In this flash episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, dissect recent market turbulence and its implications for informed investors. Their discussion cuts through the noise to focus on long-standing investment principles and economic realities. Key t…

In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Sam Sudame, global head of macro, to discuss asset allocation guidance for the second quarter. Their conversation focuses on the current economic landscape, market trends and strategic investment approaches in light of recent…

In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the ext…

The ever-changing landscape of macroeconomic data plays a pivotal role in shaping investment strategies. With the Federal Reserve's data dependency and shifting trends in inflation and economic growth, it's crucial for investors to stay informed about these developments. Understanding how these macroeconomic factors influence capital markets can pr…

In this episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell continue a previous discussion about the effects of prolonged higher interest rates on private investment markets, this time examining the opportunities presented. Michael and Matt explore where the current…

In this new episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell discuss an issue increasingly relevant to investors: the effect of prolonged higher interest rates on private investment markets. Key topics Michael and Matt address include: · The impact of higher inte…

While our past discussions have focused on forward-looking strategies in private markets amidst current capital market conditions, in our latest episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA®, take a reflective turn. Michael and Matt analyze the performa…

In the latest episode of The Wealth Enterprise Briefing, we discuss the nuanced interplay between short-term sentiment and long-term fundamentals in shaping market activity. Join host Michael Zeuner, managing partner and Sam Sudame, senior investment manager, to dissect the recent market turbulence in April and offer strategic insights for investor…

While the U.S. has averted any kind of serious recession and slow down, there are a few lingering areas of concern. On a previous episode of The Wealth Enterprise Briefing, we discussed concerns in the commercial real estate space, and in our latest episode, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrel…

Recent years have seen rolling recessions influenced by Fed monetary policy, but signs now point to a more defined cycle, with positive markers like growing leading economic indicators and renewed consumer confidence – a departure from traditional boom-and-bust patterns. In our latest episode of The Wealth Enterprise Briefing, Michael Zeuner, manag…

During this episode of The Wealth Enterprise Briefing podcast, we continue the conversation about investing in India and take a closer look at the potential risks and rewards. Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame of WE Family Offices discuss India's economic landscape, address concerns about high valuations and i…

In our latest episode of The Wealth Enterprise Briefing, we are exploring an important question that has been top of mind for many investors – How attractive are the investment opportunities in India, and how do they compare to those in China? Join WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame as they ex…

While the U.S. economy seems to be headed for a soft landing, potentially avoiding a significant recession, economic trouble may still be brewing. In our latest episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA, explore commercial real estate, which has been…

During this episode of The Wealth Enterprise Briefing, WE Family Office’s Managing Partner Michael Zeuner and Partner and Wealth Planning Executive Joseph Kellogg, LL.M. (Tax), CFP®, TEP, address the pressing topic of wealth taxes. Together, they offer a thorough overview of the dynamics related to wealth taxation, covering both federal and state l…

Amidst the evolving geopolitical landscape, understanding its impact on investment strategies becomes essential for deciding on a successful investment approach. In the latest episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame, CFA, CAIA, CFP, discuss the int…

During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame, CFA®, CAIA®, CFP®, provide a comprehensive overview of critical macro themes facing investors as we enter 2024 after exiting a turbulent 2023. Key topics addressed during this episode include: Q4…

During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA, kick off the year by examining the private markets. They specifically explore potential opportunities and challenges in private credit, secondaries, real estate and commodities, providin…

The recent record-breaking rally in the equity market has led many investors to believe that the Federal Reserve has successfully orchestrated a soft landing, signaling a green light for entry into a prosperous new economic cycle. However, amid this optimism, nuanced data points paint a different picture, casting a cautionary yellow glow on the see…

Following an extended period of rapid rate increases, investors are now observing indications that the Federal Reserve might pivot its monetary policy and initiate interest rate cuts sooner than originally anticipated. In this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Ma…

