Los Angeles, CA (PRWEB) November 28, 2012
Michael Breazeale, CFA,and Chief Investment Officer of Juncture Wealth Management, a San Diego and Scottsdale based investment adviser, headlined a panel at the Ivy Family Office Network Forum held on November 13th, at the Beverly Hilton in Beverly Hills, CA.
The Forum is part of an international and ongoing dialogue with family offices to provide high value education and information on trends for family office investing, structure and operational excellence. The Ivy Family Office Network is one of the leading global family office networks with more than 500 family offices attending their events within the past 12 months.
Some of the more than 1,000 past speakers have included 5 of the the top 10 leading asset allocating consultancies by assets under advisement, pre-eminent alternative investment funds, best in class asset management professionals, family office subject matter experts and world class family offices.
Michael Breazeale headlined the session on Portfolio Construction 2013 with panelists Gary Downie Chief Investment Officer of Wealth Pinnacle, and Brian Haskin of Alternative Strategy Partners.
The panel opened with a thematic discussion of the fixed income situation and how the search for yield has changed the investment stack and risk profiles for many investors. The panel then pivoted to a discussion on global macro concerns including Federal Reserve policies, the European Union and austerity for particular countries as well as global supply chain and sourcing shifts that have led to new global vulnerabilities. Panel members offered differing opinions on growth areas and safe harbors for 2013.
Breazeales comments focused on three primary areas: 1) The destabilizing effects of the combination of globalization and rapidly advancing technology; 2) The need to focus less on current events and more on utilizing risk mitigation techniques for unforeseeable events that may disrupt capital markets; 3) The need for more active bond duration management and its integration within the equity risk management process.
Other Forum sessions covered a variety of topics, including those designed to help attendees prepare for ongoing regulatory changes; residential real estate trends and opportunities available in bridge financing and other family office-centric topics including trust planning and outsourcing.