In this episode, Robert Rosa, Director at Morangi Management, provides an insider’s look into multi-family offices, asset management strategies, and how ultra-high-net-worth families manage complex portfolios. Rob breaks down how an outsourced CIO structure helps legacy families and post-exit founders navigate everything from public equities and private credit to early-stage venture capital and unique trophy assets like sports teams and luxury yachts. The conversation dives deep into emerging sector trends, highlighting the surging demand for AI infrastructure, clean energy solutions, and high-conviction investments in nuclear energy—such as small modular reactors and nuclear fuel technologies. Additionally, Rob discusses the debate between direct co-investments and fund investing, effective portfolio construction, and the critical importance of setting up trust and estate structures early to preserve multi-generational wealth.
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