Choate Family Office

Nov 24 2024 19 ep. 15 mins 1
Choate Family Office Podcast artwork

A podcast series presented by the Choate Family Office exploring important topics related to wealth management, investing, and managing risk across generations.

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Investing in Small Cap Companies

Jun 07 2020 19 mins  
Tamer Alamuddin, a Senior Portfolio Manager at Choate Investment Advisors, and Jim Robillard, Founder and Chief Investment Officer of Spyglass Capital Management, discuss the criteria for investing in small cap companies and adapting an investment approach while navigating the COVID-19 crisis.

The Basic Concepts of Municipal Bonds

Jun 21 2020 17 mins  
Henry Dormitzer, senior portfolio manager of Choate Investment Advisors, is joined by Anson Clough, managing director of Appleton Partners, and Nathan Harris, co-director of municipal research of Appleton Partners, to discuss all things municipal bonds.

COVID-19's Impact on the Bond Market

Jun 21 2020 17 mins  
Henry Dormitzer of Choate Investment Advisors continues the conversation on municipal bonds with Anson Clough and Nathan Harris of Appleton Partners as they discuss the current state of the bond market.

Investing in Growth Companies during the COVID-19 Crisis

Jul 13 2020 12 mins  
Erin Kerr, a portfolio manager at Choate Investment Advisors, is joined by Kevin Seth, a partner and portfolio manager at Edgewood Management, to discuss Edgewood’s investment philosophy and process, the types of companies Edgewood believes will outperform in this environment, and how investors should approach the market now.

Long-Term Planning: A Guide to GRATs

Aug 09 2020 22 mins  
Renat Lumpau and Jes Lambert, principals in Choate’s Wealth Management Group, and Christine Wright, a portfolio manager at Choate Investment Advisors, discuss the compelling role that Grantor Retained Annuity Trusts (GRATs) can play in long-term planning, how they should be structured to maximize the planning benefits, and identify the investment strategies that make the most sen

Market Perspectives from the Industrials Sector

Sep 02 2020 29 mins  
Geraldine Alias, a senior portfolio manager at Choate Investment Advisors, is joined by Chip Grace, a founding partner of private equity firm May River Capital, to discuss May River’s investment philosophy, the types of industrial companies May River believes will outperform in our current environment, and how May River and its portfolio companies are navigating the effects of CO

The 2020 Election Could Impact Tax Planning

Sep 30 2020 14 mins  
Depending on which candidate wins office, the 2020 presidential election may radically alter the tax landscape for high net worth individuals. In this episode of our Family Office Podcast series, Kristin Abati and Brian Monnich, practice group leaders of Choate’s Wealth Management Group, discuss potential new or increased tax changes and techniques to consider now that may reduce

Cybersecurity Best Practices for High Net Worth Individuals

Jan 24 2021 14 mins  
Choate Wealth Management Group co-chairs Kristin Abati and Brian Monnich are joined by Adam Bookbinder, a partner in Choate's Government Enforcement & Compliance Group and former Assistant U.S. Attorney for the District of Massachusetts and chief of its Cybercrime Unit, to discuss best practices for managing cybersecurity risks.

Investing in Bitcoin: Opportunities & Risks

Apr 07 2021 12 mins  
Tamer Alamuddin, managing director of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, explore the broader landscape of blockchain and the basics of Bitcoin, including key advantages and risks for investors.

Choosing a Trustee

Jun 03 2021 13 mins  
Choate's Wealth Management Group co-chair Kristin Abati is joined by partner Renat Lumpau to discuss the structure of a trust, the different types of trustees that exist, and how to effectively choose your own trustee.