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Neil Siegel

Global Head of Marketing and Product, Macquarie Investment Management

 

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

  1. It's All About The Client Experience
    1. Institutional fiduciary & allocator
    2. Using same funds/strategies as they do for other clients
    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
  2. Implications for Intermediaries and FAs 
    1. Improving your value proposition with Private Markets Products
    2. A “whole book” solution across investor and account types
    3. Always open  
    4. Ease of entrance, exit, and administration
  3. Implementation into Individual Portfolios 
    1. Integration with long-only portfolios
    2. Example public + private portfolio models
    3. Expected return and risk improvements

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