STAMFORD, CT, January 29, 2010 /24-7PressRelease/ -- CI Investments continues to out perform most of its peers for yet another year for 2009. Although Mr. Curtis is disappointed that the office missed beating the NASDAQ index by 0.89%, mid double digit performance is still a commendable return. This would be the first year out of five under the leadership of Gordon "Grant" Curtis that the family office has not exceeded all benchmark indices.
Headquartered in the Southern Alps on the Swiss -- Italian border, CI Investments reaches globally across opportunities on many continents. Gordon "Grant" Curtis continues to lead the strategy for conservative high-end returns through an extensive travel schedule allowing him to see first hand what is viable and what is not.
"Directing a portfolio in such a way as to deliver private equity type returns while preserving the liquidity benefits of the public markets continues to be a top challenge. Added to this are the economic drivers for profit distributions to Family members as opposed to standard wealth preservation principles that guide most other single-family offices. In short, we have our hands full," stated Mr. Curtis.
Opal Group conferences offer yet another unique perspective according to Mr. Curtis. As a regular speaker at institutional and economic events, the exchange of information coupled with the immediate pulse of the larger investment community is of crucial consideration in order to consistently deliver high performance, low volatility returns.
The New Orleans conference has always had a large following as it coincides with Marti Gras festivities. Tens of billions of dollars of funds under management will be represented at the conference with the intention of their respective representatives to benefit from astute presentations and panelist discussions from professional views on the market as well as new investment structures for investment deployment consideration.
Jay Tipton, Author
[email protected]
203.654.7725
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