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Episode 5: Asset Allocation Secrets of Ultra-High-Net-Worth Individuals
- 2024/08/29
- 再生時間: 39 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this insightful episode, we sit down with the chair of an exclusive private group for Ultra-High-Net-Worth Individuals (UHNWI) to explore how the wealthiest among us strategically allocate their investment assets. From real estate to private equity and alternative investments, our guest shares firsthand knowledge of the trends and strategies employed by UHNWIs to grow and safeguard their wealth.
We’re joined by Doug Johnson, Chair of Tiger 21, who works closely with investors daily, offering practical advice on wealth creation and preservation. Whether you're looking to understand the mindset of the ultra-wealthy or seeking actionable tips for your own financial journey, this episode provides valuable insights into the sophisticated world of UHNWI investments. Tune in to discover how the wealthiest stay ahead in an ever-changing financial landscape.
Doug Johnson | doug.johnson@tiger21chair.com
Doug Johnson chairs three TIGER 21 groups in Denver and a Family Office Group. Husband to Jennifer, father to Jake and Dane and stepfather to Josephine and Evan, Doug and his family are at home in Fort Collins, Colorado. A past investment and trust advisor, his experience includes public markets, direct investments, banking, venture, deal sourcing and syndication. In addition, Doug has served on several boards and commissions primarily focused on education and economic development.