Choate Family Office

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

Choate IA


    • Feb 12, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 15m AVG DURATION
    • 21 EPISODES


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    Latest episodes from Choate Family Office

    Understanding the Impact of Media Streaming Within the Media Sector

    Play Episode Listen Later Feb 12, 2025 16:09


    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.

    How to Strengthen Your Personal Safeguards Against Cybersecurity Threats

    Play Episode Listen Later Jan 15, 2025 16:55


    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.

    Year-End Charitable Giving with Donor Advised Funds (DAFs)

    Play Episode Listen Later Nov 25, 2024 13:03


    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.

    How U.S. Presidential Elections Impact the Economy and the Stock Market

    Play Episode Listen Later Oct 4, 2024 11:26


    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.

    AI's Impact on the Investment Landscape

    Play Episode Listen Later Aug 14, 2024 18:59


    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.

    Demystifying Private Investments

    Play Episode Listen Later Jun 27, 2024 12:42


    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.

    Utilizing ESG as Criteria in Investment Analysis

    Play Episode Listen Later Oct 23, 2023 14:48


    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.

    Investment Implications of the Current Debt Ceiling Negotiations

    Play Episode Listen Later May 23, 2023 11:39


    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.

    Safe Assets During 2023 Bank Turmoil

    Play Episode Listen Later Mar 21, 2023 8:24


    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.

    Economic Impact of Russia-Ukraine Conflict

    Play Episode Listen Later Mar 15, 2022 16:33


    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.

    Effective Planning for Realizing Capital Gains

    Play Episode Listen Later Aug 16, 2021 11:01


    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.

    Choosing a Trustee

    Play Episode Listen Later Jun 4, 2021 13:32


    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.

    Investing in Bitcoin: Opportunities & Risks

    Play Episode Listen Later Apr 8, 2021 12:20


    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.

    Cybersecurity Best Practices for High Net Worth Individuals

    Play Episode Listen Later Jan 25, 2021 14:54


    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.

    The 2020 Election Could Impact Tax Planning

    Play Episode Listen Later Oct 1, 2020 14:51


    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.

    Market Perspectives from the Industrials Sector

    Play Episode Listen Later Sep 3, 2020 29:21


    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.

    Long-Term Planning: A Guide to GRATs

    Play Episode Listen Later Aug 10, 2020 22:41


    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.

    Investing in Growth Companies during the COVID-19 Crisis

    Play Episode Listen Later Jul 14, 2020 12:27


    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.

    The Basic Concepts of Municipal Bonds

    Play Episode Listen Later Jun 22, 2020 17:47


    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

    Play Episode Listen Later Jun 22, 2020 17:14


    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 Small Cap Companies

    Play Episode Listen Later Jun 8, 2020 19:16


    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.

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