Institutional Investing — From Ancient Rome to $61 Trillion

As far back as ancient Rome, wealth managers have helped affluent families protect and build their fortunes through smart investments. Over thousands of years, the scope of this role has evolved to serve the institutions of family offices, endowments, and pension funds.

According to a 2021 report by Boston Consulting Group, institutional investors represent $61 trillion in assets. They all face a similar challenge: preserving wealth while generating long-term capital appreciation that outpaces inflation.

Listen to this webcast featuring Capital Allocators’ host Ted Seides and Neckar's Minds & Markets author, Frederik Gieschen. They discuss the history, development, and future of institutional investing.

Moderated by Investor Amnesia founder Jamie Catherwood, this webcast covers:

• The ancient origins of institutional investing
• The development of family offices and endowment investing
• How institutional investing differs from retail
• The challenges and opportunities facing institutional investors today
• How institutional investing will evolve