Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA). SLK Private Wealth is a $1.6 billion RIA based in Los Angeles. Raz takes us through the investment opportunities he and his colleagues are currently evaluating and how to work with SLK as an asset management partner.
Raz takes us from his work with Wilshire, leading their hedge fund and liquid alternatives research efforts to his role today as CIO of a newly launched wealth advisor. Along the way, Raz goes deeper into his underwriting process as it relates to investment manager research and selection. Join us in this wide ranging and informative discussion.
Having spent 16 years in institutional asset management, Razmig brings an insightful, independent, and evidence-based perspective to managing the assets of SLK clients. As Chief Investment Officer, he establishes and oversees our firm’s investment philosophy, strategy, and process.
Prior to joining SLK, Razmig spent six years as Director of Research at HighMark Capital Management, the wealth management arm of Union Bank, overseeing $8 billion in assets under management. Prior to HighMark, Razmig spent four years at Wilshire Associates, leading their hedge fund and liquid alternatives research efforts. During his time at Wilshire, he advised large state pensions and endowments on their allocation policies for alternative investments. Prior to his time there, he led Event Driven and Long-Short Equity research for Dorchester Capital Advisors, a hedge fund of funds firm, where he evaluated investment strategies implemented by top-tier hedge funds.
Razmig has earned the Chartered Financial Analyst (CFA) designation, the highest distinction in the investment management profession, as well as the Chartered Alternative Investment Analyst (CAIA) designation. He holds a Bachelor of Science in Finance and Business Administration from California State University, Northridge, and a Master of Business Administration (MBA), with honors, from UCLA Anderson School of Management.
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