Jonathan Liggett Headlines Ivy Family Office and Private Investors Forum

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The Ivy Family Office Network hosted its January 2015 Family Office and Private Investors Outlook Forum in San Francisco, CA on January 15th. Jonathan Liggett, Managing Member of JL Squared Group, LLC, led a panel discussion on “Alpha Generating Strategies”

Jonathan Liggett

Jonathan Liggett

Political risks globally are rising as wealth rises for the rich due to asset price appreciation, but global unemployment stays at high levels. This is seen in the increasing polarization of domestic politics both in the US and Europe.

The Ivy Family Office Network hosted its January 2015 Family Office and Private Investors Outlook Forum in San Francisco, CA on January 15th.  Jonathan Liggett, Managing Member of JL Squared Group, LLC, led a panel discussion on “Alpha Generating Strategies”

Liggett commented, “The world today is largely expansionary. Monetary policy is extremely loose globally. However, many global regions are running at different speeds. The US seems to be the furthest along in healing its wounds from the financial crisis.

With the proliferation of funds over the past decade, a trusted adviser who can separate the good funds from the mediocre is key to achieving the risk reward profiles investors expect from hedge funds.

Thematically JL Squared is US centric as the macro backdrop is not very supportive of non-US investments. There are some interesting opportunities in frontier markets and non-correlated asset classes.

Politcial risks globally are rising as wealth rises for the rich due to asset price appreciation, but global unemployment stays at high levels. This is seen in the increasing polarization of domestic politics both in the US and Europe. The reach for yield by baby boomers could end badly, as in the late 1990s or first part of 2000s.

Other speakers on the panel included Albert Richards of Alambic Investment Management, John C. Michaelson of Michaelson Capital, Alan Snyder of Shinnecock Partners (FOF)/SFO  Bill Haddad of Reed Smith 

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Jonathan Liggett is a Managing Member of JL Squared Group, LLC. Mr. Liggett’s primary responsibility is to manage the portfolio of underlying funds and other assets managed by JL Squared Group.  He joined the company in 2011.

Mr. Liggett was formerly a portfolio manager for the Pharo Management, a macro hedge fund with a focus on emerging markets.   He has an undergraduate degree with honors from the University of North Carolina at Chapel Hill majoring in both Business Administration and Economics.

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JL Squared Group is a boutique investment advisor based in Philadelphia, Pennsylvania with a specialty in the design and management of  alternative investment portfolios and bespoke managed account solutions.

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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. IvyFON, is a leading peer to peer global family office network with several hundred family offices attending events around internationally every year. Some of the more than 2,500 past speakers include most of the top 10 largest asset allocating consultancies, pre-eminent alternative investment funds, leading institutional investors, best-in-class asset management professionals, family office subject matter experts and world-class family offices.

For more information on JL Squared Group, LLC contact Jonathan Liggett at PH 215-609-3444 or e-mail at dwhite(AT)jlsquaredgroup.com. For more information on the Ivy Family Office Network, contact us at 646-290-8114 or at ivyfon.com/contact.html.

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Marty Secada
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