#multifamilyoffice hashtag - Bluesky

1 year ago

Zürcher Multi-Family Office ernennt gleich zwei neue CIOs Für einen kommen gleich zwei: Quilvest hat die Nachfolge von Roger Frey geregelt und dabei die Aufgaben des CIO entflochten.

Zürcher Multi-Family Office ernennt gleich zwei neue CIOs: Für einen kommen gleich zwei: Quilvest hat die Nachfolge von Roger Frey geregelt und dabei die Aufgaben des CIO entflochten. #Quilvest #multifamilyoffice

0 0 0 0

finews

@finews.ch

1 year ago

Zurich multi-family office appoints two new CIOs Two for the price of one: Quilvest has appointed Roger Frey’s successors and unbundled the CIO role.

Zurich multi-family office appoints two new CIOs: Two for the price of one: Quilvest has appointed Roger Frey’s successors and unbundled the CIO role. #Quilvest #multifamilyoffice

0 0 0 0

Michael

@rbtrage.bsky.social

1 year ago

Tax Benefits of Investing in Venture Capital w/ Michael Schulman Michael Ashley Schulman, Chief Investment Officer at Running Point Capital, sits down with David Weisburd to discuss Michael’s views on venture capital, manager selection across private asset classes, and risks/benefits of investing in spinout managers. The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co -- X / Twitter: @rbtrage (Michael Ashley Schulman) @dweisburd (David Weisburd) -- LinkedIn: Michael Ashley Schulman: https://www.linkedin.com/in/rbtrage/ Running Point Capital: https://www.linkedin.com/company/running-point/ David Weisburd: https://www.linkedin.com/in/dweisburd/ -- LINKS: Running Point Capital: https://runningpointcapital.com/ -- Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com -- TIMESTAMPS: (0:00) Episode Preview (1:31) Overview of Running Point Capital (3:36) Venture Capital Strategy, Challenges, and Metrics (6:08) Managing Capital Calls and Accessing Top VC Funds (10:06) Manager Selection Across Private Asset Classes (14:47) Follow & Subscribe to The 10X Capital Podcast (15:07) Risks and Benefits of Investing in Spinout Managers (17:36) Michael’s Personal Career Insights (20:04) Pre-Liquidity Tax Strategies (20:59) Final Thoughts and Closing Remarks -- DISCLAIMER: The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. The opinions referenced are as of the date of publication, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-97

Am on the latest 10x Capital #podcast & #videocast. A fun and interactive chat regarding #investing in #venturecapital from an UltraHighNetWorth #UHNW, #familyoffice, and #multifamilyoffice perspective. We discuss #tax #optimization, #manager selection, and #assetallocation.
youtu.be/29z8PFKwAkY?...

1 0 0 0

Michael

@rbtrage.bsky.social

2 years ago

THEME: Fed’s We’ve come to realize that the Fed’s primary love language is “words of affirmation”, i.e.

I took a slightly unusual tack to frame the #Fed’s recent actions in light hearted terms that I hope financial and non-financial professionals would #enjoy and remember.
#wealth #uhnwi #multifamilyoffice
www.linkedin.com/pulse/theme-...

1 0 0 0

Michael

@rbtrage.bsky.social

2 years ago

Running Point and I were asked this morning by @Reuters to comment on @warnerbros Discovery’s disappointing quarterly announcements. #earnings #stock #warnerbros #barbie #WealthManagement #familyoffice #multifamilyoffice

www.linkedin.com/posts/rbtrag...

1 0 0 0