ABOUT US

INNOVATION FROM IDEATION

Our Ideas

Select
Select
Select

2020 Election: Probabilities and Predictions

Nate Silver, Founder and Editor of FiveThirtyEight, recently joined us for a conversation about polling models, election outcomes and more. Watch the replay.

Watch
share

Finish What Ya Started: Remembering Eddie Van Halen

October 12, 2020

While earnings may be starting to recover, a full and broad recovery may be dependent on a widely available vaccine.
 

Watch
share

October Digest

October 9, 2020

View the articles featured in the October 2020 Digest.

Read more
share

Unpacking the Wall Street/Main Street Disconnect

October 6, 2020

Ongoing abnormal market behavior reflects a reopening economy that is finding it difficult to fully recover without a widely distributed vaccine for COVID-19.

Read more
share

Gender Lens Investing in Public Markets: It’s More Than Women at the Top

Our latest whitepaper explores the relationship between performance and five dimensions of gender equity, including women in leadership, access to benefits, pay equity, supply chain diversity and talent retention and culture. 

Read more
share

A Fiscal Vaccination

October 5, 2020

Fiscal policy may be key in helping bridge the economic gap between now and vaccine delivery

Watch
share

Don't Forget the Fundamentals

An outline of the tried and true techniques that have helped families transfer wealth tax efficiently for generations.  

Read more
share

COVID-19, Concentration & Contention

September 28, 2020

The economy has recovered meaningfully, but the last leg of growth may be vaccine dependent.

Watch
share

2020 Year-End Tax Planning

Starting well in advance of year-end provides the time required to optimize tax-saving opportunities encompassing income, charitable gifts, trusts and estates.

Read more
share

The Autumn of Big Tech’s Dominance?

September 21, 2020

Lofty valuations from a cohort of growth stocks may set up value stocks to outperform.

Watch
share

Peeling Back Market Dynamics

September 14, 2020

Recent market performance has partially corrected the outsized relative gains from growth stocks.

Watch
share

Climate Change: Harnessing the Power of Public Capital Markets

Growing public and regulatory pressure is increasing the availability of climate risk data and analytical tools, allowing asset managers to quantify risks and opportunities in security analysis, supporting their efforts to maximize risk-adjusted returns.

Read more
share

Pages

Endowments & Foundations

Individuals & Families

Institutions, Consultants & Advisors