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Podcast: Aligning Investments with Family Objectives

Picture of Partner, Private Client Practice
Doug Macauley, CFA Partner, Private Client Practice

Doug Macauley, Partner in Cambridge Associates’ Private Client Practice, appeared on the Family Office Exchange podcast. A big recurring topic in Doug’s work with families, both newly liquid ones and multigenerational enterprise families, is asset allocation. In the episode he discusses his advice for asset allocation, active versus passive investments, and shares valuable tools for understanding portfolio exposure.

Listen to the full episode.

Doug Macauley, CFA - Doug Macauley is a Partner for the Private Client Practice at Cambridge Associates. Doug has over 25 years of investment experience. At CA, he works with a number of private clients and institutions ranging in size from $125 million to over $5 billion. He has also worked with non-profit entities, including family foundations that originated […]

 

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Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

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