering, hosted at the breathtaking Ferrari Clubhouse, was a testament to PVBLIC’s unwavering commitment to leveraging public-private partnerships for impact. Collaborations with partners like Scholas Occurrentes, Crain Currency, and the Family Office Association played a vital role in the event’s success, showcasing how diverse sectors can come together to advance meaningful change. The Super Bowl serves as a powerful stage to drive global change, and PVBLIC continues to advocate for a future where collaboration, innovation, and sustainability go hand-in-hand. Through initiatives like this soirée, PVBLIC remains committed to using cross-sector initiatives as tools to spark tangible, positive change in the world. ??Learn more about PVBLIC's work during Super Bowl Week LIX at the link here: https://lnkd.in/gakbEc2c #PVBLICSuperBowlLIX Sergio Fernandez de Cordova | Kerry Bannigan | Laurence Kalinsky | Daniel Wilkins | Stephen Keppel | Abhishek Sharma | Our Rescue | Big Brothers Big Sisters of America
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For high-net-worth families and family office professionals, securing the right insurance coverage requires careful planning. Nontraditional households — such as blended families, multigenerational homes and those with varying immigration statuses — face additional complexities. Traditional policies may not provide adequate protection, necessitating a strategic approach to risk management. Learn more by subscribing to Crain Currency today: https://lnkd.in/gKUKz7vQ #familyoffice #insurance #investment #strategy Ryan Gassaway Northwestern Mutual Darlene White
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