Featured Vidoes

Leon Cooperman spent 25 years with Goldman Sachs. During that time, he famously built the company's asset management division and became its chairman and CEO.He founded Omega Advisors in 1991. In 2018 he converted Omega to his own Family Office. Leon is a dedicated philanthropist. #familyoffice #angelorobles #hedgefunds #macro #economy #politics #gold #oil #bitcoin #leecooperman

The Story Behind the Harvard Management Company in 1974 With One of the Founders, George Siguler! Mr. Siguler was a Founder of the Harvard Management Company in the early 1970s, and initiated and managed its venture capital, buyout and hedge fund activity. In other words he’s instrumental in creating the endowment model of investing as we know it today. The Harvard Endowment dates back to 1638. Today the endowment is a staggering $55 billion. That’s larger than the GDP of more than 120 nations — and all the money is tax free. From the 1640s to the mid-20th century, the endowment was managed conservatively and over much of the prior hundred years until the formation of the Harvard Management Company only invested in public stocks and fixed-income investments. Some of the Questions I ask George (who would go on to become one of the most successful investors ever… that’ll be for my part II interview with George!) include: - Why not the status quo, what led to the then unheard of focus on venture capital, buyout, risk-arb and hedge funds? - Share with us the impetus to change led by then Harvard President Cabot and Harvard Treasurer Putnam? - You proposed a new model of investing focused on alts what was your thesis? - What was the process back then for sourcing alternative managers (pre-consultancies)? - How has endowment investing changed over the past 50 years? - How did you navigate the balance between preserving the endowment's principal and generating income for current needs? - What strategies can institutions employ to grow their endowments over time? - Are there any emerging trends or best practices in endowment management that institutions should be aware of? - How do economic fluctuations and market volatility impact endowment performance, and how can institutions mitigate risks in a rising interest rate environment? - In your opinion, what are the most significant challenges facing endowment asset management today, and how can they be addressed?

One of the most crucial considerations for families of wealth is "How to Incorporate Next-Gen Across the Enterprise." This is a topic of immense importance, and to explore it deeply, I’m excited to welcome an exceptional guest, Susan R. Schoenfeld, CEO of Wealth Legacy Advisors. With her extensive experience and unparalleled expertise, Susan has guided families through this intricate process for decades. In our discussion, we’ll dive into: * The intricate details of incorporating the next generation into various aspects of the family enterprise, including the family business, family office, and philanthropy. * The importance of developing a strong internal purpose and leadership, and how these elements contribute to the family culture—along with common pitfalls. * The question of when to begin involving younger family members, and why there may be no such thing as "too young." * The dangers of relying on financial wealth alone as the glue that holds a family together, and why purpose is essential for lasting family unity and happiness. * How entitlement in children can lead to compensatory behaviors that fill a purpose-gap, denying them a meaningful life. * The lost art of courage and the necessity of developing resilience in the face of challenges. * The importance of teaching critical thinking and nurturing the capacity and capability to lead. * The most essential skills for fostering multi-generational resilience. * Why preparing the next generation is ultimately more valuable than merely protecting them. * The paradox that the greatest threat to the family often comes from within, yet this can also be the family’s greatest strength. * How positive affirmations, when earned at a young age, can build a foundation for success. * Recognizing the tipping point where governance can turn into hierarchy and bureaucracy. * Navigating the complexities of blended families. Incorporating the next generation across the enterprise is a critical endeavor, and we will be focusing on this topic with a series of content and resources from late summer through the fall. Join us for this vital dialogue and discover the keys to multi-generational family continuity. #familyoffice #angelorobles#familyofficetv

