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The family office episode - Nick & Beezer co-host Melissa Lucas, Your OCIO

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Manage episode 371672963 series 2797344
Content provided by Notation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Notation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Melissa Lucas currently serves as the CIO for the investment vehicles of two extended families. She has decades of experience handling the unique investment needs of extended families, and investing across asset classes from venture capital to credit to equities. Prior to her work for families, she spent nearly a decade working at several subsidiaries of The Capital Group – first, as an investment analyst of, and later, as an investor in, the healthcare and chemical industries.

In this episode we dive into topics such as where venture fits into her portfolios, the current state of the market across asset classes, how she finds new managers, and how to think about and consider family offices as LPs.

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 371672963 series 2797344
Content provided by Notation. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Notation or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Melissa Lucas currently serves as the CIO for the investment vehicles of two extended families. She has decades of experience handling the unique investment needs of extended families, and investing across asset classes from venture capital to credit to equities. Prior to her work for families, she spent nearly a decade working at several subsidiaries of The Capital Group – first, as an investment analyst of, and later, as an investor in, the healthcare and chemical industries.

In this episode we dive into topics such as where venture fits into her portfolios, the current state of the market across asset classes, how she finds new managers, and how to think about and consider family offices as LPs.

  continue reading

82 episodes

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