Published January 27, 2026
Excited to share that Neil Shapiro will be joining an exceptional lineup of industry leaders as a panelist at the Wall Street South Luncheon on February 4th, hosted by the Business Development …
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Published January 7, 2026
TAG Associates LLC is pleased to announce that the firm has been shortlisted for two awards sponsored by With Intelligence Private Asset Management (PAM), a prestigious publication in the private wealth …
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Published August 12, 2025
On July 16, 2025, TAG Associates hosted a digital assets webinar with Galaxy Asset Management. They discussed recent developments and key milestones in the industry. Here’s a clip of Galaxy’s Mike Giampapa …
Published April 29, 2025
Jake Steinberger recently spoke on the Family Office Perspectives panel at the 4th Annual Carmo Companies Institutional Crypto Conference in New York, offering insights on how family offices are approaching the evolving …
Published April 29, 2025
Our Chief Investment Strategist Jeff Tumolo participated in the 11th Annual Private Debt event hosted by LPGP Connect. During the event, Jeff discussed the outlook for private credit. While demand for private …
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Published March 5, 2025
With the stock market correcting following the latest round of tariff announcements, it is timely to revisit a recent client webinar we held with Dario Perkins Global Macro Economist at TS Lombard. …
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Published February 10, 2025
Jonathan Bergman, CFP was quoted in a recent Family Wealth Report article entitled, “Trump Turbulence: Tariffs Trouble Wealth Managers; Investment Opportunities Welcomed.” Jonathan shared his views on tariffs, M&A activity, and client …
Published February 7, 2025
TAG Associates LLC, a leading multi-family office and portfolio management services firm, is pleased to announce that the firm won the Private Asset Management (PAM) Award for “Best Family Office Due Diligence …
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Published January 28, 2025
By John Pantowich, Managing Director and Portfolio Manager Over the years there has been no shortage of words written about Active versus Passive investing. Active and Passive investing are two diametrically opposed …
Continue reading “Active vs. Passive Investing? It’s Not An Either/Or Answer”
Published January 22, 2025
By Ted Katramados, Director & Associate Portfolio Manager, TAG Relative Value Fund Global macro is an investment strategy that seeks to profit from global trends that impact the overall direction of world markets. …
Continue reading “The Four Tentpoles of Absolute Return Investing Part II: Global Macro Strategies”