Seven Two Partners Inverview – An Investment Consultant’s View of 2011

As a precursor to the Marcus Evans Private Wealth Summit in December 2010, Nicholas Rotello was interviewed about his views as an investment consultant on asset class positioning and strategies in the current environment. His views were simple:

  • Adjust your return expectations lower.
  • Conduct thorough due diligence.
  • Seek out opportunistic investments.
  • Measure, monitor, and mitigate risk actively.
  • Hold cash while you wait for opportunity.

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