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History
11/16/04 - Manager Research Expert Peter Wilamoski Joins Greycourt
Greycourt is pleased to announce that Peter
Wilamoski has joined the firm as Director of Manager Research and will be based in Greycourt’s Portland, Oregon office.
11/16/04 - Curtis Speaks to World President's Organization
Greycourt & Co., Inc. is pleased to announce its nomination as Wealth
Advisor of the Year by Private Asset Management and Institutional Investor News.
08/03/04 - Greycourt Nominated as Wealth Advisor of the Year
Greycourt & Co., Inc. is pleased to announce its nomination as
Wealth Advisor of the Year by Private Asset Management and Institutional Investor News.
03/31/04 - Letter to Clients and Friends re the SEC inquiry into pension consultants
The SEC
has launched an inquiry into pension consultants - investment consulting firms that cater mainly to pension plans. The issues raised by the Commission should be of interest to all substantial investors. Greycourt's
letter on this subject is attached. We hope you find it of interest.
10/02/03 - CIO Greg Friedman Interviewed by Fundfire
Greg Friedman, Greycourt's Chief Investment Officer, was interviewed by
online newspaper Fundfire yesterday about his views on the prospects of growth versus value managers.
09/01/03 – Greycourt Opens Houston Office
Greycourt is pleased to announce that the firm has opened an office in Houston, Texas. The office will be headed by Roy W. Nichol, CFA,
and will be located at 808 Travis Street, Suite 914, Houston, TX 77002, (713) 237-0099, Fax 713-237-0098. Vita of Roy Nichol
09/01/03 - Curtis to speak at IWM Forum
Greycourt Chairman Gregory Curtis will speak at the Integrated Wealth Management Forum, “The Foundations of the New Paradigm,” to be held
at the Metropolitan Club in New York on September 29-30, 2003. Greg’s topic is “Helping Investors Understand Opportunities.”
09/01/03 - Curtis to speak at HNW REIS
Greycourt Chairman Gregory Curtis will speak at the annual High Net Worth Real Estate Investment Symposium at the Roosevelt Hotel in New
York on September 8-9, 2003. Greg’s topic is “Things You Need to Know Before Investing in Real Estate.”
06/12/03 - Curtis Presentation at Family Office Forum:
Greycourt Chairman Gregory Curtis spoke at the 10th Annual Family Office Forum, held in Chicago on June 11-13, 2003. Greg's
topic was "Investing in the Post-Bubble Economy - Asset Allocation Strategies for Today's Market."
04/10/03 - Curtis to speak at REIF
Greycourt Chairman Gregory Curtis will speak at the annual Real Estate Investment Forum, “Wealth Building Strategies for High-Net-Worth
Investors.” The conference will be held in Chicago on April 29-30, 2003. Greg’s topic is “Constructing and Developing a Profitable High-Net-Worth Real Estate Investment Strategy.” An outline of his presentation
follows:
- Understanding the role of real estate in your asset allocation decision: Is now the time to invest in or change your real estate allocation?
- Why active management matters: Strategies for adding value to your real estate portfolio
04/10/03 - Curtis to speak at Family Office Forum
Greycourt Chairman Gregory Curtis will speak at the 10th Annual Family Office Forum, to be held in Chicago on June 11-13, 2003.
Greg’s topic is “Investing in the Post-Bubble Economy – Asset Allocation Strategies for Today’s Market.”
01/30/03 - FOX Selects Greycourt As a Leading Advisor
Greycourt is pleased to announce that Chicago-based Family Office Exchange (FOX), an independent advisor to families of
exceptional wealth, has selected Greycourt as a Strategic Advisor.
01/14/03 - CIO Friedman in BusinessWeek
Gregory Friedman, Greycourt’s Chief Investment Officer, talks about the implications of the
proposed cut in dividend taxes in the upcoming January 20, 2003 issue of BusinessWeek in the cover story titled “How to Play the Dividend Cut.”
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