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Richard Westmark, MD, FAANS
CEO
Triple V Management, LLC
In this focused session tailored for neurosurgeons with an intermediate to advanced understanding of finance, we will explore strategic approaches to long-term wealth management and asset allocation. Emphasis will be placed on balancing exposure to public equities with alternative investments, drawing on insights from the Yale model to illustrate how endowment-style strategies can be adapted for individual portfolios.
Key themes will include navigating market timing and valuations, optimizing retirement and tax-advantaged accounts, and aligning investment choices with personal and professional risk tolerance. For our international attendees, we will also examine investment structures and opportunities outside the U.S., including vehicles available to non-resident investors, and considerations for cross-border wealth planning.
Attendees will leave with a clearer framework for constructing resilient portfolios and making informed decisions in both traditional and alternative asset classes—designed to support long-term financial independence throughout a demanding medical career and beyond.