Neil Siegel

Neil S. Siegel is global head of marketing and product. He joined Macquarie Investment Management (MIM) in November 2015 as chief marketing and product officer. Prior to joining the firm, Siegel worked for Neuberger Berman/Lehman Brothers from 2004 to 2015 as a managing director, and most recently as the firm’s global chief marketing officer. Before that, he worked at Morgan Stanley for 11 years in various leadership positions, including head of institutional and intermediary marketing for Morgan Stanley Investment Management in London and New York. He received a bachelor’s degree in marketing, with a minor in economics, from the University of Massachusetts Amherst and an MBA with a concentration in finance from the Fordham Graduate School of Business.

Opening Act: Institutional Quality Private Portfolios for Accredited Investors: New Practical Solutions: A 3-Part Workshop

Part 3: Private Markets Solutions in Your Practice

It's All About The Client Experience
1. Institutional Fiduciary & Allocator
2. Using same funds/strategies as they do for other clientsIt’
3. Ideal first allocation: fully diversified; adjusted as markets change
4. 40 Act investor protections
5. 1099s, IRA eligible (good place for allocation: long term, tax efficient)
6. Low/flat fees
7. Liquidity that does not sacrifice fund performance
8. Exit experience: timing and control
Implications for Intermediaries and FAs
1. Improving Your Value Proposition with Private Markets Products
2. A “whole book” solutions across investor and account types
3. Always Open
4. Ease of entrance, exit, administration
Implementation into Individual Portfolios
1. Integration with long-only portfolios
2. Example public + private portfolio models
3. Expected Return and Risk Improvements

Neil Siegel

About Us

CIMA

CPWA

RMA

Ethics & Standards

Events

Exceptional Advisor Toolkit

Investors

Online Education

Membership

Publications

News

Privacy Policy

Sitemap