Bill Hortz

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.

has decades of direct investments and mutual fund portfolio management experience in a wide range of frontier and emerging markets (e.g., New Zealand and the African continent). With a practical bottom-up lens on firm management and the business activity on the ground, he addressed Conference concerns on what actually happens to new ideas and business creation in emerging markets and how the right investments and business approaches can be a tool to drive positive change and innovation. We asked him to share his thoughts with us from his talk at the Rice University Innovation for Day One Conference by submitting this guest article on innovation, business creation, and investing in emerging markets.

With the financial services industry rapidly implementing Artificial Intelligence (AI) technology, it has arrived at the key question of how firms can ensure they are maximizing AI's value and return on investment (ROI)?

to duplicate their efforts for scale and sustainable growth. In growing scale, developing new advisors into top Rainmakers is doable. Building a sustainable dynamic of engagement and growth to support new advisors is also doable. The key question of exactly how to do this transformation successfully is the topic of this book.

In the asset management world, legacy technology may get the job done but it is likely to be clunky, inefficient, creates more work, and unnecessarily