E284: Why Family Offices Invest Differently w/Robert Blabey

The podcast explores family office investment strategies with Robert Blabey, who shares insights from his experience as CIO of several family offices and founder of Align. He highlights the mismatch between family office aspirations and resources, leading to Align's role in providing specialized support. Blabey favors private credit within the alternatives market for its risk-adjusted returns and discusses Align's non-thematic, deal-flow-driven approach, emphasizing collaboration with other family offices. He stresses the importance of downside protection and capital preservation, favoring mid-duration investments to mitigate risk. Blabey also touches on the potential of uranium and nuclear energy due to growing power consumption and supply constraints, as well as the possible impacts of yield curve control on various asset classes.