Marc Chaikin Headlines Ivy Family Office Network Philadelphia Forum

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Marc Chaikin discusses “Portfolio Allocations” at the May 9th Ivy Family Office Network Forum.

Marc Chaikin

Marc Chaikin

For family offices there is an extra complexity that in many cases, family office founders may have less technical fluidity than their next generation. This generational drift can be limited when there are group capabilities to review the portfolio.

Marc Chaikin of Chaikin Analytics headlined the Ivy Family Office Network Philadelphia Forum with a discussion on “Portfolio Allocations". The Forum was held on May 9th in Philadelphia, PA.

According to Mr. Chaikin, “Some big issues with today’s market is that portfolio managers re-balance more frequently and are looking for more integrated capabilities. So the question is, how do you actively manage a portfolio that requires more frequent re-balancing as well as the need to manage more instruments of varying liquidity while maintaining the capability and flexibility to take advantage of different opportunities."

He continued, “For family offices there is an extra complexity that in many cases, family office founders may have less technical fluidity than their next generation. This generational drift can be limited when there are group capabilities to review all portfolio elements all the way through to sub advisor relationships. Research on Ultra High Net Worths shows that 40% don’t use outside advisors and an additional 40% are willing to manage their portfolios themselves when the right capabilities are available."

Other speakers on the panel included Ed Stavetski of Whitford Holdings, Scott Renninger of Independence Asset Advisors, and Paul Milnes of Outsourced Financial Analytics.

After 40 years on Wall Street as a trader, broker, and analyst, Marc Chaikin founded Chaikin Analytics in 2009 to deliver proprietary stock analytics to professional money managers and investors. The centerpiece of Chaikin Analytics is the Chaikin Power Gauge, a 20-factor alpha model, back-tested on ten years of data and proven quite accurate at identifying a stock’s potential over the next 3-6 months. The Chaikin Money Flow and Chaikin Oscillator indicators are industry standards, found on most every trading platform in the world.

Combined with a small number of technical indicators in an easy to read graphical format, and delivered through an intuitive iPad application, Chaikin Analytics is on the leading edge of actionable research for investors.

The proprietary analytics are built by the same team that pioneered the first real-time analytics workstation for institutional money managers and trading desks, led by Marc Chaikin.

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 their events around The Americas within the past 12 months. Some of the more than 1,200 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, Steve Prostano, John Taylor and many others. Forum sessions are multi-format and cross-disciplinary covering a range of family office centric topics.

IvyFON’s 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. Additionally the group supports deal networks across multiple disciplines including private equity and real estate. More than 10,000 investment, family office and institutional investment professionals have attended forums globally. For more information on the Ivy Family Office Network, go to

To contact Marc Chaikin, you can email Sandy Betner at sandy(at)chaikinpowertools(dot)com or call (267) 275-2322.

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