The Endowment Model and SFOs

This paper offers a perspective on how the endowment model might be improved, based on our experience over the past twenty years in Chief Investment Officer roles at large corporate and endowment plans.

The “endowment model” as developed and popularized by the Yale University investment office is seen by many as the gold standard of investment management practice.

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The Future of Finance: An FOA Podcast with Steve Lockshin

In Part 25 of the FOA Podcast Audio Series, Angelo J. Robles is joined by Steve Lockshin as they discuss the future of finance. You can either read the transcription or listen to the podcast and learn more about the future of finance

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Institutional Quality Risk Management for SFOs: Podcast with Sam K. Won

Institutional Quality Risk Management for Family Offices

In Part 2 of the FOA Podcast Audio Series, Angelo J. Robles is joined by Sam K. Won as they discuss the institutional quality risk management for SFO’s. You can either read the transcription or listen to the podcast and learn more about options for institutional quality risk management for SFO’s.

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Revisiting Family Office ETFs

Family Office ETFs

This white paper explores Family Office ETFs: their inner workings, sophisticated investment strategies to implement and benefits/considerations.

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The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands: An FOA Podcast with Jorie Roberts

U.S. Virgin Islands

In Part 5 of the FOA Podcast Audio Series, Angelo J. Robles is joined by Jorie Roberts as they discuss the tax and lifestyle benefits for Americans moving to the U.S. Virgin Islands. You can either read the transcription or listen to the podcast and learn more about options for The Amazing Tax and Lifestyle Benefits for Americans Moving to the U.S. Virgin Islands.

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Q/A: SFO Direct Investing 101

Direct Investing 101

Angelo J Robles, FOA Founder & CEO interviews Nathan Troutman on SFO Direct Investing, providing an introduction to the subject.

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