Geopolitics and Its Major Impact on Family Offices Welcome to an intense discussion on geopolitics and family offices. We're honored to have Jason Ma, a global thought leader in family offices and a profound thinker on geopolitics, joining us! Geopolitical risk has always been a constant, but the past year has been exceptionally volatile and complex. From persistent challenges in U.S. politics to conflicts in Europe and the Middle East, political instability is now at the forefront of concerns for family offices. Traditional strategies may no longer be sufficient in this environment. It's time for family offices to transition from reactive stances to proactive, adaptive strategies to manage challenges and capitalize on new opportunities. This discussion aims to provide the necessary foresight and strategies for navigating an unpredictable world. Among the topics we discuss include: * Japan Yen Carry Trade Collapse and BoJ Crisis: How might the collapse of Japan's yen carry trade and the Bank of Japan's policy challenges impact global financial stability? * Buffett and Huang's Strategic Moves: What insights might Warren Buffett's reduction of Apple holdings and Nvidia's CEO Jensen Huang's stock sales provide about potential future market trends? * U.S. Markets and National Priorities: How should family offices interpret U.S. markets' response to current priorities like energy independence, border security, and maintaining global economic strength? * UK Riots and Immigration Issues: What are the long-term implications of the recent UK riots and the cultural clashes arising from immigration on social cohesion and investment in the region? * Political Landscape and Leadership Changes: How might the potential shifts in leadership, such as a Trump-Vance ticket versus a Harris-Walz pairing, influence U.S. domestic and foreign policy? * Woke Backlash and TikTok Concerns: How can family offices assess the impact of social movements like the "woke" backlash and concerns over TikTok's influence on public opinion and market stability? * China's Strategic Advancements: How should family offices evaluate the implications of China's strategic advancements in AI, cyber capabilities, military buildup, and infrastructure development? * Middle East Tensions and Assassination of Ismail Haniyeh: How do recent events, including the assassination of Ismail Haniyeh, affect the geopolitical landscape in the Middle East and investment risks? * India's Rising Economic Power vs. Pakistan's Instability: How should family offices weigh the opportunities in India's growing economy against the risks posed by Pakistan's instability? * U.S. Dollar Hegemony: What measures might the U.S. take to defend its dollar hegemony, and how could this affect global markets and family office strategies? * Ukraine War and Russian Sanctions: Why have sanctions against Russia seemingly failed, and how is the ongoing conflict in Ukraine reshaping geopolitical risk assessments? * Latin America Dynamics: What are the potential economic and political implications of recent developments in Argentina and Mexico for investors? * AI and Automation: How should family offices prepare for the transformative impact of AI and robotics on global economies and labor markets? * Adapting to Geopolitical Volatility: What strategies can family offices adopt to manage and mitigate the effects of increasing geopolitical volatility? * Diversifying Investments Amidst Global Tensions: How can family offices diversify their portfolios to protect against the rising tensions in global politics and markets? * Hedging Against Global Economic Downturns: What are the most effective strategies for family offices to hedge against potential global economic downturns? * Investment Opportunities and Risks in the Middle East: What are the potential investment opportunities and risks in the Middle East, given the region's political and economic instability? * Cyber Risk in Geopolitics: How can family offices safeguard their assets against the growing threat of cyber attacks in the current geopolitical landscape? * Impact of Social and Political Movements on Investment: How do social and political movements, such as the backlash against "woke" policies, affect investment strategies? * Staying Ahead of Geopolitical Shifts: What tools and strategies can family offices use to stay ahead of rapidly changing geopolitical dynamics? * Investing in Politically Unstable Regions: What are the key considerations for investing in regions with political instability, and how can risks be mitigated? * Fostering Innovation and Entrepreneurship Amidst Uncertainty: How can family offices encourage innovation and entrepreneurship in a world characterized by geopolitical uncertainty?

Unlocking Global Secrets and Family Office Mastery: A Masterclass With Angelo Robles and Carol Pepper! Ever wondered how to navigate the complex world of single family offices with finesse? Join us for an exclusive session with Carol Pepper, Founder of Pepper International, as she unveils the secrets behind international intrigue and the drama of family offices. What You'll Discover: * International Intrigue & Family Office Drama: Delve into the captivating dynamics of global family offices and learn how to master their complexities. * The Power of Sub-Billion Dollar Family Offices: Discover why smaller family offices can be incredibly influential and successful. * Global Comparisons: Understand the crucial differences between U.S. family offices and their global counterparts. * Simplifying Wealth Management: Carol debunks the myths of the wealth management industry and reveals how straightforward it can be when executed properly. * Revolutionary Investment Strategies: Learn Carol’s game-changing method to categorize investments into three impactful buckets. * Sub-Billion Compared With Deca-Billion Dollar Family Offices: Explore the nuanced differences and strategies that set sub-billion and multi-deca-billion dollar family offices apart. * People, Systems, Tech: Gain insights into optimizing your family office by focusing on these critical components. * Real-Life Succession Stories: Hear about successful succession planning and the happy endings that can follow. * Avoiding Hierarchical Pitfalls: Learn how to prevent an overly bureaucratic family office that could weaken family cohesion. * Avoid Wall Street Tricks: Protect yourself from common pitfalls and misleading tactics. * Second-Generation Advantages: Explore how the second generation often brings unique opportunities to start or restructure family offices. * Simplified Governance: Get a clear, realistic approach to family office governance. * Family Shareholder Agreements: Dive deep into the details of shareholder agreements and voting rights. * Handling Difficult Family Members: Strategies for managing and resolving conflicts with challenging or litigious family members. * International Insights: Find out where international family offices are often ahead of their U.S. counterparts. * Empowering Women: Discuss the role and impact of women of wealth in family offices. * Turning Around Family Offices: Discover how we would transform any family office in just 30 days. Exclusive Member Benefits:My members receive early access and direct interaction with Carol, plus a host of year-long benefits. Become part of SFO Continuity today: Join SFO Continuity https://www.angelorobles.com/membership