News and Events

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Should You Be Worried About Liquidity in the Markets? (.pdf)

How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a real concern? These are important questions for investors, however their portfolios are currently deployed.

Flash Report

Tom Moore moderated a panel at the Opal Canadian Family Office and Private Wealth Forum

The forum took place in British Columbia September 15th and 16th.

Tom Moore and Chris Fineburg each moderated a Panel at the Opal Family Office and Private Wealth Forum

This conference took place in Rhode Island July 22nd

Gregory Friedman attended the Family Office Association (FOA) Summer Global Summit in Rye, NY

This event took place on July 10th and

Gregory Curtis was featured in a Barron’s blog dated July 7, 2014: Cut-Rate Family Office

Gregory Curtis was featured on CNBC June 30, 2014

2039: An investment space

Gregory Friedman Attended The Equilibrium Capital Forum in California

This forum took place on June 16th and

Gregory Curtis Spoke at the Marcus Evans Private Wealth Summit in Florida

This event took place from June

Gregory Curtis Spoke at the 2014 Emerging Philanthropy Conference in Pittsburgh on May 2nd.

Gregory Curtis Presented at TIGER21 on April 16th in New York

Gregory Friedman Attended the Family Office Association 2014 Spring Summit in New York

This event took place on April 9th and