Certificate in the Financial Management for the Family Office
Session 7: Asset Allocation and the Family Office, Investment Strategies: Due Diligence, Selection & Monitoring, and Measuring Risk for the Family Office
Monday, October 26 – Wednesday, October 28, 2015 | Pepperdine University, Graziadio School of Business and Management | Malibu, CA
Speaking Engagement Tuesday, October 27, 2015 | 1:00-5:30pm
We will examine essential issues families must contemplate as they navigate through the market, especially in the current state of volatility that was experienced in September 2015. During the session we will examine a variety of case studies to dissect where the best opportunities may lie and where the greatest potential risks exist. Our goal will be to have you leave feeling armed in order to make informed decisions for your family office.