Published June 24, 2020
Jonathan M. Bergman, TAG’s President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper’s Center for Family Business Excellence to discuss TAG’s approach to Family Office Investments. Thank you …
Continue reading “Jonathan Bergman Featured in EisnerAmper Podcast on Family Office Investments”
Published April 22, 2020
Ted Katramados will be participating in IC Summits Virtual Summit on May 5th discussing the Impact of COVID-19 on Alternative assets. The panel will focus on Private Equity, Venture Capital, Liquid Alts, …
Continue reading “Ted Katramados Participating in IC Summits Virtual Summit on May 5th”
Published February 24, 2020
Jonathan M. Bergman, TAG President, will be speaking on a panel at the Opal Family Office Winter Forum. The panel will address Non-Correlated/Niche Alternative Fund Strategies. https://opalgroup.net/trk/fowfc2021.html
Published February 6, 2020
Jonathan M. Bergman, TAG’s President, sat down with Timothy Schuster, CPA and Matthew Kerzner, Ph.D. from EisnerAmper’s Center for Family Business Excellence to discuss Lessons Learned in a Multi-Family Office and TAG’s …
Published January 22, 2020
Ted Katramados, TAG Associates Portfolio Manager, will be moderating a panel at this years New York RIA Summit on February 6th. Ted’s panel will focus on Alternative Investments for Advisors, more specifically …
Continue reading “Ted Katramados Moderating a Panel at This Years NY RIA Summit on February 6th”
Published December 16, 2019
TAG Associates is proud to announce we have been shortlisted for the Private Asset Management (PAM) Awards: Best Family Office — Due Diligence Processes award. We’re excited to be recognized for such …
Continue reading “TAG Associates Investment Team Nominated for Family Office Due Diligence Award”
Published December 9, 2019
TAG’s Chief Investment Strategist Jeff Tumolo sat down with Hedge Interview to chat about the importance of an investment diligence process and what makes our funds unique. Thank you Hedge Interview for …
Continue reading “Hedge Interview with Jeff Tumolo on TAG’s Investment and Due Diligence Process”
Published December 5, 2019
TAG Associates is excited to announce that Jonathan Bergman, President, has been nominated for the Family Wealth Report 2020 – Leading Individual Award (Multi-Family Office).
Published November 11, 2019
At the 6th Annual Family Office Club Super Summit in December, Jonathan M. Bergman, CFP, President of TAG, will be participating on a panel of some on the topic of “Family Office …
Continue reading “Family Office Club Super Summit Featuring Jonathan Bergman as Panelist”
Published November 10, 2019
In December, TAG’s President, Jonathan Bergman, CFP, will be a panel expert on an increasingly interesting investment topic, “Non-Correlated/Niche Fund Strategies,” at the Alternative Investing Summit. Conference Details: “The Alternative Investing Summit …
Continue reading “Jonathan Bergman Speaking at the Alternative Investing Summit”