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Summertime Reading

There’s no chance I get to this entire list but I have this stack of books at home just waiting to get read.  Thank you very little Patrick for the length of this list: Middlesex: A Novel Dear Chairman: Boardroom Battles and the Rise of…

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Upcoming Travel: Newport, Denver, Vancouver, Chicago, Vegas, Caymans

I will be traveling to the following places in the next few months to give a talk or sit on a panel, stop by and say hello! June 26-28th, IMN, Dana Point, Free passes for investment folks (email [email protected]) July 11-13th, Private, Denver September 6th, Speech,…

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Institutional Investors are Delusional

I was skimming this recent publication from BNY Mellon and FT remark when a particular graphic caught my eye.  Below is a survey from 400+ real money institutional respondents (we’re talking endowments, pension funds, insurance companies, and sovereign wealth funds).  This is their estimate of the…

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SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS

Come on out and grab some beers with some other local investors in LA next week: SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS — BONUS SPEECH: THE FUTURE OF WEALTH MANAGEMENT Wednesday, 4:30 pm – 7:00 pm Location: Shutters on the Beach 1 Pico…

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