Networks - Investment Strategy

Bruce D. Simon, Ballentine Partners
Monday, June 24, 2019

The latest escalation in tensions between the U.S. and Iran, caused by an alleged Iranian attack on an oil tanker in the volatile Strait of Hormuz, adds to a growing list of geopolitical hotspots around the world. With an unpredictable U.S.

An Uptick in IPOs and Private Equity Exits

Jun 20 2019 - lgochanour@familyoffice.com

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NEPC
Monday, June 17, 2019

In order to simplify the wealth structure and investment vehicle, many high-net-worth families collectively pool the assets of individual family members to form a legal partnership entity.

FOXCast: The Art of Investing for Families

Jun 10 2019 - kforsythe@familyoffice.com

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BMO Family Office
Friday, June 7, 2019

There has been much discussion regarding the Qualified Opportunity Zone program established via the Tax Cuts and Jobs Act in 2017 because of potential tax advantages.

Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Jun 07 2019 - lgochanour@familyoffice.com

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Thomas Bohjalian and Jon Cheigh, Cohen & Steers
Wednesday, June 5, 2019

Contrary to the benefit that investors have historically achieved with corporate private equity investments, private real estate funds have generally not succeeded in delivering a return premium.

Matt Hougan, Global Head of Research – Bitwise Asset Management
Wednesday, June 5, 2019

There is a lot of hype (and frankly a lot of nonsense) surrounding the so-called "blockchain revolution." But with firms like Fidelity, JPMorgan, and Facebook getting involved -- and institutions like Yale, Harvard, and MIT investing -- there must be something real there.

BDO
Wednesday, June 5, 2019

The IRS released its second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones.

Rockefeller Philanthropy Advisors
Monday, June 3, 2019

The Global Impact Investing Network’s Annual Impact Investor Survey 2018 reports that zero percent of the respondents’ $228 billion of assets under management were invested in Arts & Culture.