The document discusses the investment strategies and challenges faced by Third Lake, a family office. It highlights their shift from direct private investments to a diversified portfolio, their interest in real estate and structured finance funds, and their underexposure to public equities. The memo also addresses the challenges of competition and complexity in doing more business with them.
documents/vol00010-efta01369997-pdf.pdf
{"document_type":"correspondence","document_subtype":"memo","key_organizations":["Third Lake","Ashley","ISG","Virage"],"reference_numbers":["DB-SDNY-0062544","SDNY_GM_00208728","EFTA01369997"]}