TAG Associates

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In concluding our three-part series, Neil Shapiro highlights the range of MFO service options and the importance of a well-executed onboarding process. Read the full article here: https://lnkd.in/eAT5absc

TAG Managing Director Stacy Haislip, CFA shared her views on the market at the Opal Emerging Managers Summit in Atlanta on Monday.

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TAG Associates Named to the Barron’s Top 100 RIA Firms List TAG Associates is pleased to announce that the firm is included once again in?Barron’s Top 100 RIA Firms?list. This annual ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Congratulations to the entire TAG team for its hard work and dedication, and thanks to our clients for placing their trust and confidence in us. https://lnkd.in/eCP8fPjB Participation in Barron's?Top 100 RIA Firms ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance.

Winning tickets: How family offices see hedge funds — and how to benefit as interest grows ?? Thank you to our speakers on this panel exploring the trend, discussing the value FOs see in hedge funds and the strategies and structures they are targeting. Ted Katramados, Director, Associate Portfolio Manager at TAG Associates Bijel Doshi, Portfolio Manager at Hallador Investment Advisors Kevin Entwistle, CFA, CFP?, CEPA?, CRPC?, Private Wealth Advisor and Family Wealth Director at Morgan Stanley Ryan Kanaley, Chief Investment Officer at Overbrook Management Corporation Sherry P. Witter, Managing Partner, Co-Founder & CIO at The Witter Family Office #HWLeadershipSummit #HWSummit #leadership #hedgedunds

I really enjoyed participating in this interview, and am looking forward to the upcoming Summit next month which I am sure will be full of interesting content.

We are pleased to announce that TAG Associates has been named as one of?America’s Top RIAs?by Financial Advisor Magazine for 2024. To read more about the 2024 RIA ranking, please click here: https://lnkd.in/e8bgN7tP

Excited to announce that I’ll be speaking at the New Jersey Investment Management Conference https://lnkd.in/eV6sMtBQ on July 18th!?Join me and other industry leaders as we explore the latest trends, strategies, and insights shaping the future of investment management. Register here https://lnkd.in/eV6sMtBQ – only a few slots remain! It’s a fantastic opportunity for networking and gaining valuable knowledge to drive your investment decisions forward. Looking forward to seeing you there.

In the following article, Chief Investment Strategist Jeff Tumolo discusses the issues affecting China’s economy and its capital markets. Read the full article here: https://lnkd.in/ervnX5Vs