Webinar - Hiring Investment Consultants: Industry Trends and Best Practices

Overview

Wednesday, May 09, 2012 - 03:00pm to 04:30pm CDT

With escalating family office costs, increasing complexity of the investment markets, and SEC regulatory changes, families are taking a more thoughtful approach to their investment function and considering changes that reflect the long-term vision of the family. Join us for this webinar as we explore the investment consultant landscape as an option for family offices. What are common characteristics of investment consulting firms and how do they differentiate themselves? What are the current trends in the investment consulting arena? Our speakers will address issues that are most critical to family offices as they look to hire a consultant and discuss different ways families work with investment consultants and the challenges they face. 

After participating in this webinar you will be able to: 

  • Describe different fee structures used by investment consultants
  • Explain some best practices in selecting and hiring an investment consultant 
  • Obtain a perspective on the state of the investment consulting industry

Recommended for: 
Family office executives and owners

  • Speaker(s)

Bill Monaghan , CTC Consulting

Bill Monaghan joined CTC in 2010 as a senior consultant and partner. His primary responsibilities are to oversee and manage client relationships. Mr. Monaghan is directly involved in the development and implementation of long-term investment policies, analysis of client portfolios, recommendations of appropriate portfolio allocations and the evaluation and selection of investment managers. Mr. Monaghan is located in CTC’s Boston office.

Daniel C. Tarlas, CFA, Asset Consulting Group

Dan is a Managing Director of Asset Consulting Group (ACG); an investment consulting firm that provides comprehensive investment consulting services to a nationwide client base.  ACG’s services include asset allocation analysis, investment policy design, investment manager search and selection, risk management, ongoing portfolio oversight, and investment performance evaluation and reporting.  As a senior member of the firm, Dan is on ACG’s executive team, which sets the firm’s vision and direction.  He also serves on ACG's Investment Committee, whose primary charge is to establish the firm’s investment philosophy and approach and ensure continuity and consistency in the investment recommendations made to clients.  Dan is a holder of the Chartered Financial Analyst (CFA) designation and is a member of the St. Louis Society of Financial Analysts.  He has been with ACG for 20 years and has 29 years of investment industry experience.