Brett Barth

Join seasoned allocators Brett Barth, Meredith Jenkins, Jon Harris, and Casey Whalen as they reflect on the ever-evolving investment landscape. They tackle the current state of private markets and portfolio liquidity, emphasizing the importance of secondary sales. The conversation dives deep into niche investment strategies, the impact of AI on decision-making, and emerging sectors like defense technology. Personal insights mix with market trends, all while keeping the mood light with trivia. It's a candid look at investing through the eyes of industry veterans.

Brett Barth, the Founder and CIO of BBR Partners, discusses his journey in the finance world while managing over $12.5 billion for families. He shares insights on raising twins and the parallels between family dynamics and asset allocation. The conversation dives into strategic investment approaches, balancing risk and return, and the importance of flexibility in asset management. Barth also explores unique opportunities like music royalties and wireless spectrum, offering practical advice for both individuals and institutional investors.

Brett Barth is the Founder and CIO of BBR Partners, overseeing $12.5B for 125 families. He shares insights from raising twins, illustrating how personal experiences influence investment decisions. Barth delves into his journey from Wall Street to Hong Kong, highlighting cultural differences in finance. He discusses a tailored investment philosophy balancing equities and bonds, along with selecting managers. Unique investment opportunities in niche markets, like music royalties, are also covered, offering practical advice for both advisors and institutional managers.

Join Brett Barth, a partner at BBR Partners, Jon Harris from Alternative Investment Management, and Casey Whalen, partner at Truvvo Partners, as they mix fun with finance. They reflect on the lasting impacts of COVID-19, share candid views on cryptocurrency, and discuss the importance of mentorship in shaping their careers. The conversation dives into the evolving landscapes of private equity and hedge funds, ethical investing practices, and the urgent need for diversity in the finance industry, all with a spirit of friendship and camaraderie.

Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, and Jon Harris from Alternative Investment Management gathered for a lively discussion. They explored long/short hedge funds and the challenges in tech markets. The group dove into investment strategies in Africa, while Casey revealed insights on private markets. Jon honored his late father, Ira Harris, amidst their banter. The blend of personal stories and investment wisdom highlighted the nuances of navigating today’s market dynamics.