The Family Office Risk Management Summit – Dec 7-8, 2015
Bill Masucci was a panelist on Understanding Various Aspects of Risk in Your Portfolio. The panelists covered topics including stepping up your due diligence, is diversification enough, avoiding manager blow ups, and macro economic risks affecting your portfolio today. For information regarding the content, feel free to reach Bill via Linked In.
HFM Allocator Intelligence Summit – May 21, 2015
In his role, Bill Masucci has the responsibility for quarterbacking the overall investment strategy for the family including asset allocation, manager selection, due diligence as well as performance reporting and tactical changes that he deems appropriate. The Family has been through a major liquidity event and now has a diverse investment portfolio allocation in a variety of asset classes managed from the bottom up with risk management as the primary diver in the making process. In addition, Mr. Masucci handles all other relevant to an ultra-high net worth family including generational issues, estate planning, real estate management, acquisition and sale of plans, exotic autos and yachts.
Family Office Symposium – May 7-8, 2012
Panelist contributor on the Spotlight Session: Can we ever make 6% again? Discussions covered the search for yield in the current environment, what you can achieve through public markets, wealth preservation alternatives and spending reduction.
Marketing and Client Servicing for Hedge Funds – Sept 8-9, 2011
Investor panelist in session titled Getting to Know You Better: Managers and Investors Learn from Each Other in a Highly Interactive Session. Speaker on Client Servicing Best Practices: Proven Ways to Effectively Communicate with Your Existing Clients
5th Annual Meeting of the Hedge Fund Business Operations Association – Oct 25-27, 2010
Discussed approaches to due diligence. From the first meeting to ongoing check-ups, gain valuable insight on what investors are doing differently now, how they’ve become far more savvy, and what you need to do to answer their questions to the fullest
Royale assetmanagement 