Karl Douglas is an investment banker, investor, and entrepreneur with over 30 years of experience at Wall Street firms including Integrated Resources, Salomon Brothers, Bear Stearns, JP Morgan, and Merrill Lynch. He is the Founder and Chief Investment Strategist of Insight Family Office, a successful private investment firm, advisor, and origination platform to family offices, endowments and institutions. Mr. Douglas founded the firm in 2014. Since then, Insight has grown into a firm advising family offices, endowments, and institutions with over $1B of assets.
In addition to his responsibilities at Insight Family Office, Mr. Douglas dedicates a significant amount of effort to help young entrepreneurs to develop profitable businesses. Mr. Douglas is a Director on the Board of Unify Biotechnologies, a New York biotechnology incubator. He is also a sponsor and advisor to the BAJ Accelerator, a collaboration, and partnership among three organizations: Baltic American Chamber of Commerce, Orion Worldwide Innovations, and Jacobs Technion-Cornell Institute at Cornell Tech. The BAJ Accelerator is dedicated to promoting technology innovation and helping entrepreneurs to develop sound businesses.
Our panel will look at the impact of COVID-19 on collateral values, the panelists will share their observations, experience and views on how the underlying assets in various types of Private Debt structures have performed Pre & Post COVID-19. The group will take Q&A from the audience and make the panel very interactive. All panelists have long track records, great pedigrees and have seen a wide variety of conditions during their careers.
Speakers: Jeffrey Marron, Brett Hickey, Peter Lowden, Lance Etcheverry, and Karl Douglas
Insight Family Office is an investment advisor and origination platform for single-family offices, endowments, and institutions. Our investment allocation is macro-economically driven. Insight's current allocation is:
Gold - 30% ETFs (no physical)
Real Estate 30% - Our focus on essential cash flow real estate opportunities (logistics hubs, cold storage, power and municipal facilities, data centers, senior housing, hospitals, workforce housing).
Special Situations 25% - Equity or credit, sector agnostic, defaulted note and bond purchases, turnaround opportunities. Sub-prime auto finance, other consumer credit.
Venture Capital 10% - investment in top tier VC or select directs in Artificial Intelligence, blockchain, biotechnology.
Bitcoin - 5%
Geography - North America, Europe
For more information, please visit our website: www.insightfamilyoffice.com