Asset Allocators – Mark Roberts

Featuring Mark Roberts

Mark Roberts, CIO of Biltmore Family Office, speaks about the Family Offices industry in this episode of Asset Allocators, explaining how his portfolio construction strategy changes based on the family’s requirements, and offering his views on the risks and opportunities in energy, agriculture, and real estate.

Published on
15 March, 2016
Portfolio Management, Family office, Risk Management
25 minutes
Asset class
Commodities, Equities, Cash


  • TM

    Todd M.

    19 3 2016 01:42

    0       0

    Excellent perspective, Useful framework. Where else can we get such a broad perspective on the various niches of finance/investment.

  • AE

    Alex E.

    18 3 2016 01:43

    0       0

    Like gold-panning, got sift a lot of dirt to get the nuggets. Still good info in this.

  • sm

    stephane m.

    17 3 2016 11:17

    0       1

    Let's have an adult conversation...I guess I'll sell him my gold one day when he'll be growing up ;-)

  • SD

    Stephen D.

    17 3 2016 08:37

    0       0

    I liked this piece and found what he had to say was clear and well thought out. Except, for a smart guy he seems to see the world as 100% the USA. US family offices don't invest in ROW?

  • PS

    Pat S.

    17 3 2016 02:05

    2       0

    Interesting perspective. I don't hear from family office cio's often. Would like to hear more..

  • JL

    Jordan L.

    16 3 2016 01:12

    0       0

    I love hearing from a North Carolinian. Nice perspective here.

  • MV

    Matt V.

    15 3 2016 16:51

    1       0

    I like the different point of view on different asset allocations, and perspective on gold. If I wanted to hear pro-gold all the time, there's plenty of other places I could find that.

  • DV

    David V.

    15 3 2016 15:49

    1       0

    During the Apocalypse I recommend Bic lighters and pints of booze. jk

  • DV

    David V.

    15 3 2016 15:46

    1       0

    Re: Gold and an apocalyptic collapse…let’s say I’ve already stocked up on ammo, food, etc, shouldn’t I also hold part of my portfolio in physical gold? IMO it will always be the premier currency.

  • RM

    Ryan M.

    15 3 2016 14:44

    7       0

    Plumbing, farming...nice to be reminded that fortunes aren't just made by writing code. And that those of us from the South aren't quite the hillbilly's trad. media would have you believe.

  • rs

    robert s.

    15 3 2016 14:12

    9       2

    Basically just says that very rich people shouldn't spend their money like frivolous smucks, and they should take into consideration that they have a limited amount of money...........great to know

  • jn

    john n.

    15 3 2016 13:33

    6       1

    discussion about asset classes is helpful. talk about process by any Asset Allocator guest is not