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5-8 November 2024
The Grimaldi ForumMonte Carlo, Monaco

Julia Toader
Head of Portfolio Strategy and Relationship Management at Heritage Holdings Group


Julia is Head of Portfolio Strategy and Relationship Management at Heritage Holdings, a private alternatives platform serving a large consortium of UHNW families and entrepreneurs. She has a particular focus on blending public and private investments, selection across different types of investment styles, and constructing portfolios with a smooth ownership experience. Before Heritage, Julia was the head of Portfolio Strategy at Goldman Sachs Asset Management ($2.5Tr assets under supervision). She and her team advised sovereign wealth funds, pensions, financial advisory firms, private banks, and other long-term asset owners on asset allocation. She studied mechanical engineering and computer science at Princeton University and is a CFA charterholder. Before Goldman Sachs, she worked on M&A and business development for an early-stage medical device firm.

Agenda Sessions

  • Technology as an enabler for fund investments: how can tech help?

  • Funds, co-investments and direct investments: when to look where?


At this event