Unloved and Overlooked Investment Opportunities for the Family Office During a Pandemic

Join Drexel Morgan’s Erich Hickey, Chief Operating Officer and Chief Investment Officer, and Joseph Zaccardi, Portfolio Manager, along with Family Business Magazine’s Publishing Director, David Shaw, for a discussion on the current and future investment environment for family offices.

Wednesday, December 2, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

https://globalmeet.webcasts.com/starthere.jsp?ei=1404343&tp_key=3bb1b7f2db

The global pandemic has impacted capital markets, family offices, companies and individual family members in different ways. Additionally, policy responses have created winners and losers. Currently, many parts of the capital markets are in distress or remain illiquid. Select asset classes offer attractive risk adjusted returns relative to stocks and bonds. 

This webinar will explore from a family office perspective the current state of the capital markets, highlight specific asset classes which remain dislocated and identify additional asset classes that are likely to offer attractive returns in the coming quarters and years.

We will cover:

  • Where are we now?
  • Does the typical recession playbook apply to a pandemic?
  • How does the current opportunity set differ from the global financial crisis?
  • What areas of the capital markets offer attractive returns currently?  What are the risks?
  • What opportunities will likely arise in the next 1-2 years?

 


Speakers

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Erich Hickey

Chief Operating Officer and Chief Investment Officer, Drexel Morgan Capital Advisers

Mr. Hickey is Chief Operating Officer and Chief Investment Officer of Drexel Morgan Capital Advisers.  In this role, he is responsible for leading the strategic initiatives across business development, business operations, and marketing.  In addition, he is also responsible for macroeconomic research, financial market analysis, investment strategy and research, manger selection, asset allocation and portfolio management.  He also manages client portfolios and relationships. He is a member of the firm’s Investment and Management Committees.

Prior to joining Drexel Morgan, Erich was President and Co-Founder of Spouting Rock Wealth Advisors, a Philadelphia based consulting firm serving family offices.  Before that, he was the Director of Investments for a single family office and a fixed income portfolio manager and trader at The Glenmede Trust Company. 

Erich earned a B.S. in biology from Davidson College. He is a holder of the right to use the Chartered Financial Analyst® designation.

He serves on the investment committee for the Pennsylvania Horticultural Society and the board of directors of Roots2Rise Wellness.

Erich resides in Radnor, PA, where he lives with his wife and 4 children.  He enjoys playing golf.

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Joseph Zaccardi

Portfolio Manager, Drexel Morgan Capital Advisers

Mr. Zaccardi is a Portfolio Manager at Drexel Morgan Capital Advisers.  In this role, he is responsible for managing and monitoring client portfolios, including delivering investment results to clients, asset allocation, and trading.   He performs investment research, including manager due diligence and periodic reviews.  He also contributes to market and macroeconomic research.  He is a member of the firm’s Investment Committee.

Prior to joining Drexel Morgan, Joseph was a research analyst at Persimmon Capital Management.  Before that, he was a credit analyst at Eaton Corporation. 

Joseph earned a M.S. in finance from Drexel University LeBow College of Business and a B.S. in finance from the University of Pittsburgh. He is a holder of the right to use the Chartered Financial Analyst® designation.

Joseph resides in Conshohocken, PA, where he lives with his wife and son. 

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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

 

Benefits

• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

Drexel Morgan Capital Advisers