Posts Tagged ‘Headlines’

Richard Fonash of Aberdeen Asset Management Headlines Dallas Ivy Family Office Forum

Tuesday, October 8th, 2013

Dallas, TX (PRWEB) October 01, 2013

Richard Fonash of Aberdeen Asset Management Inc. headlined the Ivy Family Office Network Dallas Forum with a discussion on Portfolio Allocations. The Forum was held on September 17th, 2013 in Dallas, TX.

According to Mr. Fonash, This is a challenging time for portfolio allocators, as we begin the transition away from asset markets driven heavily by central bank policy-making to markets that are more driven by underlying economic fundamentals. While growth momentum in the U.S. remains generally positive, the near to medium term contains numerous potential headwinds around Federal Reserve policy and leadership succession, the U.S. fiscal situation and rapidly evolving geopolitical concerns.

He continued, With so much uncertainty across financial markets, we believe it continues to be prudent to pursue a globally diversified, multi-asset approach to portfolio allocations. From a multi-asset point of view, diversification can be achieved with a portfolio mix of diversified equity exposures, selected fixed income segments, real assets and liquid alternatives. We believe it is important that investors operate with as broadly diversified an investing canvas as possible when assembling and allocating within their portfolios.

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Richard Fonash is a Senior Investment Manager at Aberdeen Asset Management Inc. and is a member of the firms Aberdeen Solutions team. Aberdeen Solutions aims to solve investment problems by combining the global resources of the Aberdeen group within customized portfolios. These portfolios seek to meet investment objectives whether expressed as relative return, absolute return, real return, targeted volatility or liability driven. Depending upon the requirement, we blend in-house capabilities, third party managers and passive exposures where appropriate. In this role, he is responsible for both asset allocation and manager selection, with a focus on multi-asset class investing that integrates non-traditional and alternative investments into allocation models. Richard co-manages Aberdeens US-based multi-asset allocation strategies as well as a diversified mutual fund of alternative investments. He graduated with a BS in finance from Villanova University and MBA in finance from the Simon School at the University of Rochester and is a CFA

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Tash Perrin Headlines Ivy Family Office Network New York City Forum

Saturday, September 28th, 2013


New York, NY (PRWEB) September 20, 2013

Tash Perrin of Christies headlined the Ivy Family Office New York City, NY Trends in Family Offices Forum with a discussion on Art Transaction Trends. The Forum was held on September 10th in New York City, NY.

According to Ms. Perrin, There are a wide variety of trends impacting Art Transactions today. Some trends include increased private sales and an e-commerce platform as a sale alternative. As a result, full service providers like Christies have a competitive advantage and central role in buying, selling and leveraging art work throughout the global marketplace.

Judith Pearson of ARIS Title Insurance, another speaker on the panel commented The value of art work and collectibles continue to rise in a favorable tax and regulatory environment. Yet as technology becomes more sophisticated, authentication and title become even more important criteria in the acquisition process.

Other speakers on the panel included: Elizabeth von Habsburg of Winston Art Group and Frank Lord of Herrick Feinstein.

Tash Perrin is Senior Vice President and Senior Director of Trusts, Estates & Wealth Management Services at Christies International. She previously served as Head of the Estates & Appraisals department. Since 2007, Ms Perrin has represented Christie’s at trusts and estates/family office conferences across the United States. Ms. Perrin works with top buyers through major sales in all of Christies sales sites globally and is a key member of the senior executive team at Christies Americas. Ms. Perrin holds a BA Hon degree in Art History from Queen’s University, Kingston, Ontario, and is a graduate of Christie’s Modern and Contemporary Fine Art Course in New York.

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Christie’s has prepared authoritative valuations since 1766. Christie’s Estates, Appraisals & Valuations provides seamless, streamlined service. They oversee every aspect of a valuation, recognizing and accommodating the many special needs of executors, solicitors and other professional advisors.

Christie’s fully illustrated valuation documents are the industry standard. Their international team provides valuations in more than 80 collecting fields that can serve as the basis for consignments, insurance and taxation and are indispensable for collection management and informed estate planning.

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The Ivy Family Office Network Forum provides an ongoing dialogue for family offices to support high-value education and information on trends for family office investing, structure and operational excellence. Attendees gain practical strategies and solutions to achieve both short and long-term objectives. The program features off-the-record, peer-to-peer discussions in a non-commercial setting, in-depth and highly interactive sessions.

About The Ivy Family Office Network

The Ivy Family Office Network, IvyFON, is a leading peer to peer global family office network with several hundred family offices attending events around The Americas within the past 12 months. Some of the more than 1,400 past speakers have included 5 of the top 10 largest asset allocating consultancies, pre-eminent alternative investment funds by return, leading institutional investors by size, best-in-class asset management professionals, family office subject matter experts and world-class family offices.

Premier Speakers have included Ron Baron, Fred Nazem, Nick Maounis, John Taylor and many others. Forum sessions are multi-format and cross-disciplinary covering a range of family office centric topics.

IvyFONs expertise is an outgrowth of one of the United States oldest and largest alternative investment networks, the IvyPlus network. IvyPlus originated as a peer to peer private equity, real estate and hedge fund network consisting of Ivy League and comparable school alumni as well as meritorious participants in the program. The group supports New York City and Los Angeles deal networks across multiple disciplines including private equity, health care and real estate. More than 12,000 investment, family office and institutional investment professionals have attended forums globally.

For more information on Estates, Appraisals & Valuations contact Tash Perrin at 212-636-2000 or at TPerrin(at)christies(dot)com. To contact the Ivy Family Office Network, contact Marty Secada at 646-290-8114 or at ivyfon.com/contact.html.







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