[Join Us Live] Stewarding Wealth for the Future: 17 Years of TIGER 21 Asset Allocation Trends

Explore the portfolios of the ultra-high-net-worth investors in the TIGER 21 network—and tap into their collective intelligence for managing and preserving wealth in any economic environment.
Since 2007, TIGER 21 has tracked the aggregate asset allocations of our global community of UHNW entrepreneurs and investors. In this 45-minute webinar, our panelists will discuss what this historical data can reveal about wealth management trends.
Join us for a conversation featuring TIGER 21 Chairs Rob Fleischman and Lorine Pendleton, moderated by TIGER 21 CEO Tim Daniels. Panelists will discuss:
- The wide-ranging impact of recent interest rates on cash holdings and deal flow.
- The drivers behind the recent rise in private equity, which has reached new highs in TIGER 21 portfolios.
- With cash dipping to an all-time low, how UHNW investors are approaching the current investing environment.
- How TIGER 21 Members uncover investment opportunities—and get up to speed quickly on new asset classes.
- Why finances are only the jumping-off point for many TIGER 21 Group discussions.
Stewarding Wealth for the Future: 17 Years of TIGER 21 Asset Allocation Trends
A Conversation Powered by TIGER 21
Date: March 20, 2025
Time: 10:00 am ET / 2:00 pm GMT / 6:00 pm GST / 7:30 pm IST / 10:00 pm SGT
Register Now
Register now to hear these TIGER 21 leaders unpack the historical investing intelligence from this unparalleled collection of ultra-high-net-worth portfolio data.
All registrants will receive an exclusive, digital copy of the full report, detailing TIGER 21 asset allocation insights from 2007-2024.

Timothy F. Daniels, TIGER 21 President & CEO
Tim Daniels is the President and Chief Executive Officer of TIGER 21, the premier peer membership organization for ultra-high-net-worth wealth creators and preservers. Tim is responsible for the strategic, operational, and financial results of the organization, and the delivery of an unparalleled world-class TIGER 21 Member experience. He has been successfully directing education and human development companies for more than 25 years, leveraging his strong leadership, technology-enabled innovation, and international capabilities.

Rob Fleischman, Boston and Global TIGER 21 Chair
After graduating from MIT, Rob began his career at BBN Labs, where the Internet was invented. In fact, Rob’s first mentor was Ray Tomlinson, the inventor of email. Rob founded multiple start-ups, holds many patents, and invented and helped build technologies that currently process trillions of transactions daily on the Internet. For many years, for fun, Rob could be heard on the radio as a guest and contributor to NPR in New England as the “explainer of all things wired.” Finally, and most importantly, Rob is a dedicated husband and father to his two daughters and works hard to maintain an active life in New Hampshire.

Lorine Pendleton, NYC TIGER 21 Chair
Lorine Pendleton is a seasoned early-stage investor, advisor and attorney with extensive experience in the legal, technology, and entertainment industries. She began angel investing a decade ago, investing and advising women and diverse-led companies. She is the Founder/Managing Partner of 125 Ventures, an early stage VC fund investing in sports (particularly women’s sports), media, and entertainment at the intersection of tech. Previously, Lorine was a Lead Partner in Portfolia’s Rising America Funds I & II, which invested in 30+ companies with founders of color, women, LGBTQI+ or companies with products or services addressing these markets. Lorine was recently selected by Ingeborg Investments as one of the “100 GPs Who Are Building the Venture Funds of the Future” and by Brown Brothers Harriman’s Women & Wealth as one of “21 Women to Watch.”
Disclaimer: These materials should not be interpreted as a recommendation or opinion by TIGER 21 that you should make any purchase or sale or participate in any transaction. TIGER 21 does not guarantee the accuracy of or endorse the views or opinions given by the authors of these materials. TIGER 21 will not be liable for any errors or inaccuracies in such materials, or for any actions taken in reliance thereon. TIGER 21 is not a registered investment adviser or broker-dealer and does not provide investment advice or recommendations to buy or sell securities, to hire any investment adviser or to pursue any investment or trading strategy.
About TIGER 21
TIGER 21 is an exclusive global community of ultra-high-net-worth entrepreneurs, investors, and executives.
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