News and Events
Home : About Greycourt : News and Events
Gregory Curtis Appears on CNBC's "Power Lunch"
Greycourt Chairman Gregory Curtis appeared on CNBC's "Power Lunch" on March 28, 2008, offering advice for investors trying to navigate a turbulent market. Greg's comments on "Power Lunch," CNBC's most highly rated show, can be viewed at www.cnbc.com.
Curtis to Speak at NCPL SRI/MRI Conference
Greg Curtis will speak at a conference on socially responsible investing and mission-related investing sponsored by the National Center on Philanthropy and the Law (NCPL) and the TIFF Educational Foundation. The conference will be held at New York University on May 7-8, 2008. See the attached agenda.
The Pittsburgh Foundation Names Greg Curtis as New Chairman - The Pittsburgh Foundation, America's third oldest community foundation, elected Greg Curtis as Chairman of the Board of Directors at its annual meeting March 28, 2008. Click on the attached Press Release..
Roy Nichol featured on Forbes.com
Managing Director Roy Nichol, who runs Greycourt's Houston office, was featured on Forbes.com discussing issues confronting high net worth families and Greycourt's approach. To view the on-line interview, please click on the following link:
http://www.forbes.com/video/?video=fvn/investing/jd_nichol100807_pf
Greg Friedman Gives IPI Keynote Address at Investor Advisor Dialogue
Greg Friedman, Managing Director and Chief Invesment Officer, delivered the keynote address at the Institute for Private Investors annual "Investor-Advisor Dialogue" on November 29, 2007 in San Francisco. With the rise of sovereign funds and the continuing importance of institutional investors, private investors are facing higher minimums and more difficulty accessing top-tier alternative managers. What is the future role of investors in the capital markets, and what do private investors need to do to retain relevancy, particularly in the alternative world? Please click on IPI Powerpoint Presentation.
Jim Foster Addresses Investor Trends at Hedge Fund Forum
Greycourt Managing Director Jim Foster spoke on “The Changing Profile of Sophisticated Investors: What They Want” at the October 2, 2007 conference sponsored by Lipper HedgeWorld and held at the New York Athletic Club. For more information, see http://www.hedgeworld.com/events/200710/breakouts.cgi.
Greg Friedman Presents at 2007 IPI Fall Forum
Greg Friedman, Managing Director and Chief Investment Officer, addressed the Institute for Private Investors' Fall Forum in New York on October 3, 2007. His talk, titled "The Changing Role of Private Investors in the Capital Markets" discussed how the flood of institutional capital is affecting private investors. Attached is the powerpoint presentation.
Greg Curtis Speaks on Hedge Fund Investing
Sept. 2007: Greycourt Chairman Gregory Curtis spoke at a private wealth management conference held at The Homestead in Hot Springs, VA. Greg proposed a risk-based, "stay rich" approach to hedge fund investing, based on an analogy between the risk of loss associated with investing in individual stocks and the risk of loss associated with investing in individual hedge funds. Attached is the powerpoint presentation.
History
Friedman Appears in Fidelity's Charitable Planning Strategies
To introduce Chief Investment Officer, Greg Friedman's article, Fidelity Charitable Services writes: "Combining Estate Planning with Asset Allocation, our feature piece is a white paper written by Gregory Friedman, Chief Investment Officer at Greycourt & Co., Inc. Mr. Friedman explains how estate planning plays a critical role in preserving wealth for future generations, and why all advisors - not only attorneys and trust administrators - should use certain wealth-transfer techniques to benefit their clients' overall portfolios.
Read this white paper now.
Curtis Delivers Distinguished Lecture at Harvard
Greycourt's Chairman, Gregory Curtis, delivered the Traphegan Distinguished Lecture at Harvard Law School on November 15, 2006. Mr. Curtis discussed the disruptive power of ideas, examined in White Paper No. 38.
10/30/06 - Greatest Minds of Finance" Taps Curtis for Keynote Address
Financial Research Associates has asked Greycourt’s chairman, Gregory Curtis, to deliver the keynote address at its Sophisticated Investor "Great Minds of Finance" Forum on October 30, 2006 in New York City. Please click on the link to view information about the conference to be held October 30-31, 2006.
9/18/06 - Greycourt CEO Mark Laskow Speaks at IPI's Power and Energy Forum
Greycourt CEO Mark Laskow will gave a presentation entitled "Investing in Oil & Gas" at the Institute for Private Investors' Power and Energy Forum in San Francisco on September 18-19, 2006. Mark's talk examined the many strategies available to investors in oil and gas, including how various strategies differ in terms of risk and return. Many of Mark's findings are discussed in White Paper No. 37: Investing in Oil & Gas.
5/23/06 - Roy W. Nichol Speaks on the Subject of Open Architecture
Managing Director Roy Nichol spoke to the May 23, 2006 gathering of Family Office Exchange's Houston Roundtable.
4/25/06 - Greg Curtis Speaks at Family Office Symposium in Aventura, Florida
On April 25, 2006, Greycourt's Chairman, Gregory Curtis, spoke at the Family Office Symposium in Aventura, Florida on the topic, "Intelligent Use of Advisors: Do Too Many Cooks Spoil the Broth?" The presentation was designed to help family investors understand how best to use the many financial, legal, tax, accounting, banking and other advisors that are typically present in any complex family situation.
05/06 - Mark Laskow attended the FOX Wealth Advisory Forum in Sunny Isles Beach, Florida on May 17-19.
04/06 - CIO Greg Friedman in April 2006 issue of Worth Magazine: Greycourt's Chief Investment Officer, Greg Friedman, discusses portable alpha strategies in the
April 2006 issue of the Robb Report/Worth Magazine,
in an article entitled, "Alpha-Betting."
10/09/05 Greycourt CIO Friedman Discusses Hedge Funds
In a Sunday New York Times article (10/9/05) about hedge funds by M.P. Duleavey, Greg
Friedman, Greycourt's Chief Investment Officer, observed that "Hedge funds are a vehicle that isolates the skill of the manager from the beta of the market."
6/23/05 Greycourt CIO Friedman Leads Institute For Private Investors Roundtable
Greycourt's Chief Investment Officer and Managing Director Greg Friedman led an Advisor Roundtable in San Francisco hosted by the Institute for Private Investors (IPI) on the topic:
"Open Architecture: The Solution or the Problem."
5/23/05 Curtis Speaks To Young Presidents Organization About Real Asset Exposure
Speaking at a personal wealth management seminar sponsored by the Young Presidents' Organization in San Francisco, Greg Curtis described the fundamentals of introducing real asset exposure into investment portfolios.
5/9/05 - Curtis Addresses 2005 Annual Convention of Chartered Financial Analysts
Greycourt's chairman, Gregory Curtis, spoke at the Chartered Financial Analysts Institute's annual convention held May 8-11, 2005 in Philadelphia. His topic, "Open Architecture: The
Question Or the Answer" explored how open architecture is driving change in large firms and boutiques; why open architecture is such a powerful concept; and
what the challenges and future trends of open architecture are.
1/1/05 - Greycourt Investment Book Published
Greycourt & Co., Inc. is pleased to announce the publication of “Creative Capital: Managing
Private Wealth in a Complex World,” by Gregory Curtis, Greycourt’s Chairman.
More History 
|
