IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

Jonathan Bergman

Managing Director at TAG Associates

Profile

Jonathan Bergman serves as portfolio manager to client accounts and conducts investment manager diligence at TAG Associates, an $8 billion multi-family office. Mr. Bergman has over 20 years of investment management experience, exclusively managing assets for high net worth families. Mr. Bergman leads TAG’s research efforts in both private equity and private debt manager selection. He is a member of TAG’s Investment Committee.

Additionally, Mr. Bergman serves as a Director of Career Gear, a public charity that provides programming, services and business attire to disadvantaged men. He is past Chairman of The Wisconsin Business Alumni Board of the Wisconsin School of Business.

Agenda Sessions