Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Kenya’s Eurobond, Rwanda’s ‘Enthusiasm’ Seen as Big Investment Opportunities
By Savita Iyer-AhrestaniPortfolio manager Peter Thoms says that young Rwandans are "determined to make something of their country" and that Kenya is aching for foreign cash.
June 16, 2014
New Fund Capitalizes on Shale Oil RevolutionThe shale oil boom is only growing, but the limited number of companies providing pipelines and storage facilities offer an opportunity to own "regulated monopolies."
June 12, 2014
New Hire Roundup: CFTC Names Goelman Enforcement ChiefGrace Vogel joined PwCs financial services regulatory practice, and the Hedge Fund Association named three women to leadership positions.
June 03, 2014
Millionaires’ Top 5 Investing MistakesDeVere Group asked 880 global high-net-worth clients to identify the biggest investing mistake they made before they decided to get help from a professional.
May 29, 2014
Assigning an Advisory Contract After a Merger: Ask Permission or Beg Forgiveness?Clients must be consent to their contracts being assigned to another advisor. So what constitutes consent and what does assigned mean?
May 27, 2014
Getting Smart BetaDespite strong disagreement on Wall Street about the “smart beta” moniker, the adoption rate among institutional investors for these types…
May 27, 2014
What Color Is Your Salamander?I used to love the old L.A. Law TV series (which aired 1986 to 94) because it humanized lawyers and showed that even though people can be deeply flawed, we can, on occasion, still be heart-wrenchingly kind.
May 27, 2014
5 Ways to Escape Client ObjectionsMy system for overcoming client concerns is simplicity itself: We design our entire client experience to not have any objections.