Published August 19, 2020
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 …
Published August 4, 2020
Ted Katramados, Portfolio Manager, addresses the current puzzling market environment as risk assets soar despite challenging underlying fundamentals. TAG believes inflation will increase although perhaps not in the short term. Ted includes …
Continue reading “Thought Leadership: Loose Fiscal and Monetary Policy”
Published July 20, 2020
Ted Katramados will be participating in Opal’s Family Office Symposium on August 5th and 6th. Ted will be on a panel discussing non-correlated/niche alternative fund strategies and sectors that help with diversification …
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”