Published September 7, 2022
Always essential but rarely the portfolio star, Absolute Return strategies are outperforming right now (and with much less volatility) By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Sometimes, …
Published September 7, 2022
The paradigm has changed, probably forever, and homeowners are feeling it. By Neil Shapiro, Managing Director & Senior Adviser, Family Office Group A client recently bought a pristine, multi-million, waterfront home in …
Published August 24, 2022
In this additional clip from a recent client webinar, Dario Perkins, Managing Director, Global Macro of TS Lombard discusses the “messy” current global economy and where he sees the economy going over …
Published August 19, 2022
Dario Perkins, Managing Director, Global Macro of TS Lombard recently joined TAG Associates Jonathan Bergman and Jeff Tumolo to answer the question on many clients’ minds: Are we entering a recession? The …
Published July 29, 2022
TAG Previously Announced as Founding Supporter of the inaugural New York program Shortly after announcing its official support of Greenhouse Scholars as a founding supporter of the New York program, TAG Associates …
Continue reading “Greenhouse Scholars and TAG Enter Next Phase of Partnership”
Published June 10, 2022
Zero rates and a bull market have been replaced by volatility and rising rates. Where should investors look now? TAG Chief Investment Strategist, Jeff Tumolo, believes markets have entered a transitionary phase. …
Continue reading “Thought Leadership: Managing the Market Transition”
Published April 27, 2022
John Rigas, Partner and Chief Executive Officer of Sciens Capital Management recently joined TAG Associates Jonathan Bergman for a discussion of Sciens Water investment strategy. In this clip, Rigas discusses some …
Published April 25, 2022
Jonathan Bergman and Neil Shapiro discuss best practices for conducting successful family meetings in Barron’s. “Families want to ensure that what they’ve created continues into the future, and family meetings measure the …
Published April 6, 2022
Yuval Ariav, Managing Partner of Symbol, recently joined TAG Associates Jonathan Bergman, virtually, for a discussion of Israeli venture capital. Ariav explains why early-stage Israeli venture capital remains undervalued compared to early-stage …
Published March 22, 2022
Jeff Savlov, founder of Blum & Savlov, LLP, recently joined TAG Associates Jonathan Bergman and Neil Shapiro, virtually, for a discussion of raising children in the context of family wealth and opportunities …