Published November 30, 2023
Jonathan Bergman will be participating in the Private Wealth Management Summit in Palm Beach, Florida on December 6th. Jonathan will be moderating the “Exploring Private Equity Strategies in an Evolving Landscape” panel.
Published October 2, 2023
Jonathan Bergman was quoted in a recent Family Wealth Report article entitled, “How Advisors Are Cashing In On Cash.” Jonathan offered his pithy perspective on choosing Treasuries as a cash alternative. Read …
Published September 26, 2023
Stacy Haislip will be participating in Opal Group’s Private Markets Investment Forum on September 28th. Stacy will discuss areas of allocator interest, ramifications of write downs in recent vintages, and the outlook …
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Published July 11, 2023
In May, TAG Associates won the 2023 Family Wealth Report Award for Best Private Client Investment Platform. In the recent issue of Acclaim Magazine, which recognizes leaders across the global wealth management …
Published June 20, 2023
TAG Associates today announced that Lane Fraum has joined the firm as Director to lead TAG’s growth efforts in Florida. Mr. Fraum will be based in the firm’s recently opened West Palm …
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Published June 12, 2023
Ted Katramados will be a moderator at the Private Wealth East Spring Forum on June 13th. Ted will be moderating the “Alternatives – Time to Shine” panel. Read more about the Forum …
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Published June 8, 2023
Jonathan Bergman was quoted in a recent Action! Magazine article entitled, “Navigating the Life Cycle of a Financial Advisor.” Jonathan provided insight into the complexities and challenges of a career in an …
Published June 1, 2023
Jonathan Bergman will be a panelist at the Markets Group’s ALTSNY Forum on June 22nd. He will discuss how to invest in emerging managers in the new era of specialized alternatives while …
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Published April 26, 2023
Ted Katramados will be a panelist at the Portfolio Summits New York RIA Summit on May 4th. Ted will discuss properly sizing alternative investments in client portfolios. For more information on the …
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Published February 10, 2023
Ted Katramados will be participating in Opal Group’s Family Office Winter Forum on March 9th. Ted will shares his views on Hedge Funds and Active Management. https://opalgroup.net/conference/family-office-winter-forum-2023/