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Event

Family Offices and Alternative Investments in 2022

Hosted by FLAIA
December 02, 2021
15:30 PM - 16:00 PM
Panel
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Fireside chat with Rick Stone of Palm Beach Investment Research Group, a membership based not-for-profit corporation consisting of a large group of family offices and other active investors. The discussion will cover a range of trends emerging from single family office investment appetite. Rick will provide insights into his family office and the club of families that invest in various alternative investment strategies. The conversation will cover macro economic trends like rates and foreign exchange, listed equities and debt, direct lending, private debt, hedge funds, private equity, cryptocurrencies and more.

  • Performance review of various alternative investment strategies
  • Expectations and outlook for various alternative investment strategies
  • What do family office want at this point of the economic cycle?
  • How has Covid 19 change the way family offices think about risk?
  • Liquidity profiles and what family office want from their investment managers?

Recording

Family Offices and Alternative Investments in 2022

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Speakers

Michael Corcelli
Managing Member @ FLAIA
Rick Stone
Founder & Managing Partner @ Palm Beach Investment Research Group

About

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FLAIA is an open access platform of alternative investments for institutions, wealth advisors, family offices, RIAs, and accredited investors. General Partners gain access to a vertically integrated digital & traditional fintech marketplace. Investors gain access to special opportunities, educational webcasts and digital events. All of our digital events, educational content and alternative investment opportunities are available in one place under a single sign on.

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PBIRG is a membership based not-for-profit corporation in Florida; comprising a group of high-net-worth individuals that are active investors, investment professionals, and family office members and executives. Members share and benefit from the group’s collective investing intelligence and from monthly presentations by targeted investment professionals. Members are diverse but many are entrepreneurs who have transitioned to being full time investors; and who wish to participate on a monthly basis in a peer-to-peer learning experience that is independent from major institutional investment advisors. Most group events take place in Palm Beach, one of the wealthiest and most exclusive locales in the world. Group events provide a safe, collegial and stimulating environment for members to discuss and share actionable investment ideas, as well as other issues relating to significant wealth. Members, by virtue of their financial resources, can be overwhelmed by investment advisors and offerings of all kinds. The ability to discuss opportunities in an unbiased and trusted environment of peers that are not selling products/services is therefore one of the major benefits of membership.