Jeff Assaf

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 29, 2024 by Jeff Assaf · across every show →

On the record as a speaker too: Jeff Assaf's record, appearances and statements → this page counts the times other people say the name.

Everything said about Jeff Assaf, oldest first

Jul 29, 2024 neutral
Disclosure
Assaf: ICG Advisors manages $7B to $8B across 80 clients
“Eighty-ish clients. Most of them are taxpayers. A dozen are small and mid-sized institutions. Museum, a hospital, School, things like that, but mostly families or people. I don't know what our AUM is, but it's probably between seven and eight billion, or appro…”
Jeff Assaf Jul 29, 2024 ▶ 19:20 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Jul 29, 2024 negative
Assertion Not checkable as stated
Assaf: ICG left JPMorgan post-Bear merger over funds placement conflicts
“JPMorgan wanted us to stay. They were great too. But we figured out that because they have this massive funds placement business, that business had conflicts with ICG. And when we figured it out, I went to the compliance people and I called our lawyers and sai…”
Jeff Assaf Jul 29, 2024 ▶ 14:10 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Jul 29, 2024 neutral
Disclosure
Assaf: ICG's capacity limit is defined by client count, not AUM
“We don't know what our capacity limit is, and we imagine our capacity limit Is more likely to be hit by the number of clients than the amount of dollars.”
Jeff Assaf Jul 29, 2024 ▶ 45:53 Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
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