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.

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Thursday December 1, 2022

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Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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4:00 PM — 6:00 PM PT
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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
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Webinar Speakers

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LINDSAY AUER

ADDEPAR
NAVIGATOR PRODUCT SPECIALIST

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THOMAS NICHOLSON

ATTINGER
HEAD OF INVESTMENTS ANALYTICS

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