Leaders in the private wealth management industry have formalized the investment planning process, learning from their institutional counterparts. They know that successful investment planning goes beyond financial asset management, diversification, due diligence and financial reporting. Integrating the family’s investment plan with the personal, financial and philanthropic goals of the family is essential.


Supporting the Circular Economy Transition
Oliver Wyman

What will the world look like in 2040 if vital natural resources become scarce?

The Global Risks Report 2018: Fractures, Fears and Failures
World Economic Forum and Marsh & McLennan Companies

This year’s Global Risks Report grapples with some of the most pressing challenges that we face, including biodiversity loss, cybersecurity threats, rising geopolitical tensions, and the risk of an

New Three-Year Hold Requirement for Carried Interests
Perkins Coie

The 2017 Tax Cuts and Jobs Act significantly affects the ability of the managers of investment funds to receive long-term capital gains with respect to their carried interest.

2018 Economic Outlook

In this annual session, we discussed the U.S. and global economic outlook, with a particular focus on growth prospects, interest rates, and risks.

Three Operational Improvement Tactics to Accelerate Private Equity Value Creation
Dave Plomin, Plante Moran

Operational improvements are a key lever for achieving value creation after a deal closes. There are three critical ways private equity firms can both protect and grow value through operations.

The Curse of Greed
Timothy F. McCusker, NEPC

Detailed analyses and quantitative rigor go into every sound investment decision.

Private Equity Fund and Portfolio Companies: The Impact of Tax Reform

The Tax Cuts and Jobs Act (TCJA) is here to stay and its provisions change the landscape of the private equity world going forward.

Millennial Investors Determined to Make an Impact
Wilmington Trust

Once again, the times they are a changin’: Millennials have now surpassed the Baby Boomers as the nation’s largest demographic segment.

Bitcoin, Blockchain and the Future of Digital Currency
BNY Mellon Wealth Management

There are currently more than 1,000 cryptocurrencies with a combined market capitalization of over $400 billion dollars.

10-Year Capital Market Return Assumptions
Michael Rausch, BNY Mellon Wealth Management

Research has shown that demographic trends have important relationships with many economic variables.