About this webinar
Attinger, a multi-family office managing $600 million, is leveraging Addepar Navigator to perform portfolio projections. Attinger’s Head of Investment Analytics Thomas Nicholson discussed how Navigator helps them:
- Simulate hypothetical commitments to ensure clients are comfortable with their liquidity picture
- Maintain appropriate cash balance to meet future obligations
- Model non-investment cash flows such as generational gifting, tax liabilities and charitable donations
- Communicate potential shifts in portfolios with their end investors
- Leverage Navigator’s out-of-the-box assumptions to model portfolio projections
Speakers
- Thomas Nicholson, Head of Investment Analytics, Attinger
- Lindsay Auer, Navigator Product Specialist, Addepar
About Navigator
Addepar Navigator is a portfolio projection tool that allows you to simulate different economic scenarios and forecast cash flows across your entire portfolio, empowering you to make smarter investment decisions.
