Tag Archives: Investment

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Diversifying Through SineCera Capital’s All-Weather Portfolio With Kevin Kaylakie and Adam Packer (Ep. 15)



In 2021, we experienced a spike in inflation rates, bond tapering by the Fed, and increased popularity of cryptocurrencies and NFTs.

How did SineCera Capital’s all-weather portfolio perform through it all?

Find out in this episode, as Kevin Kaylakie and Adam Packer provide insight on the impact of various economic factors and market trends on our all-weather portfolio in 2021.

Adam discusses: 

  • Why U.S. treasuries are a strong portfolio diversifier
  • Effective inflation-hedging asset classes
  • The impact of inflation, both when it is transitory and long-term
  • The future scope of cryptocurrencies and NFTs in our all-weather portfolio
  • And more

Resources

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Disclosure:

Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Increase in real interest rates can cause the price of inflation-protected debt securities to decrease. Interest payments on inflation-protected debt securities can be unpredictable. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. You cannot invest directly in an Index. Investing in commodities’ entail significant risk and is not appropriate for all investors. The price of Digital Assets is affected by many factors, including, but not limited to, global supply and demand, the expected future prices, inflation expectations, interest rates, currency exchange rates, fiat currency withdrawal and deposit policies at cryptocurrency exchanges, interruptions in service or failures of major cryptocurrency exchanges, investment and trading activities of large investors, monetary policies of governments, regulatory measures that restrict the use of cryptocurrencies, global political, economic, or financial events. Pricing also might be influenced by efforts at market manipulation by certain participants. Drastic or even gradual changes in price of cryptocurrencies and cryptocurrency derivatives could materially affect the value of the Client’s Digital Assets. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Although bonds generally present less short-term risk and volatility risk than stocks, bonds contain interest rate risks; the risk of issuer default; issuer credit risk; liquidity risk; and inflation risk. Risk associated with equity investing include stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions. There are risks associated with investing in Real Assets and the Real Assets sector, including real estate, precious metals and natural resources. Investments can be significantly affected by events relating to these industries. All investments include a risk of loss that clients should be prepared to bear. The principal risks of SineCera Capital strategies are disclosed in the publicly available Form ADV Part 2A.


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Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11)



Ultra-high-net-worth families need a trusted collaborative partner who will bring clarity, instill confidence, and help align their wealth with well-defined goals.

This is what Kevin Kaylakie and his team at SineCera Capital work to provide each and every client.

In this episode, SineCera Capital’s Chief Investment Officer, Adam Packer, joins Kevin to discuss this framework and how they apply it to the due diligence and management of alternative investments.

Adam & Kevin discuss: 

  • An introduction to the SineCera Capital process
  • Three types of investment clients 
  • How SineCera Capital approaches education with their clients on the alternative investment due diligence process
  • What makes the process truly work
  • And more

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About Our Guest:

Adam Packer is the CIO for SineCera Capital in Austin, Texas. He is responsible for overseeing the due diligence and investment selection process for all investments, both public and private, for SineCera Capital. Adam earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy. He is both a CFA and CAIA charterholder.

 


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The One Question Every Family Asks Me — With Dan Golosovker (Ep. 7)



The number one problem ultra high net worth families face is finding a resource that helps them have a complete view of their wealth as a family, regardless of where the assets are managed or by whom they are managed by.

That’s why SineCera Capital enlisted Addepar to help solve this problem.

In this episode, Kevin Kaylakie has a conversation with Addepar’s Head of Portfolio and Market Analytics, Dan Golosovker. As a leading provider of technology and wealth management solutions for investment advisors and family offices, Addepar and Dan work to help investors have a better understanding of the flow of their wealth through their unique solutions. 

Dan discusses: 

  • His background and how he came to be the head of portfolio and market analytics for Addepar
  • What is Addepar and how the platform benefits their clients
  • The data pledge for privacy Addepar takes, and what The Investment Sentiment Index is
  • What happened to the market in March 2020
  • And more

Resources: 

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