De-risking Your Portfolio In Uncertain Markets
On September 18th, Heirloom hosted a breakfast seminar exploring the risks of the late stage in the investment cycle – particularly as they relate to correlation between traditional asset classes and the need for enhanced diversification in a family office portfolio. We were delighted with the level of interaction as the participants used this interactive forum to discuss and share their investment ideas and diversification strategies as well as network with their family office peers.
Attached is a summary of the general topics discussed.
Heirloom Seminar Summary – De-Risking Your Portfolio in Uncertain Markets