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What’s New |
- White Paper No. 48: Best Practices Trust
In White Paper No. 48, we recommend that families who use trusts (or who are considering establishing trusts) evaluate the advantages of “unbundling” the activities that have historically been bundled into one product by the trust industry. In other words, instead of settling for mediocre, bundled trust services, families should unbundle them and engage the best providers available for all their trust needs: fiduciary, asset management, custody, tax, administration.
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- Flash Report (June 2010)
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News and Events
Home : About Greycourt : News and Events
The Impact of the Financial Regulatory Legislation on Family Offices
The Dodd-Frank Wall Street Reform and Consumer Regulation Act (“Dodd-Frank”) is now the law of the land. Like all investors and consumers, family offices will be affected by many provisions of the bill. However, there are specific provisions of Dodd-Frank that are of special relevance to family offices. Read the article here.
Greycourt adds to its alternative research team
Greycourt is pleased to announce the addition of Matt Litwin to its alternative manager research team. He will join the firm as a Director and will expand our existing team responsible for researching hedge, private equity and real assets managers. Prior to joining Greycourt, Matt worked as an analyst and portfolio manager for hedge funds Andor Capital and Viking Global Investors. He also spent several years at Goldman Sachs as an equity analyst covering retail companies. Matt is a 1996 graduate of Yale University and holds a degree in geology and geophysics. Matt will be located in Greycourt’s Portland Oregon office.
Margaret Towle Presented at the Private Wealth Management Summit in June 2010
Margaret Towle presented at the Private Wealth Management Summit in Miami on June 6, 2010. Margaret discussed "The Challenges of Using Hedge Fund Strategies in Multi-generation Trusts". Please visit their website at www.privatewealthsummit.com for information on the summit.
Margaret Towle Presented at the Hedge Funds Summit in June 2010
Margaret Towle presented at the Hedge Funds Summit for the Institutional Investor at PGA National Resort in Palm Beach Gardens, Florida on June 20, 2010. Margaret discussed "The Yale Model-does it still apply? Innovation in the Hedge Fund Space." Please visit their website at www.hedgefunds-summit.com for information on the summit.
Margaret Towle Featured On AdvisorBiz.com
Margaret Towle featured on AdvisorBiz where she wrote a column on alternative investments and reviews "How Hedge Funds Got Their Groove Back". Visit the website at www.advisorbiz.com to read Margaret's column.
Margaret Towle recently named Secretary for Investment Management Consultants Association (IMCA®)
Investment Management Consultants Association (IMCA®), the provider of the premier investment consulting and wealth management credentials and world-class educational offerings, announced the election of Greycourt Managing Director Margaret M. Towle, Ph.D., CPWA® as secretary. Read the article here.
Jim Foster Presented at the 2010 IPI Winter Forum in San Francisco
Jim Foster presented at the 2010 IPI Winter Forum in San Francisco on February 9th. Greycourt’s Managing Director discussed "Managing Behavioral Responses to Investment Downturns". Please visit the Events page on IPI's website at www.memberlink.net for information on this event. Attached is the presentation.
Margaret Towle Presented at the GAIM Ops Cayman Conference in March 2010
Margaret Towle presented at the GAIM Ops Conference in the Grand Cayman on March 2nd. Margaret participated in the Industry Feedback Session and discussed "A Cost-Benefit Framework for Implementing Processes Outlined By Best Practice Reports". Please visit the Gaim Ops Cayman website at www.gaimopscayman.com for information on the conference.
History
01/2010 Eric Haskel Promoted to Managing Director
Greycourt & Co., Inc. is pleased to announce the promotion of Eric Haskel to Managing Director. Based in Greycourt’s Portland, Oregon office, Eric is a client advisor and oversees the firm’s real estate investment strategies. In his new role, Eric’s expanded responsibilities will also include developing new business for the firm. Before joining Greycourt, Eric was a Portfolio Manager at Avalon Capital Group, a single family office in southern California, and was responsible for the office’s investments in real estate and private equity. Greycourt is an open architecture wealth advisory firm headquartered in Pittsburgh, Pennsylvania.
12/2009 Margaret Towle to Speak at the IMCA Practice Management Conference in Park City
Margaret Towle will present on "Relationship Alpha - How Practitioners Can Bridge the Gap between What Their Organization Offers and What Clients Crave" on December 8th.
11/2009 Margaret Towle to Appear on CNBC
Greycourt Managing Director Margaret Towle to appear on CNBC on November 4, 2009. Margaret's comments can be viewed following her interview at www.cnbc.com.
