D E C E M B E R 2 0 1 8
V O L U M E 5 | N U M B E R 1 1
F E AT U R E S
CONTENTS
30 | e trifecta of investments
Amit Dogra, CEO of Third Seven Ad-
visors, insists on providing interesting
alternative investments that excite his
advisers and clients with curb appeal
By Mike Consol
38 | 2019 real assets outlook
With equities and bonds deflating,
and inflation and interest rates rising,
investors give hard assets a fresh look
By Anna Robaton
42 | Power shift
Regulation and technology are shifting
how industry and society are powered
By Jim Barry, Mark Florian and Alan Synnott
44 | Family offices flex muscles
Their ranks have grown to more than
10,000 worldwide, with $11 trillion in
AUM, and are still rising fast
By Benjamin Cole
52 | Roundtable
If a person wins a $1.5 billion mega-
millions lottery and becomes your
client, how would you invest the
money on that person's behalf?
By contributing executives
54 | When the levee breaks
Is your debt fund sponsor prepared to
take back the keys?
By Jay Hart
ON THE COVER
30
54
38 42
44
Amit Dogra, CEO of
Third Seven Advisors
Photo Credit:
Jiyang Chen
D E C E M B E R 2 0 1 8 | A P U B L I C AT I O N O F I N S T I T U T I O N A L R E A L E S TAT E , I N C .
Diversification strategies for private wealth advisers
Amit Dogra, CEO of Third Seven Advisors, insists
on providing interesting alternative investments
that excite his advisers and clients with curb appeal
2019 real assets forecast
With inflation and interest rates
heating up, investors take a fresh
look at tangible assets
Family offices power up
Their ranks have grown to more
than 10,000 worldwide with $11
trillion in AUM, and growing
Power shift
Regulation and technology are
shifting how industry, homes and
transportation are powered
investments
trifecta of
The
1
REALASSETS ADVISER
|
D E C E M B E R 2 0 1 8
