Los Angeles, CA (PRWEB) May 14, 2014
The Ivy Family Office Network hosted its April 2014 Family Office Outlook Forum in Los Angeles, CA on April 29th. Rob Santos, CEO of Vitreous Partners, LLC, led a panel discussion on “Asset Allocation”.
Santos commented, “Although we incorporate traditional risk management research and controls into our investment process, we believe it is a much more important and efficient use of our time to identify where there are imminent threats of systematic risks and adjust our strategies accordingly.” He continued, “Whereas the large publicly traded and regulated banks have come under higher scrutiny since 2008, risk has moved to less transparent and unregulated markets, including private and offshore markets. These also happen to be where there may be some of the most attractive opportunities.”
In response to a question on how Vitreous Partners is allocating capital, Santos continued “We are a not alone in our belief that, if appropriate, portfolios should have an allocation to alternatives. However, we also believe that diversification for the sake of diversification is not the right answer for all of our portfolios. Tactical shifts should be made when circumstances call for them. We rely heavily on our research, experience and technology to make such judgments with our clients and their capital.”
Other speakers on the panel included Michael Cannone of Westmount, Leon Tompkins of ImagineNations Group, and Kambiz Aghili (PhD).
About Vitreous Partners, LLC
Founded in 2013, Vitreous Partners is a pre-eminent boutique wealth management firm based out of Los Angeles. We are dedicated to providing the highest level of service, management and execution delivered with transparency, integrity and technology. Our clients come from three continents and include entrepreneurs, high net-worth individuals, families, sports and entertainment professionals and companies.
Vitreous Partners and its Advisory Board have over 100 years of combined experience. We provide a comprehensive approach towards its clients’ financial needs, which include wealth management, corporate finance transactions, estate planning, tax and bill payments.
We are committed to providing independent advice and have a deep understanding of our clients and their needs. Our comprehensive service offerings and extensive network of contacts across the world make us an invaluable partner to our clients.
About The Ivy Family Office Network Forum
The Ivy Family Office Network Forum (IvyFON) 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.
IvyFON originates from 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 includes New York City and Los Angeles deal networks across multiple disciplines including private equity, health care and real estate. More than 14,000 investment, family office and institutional investment professionals have attended forums globally.
For more information on Vitreous Partners, contact the firm at contact(at)vitree(dot)com or at 310.341.4774.
For more information on the Ivy Family Office Network, contact them at 646-290-8114 or at ivyfon.com/contact.html.