Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for a roster of successful athletes, entertainers, and business professionals with a combination of tailored investment solutions and white-glove service, many of whom he has served for decades.
Our conversation covers Jeff’s path to investment allocation through Oppenheimer, Bear Stearns, and eventually ICG. We discuss defining client objectives, selecting managers, building low-volatility portfolios, assessing re-ups in private equity, and serving as a good partner to managers and clients.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership