Brett Ashley Barth: Multi Family Office - Capital Creek Partners
In this episode, Joel Palathinkal begins by discussing the significance of alignment and access in firm exits and the family office model. He introduces Brett Ashley Barth, who shares her career journey and transition to Capital Creek Partners, highlighting their investment strategy. The conversation delves into building an alternatives platform and adopting the endowment model. They explore due diligence processes, manager selection, and family office services, along with allocation, reporting, and asset protection strategies. The discussion covers SMAs, generational education, estate planning, and institutionalizing operations, emphasizing cybersecurity and operational controls. Current trends and investment interests among LPs are also examined.
Key Points
- Alignment and access are key principles for family office management, ensuring that firms invest alongside their clients and provide institutional-level investment opportunities.
- The endowment model offers long-term, diversified investment strategies that prioritize manager selection and maintaining relationships with high-quality allocators.
- Operational due diligence and cybersecurity are critical in the investment process, with firms needing robust controls, third-party providers, and clear documentation to ensure security and efficiency.
Chapters
| 0:00 | |
| 1:02 | |
| 1:31 | |
| 5:33 | |
| 11:00 | |
| 17:09 | |
| 21:15 | |
| 30:18 | |
| 32:21 | |
| 38:15 | |
| 43:08 |
Transcript
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