Lincoln Ellis habla sobre las estrategias de inversión de las oficinas de familia

The video discusses the role and characteristics of family offices, highlighting their unique position between retail and institutional investors. It covers their approach to risk-taking, long-term investment strategies, and the impact of tax reforms. The evolution of investment strategies over the past decades is explored, emphasizing the shift towards private equity and the involvement of family offices. The video concludes with a metaphor comparing investment strategies to navigation tools.

What is one of the distinctive characteristics of family offices?

• They focus solely on short-term investments.

• They operate like retail investors.

• They avoid taking any risks.

• They have a long-term investment horizon.

How are family offices responding to potential tax reforms?

• By increasing their investment in bonds.

• By selling off all their assets.

• By focusing only on domestic markets.

• By pausing investment programs.

What has changed in investment strategies over the last 20 years?

• A decrease in portfolio diversification.

• A focus on short-term gains.

• A shift from equities to bonds.

• The inclusion of private equity and emerging markets.

What role have family offices played in private markets over the last two decades?

• They have become key drivers of expansion.

• They have focused only on listed securities.

• They have avoided direct investments.

• They have decreased their involvement.

How have private equity firms adapted to the presence of family offices?

• By excluding family offices from investments.

• By maintaining the same strategies as before.

• By welcoming family offices as co-investors.

• By focusing only on hedge funds.

What has been a significant change in capital allocation since the 1990s?

• A decline in private market investments.

• An increase in listed securities.

• A rise in assets into the private space.

• A focus on traditional asset managers.

What metaphor is used to describe investment policy statements?

• A random path to follow.

• A strict set of rules.

• A guide similar to navigation apps.

• A roadmap for short-term gains.