Connecting with us from New York, Tim Ng discussed with the AIM students the impact of the COVID-19 virus on the global economy and financial markets
The Marquette AIM students had a virtual update today from Tim Ng, Chief Investment Officer of Clearbrook Consulting
Tim Ng, Clearbrook Consulting |
He also provided meaningful insights about the market relative
to previous ‘black swan’ events and provided comments about the potential setup
of some ‘cheap asset’ buys. While indicating that the market is likely still to
have wide fluctuations, Tim indicated that there are attractive opportunities
that will avail themselves – especially before the COVID-19 all-clear has been
given. He liked US equities as an asset class above all others.
Dr. Krause commented, “Tim did a marvelous job and the
students had many questions – we stopped after fifty minutes, but many of us
stayed online for much of the next hour. He covered a lot of ground, but
provided enough detail to allow the students to put the current situation into
context. I also like how he discussed all asset classes and was able to talk
about recommendations for asset allocations that pension funds, endowments and
foundations are implementing.
Tim answered students’ questions including those about the
impact of COVID-19 has had on specific industries and how some will be affected
in the long-term in varying ways.
Tim Ng joined Clearbrook in 2010 and serves as the Chief
Investment Officer, as well as the Head of the Clearbrook Investment Committee.
Within this role, Tim is involved in global macro and manager research,
portfolio analysis and risk management.
Prior to Clearbrook, Tim was President and Chief Investment
Officer of Structured Investments Group, LLC. Tim began his career in 1982 and
has served as an alternative investment and hedge fund advisor in numerous
capacities. Tim was a Managing Partner with Access International Advisors and
has held the title of Senior Vice President in varying roles at Prudential
Securities, Smith Barney, and Oppenheimer & Company.
During his career, Tim was one of the first advisors to place
investor capital into hedge funds, portable alpha portfolios, structured/hedge
fund linked notes, and insurance dedicated hedge fund products. Tim has had
oversight of more than $5 billion of investor capital on behalf of
corporations, pension funds, endowments and foundations, banks, investment
advisory firms, and family offices.