Amidst the backdrop of a prolonged period of elevated interest rates, it comes as no surprise that the U.S. bond market and the global macro economy are experiencing substantial impacts. However, another asset class is also facing the effects of the current environment: private equity. During this installment of The Wealth Enterprise Briefing podca…

During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Macro Strategy Sam Sudame, CFA, CAIA, CFP, take a deep dive into the intriguing dynamics at play within the bond market. Departing from historical norms, the Federal Reserve policy, traditionally the main driver of th…

Following a comprehensive overview of the markets, WE Family Offices Managing Partner Michael Zeuner, returns with Director of Macro Strategy Sam Sudame, CFA, CAIA, CFP, for this episode of The Wealth Enterprise Briefing podcast to explore how the economy has fared throughout 2023 and what may lie ahead for 2024. This episode covers a wide range of…

During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA, provide a comprehensive overview of market performance over the past three quarters and offer insights into what investors can expect, as we head into the final quarter of 2023. Key …

There is an emerging movement within the stock market known as "fad investing," which you may want to avoid incorporating into your portfolio. Fad investing involves purchasing stocks solely based on the current trend or activity, without considering the genuine outlook of the company issuing the stock or the substantial factors driving the trend. …

China, the world’s second-largest economy, is facing a severe economic slowdown with growing concerns in the real estate sector. While the slowdown first looked to be an opportunity in a market with great promise, the mounting issues have some investors feeling wary. In this episode of The Wealth Enterprise Briefing, WE Family Offices' Managing Par…

In a recent installment of The Wealth Enterprise Briefing, we discuss the fundamentals of hedge funds and the role this private asset class can play in portfolios. Continuing our special hedge fund series, WE Family Offices' managing partner, Michael Zeuner, and senior investment manager, Matt Farrell, CAIA, explore how rate hike policies of worldw…

In a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for this special podcast episode, WE Family Offices' managing partner, Michael Zeuner, and director of macro strategy, Sam Sudame, CFA, CAIA, CFP, return to delve even deeper into the promising areas within …

2023 has been a challenging year for venture capital, not only for companies trying to raise capital, but also for their investors. During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA, sit down for a discussion about what family office…

Within the equity market, green shoots are emerging that indicate the door may be opening to expand portfolio allocation toward this asset class – but not yet. Instead, statistics, macroeconomic factors and recent actions and comments from the Federal Reserve are indicating that now is finally the time to focus on fixed income. During this installm…

In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Managing Partner, Michael Zeuner, and Senior Investment Manager, Matt Farrell, CAIA, explore the role hedge funds can play in portfolios and how they differ from traditional funds. Specifically, this podcast episode addresses the following questions: What is the role of hed…

In this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, to evaluate the current state of the capital markets as the future direction of interest rates, inflation levels and the probability of a U.S. recession all get …

WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s extensive knowledge in private markets for a special conversation on the alternative asset class’s venture capital arm and why it has experienced challenges in the current post-Covid world. Some of the top…

Last year was an excellent year for investing in natural resources and commodities. However, now after a challenging start to 2023 with a potential looming recession, we question whether the time has passed to reap the benefit of commodities. WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment Strategy Sam S…

WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s in-depth expertise in private and alternative markets for a special conversation exploring past, present and potential future private market activities, and how family offices can take advantage of the cur…

WE Family Offices Managing Partner Michael Zeuner sat down again with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, for a special deep dive into what’s really happening with the federal debt ceiling situation and how that might impact investors who are investing in government securities, such as U.S. Treasury bills. Some of the …

As a broad number of economic statistics turn to the red, and the impacts of last year’s interest rate hikes appear, the risk of a recession in the U.S. is increasing. In fact, here at WE Family Offices, we believe a downturn could occur as early as the end of this year. Amidst this backdrop, WE Family Offices Managing Partner Michael Zeuner sat do…

Earlier this year, Matt Farrell, senior investment manager and head of private investing at WE Family Offices, published a 2023 Outlook for Alternative Assets to help family offices navigate alternatives and help them better understand how to utilize them in portfolios to safeguard wealth. Now, as volatility in traditional asset classes persists, F…