Bill Hortz

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

An in-depth understanding of these new approaches and tools, along with a strategic thinking mindset to best design and deploy your tech stack and other key resources, are required to capture that desired competitiveness and positioning. The growing complexity of this endeavor has also spawned the need to employ the power of networks, leverage the “shared economy”, and seek true strategic partners. Most firms would benefit by retaining a consultative resource and experienced business catalyst to propel them forward.

In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.

Navigating the equity markets' confusing environment of increasing Volatility, Uncertainty, Complexity, and Ambiguity is immensely challenging for investment managers.