J. Jeffrey Assaf

Overview

As Senior Managing Director and Chief Investment Officer at ICG Advisors, J. Jeffrey Assaf is responsible for setting the firm's strategic direction and managing client relationships. He supervises all portfolio construction and modeling, ensuring alignment with clients' financial objectives. Prior to founding ICG Advisors in 2009, Mr. Assaf was a Senior Managing Director at Bear Stearns, where he headed the Investment Consulting Group from 1996 to 2008. From 1988 to 1996, he served as Senior Vice President at Oppenheimer & Co., founding the Oppenheimer Consulting Group. He holds a B.A. in Psychology from the University of California, Irvine, and an M.B.A. with an emphasis in Finance from the University of Southern California. Mr. Assaf serves on the boards of several non-profit organizations, including Concern Worldwide US, Elizabeth Taylor AIDS Foundation, Shatterproof, Shaquille O’Neal Foundation, St. John’s Hospital, Cancer Support Community, and Uplift Family Services. ICG Advisors is an independent investment management firm serving as clients' Outsourced Chief Investment Officer (OCIO) and investment consultant. The firm delivers highly customized solutions to achieve clients' financial goals and objectives, managing approximately $8 billion in assets for high net worth families, endowments, and foundations. ICG Advisors offers investment consulting, OCIO services, and proprietary multi-manager strategies, maintaining fiduciary responsibility and aligning interests with clients to construct all-weather investment portfolios that preserve capital and meet long-term financial objectives. The firm's senior professionals have up to 30 years of experience in formulating policies, identifying market opportunities, assessing traditional and alternative asset managers, providing custom portfolio allocations, and analyzing investment performance and risk. ICG Advisors' investment focus spans various asset classes, including private equity, venture capital, real estate, fixed income, hedge funds, commodities, crypto, infrastructure, distressed and special situations, and ESG and impact investing. The firm invests across multiple stages, from seed to distressed opportunities, and has a geographical focus primarily in the United States. Its portfolio encompasses a diverse range of industries, such as technology, healthcare, real estate, financial services, consumer goods, energy, media, telecommunications, transportation, education, agriculture, manufacturing, retail, hospitality, and pharmaceuticals. Investment sizes range from $1 million to $50 million, catering to a wide spectrum of investment opportunities.