361Firm Asset Class Panel, 9th New York Conference (Oct 10, 2024)
In this dynamic panel from 361Firm's 9th New York Conference on October 10, 2024, hosted at Polsinelli's facilities, industry leaders Rich Soble (Quinby Ventures), Brian Walter (credit fund manager), Greg Wilder (tax strategist), and moderator Mark explored evolving asset class opportunities for family offices. Discussions highlighted non-correlated strategies in real estate, private credit, and venture capital, emphasizing compounding returns (10-12% net) over public markets' volatility. Key themes included navigating vintage risks in private equity, leveraging tax deductions via conservation easements and oil/gas investments (up to 85% losses in year one), and supporting emerging managers through networks like 361Firm. Attendees gained actionable insights on diversification, leverage awareness, and blending philanthropy with high-IRR opportunities like tiny homes and biotech deductions.