Choate Family Office

In this episode of the Choate Family Office podcast series, Portfolio Manager Jake Kidder and Investment Analyst Hideyoshi Watanabe with Choate Investment Advisers discuss how media streaming services such as Netflix and Disney+ have become a key development in the media sector and consider their role within the broader investment opportunity set.

In this episode of Choate's Family Office podcast series, Choate Investment Advisors' Managing Director, Henry Dormitzer, and Choate's Director of Information Security, Jeremiah Salamon discuss four steps to strengthen your personal safeguards against cybersecurity threats.  These range from freezing your credit to opening an ID.me account and establishing multifactor authentication. Jeremiah explains how individuals can take these steps to help protect themselves from online fraud.

In this episode of Choate's Family Office Podcast Series, Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth discuss year-end charitable giving with one of the most popular giving tools, Donor Advised Funds (DAFs), including an overview of what is considered year-end time sensitive and what is not.

In this episode of Choate's Family Office podcast series, Diana Malcom, Managing Director of Choate Investment Advisors, and Christine Wright, Portfolio Manager of Choate Investment Advisors, discuss how U.S. Presidential elections have historically impacted the stock market and overall economy and how that applies to a potential Trump or Harris administration in 2025.

In this episode of Choate's Family Office podcast series, Tamer Alamuddin and Joseph Sicilian of Choate Investment Advisors discuss AI's impact on the investment landscape over the past few years, and how that impact may develop in the years to come.

In this episode of the Choate Family Office Services Podcast Series, Lanny Thorndike, President of Choate Investment Advisors, and Alison Svizzero, a Portfolio Manager and Head of Private Equity, explore the potential benefits of private equity investments for families looking to diversify their portfolios.

In this episode of the Family Office Services Podcast Series, Choate Investment Advisors' Erin Kerr and Alison Svizzero discuss how environmental, social, and governance (ESG) criteria are used by investors in evaluating companies, in addition to traditional fundamental analysis, to determine long-term performance.

In this episode of the Family Office Services podcast, Tamer Alamuddin and Christine Wright of Choate Investment Advisors discuss the current U.S. debt ceiling, related political gridlock and fears about financial instability.

In this episode of the Family Office Podcast Series, Managing Director, Tamer Alamuddin, and Senior Portfolio Manager, Henry Dormitzer, of Choate Investment Advisors discuss safe assets in light of the recent volatility in the banking sector.

Choate Investment Advisors' managing director, Tamer Alamuddin, and senior investment analyst, Harrison Odaniell, discuss the global economic consequences that are unfolding as a result of Russia's invasion of Ukraine.

Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.

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.

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.

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.

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 tax burdens going forward.

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 COVID-19.

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 sense to use in a GRAT.

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.

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.

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.

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.