David Kaufman knows all about what ultra-high-net-worth investors want from their investments.
As Founder & CEO of Westcourt Capital, Kaufman advises these ultra-wealthy individuals and families, foundations, trusts, and pension funds on how and where to invest, and whom to trust in constructing their multi-million dollar portfolios.
As much as 70 per cent of their money is often invested in alternative assets – anything that isn’t stocks, bonds or cash.
In this conversation, Kaufman reveals the risk-reward mindset, strategies, and tactics he helps his clients deploy to find the right managers and the right investments which, thanks to new products, retail investors can get close to mirroring.