Michael Breazeale of Juncture Wealth Management Headlines Panel at Ivy Family Office Network Beverly Hills forum

Share Article

Michael Breazeale of San Diego and Scottsdale based Juncture Wealth Management headlines a panel at The Ivy Family Office Network’s Beverly Hills, CA forum on November 13th. The forum is part of an ongoing dialogue with family offices to provide value and address current trends for family office investing, structure and operational excellence.

Michael Breazeale, CFA,and Chief Investment Officer of Juncture Wealth Management, a San Diego and Scottsdale based investment adviser, headlined a panel at the Ivy Family Office Network Forum held on November 13th, at the Beverly Hilton in Beverly Hills, CA.

The Forum is part of an international and ongoing dialogue with family offices to provide high value education and information on trends for family office investing, structure and operational excellence. The Ivy Family Office Network is one of the leading global family office networks with more than 500 family offices attending their events within the past 12 months.

Some of the more than 1,000 past speakers have included 5 of the the top 10 leading asset allocating consultancies by assets under advisement, pre-eminent alternative investment funds, best in class asset management professionals, family office subject matter experts and world class family offices.

Michael Breazeale headlined the session on “Portfolio Construction 2013” with panelists Gary Downie Chief Investment Officer of Wealth Pinnacle, and Brian Haskin of Alternative Strategy Partners.

The panel opened with a thematic discussion of the fixed income situation and how the search for yield has changed the investment stack and risk profiles for many investors. The panel then pivoted to a discussion on global macro concerns including Federal Reserve policies, the European Union and austerity for particular countries as well as global supply chain and sourcing shifts that have led to new global vulnerabilities. Panel members offered differing opinions on growth areas and safe harbors for 2013.

Breazeale’s comments focused on three primary areas: 1) The destabilizing effects of the combination of globalization and rapidly advancing technology; 2) The need to focus less on “current events” and more on utilizing risk mitigation techniques for unforeseeable events that may disrupt capital markets; 3) The need for more active bond duration management and its integration within the equity risk management process.

Other Forum sessions covered a variety of topics, including those designed to help attendees prepare for ongoing regulatory changes; residential real estate trends and opportunities available in bridge financing and other family office-centric topics including trust planning and outsourcing.    Other featured speakers included Alan Zafran of Luminous Capital, Alim Kassam of Rama Capital and Rosemary Ringwald of US Trust.

According to event producers, The Ivy Family Office Network, ivyFON, their Forums are developed as an ongoing dialogue with family offices on an international basis. IvyFON’s expertise is an outgrowth of leading one of the United States’ oldest and largest alternative investment networks, the IvyPlus network. The IvyPlus network was started as a private equity, real estate and hedge fund network consisting primarily of Ivy League alumni but inclusive of other participants who had attended more than 50 globally comparable programs or through merit are worthy participants in the program. More than 10,000 investment, family office and institutional investment professionals have attended IvyPlus forums globally.

Attendees emerged from the Forum with practical strategies and solutions to achieve both short and long-term objectives. The program featured off-the-record, peer-to-peer discussions in a non-commercial setting, in-depth and highly interactive sessions addressing organizational structure, family dynamics and outsourcing strategies, and granular investment sessions covering the latest asset classes and strategies.

Michael Breazeale has over 21 years of investment management experience working with both private clients and non-profits. He worked as a senior portfolio manager at the private banks of both JPMorgan Chase and Bank of America. Subsequent to his portfolio management roles, he served as the Senior Director of Investments (Southwest Region) for Wells Fargo's Private Bank where he oversaw the implementation of the firm's investment philosophy by investment professionals located across a three state area.

During the course of his career, Michael has developed a number of investment strategies/perspectives that draw from a multitude of investment philosophies/approaches including: traditional value/growth stock selection, quantitative analysis, technical analysis, tactical duration management, structured investments and behavioral finance. In addition, for over a decade he has dedicated considerable time investigating the potential implications, both investment and societal, of rapidly accelerating innovations in the areas of life sciences, information technologies, robotics and nanotechnology. His decision to join the founders of Juncture Wealth Strategies at its inception was based upon his desire to bring the experience of a traditional investment management career and integrate it with new approaches that better reflect the investment environment of today and tomorrow.

Juncture Wealth Strategies is headquartered in Scottsdale, AZ and San Diego, CA.. For more information, visit http://www.juncturewealth.com or call 858.764.8020

For More Information on the Ivy Family Office Network, contact them at http://ivyfon.com/contact.html

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Marty Secada
Ivy Plus
917-291-0557
Email >
Visit website