Investments

Filters

Ten Minute Interview: Minority Direct Investments
Foley & Lardner
There are both advantages and disadvantages for family offices considering a minority direct investment. In this interview with Brian Lucareli of Foley Private Client Services, Glenn Singleton spoke
2023 Investment Manager Research Roundtable
NEPC
In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital.
Taking Stock: Stagflation Trends
NEPC
With an investment landscape marked by elevated inflation levels, economic growth risks and tight monetary policy, the U.S. economy is a fertile breeding ground for stagflation … with one key
EdTech: A Sector Coming of Age
Key Capital Private
There’s a strong investor appetite for companies operating in the Education Technology (“EdTech”) industry, a diverse and fragmented sector standing at the intersection of education
Governance: Sample Investment Committee Charter for XYZ Family
Cambridge Associates
For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family
Where Have All the True Investment Fiduciaries Gone?
HighView Asset Management
When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary. In this video, HighView CEO Mark Barnicutt shares his perspectives on both standards, the
Healthcare Investments and Exits Report
Silicon Valley Bank
Despite an economic downturn in 2022, healthcare trends indicated US healthcare venture capital investment was healthy. There’s plenty of dry powder to deploy; however, investments and exits
Risk in Context Podcast: Addressing People Risks Critical for M&A Success
Marsh McLennan Agency Private Client Services
Despite a recent decline in M&A activity, deal volume remains higher than before the COVID-19 pandemic. And as buyers and sellers work through various deal stages, they need to retain focus on
Economic and Market Outlook for 2023: Beating Back Inflation
The Vanguard Group
Last year, the policymakers were a factor in shaping the global market conditions. And it’s clear that as long as financial markets function as intended, policymakers are willing to accept
Emerging Markets: A Bright Spot for Investors?
William Blair & Company
While high inflation, monetary policy tightening, and global recession risks could cloud the first quarter of 2023, the market conditions are expected to improve in the second quarter as inflationary