Bill Hortz

which draws on his 20-year career in the CLO market. Through his book and our interview, he takes us on a journey to explore the opportunities and risks in the growing CLO market.

To explore how some advisory firms are trying to address this need by offering succession planning for their business clients, we reached out to Institute Founding Members

We believe a relative-value investment approach provides the opportunity to perform well across most parts of the market cycle. Within this framework, we think it is important to have a portfolio anchored by profitable, attractively-valued, growth-oriented companies and balanced by more cyclical, discounted stocks. And finally, the valuation gap between growth and value stocks has widened in 2023-2024, with the Russell 1000 Value sitting near a 30-year low versus the Russell 1000 Growth index, providing an attractive entry point for value-oriented stocks, in our view.

The recent Forum had many energized discussions and engaged explorations of key industry topics through their Main Stage Presentations, Breakout Sessions, and Social Settings. Some highlights include:

Historical changes in the bank regulatory landscape have transformed the bond market, introducing new dynamics and opportunities that remain underexplored by many investors and bond indices.

Business model innovation is one of the most dynamic strategies available to forward-looking business leaders by providing expanded ways to explore

Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do

We asked them questions to learn more about the structure and intricacies of creating and managing a specific market-neutral investment portfolio that they term as “uncorrelated alpha” and why they see their fund of hedge funds as a complement to any investment portfolio, rather than as a replacement for any other portfolio investment.

Written by: Carroll Golden "You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver's

Digital Vaults continue to rapidly evolve from a “nice-to-have” virtual equivalent of a safety deposit box for critical advisor and client-facing