10/2009 Gregory Curtis to Speak at the 2009 Family Office Exchange Fall Forum in Chicago
Greycourt’s Chairman to speak at the 2009 Family Office Exchange Fall Forum in Chicago on October 22nd. Greg will focus on “Investment Due Diligence in the New Environment”. Please visit the FOX website at www.foxexchange.com for more information on the Fall Forum.
10/2009 Gregory Curtis to Present to the CFA Society of Philadelphia
Greycourt’s Chairman to Speak at the First Annual High Net Worth/Family Office Symposium on October 15th in Philadelphia to discuss “Asset Allocation – Beyond the Optimizer”. The conference is hosted by the CFA Society of Philadelphia. Details on the upcoming Symposium can be found on their website at www.cfaphil.org.
10/2009 Margaret Towle Presents at the 2009 IPI Fall Forum in New York
Margaret Towle presents to the Next Generation members of IPI at the 2009 IPI Fall Forum in New York. Greycourt’s Managing Director presents during "The Grill®: The Beauty Contest" session on October 8th. Attached is the presentation.
10/2009 Gregory Curtis Gives Keynote Address at the 2009 Family Wealth Alliance Fall Forum in Chicago
Greycourt's Chairman Gives Keynote Speech: “Is It Different This Time?” at the 2009 Family Wealth Alliance Fall Forum on October 1st in Chicago. Greycourt’s White Paper No. 46 covers this topic in more detail and can be found under the White Paper section of our website. Attached is the presentation.
08/2009 Gregory Curtis to Appear on CNBC
Greycourt Chairman Gregory Curtis to appear on CNBC on August 27, 2009. Greg's comments can be viewed at www.cnbc.com.
04/2009 Margaret Towle Recognized as one of Wealth Manager's Top 50 Women in Wealth Management
Greycourt Managing Director Margaret Towle is being recognized as one of Wealth Manager’s Top 50 Women in Wealth Management – a list that honors the 50 women who have the most influence on wealth management. Read the article here.
04/2009 Gregory Curtis to speak at CCC Alliance
Greycourt’s Chairman to speak at CCC Alliance on April 1st in Boston. Gregory Curtis will discuss “Examining the Investment Process in Family Offices: What has been the impact of the 2008/09 market on Greycourt’s business, on our clients, and on the various investment assets classes?" Read the article here.
03/2009 Brian LaBore Presents at 2009 Wealth Management Conference
Greycourt's Head of Traditional Manager Research spoke at the 2009 Wealth Management Conference on March 25th in Chicago. Brian LaBore discussed Evaluating Managers on an After-tax Basis. Conference hosted by the CFA Society of Chicago. Attached is the presentation.
Jim Foster featured in Tepper Magazine Greycourt Managing Director Jim Foster explains why "getting the right things done" should be the top priority for new grads. Read the article here.
02/2009 - Mark Laskow Addresses Industry Conferences Greycourt Managing Director Mark Laskow spoke at the recent Private Banking LatAm conference in Miami and at the Family Business & Family Office for LatAm Families in Buenos Aires. He is also scheduled to speak at the Private Banking World event in Miami on Feb. 25, 2009. Click on the brochure for additional information..
01/2009 - Margaret Towle, CPWA(SM), PhD, Appointed to IMCA Board Investment Management Consultants Association (IMCA®), the provider of the premier investment consulting and wealth management credentials and world-class educational offerings, announced the election of Greycourt Managing Director Margaret Towle, PhD, CPWASM to its board of directors. She will serve a two-year term beginning January 1, 2009. Click on the attached Press Release
01/2009 - Greycourt Strengthens Management Team Greycourt has named Gregory R. Friedman as president of the firm and Gretchen Shoup as chief operating officer. Read the article here.
01/2009 - Gregory Curtis Appears on CNBC's "High Net Worth" Greycourt Chairman Gregory Curtis appeared on CNBC's "High Net Worth" show on December 12, 2008 and will also appear on January 29, 2009 offering advice for investors trying to navigate a turbulent market. Greg's comments can be viewed at www.cnbc.com.
09/2008 - Greycourt Chairman Gregory Curtis Honored by Worth Magazine Top 250 Wealth Advisor List Greycourt announced today that Worth Magazine has selected Chairman Gregory Curtis as one of its Top 250 Wealth Advisors. The annual rankings, which will be published in Worth's October issue, are based on expertise, insight, trustworthiness and commitment to clients' needs. Click on the attached Press Release
05/2008 - 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.
03/2008 - 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
02/2008 - Greg Friedman Gives IPI Keynote Address at Investor Advisor Dialogue Greg Friedman, Managing Director and Chief Investment Officer, delivered the keynote address at a recent Institute for Private Investors annual "Investor-Advisor Dialogue" 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.
10/2007 - 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.
10/2007 - 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.
09/2007 - 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.
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.
11/2006 - 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 
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