Brett Barth – Asset Allocation for Families

 

My guest today is Brett Barth, a founder, Managing Partner, and Director of Investment Research at BBR Partners.

BBR manages north of $12.5B on behalf of 125 families in its multi-family office.

In this episode, we start talking about raising twins, a family issue close to both of our hearts. From there we learn about how Brett came to form BBR. We spend a lot of time going into depth on his firm’s asset allocation process and on the decision-making process of manager selection.  Along the way we touch on inefficiencies in Asia in the early days and in music royalties today.  Brett offers nuggets of practical substance for allocators of all types – from financial advisors to large institutional managers.

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