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Carol Pepper: Family Offices as Advisors & InvestorsMar 27 2013 1 Comment
Carol Pepper is Founder of multi-family office and consulting firm Pepper International. Carol runs her multi-family office on an outsourced, virtual basis, assembling and managing the best team of estate planners, money managers, hedge funds, and tax people specific to each family, and investing on their behalf. She also consults with families who want to start a family office, building business plans and assembling a tailored team of experts to run a single or multi-family office anywhere in the world.
In this Opalesque.TV video interview, Carol discusses the intersection between family offices and hedge funds. Hedge funds view family offices as highly desired investors, and the most successful hedge fund managers are setting up family offices to advise key partners on their wealth management needs. Carol covers both trends. The hot new trophy property for the successful hedge fund manager is having his own family office. Carol discusses the right way for hedge funds to approach setting up and managing this important organization for key partners. Learn about the following: • Focus on growth first: How hedge funds can gain access to family offices and making themselves attractive • Cyclical investment opportunities in niche long short strategies, U.S. real estate and farmland • How to set up a family office for hedge fund partners • Challenges and questions hedge funds can expect from family office investors • Family office investment preferences • The growing development of family offices in Asia and Latin America • How to become an attractive investment vehicle for a family office ABOUT CAROL PEPPER: Carol Pepper is CEO of Pepper International, a family office located in New York City that she founded in 2001. She has over 25 years of experience in the wealth management industry. Pepper International is an award winning organization. In 2012 and 2011, Pepper International was nominated for a Private Asset Management award. In 2009, Barron’s named Pepper International one of the top family offices in the U.S. Carol was named a Rising Star in Wealth Management by Institutional Investor News in 2007. Prior to forming Pepper International in 2001, Carol had extensive experience as a private banker at JP Morgan Private Bank, Citibank Private Bank and Credit Suisse Private Bank. She also managed over $1 billion of private client assets as a Senior Relationship Manager and Portfolio Manager at Rockefeller & Co., the multi-family office founded by the Rockefeller family. Carol also worked on the creation of a web-based virtual family office as a Principal at Morgan Stanley. Carol graduated cum laude from Bryn Mawr College in 1984 with a BA in Philosophy and a Minor in Russian language. She obtained an MBA in Entrepreneurial Studies from Columbia University in 1989. In 2012, Carol and co-author Camilla Webster published a best-selling book called The Seven Pearls of Financial Wisdom: A Woman’s Guide to Enjoying Wealth and Power, www.thesevenpearls.com. The book was named a top business book in 2012 and was reviewed by Nouriel Roubini, the Wall Street Journal and David Darst among others. In 2009 Carol published her first novel, a wealth management thriller, called Beyond Blood www.beyondblood.com, which received in indie book award. [less]
Carol Pepper is Founder of multi-family office and consulting firm Pepper International. Carol runs her multi-family office on an outsourced, virtual basis, assembling and managing the best team of estate planners, money managers, hedge funds, and tax people specific to each family, and investing on their behalf. She also consults with families who want to start a family office, building business plans and assembling a tailored team of experts to run a single or multi-family office anywhere in the world.
In this Opalesque.TV video ...more |
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