25: Hedge Fund Investing: The End of the Beginning This white paper provides an overview of the hedge fund industry as it exists today, and identifies the myriad risks… Read more
24: A Modest Proposal: Let’s End Conflicts of Interest in the Wealth Advisory Business The problem of financial conflicts of interest is a perfect example of our ability to understand a concept intellectually but… Read more
22: Corporate Crooks and Investor Trust It’s gotten to the point where we’re afraid to turn on the news or pick up a newspaper. Like most… Read more
20: Modern Portfolio Theory and Quantum Mechanics The year 2002 marks the 50th anniversary of the publication of Harry Markowitz’ seminal paper on mean variance optimization, a… Read more
19: Concentrated Security Positions: Four Commonsense Principles Many wealthy families hold all or most of their wealth in one highly appreciated security. Sometimes that stock represents a… Read more
