What is Responsible Investing ("RI")? Definitions vary widely, and it can take a number of different forms. But in general, RI involves focusing on more than just financial profits. It recognizes that an investment is more than just transactions and…
As you might imagine, we do a substantial amount of reading in our work of managing the financial and personal affairs of families of wealth. This includes quarterly investment letters, political think pieces, global trends and, of course, topics in…
You are going to hear more and more about 'gamma'. This is what a family office does. This article featured in the Journal of Retirement by David Blanchett and Paul Kaplan of Morningstar provides excellent detail on the concept. "[I]nvestors…
A Frustrating Landscape for Private Fixed Income Investors The fixed income market landscape in Canada continues to frustrate investors. A confluence of economic events that have taken place over the past several months has sent the 10 year Government of…
The research team at Lazard Asset Management in New York has put together a concise report on the current state of the oil market and investment implications of a lower oil price. In my opinion, this piece does a great…
In mid-2014 I chaired the 10th Canadian Private Family Office Invitational in Banff, Alberta, where I led a panel discussion on how families of wealth can effectively manage direct private equity investments. In addition to me, the panelists included family office…