
Portfolio Managers vs. Portfolio Management
This morning’s must read comes from Ben Carlson, who coincidentally runs our institutional practice. In a longer analysis, Ben...
Omega Advisors’ Leon Cooperman: 7 Thoughts About the Markets
Omega Advisors Founder, CEO and Chairman Leon Cooperman discusses his outlook for the markets. Source: Bloomberg, 10:12 AM EDT October...
Carlson on Hedge Funds
Todays MUST READ comes from my colleague Ben Carlson discussing some of the nuanced issues surrounding hedge funds: Hedge funds are a...
MiB: Art Samberg of Pequot Partners
This week in our Masters in Business interview, we speak with with Art Samberg of Pequot Capital. When Art Samberg began his...
RWM Announces Institutional Asset Management
Two years ago, we launched RWM. Our mission was to provide high quality wealth planning and asset management to our clients, be a force...
What Happens When A Star Fund Manager Leave?
How the mighty have fallen. Earlier this month, the once towering Total Return Fund of Pacific Investment Management Co. hit a milestone....
Ray Dalio’s Interview at Bloomberg
Fascinating interview with Ray Dalio of Bridgewater yesterday by Tom Keene and Mike McKee, The full run of videos are here, but a few...
Questions for California Teachers to Ask CALSTRS
From the “Here We Go Again” files: Yet another big pension fund has decided, despite the overwhelming evidence to the contrary, to...
Jim Simons: The Mathematician Who Cracked Wall Street
Jim Simons was a mathematician and cryptographer who realized: the complex math he used to break codes could help explain patterns in the...