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Jeff Tumolo

Chief Investment Strategist, TAG Associates

November 2019 · 16 min

A sustainable process beats a hot streak.

Jeff Tumolo evaluates managers for TAG Associates, a multi-family office, and his bar is a sustainable, differentiated process, not last year's number. This conversation covers how TAG sources and qualifies managers, where emerging managers fit in the allocation, and his read on blockchain, AI, and ESG strategies at the time.

In this conversation

  • TAG's criteria for qualifying new managers
  • Where emerging managers fit in a multi-family office book
  • Sourcing mechanisms, how managers actually get found
  • Due diligence essentials emerging managers miss

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