Lessons from Family Offices | EP.16

In episode 16 of the Alternative Allocations podcast, Kate Huntington joins Tony to discuss her years of experience partnering with family offices, endowments and foundations and how she approaches incorporating alternative investments into her clients' portfolios. They delve into the importance of due diligence and understanding the role of each asset class when working with clients to determine the best strategy for each situation. Whether it's an individual investor or large family office, often the investment thesis is the same – it's about enhanced returns, diversification, and having a long-term mindset. Kate Huntington, Managing Director, Head of Advisory Solutions Group. Kate leads the Advisory Solutions Group within Fiduciary Trust which brings comprehensive investment advisory solutions to ultra high net worth and institutional clients. Kate has an expertise in both private markets and sustainable investing and previously was the co-head of the research and manager selection team at Athena Capital Advisors. Kate's prior roles include working as a Consulting Associate at Cambridge Associates where she supported consultants in managing, advising on, and reporting on a variety of institutional clients' investment portfolios. Kate started her career as a Research Analyst at Stonebridge Associates, a real estate investment and advisory firm, and then transitioned to economic consulting with both Capital Economics and LECG, where she was an Economist/Consultant providing economic analysis and market research to support high-profile anti-trust litigation. Kate earned her Master of Business Administration from Yale School of Management and her Bachelor of Arts in economics from University of Virginia. Kate is Co-author –Diversity and Inclusion Framework, December 2019; Co-author –Investing in Gender Equality, January 2018; Co-author –Impact Investing: History & Opportunity, January 2017; Co-author –Social Finance and the Postmodern Portfolio: Theory & Practice, Journal of Wealth Management (Spring 2016). Kate currently holds the Series 7, 24 and 65 licenses and is active as a Member, Board of Trustees, Becket-Chimney Corners YMCA. Kate Huntington | LinkedIn Fiduciary Trust International Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn