Only in @ModusNewsletter: Family-office capital topping the entire hedge-fund industry, and rising FO interest in direct investing, are discussed as new phenomena. The Epstein files show those trends are a decade old.
https://t.co/IwgotV8jAp
"U.S. executives with the CIO title were paid $1.4 million...and were eligible for additional incentive compensation equal to their salary."
Tell you what, family office, I'll extend the same offer I gave to @CalPERS and save you millions.
You can invest in my tax-efficient family office style ETF, which has an all-in cost of 0.29%.
I'll do a Zoom with you once a year if you like.
Drink some beers. Cheers, and review how the ETF did vs. your portfolio.
There's an investable benchmark available to everyone now.
Can you beat it?
Can Norway?
Can Harvard?
We're about to find out!!!
via @ModusNewsletter
https://t.co/ZoIeC77I7U
Addepar’s Chief Client Officer Janeen France spoke with @ModusNewsletter about her new role, priorities for elevating the client experience and why high-quality data is essential for meaningful AI adoption.
Read more:
New episode w/ Mike Thrasher (@Mike_Thrasher), Founder of Modus News (@ModusNewsletter), hosted by Steve Curley, CFA & Chris Cannon, CFA (@CC_Rock). We discuss all things related to family offices; when to create one (size needed), the mystique surrounding them, their rapid growth, tech trends, private market.
Enjoy! https://t.co/1i9LTey31x
Probably too late for these now…
But for those already feeling some FOMO about next year’s #superbowl, check out the @ModusNewsletter from two weeks ago: https://t.co/pWoyplueCz
First issue of the weekly newsletter goes out tomorrow.
Hundreds of people — family office employees, asset managers, bankers and others — have already signed up.
Maybe you should too? 👀⬇️✉️
https://t.co/oKF11cj1YO
@iimag@Mike_Thrasher recently spotlighted our groundbreaking initiative at The University of Chicago Booth School of Business: the launch of its first-ever Family Office course and summit, set to debut in 2025. @ChicagoBooth https://t.co/435oGSchg2
@ModusNewsletter Congratulations on your launch and what will be an auspicious journey and discovery within private investment offices of global families.