Ted Katramados will be participating in the Private Wealth Management summit on December 8th and 9th. Ted will be on a panel discussing Current Approaches and Strategies in Alternative Investing. http://www.os.privatewealthsummit.com/ …
Stacy Haislip, CFA will be participating in Opal Group’s Virtual Family Office Forum. Stacy will be on a panel discussing Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading …
Ted Katramados will be participating in IC Summits Virtual Summit on November 11th discussing the Utilization of Alternatives within a client portfolio. The panel will focus on Private Equity, Venture Capital, Liquid …
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Ted Katramados said the firm has doubled the number of reference checks to “five or six now” as part of its renewed due diligence process. He said that the firm’s “thorough ODD …
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Stacy Haislip will be participating in Portfolio Summits’ Women in Wealth Management Summit on October 22nd. Stacy will be on a panel discussing Current Market Outlooks and Opportunities. https://www.portfoliosummits.com/women-in-wealth-management-rn
Dr. Luc Marengere, a healthcare expert investor, gave TAG clients an update on the status of COVID-19 vaccine trials, a possible time frame for when one could be available, and how it …
TAG Associates is pleased to announce we’ve been named one of Barron’s top 100 independent investment advisory firms of 2020. The annual ranking lists independent firms according to a number of criteria, …
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TAG Associates is honored to be ranked #40 by Financial Advisor Magazine’s 2020 Ranking. The list includes more than 700 RIAs from across the nation. Thank you FA Magazine for including us! …
Jonathan Bergman explains “We tend to think that distressed and dislocation-type strategies are probably the best way to achieve double-digit returns from this point … From today, where the S&P is near …
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Jonathan Bergman, TAG President, was recently interviewed by Fund Intelligence on our current investment approach. “On the traditional long-only equity or fixed income side there’s not much innovation there that would affect …