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High-net-worth families are increasingly looking to direct investments, a strategy gaining popularity with institutional investors. Direct investments appeal to wealthy individuals and family offices because they not only eliminate the management fees charged by investment firms, but also because the investments can align more closely with the values and mindset of the investor. In this paper, part one of three, we take a closer look at the trends in direct investing and motivations for private wealth clients.

At the ArcView Cannabis Investment Forum, a panel of leading private fund managers and industry analysts evaluated the booming yet trepidatious cannabis capital markets and predicted the developments that will most significantly affect investors in 2019. While the hype surrounding the cannabis industry is palpable, institutional investors have remained sidelined due to concerns over federal illegality. When it comes to regulatory reform, the panelists believe change could be imminent.

A confluence of factors is conspiring to lay the groundwork for conditions increasingly threatening an end to the current business cycle. In this issue of The Real Economy, we present a number of easy-to-use metrics and data visualizations for middle market businesses to formulate judgments related to economic outlook risks. These include an array of financial, consumer and labor market indicators that, in some cases, can warn of a possible economic downturn.

With over 500 million people and the fourth largest collective economic market in the world, the Mexican, Latin American, and South American markets hold great opportunity for investment and growth for multinationals. However, because of various incidences of political upheaval and economic changes, it’s important for C-Suite executives to understand the unique changes in each country prior to expansion.

Cryptocurrency is experiencing a surge in interest from mainstream investors and corporations worldwide. In this cryptocurrency series, we focus on the evolution of bitcoin moving from fad to mainstream; the role of virtual currencies in the global markets and the impact on the regulatory environment; the crime in the world of virtual currency, including theft from the exchanges and cloud-based host wallets; and unlocking the mysteries of dark pools, whereby investors (typically large financial institutions and high-net-worth individuals) can make trades anonymously.

This guide provides a holistic review of the current cannabis laws in every state and the District of Columbia, from most favorable to cannabis businesses to most restrictive. In addition, you can find each state in alphabetical order. Jurisdictions are ranked on eight different factors, including business opportunities and support for ongoing cannabis legalization measures. California leads the pack, but you might be surprised by which states make the top—and bottom—of the list.

More than 70 business owners, investors, potential cultivators, and dispensaries attended a half-day seminar on legal considerations for cannabis companies. While there, they covered a number of issues from the conflict between state and federal law, what people need to know about forming companies and investing in the cannabis industry, real estate considerations, branding your bud, patent protection, and insurance for participants in the cannabis industry. To review and learn more about the topics discussed, view and listen to the videos of the seminar.

The U.S. Supreme Court will revisit state tax nexus for the second year in a row after granting North Carolina’s petition for certiorari in North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust (Docket No. 18-457). Kaestner and Fielding could have significant implications on the state taxation of trusts. All multistate taxpayers should prepare for the potential wider-ranging impacts of the U.S.

Ten years after the introduction of bitcoin and its underlying blockchain technology, the two headline innovations have sparked both inspiration and controversy. Although challenges must be overcome before these emergent technologies can be fully realized, companies in nearly every industry are exploring blockchain technology applications. Crypto-assets have the potential to transform the way companies build and exchange value.

Widespread political volatility and rapid technological advances are spurring companies to question not just their resilience, but also their fitness for purpose in the new world order. In this report, we show how firms can move from generalized concerns to analysis, discussions, and actions in response to specific threats that may most disrupt their ambitions and operations. It concludes by reflecting on the opportunities for Risk leaders to reframe the function to meet the needs of the new era.