May 9, 2022
In this episode, I talk with Zed Francis, co-founder and CIO of Convexitas. Convexitas is a fiduciary that works with families and institutions to maintain balance and flexibility.
Convexitas is more than a manager or a product – they provide tools that bring balance to your allocation process.
When you know Convexitas will provide liquidity during times of distress, you are free to make better allocation decisions and avoid becoming a forced seller.
Liquidity enables proactive opportunity capture without the fear of inopportune liquidations to service capital calls, charitable obligations, or financing lifestyle.